DATAPOINT: North America Combines
Estimated 2022 Production: 7,400 Units
7,400 units is the estimate by Power Systems Research of the number of Combines to be produced in North America (United States) in 2022.
2022-12-05
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PowerTALK™, December 2022
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
BorgWarner To Produce Vehicle Batteries in Brazil
BorgWarner said it will start producing battery systems for electric vehicles in Piracicaba-SP, Brazil, by Q1 2023 with declared annual capacity of 1,000 electric units.
The plant in Piracicaba formerly belonged to Delphi and was acquired by BorgWarner in 2020. The plant will receive a production line from Akasol, another company acquired by BorgWarner.
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Alternative Power Report, December 2022
Read the expanded December 20222 Alternative Power Report produced by PSR’s Guy Youngs and other analysts at Power Systems Research. This month’s report includes articles on increased battery production in the US., Tesla’s plans for a recycling plant in Texas, increased merger activity in the EV Light/Medium commercial vehicle segment and new power sources being developed for cargo ships.
China To Push Adoption of New Energy CVs
CHINA REPORT
Pilot cities must embrace EVs in official vehicles, public transport, taxis, sanitation, postal express, urban logistics, airport vehicles, aiming to achieve 80% NEV proportion by 2025. A balanced and efficient charging infrastructure must be established, with public charging piles proportional to NEV promotion, and 10% charging facilities in expressway service areas.
Innovation in tech, green energy supply, and new information/communication networks must be applied to efficiently integrate NEVs with power grids and other fields. Innovations such as intelligent charging, high-power charging, rapid power change have been expanded, and vehicle-network integration verified.
Source: The QQ Read The Article
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WEG Building Plant for EV Batteries in Brazil
Brazilian WEG has announced plans for a new 6,000 m2 plant in Jaraguá do Sul, Santa Catarina, Brazil, to produce battery packs for EVs. With the investment, the annual capacity will be 1 GWh in battery packs. WEG plans a highly automated plant, with 140 direct employees; WEG’s timeline calls for completion of the plant in 1H 2024.
Source: Automotive Business Read The Article
PSR Analysis: WEG aims to supply EV production for OEMs located in Brazil. With strong background in drives and industrial electrical components, WEG could be a natural selection for many OEMs in Brazil. PSR
Fabio Ferraresi is Director of Business Development-South America for Power Systems Research
Volvo Tests Renewable LNG Truck
BRAZIL/SOUTH AMERICA REPORT
Volvo plans to test trucks fueled by vegetable origin LNG, gas in liquid form. According to the president of Volvo Trucks in Latin America, Wilson Lirmann, gas from renewable waste makes more sense in the transport operation because it contributes to nullifying the emission of CO2 in the fleet of commercial vehicles.
In this sense, the brand should soon bring LNG-powered trucks to the region. Brazil is a focus market, but possibly these trucks will debut in other South America countries. That’s because the infrastructure is still under development in Brazil. Although Lirmann does not say which countries in the region will receive the brand’s first gas trucks, it is known that Argentina and Chile already have more developed technology and infrastructure.
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Alternative Power Report, April 2023
Engines powered by gasoline and diesel fuel are reaching a critical point in production compared to electric and hybrid vehicles, according to reports in the April issue of Alternative Power Report. 2026 could be a critical year. Read about this trend and related articles that address alternative power in this issue.
Show Report: Agrishow 2023
BRAZIL/SOUTH AMERICA REPORT
Our Power Systems Research South America Team visited the Agrishow 2023, in Ribeirão Preto-SP, Brazil, visiting customers and checking the new launches and market expectations. It’s the world’s largest show on Agricultural Equipment
The general expectations of exhibitors we talked with were not positive. Exhibitors carefully spoke about some factors influencing the market, such as lower commodities prices and the new government often speaking against Agribusiness that does not promote positive investment decisions.
On the other hand, the projections of business during the show surpass US$ 2,6 Billion (R$ 13,2 Billion), that is 18% nominal growth over 2022 business and actual growth of 9.5% discounting inflation. The expectation is for a recovery in commodities prices in 2H 2023. The government is also announcing more credit for this segment and OEMs are offering their own credit lines.
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Alternative Power Report, May 2023
The May issue of the Alternative Power Report produced by Power Systems Research contains several articles that discuss plans for production of alternative power sources. These include articles on VW’s plans to build its largest battery factory in Canada, Cummins decision to invest $1 billion in a hydrogen fuel network plus a report Caterpillar and NMG joining forces.
