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VW To Build Its Largest Battery Factory In Canada
The battery division of Volkswagen Group, PowerCo SE, said it plans to construct its biggest battery gigafactory to date in St. Thomas, Ontario, Canada. A potential final expansion stage could produce up to 90 GWh of batteries annually.
This will be the company’s first overseas gigafactory for cell production, and it will provide the company’s BEVs in the North American region with their unified cells technology, a cell technology created for mass production. Construction is expected to start in 2024 and be completed in 2027.
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Caterpillar and NMG Sign Circular Supply Chain Deal
Nouveau Monde Graphite Inc. (NMG) and Caterpillar Inc. have signed agreements to provide a zero-exhaust emission fleet, supporting infrastructure, and service for NMG’s Matawinie Mine. Caterpillar will supply heavy mining equipment to transition from traditional models to Cat zero-exhaust emission machines.
Additionally, a non-binding memorandum of understanding (MoU) has been signed between the two companies to advance commercial discussions targeting NMG’s active anode material.
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Alternative Power Report, April 2023
Download PDFEngines 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.
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Vingroup To Enter EV Cab Market
VIETNAM REPORT
Akihiro Komuro Vingroup plans to launch a cab business using EVs in the country in April. The founder and chairman of the company has established a new company, owning a 95% stake. The company plans to start the service in Hanoi, the capital of the country, and expand it nationwide within the year. The company also hopes to increase awareness of its products.
The new company, Green and Smart Mobility (GSM), is capitalized at US$ 128 million (VND3 trillion, approximately 17 billion yen) and will develop a cab business using EVs as well as a business that rents EVs and electric bikes to other cab companies, etc. GSM plans to use 10,000 EVs and 100,000 electric bikes.
Source: The Nikkei
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DATAPOINT: NA ATV 2023 Production
Download PDFATV is a short term for All Terrain Vehicle. It commonly has 4 wheels and is designed to be driven off road. It seats one person, or sometimes two, one in front of the other.
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.
Market Share: With 28% of total units produced, Polaris leads in the production of 4-wheeled ATVs in North America. In second position and third position are Honda and Yamaha Motor with 22% and 18.5%, respectively.
Export: Mexico exports up to 45% of its production worldwide. The United States exports up to 30% of its production worldwide. Approximately 60% of Suzuki’s production in Rome, GA, remain in the US, while the rest are sold internationally.
Trends: In 2022, production of ATVs in North America decreased nearly 5% from 2021. However, production is expected to rebound 5% in 2023. The 2022 decrease was partially COVID-19 related. Other factors included overstock, the uncertain economic outlook, and the growing popularity of side x side units (utility vehicles).
Manufacturers have discontinued less popular models/variants and are concentrating on bestselling units. ATVs are used in many activities that meet recreation, sport and military needs.
Investor relations representatives from Yamaha, Polaris Industries and Arctic Cat forecast increased sales, based on rising consumer discretionary spending and favorable gas prices. Production is expected to increase, considering current economic factors along with the introduction of innovative products and technologies. Look for additional production up to 10% by 2025. PSR
Carol Turner is Senior Analyst, Global Operations, for Power Systems Research
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Compact Track Loaders Eat into US Skid Steer Market
The past decade has seen compact track loaders (CTLs) eat into the market share held by skid steer loaders in the US, before overtaking sales of their wheeled counterparts completely. In 2012, there were 36,125 skid steer loaders sold in North America, compared to 21,500 sales of compact track loaders. By 2022, that number had jumped to 93,000 compact track loader sales, compared to 30,000 skid steer sales.
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DATAPOINT: NA ATVs, 2023 Production
ATV is a short term for All Terrain Vehicle. It commonly has 4 wheels and is designed to be driven off road. It seats one person, or sometimes two, one in front of the other.
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.
Market Share: With 28% of total units produced, Polaris leads in the production of 4-wheeled ATVs in North America. In second position and third position are Honda and Yamaha Motor with 22% and 18.5%, respectively. PSR
Carol Turner is Senior Analyst-Global Operations, at Power Systems Research
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Cummins Agnostic ICE’s and Hydrogen Fuel Update
NORTH AMERICA REPORT
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.
Sources: FleetOwner Cummins X Series Agnostic Engines Cummins Agnostic Overview
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DATAPOINT: NA Harvesters, 2023 Production
Download PDFThe combine harvester, often simply called a combine, is a machine that harvests grain crops. The name derives from its combining three separate operations comprising harvesting—reaping, threshing, and winnowing—into a single process.
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.
Market Share: With 52% of total units produced, Deere leads in production of harvesters in North America. In second position, with combined plant total, is Oxbo International with 25%; third, Flory with 10%. PSR
Carol Turner is Senior Analyst, Global Operations, for Power Systems Research
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Charging Infrastructure Blocks BEV Growth
NORTH AMERICA REPORT
Chris Fisher According to John O’Leary President and CEO of DTNA, charging infrastructure is the greatest barrier to adoption for battery electric heavy trucks. Speaking to journalists in Las Vegas, he said customers are happy with the electric vehicles they have received but they are unable to expand their fleets with additional electric vehicles primarily due to the lack of charging infrastructure.
“Overwhelmingly, infrastructure is slowing us down in terms of EV deployment,” said Daimler Truck North America President and CEO John O’Leary. “Site prep, permitting, and construction delays all contribute to deployment times being measured in years, not weeks or months.”
“There’s a lot of will in the regulatory and political arenas to make that happen, but when you start talking about moving large megawatt lines of electricity around and building new substations, it just takes time,” he said.
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