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2022-03-20

São Paulo Starts Construction of BRT Aiming Electric Buses

BRAZIL REPORT

The São Paulo Government has announced the start of a BRT line, going through cities surrounding the São Paulo capital city with plans to be operating in 2023. This line has 17 km of extension and will use 82 Battery Electric Articulated 23 meter buses.

Source: M&T      Read The Article

PSR Analysis: The cities surrounding São Paulo Capital have started deploying the initiatives of the main city, as expected. São Paulo City has a more aggressive plan for using BE Buses  with 800 for 2022 and the average of 1600 per year from 2023 to 2032.  PSR

Fabio Ferraresi is Director Business Development South America, for Power Systems Research

Electric VW E-Delivery Has New Chargers and Reach Into Colombia

BRAZIL REPORT
Fabio Ferraresi
Fabio Ferraresi

VWCO will increase the offer of homologated chargers and now it can be charged in more than 10 different wall boxes. In addition to the new chargers, VW is starting the sale effort in Colombia in agreement with Porsche Colombia, with versions of 11 and 14 tons.

Source: Automotive Business    Read The Article

PSR Analysis: Colombia is a market with high acceptance for EV and alternative propulsion and sales of this vehicle should grow fast. Total cost of ownership is still an issue for this product in Brazil, but many companies are investing in these products to associate the green and environmental appeal to its brands.   PSR

Fabio Ferraresi is Director Business Development South America, for Power Systems Research

PowerTALK™, April 2022

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This issue of PowerTALK News contains articles on the Yanmar acquisition of ELEO Technologies and several articles about alternative power sources. You can also read about the Q1 2022 PSR Truck Production Report here.

IN THIS ISSUE  

  • Truck Production Index Drops
  • DataPoint: NA Lawn & Garden Tractors
  • Europe: Yanmar Acquires Tech Firm
  • South America:
    • Fleet Renewal Program Goes Live in Brazil   
    • Tupy Acquires MWM in Brazil
  • China: Five Year Plan Pushes LNG
  • Japan: More on Yanmar Purchase
  • SE Asia:
    • Thai Incentive Program to Promote EVs, Starting in 2022
    • Korea To Increase EV Battery Material Production
  • India: Maruti Suzuki To Build EV-Battery Plant

PowerTALK™, June 2022

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The June 2022 issue of PowerTALK News is loaded with articles about alternative power applications. Chris Fisher writes about the efforts at Cummins to develop hydrogen powered engines, Mike Aistrup reports on the e-motorcycle segment, Emiliano Marzoli discusses Volvo’s efforts to develop Construction Equipment powered by alternative energy sources, and Jack Hao reports on BYD’s plans to supply Tesla with batteries. And there’s more. Enjoy your read.

Inside:
  • North America:
    • PSR Expands Research Capabilities
    • Cummins Develops Hydrogen Engines
    • E-Motorcycle Update
    • Review of E-Motorcycle OEMs
  • DataPoint: NA Pavers
  • Europe: Volvo CE Pushing Alternative Power
  • Brazil/South America:
    • Electric Drive Trailers Okayed
    • Marcopolo Launches H2 Bus
  • China: BYD To Supply Tesla
  • Japan: New Environmental Exposition
  • South Korea: Korean EVs Succeed in UK
  • Indonesia:  Komatsu Supplies Hybrids to SE Asia
  • India: Bio-Fuel Policy Amended

2022-07-20

Mercedes Makes Fourth Production Shutdown in Brazil

BRAZIL/SOUTH AMERICA REPORT  

Despite high demand, Mercedes announced its fourth temporary production stop at the plant in São Bernardo do Campo-SP, from July 4-15. In the announcement, Mercedes mentions the shortage of components and its effort to work with the supply chain to meet commitments with customers.

Source: Automotive Business     Read The Article

PSR Analysis. The shortage of components, particularly semiconductors, is taking longer than expected and is affecting the MHV market more than expected. It may affect market projections if the supply chains do not recover 2H 2022.    PSR

Fabio Ferraresi is Director, Business Development-South America, for Power Systems Research

PowerTALK™, July 2022

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Read about the European Battery Show in the July issue of PowerTALK, and Emiliano Marzoli’s interview with Dow officials about their product plans. Also in this issue is Jim Downey’s forecast on the North American economy and Jack Hao’s report on the sharp decline in China’s heavy truck sales.

IN THIS ISSUE
  • North America:
    • Economy Faces Multiple Problems
    • UTV & ATV Market Dynamics
  • DataPoint: NA/Global Personal Watercraft
  • Europe: Report: Battery Show-Europe
  • Brazil/South America:
    • Mercedes Makes Fourth Shutdown in Brazil
    • US$ 65 Billion Agriculture Funding Plan
  • China: Heavy Truck Sales Fall by More Than 60%
  • Japan: Venture Firm Plans Electrification Projects
  • South Korea: Hyundai Launches Flagship EV, the IONIQ6
  • Vietnam:  VinFast Ends Sales of Two Gasoline Vehicles
  • India: CNG Vehicles Are Moving in Cruise Mode

PSR

2022-08-20

BorgWarner Buys EV Charging Company

Guy Youngs
Guy Youngs

Global auto supplier, BorgWarner has announced it is buying EV charging company Rhombus Energy Solutions. The deal will boost its EV charging presence in North America while adding to its European market and will accelerate its charging business by leveraging its existing capabilities. This is the latest in a round of EV related acquisitions the company has made. In August 2021 it took control of AKASOL,(a German EV battery company) and in March 2022, BorgWarner acquired 100% of Santroll Automotive Components (a light vehicle eMotor business).

Source: Electrek Read The Article

PSR Analysis: This acquisition will generate good revenue for BorgWarner and continues their move into this market. It’s also a good example of the many acquisitions that OEMs are making into the broad arena of electric power as they see future opportunities. Other recent examples include: Nikola acquiring Romeo Power to bring its battery supply inhouse, Terex investing in Acculon Energy, and Cummins acquiring Meritor (Cummins believes eAxles will be a critical integration point within hybrid and electric drivetrains).    PSR

Guy Youngs is Forecast & Adoption Lead at Power Systems Research

Marcopolo To Deliver 30 EV Buses in 2022

Fabio Ferraresi
Fabio Ferraresi

Formerly using chassis built by other companies, mainly BYD, Marcopolo has announced plans to build its own EV chassis. It plans to produce and offer a complete set of bus chassis and bus body. It plans to deliver of 30 units in different setups for Brazilian cities in 2023.

Source: Automotive Business     Read The Article

PSR Analysis: Marcopolo is betting that its own chassis is more competitive for the market from an engineering and product standpoint. While preparing to compete with its chassis suppliers and partners in the EV segment, it still depends on them for the main volume of transit and intercity buses that is ICE powered.   PSR

Fabio Ferraresi is Director Business Development-South America for Power Systems Research

PowerTALK™, November 2022

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IN THIS ISSUE

Bauma 2022 was held in Munich this year during October, and Power Systems Research sent a team of analysts to the show to meet with exhibitors and attendees to discuss industry changes and to study new products. Read their complete report. Also in this issue is the expanded Alternative Power sources report prepared by Guy Youngs.

  • Alternative Power
    • JCB Unveils Mobile Hydrogen Refueller
    • Massive Hydrogen Fuel Truck To Help Decarbonize Mining Industry
    • 50-Ton Battery-Powered Electric Crane Introduced
    • World Needs To Mine 25× More Lithium By 2050
    • US Increases EV Battery Recycling Capacity
    • Penn State Offers Smaller, Faster Charging Batteries
    • Liebherr Leads Bauma Innovation Award Winners
  • Miners Cut CO2 Emissions by Switching To EVs
  • DataPoint: Utility Vehicles
  • Global Report: Powersports Market Expected To Exceed US$ 50 Billion
  • North America: Hydrogen Fuel Cell Truck News
  • Brazil/South America:
    • Foton Aumark Shuts Down Operations in Brazil
    • São Paulo Partners with ENEL To Replace Diesel Buses To BEV
  • Randon Acquires US Trailer Maker Hercules
  • Show Report: Bauma-Munich 2022
  • Japan: Semiconductor Development Companies Set Up
  • South Korea: Korean Electric Motorcycle Maker Builds Factory in Vietnam
  • SE Asia: New Vehicle Sales Increase 33% in September
  • India: Cheering Festive Season for Auto Industry

PowerTALK™, December 2022

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IN THIS ISSUE

Lots of news on Alternative Power issues in the December edition of PowerTALK News from Guy Youngs and other analysts at Power Systems Research. In addition to Guy Young’s report on alternative power, don’t miss John Krezsicki’s podcast about Michigan University’s Solar Car research program, Tesla’s Lithium refinery project in Texas and Chris Fisher’s report on M&A activity in the Light/Medium EV segment. PSR

  • Alternative Power
    • Are There Enough Materials For Needed EVs?
    • Redwood To Supply Cathode Materials To Panasonic
    • Tesla Lithium Refinery Project Advances in Texas
    • Here’s What Container Ships Could Look Like by 2050
  • DataPoint: Terminal Tractors
  • North America:
    • More Acquisitions in Light/Medium EV Segment
    • U.S. Powersports Industry Grows in 2021
    • PSR Podcast: Michigan Solar Car Program  
  • Europe: Solaris Buses Purchases 25 Fuel Cell Engines
  • Brazil/South America:
    • Royal Enfield Starts Assembly Plant in Brazil
    • BorgWarner To Produce Vehicle Batteries in Brazil
    • John Deere Plans Construction Equipment Plant
  • China: 2023 EV Sales To Grow To 8.4 Million Units
  • Japan: Honda To Produce FCVs in the U.S.
  • South Korea: SK To Expand Supplies To Hyundai’s U.S. Plant
  • India: CV Production Nears Pre-covid Levels