PowerTALK™ News, March 2020

The coronavirus affected every one of the worldwide regions in which Power Systems Research operates, to one degree or another. The impact of the virus in China–and subsequently on supply chains throughout the world–can be seen in the regional reports in the March issue of PowerTALK News.

In This Issue

  • Dealing With Coronavirus
  • Report from CONEXPO
  • Europe: New Era in EU Industry
  • DataPoint: NA Utility Vehicles
  • Brazil: Coronavirus Jeopardizes Production
  • Brazil: Peru Auto Production Drops 54%
  • China: New Emission Regulations
  • Japan: Komatsu Offers ICT Retro Kit
  • Korea: Battery Market Shares
  • Thailand: Railway Network Expands
  • India: Coronavirus Reduces Components
  • India: OEMs Hurt by China Shutdown
  • Russia: China’s Haval Builds Engine Plant
  • Russia: Claas Shifts Production from Germany
  • Russia: KAMAZ Shows Cabless Truck
  • Russia: Aurus Bike Production Planned

Vertical Integration Is Key for Competitive Battery Vehicles

R&D World magazine recently examined the global market for lithium-ion batteries and concluded that there could very well be a shortage in the next decade. They projected that recent investments will ensure supply keeps ahead of demand for at least the next two years, but that the demand for lithium in 2030 will be 2.3x higher than the global output in 2019, and investments may not be happening at the pace needed to meet it.

Tyler Wiegert
Tyler Wiegert

The main bottleneck is that it takes 5-10 years to bring a new lithium or cobalt mine online, but their low prices right now remove some of the incentive to make those investments.

In the absence or shortage of those investments, control of current resources will play a critical role in the production costs of lithium-powered equipment, including on-highway vehicles. In this area, as in many others, Tesla appears to be a leader. The electric car maker has made a number of moves recently to pursue vertical integration, including, most recently, signing a supply deal with Hanwha for battery production equipment. But they are also making moves to secure ownership of the raw materials needed for battery production.

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PowerTALK, March 2019

Forklift Production Climbs in 2019

Production of Rough Terrain Forklifts in the U.S. this year is expected to be about 14,400 units, according to Carol Turner, PSR Senior Analyst, Global Operations. Her report is one of the Top Stories in the March 2019 issue of the PSR PowerTALK newsletter.

Other stories include a report on the 2019 Moscow Boat Show, a report on Q4 2018 gen-set sales in North America as part of PSR’s quarterly PowerTRACKER proprietary survey, plus stories from Asia, India, South America and Europe.

TOP STORIES

  • Rough Terrain Forklifts
  • EGSA Conference Report
  • NA Gen-Set Sales
  • Argentina LV Production Drops
  • Columbia LV Sales Forecast
  • China Boosts Methanol Use
  • Deutz Posts Strong Earnings
  • Kawasaki Completes India Plant
  • Doosan Wins Contracts
  • Indonesia Backs EVs
  • India Plans Tariffs
  • India Car Sales Decline
  • Moscow Boat Show Report
  • Russia Electric Car Market
  • Japanese Trucks in Moscow

PowerTALK March 2018

Severe Weather, Economy Boost Q4 2017 Gen-Set Sales

In this issue of PowerTALK, you’ll find PowerTRACKER North American gen-set survey report as well as news and analysis about these Top Stories:

  • PSR Marine Database Expanded
  • Data Point: A new feature
  • 2018 Moscow Boat Show Report
  • India Shifts EV Program
  • Hyundai May Build Engine Plant in Russia
  • Ford Delivers First Bi-fuel Focus Cars in Russia
  • Some Thoughts as China Drops Term Limits.
  • VW Picks China’s CATL as Battery Source

PowerTALK™ News, March 2021

Power Systems Research has launched a weekly podcast show featuring interviews with its analysts. The shows run from five minutes to 20 minutes, depending upon content. Read more about the program in the March issue of PowerTALK News.

Also in this issue is a report on North American generator sales produced as part of the PSR PowerTracker series of quarterly surveys with dealers, distributors and consumers. Read Joe Zirnhelt’s report in this month’s issue of PowerTALK News.

Here are more articles in this issue:

  • Power Systems Research Webinar Series
  • DataPoint: US ATVs
  • Europe: 100% Hydrogen Ferry
  • South America
    • Brazil Corolla Exports Planned
    • Jacto Plans Facility
    • Foton Plans Electric Truck
  • China: Beijing Accelerates Battery Plan
  • Japan: Komatsu Targets 2050 Co2 Emissions
  • South Korea: Doosan Unveils Wheel Loader
  • Indonesia: China, South Korea Boost Investment
  • India: Semiconductor Shortage
  • Russia
    • TMH-RR Purchase Stalls
    • PSMA Begins Diesel Production
    • KAMAZ JV Expands Production

Alternative Power Report, March 2023

Hydrogen power continues to be a hot topic as an alternative power source, as you’ll see when you read the March 2023 issue of the Alternative Power Report from Power Systems Research. Development of the charging infrastructure is a hot topic, too, as we see with the article on Subway tying its sandwich shops in with charging stations. PSR

Hino Motors’ Engine Fraud Covers 560,000 vehicles

FAR EAST: JAPAN REPORT
Akihiro Komuro
Akihiro Komuro

Hino Motors has announced that the falsification of diesel engine emission values, which was previously announced in March, had been taking place since at least 2003 or earlier. The company had previously stated that the fraud began in the fall of 2016. In 2016, the company also revealed that it had falsely reported to the MLIT (Ministry of Land, Infrastructure, Transport, and Tourism) in response to its request for a fact-finding survey on exhaust gas and fuel efficiency tests.

Source: The Nikkei

PSR Analysis: Although I do not wish to make such negativity a theme, I cannot overlook this issue. The impact on the industry of the fraud at Hino, which has the top share of the medium- and heavy-duty truck sector in Japan, is significant. Isuzu has suspended shipments of four bus models that use Hino engines. Not limited to the automotive field, Tadano cranes, Kobelco hydraulic excavators, Hitachi Construction Machinery wheel loaders, and Kato rough terrain cranes have also been forced to suspend shipments after the problem came to light.

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Coronavirus Has Major Impact on Global Production of Off-Highway Equipment and Medium & Heavy-Duty Vehicles

Download Your PDF Copy of the Presentation

ST. PAUL, MN–A team of international analysts from Power Systems Research (PSR) analyzed the impact of COVID-19 on the global production of Off-Highway Equipment and MH-Duty Vehicles in several regions today.

The team examined the impact of the coronavirus in North America, Europe, Asia, India, and South America for the remainder of 2020 and into Q1 2021.  Download your copy of the presentation here.

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DATAPOINT: 2021 Tactical Military Vehicles

Today Joe Delmont presents the 2021 forecast for Tactical Military Equipment production in North America. This forecast has been developed by Carol Turner, Senior Analyst of Global Operations, at Power Systems Research. Carol provides annual production forecasts for important equipment applications.

Transcript

Welcome to the PSR PowerTALK podcast produced by Power Systems Research.

00:06

From Power Systems Research I’m Joe Delmont, editor of PSR PowerTALK.

Today we’ll discuss a datapoint covering 2021 North American production of tactical military equipment.

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