PowerTALK™, January 2023

Manufacturers are increasing their efforts to develop hydrogen as a power source for vehicles and stationary power equipment at the same time that they continue to develop batteries that are lighter and that can be charged faster.

In This Issue
  • Alternative Power
    • • Are Hydrogen Engines in the Future?
    • • Growth of Hydrogen Internal Combustion engines (H-ICE)
    • • JCB Reaches Hydrogen Milestone
    • • Hyster Begins Pilot of Hydrogen Fuel Cell Powered Container Handler
  • North America: U.S. Economy Faces Problems
  • DataPoint: NA Combines
  • Brazil/South America
    • • Brazil Pushes Truck Renewal Program
    • • First Synthetic Fuel Neutral CO2 Started
    • • FPT Developing Ethanol or Biomethane Engine
  • Europe: Cost Increases Cause Losses at HanseYacht
  • China: CNH To Halt Sales of Construction Machinery
  • Japan: METI Sets 2030 Goal for EV Trucks
  • South Korea: Hyundai Plans $14.7 Billion for Software
  • Southeast Asia: EV Purchase Subsidies Planned
  • India: Bets Placed on Green Hydrogen

DATAPOINT: NA Dumpers/Tenders, 2023 Production

1,790 units is the estimate by Power Systems Research of the number of Dumpers/Tenders to be produced in North America (United States and Canada) in 2023.

A Dumper/Tender is a vehicle designed for carrying bulk material, often on building sites. Dumpers are distinguished from dump trucks by configuration: a dumper is usually an open 4-wheeled vehicle with the load skip in front of the driver, while a dump truck has its cab in front of the load.

This information comes from industry interviews and from two proprietary databases maintained by Power Systems Research: EnginLink™ , which provides information on engines, and OE Link™, a database of equipment manufacturers.

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Cummins Agnostic ICE’s and Hydrogen Fuel Update

NORTH AMERICA REPORT
Chris Fisher
Chris Fisher

Cummins plans to introduce their agnostic ICE engine platforms with testing to begin in 2024 and series production to start in the 2026/2027 timeframe.  The engine platforms use a common base engine.  Below the head gasket the engines will mostly have similar components and above the head gasket the engine will have different components for different fuel types.  The new platforms will include the B6.7, X10 and the X15 engines.  The X10 will ultimately supersede the current L9 and X12 engine platforms.  

In North America, Cummins plans to introduce the agnostic engine platforms starting in 2026.  Diesel and natural gas will be the first fuel types introduced and hydrogen versions will soon follow.

SourcesFleetOwner  Cummins X Series Agnostic Engines  Cummins Agnostic Overview

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CARB Is Phasing Out Heavy Trucks

NORTH AMERICA REPORT
Chris Fisher
Chris Fisher

In April, the California Air Resources Board (CARB) voted unanimously to finalize its Advanced Clean Fleets rule that requires all new medium- and heavy-duty vehicles sold or registered in the state of California to be zero-emission by 2036. 

Among these requirements is a new 2036 target for an end to diesel truck sales. This was lowered from an early 2040 target, with the thought that 2040 would be too late to reach California Governor Gavin Newsom’s goal for 100% zero-emission medium- and heavy-duty vehicles by 2045. 

The 2036 target is only one year after the 2035 target for passenger cars.  Also in the rule, state and local agencies must purchase 50% ZEV by 2024, and 100% ZEV by 2027.

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BYD Expands Production in Brazil

BRAZIL/SOUTH AMERICA REPORT 
Fabio Ferraresi
Fabio Ferraresi

BYD announced the installation of an industrial complex in Camaçari, Bahia. The largest manufacturer of electric vehicles in the world, the Asian giant will invest, in five years, about US$ 600 Million (R $ 3 Billion) in the installation of three factories at the Bahia complex, generating about 5,000 direct and indirect jobs. In addition to passenger vehicles, electric bus and truck chassis will be made on site, as well as a battery split.

The company will take over Ford’s facilities. The deal, however, has not yet been officially announced. The Camaçari pole is the last factory that still belonged to the North American brand in Brazil. The automaker, which announced the end of its local production in 2021, has already sold its facilities in Taubaté (SP) and São Bernardo do Campo (SP).

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Weichai-BYD JV Begins Production of Battery Plant

CHINA REPORT

Jack Hao
Jack Hao

The joint venture between Weichai Power and BYD has started construction on its factory, which has attracted widespread attention and has quickly become a hot topic in the industry. On Nov. 3, 2023, in Shandong Province, the Weichai (Yantai) New Energy Power Industrial Park project, a joint venture between Weichai Power and BYD, officially began construction.

Project plans call for the creation of a research and development and manufacturing base for batteries, motors, electronic controls, and electric drive assemblies that run through new energy commercial vehicles.

After the project is put into operation, the direct beneficiaries will include Weichai New Energy Commercial Vehicles under the Weichai Group and located in Yantai.

May 12, 2023, Weichai Power and BYD signed a strategic cooperation agreement in Shenzhen to jointly produce power batteries in Shandong.

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2024 NA Production: Dumpers/Tenders

1,600 units is the estimate by Power Systems Research of the number of Dumpers/Tenders expected to be produced in North America in 2024.

Dumpers/Tenders are vehicles designed for carrying bulk material, often on building sites. Dumpers are distinguished from dump trucks by configuration: a dumper is usually an open 4-wheeled vehicle with the load skip in front of the driver, while a dump truck has its cab in front of the load.

Utility style models are versatile and are extremely popular with homeowners.  Dumper/Tenders, commonly referred to as the Power Buggy, are sought after pieces of equipment, much faster than a conventional wheelbarrow and can accelerate job site related activities. 

Carol Turner is Senior Analyst, Global Operations, at Power Systems Research