PowerTALK Reports

Monthly Report of World News and Analysis

 

Each month, analysts from Power Systems Research working around the world identify and comment on significant industry news items in the company’s free monthly newsletter, PowerTALK News.

  • PowerTALK™, March 2022

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    This issue of PowerTALK News contains several articles about the situation in Russia, including news about plant shut downs and operational adjustments by OEMs. Several EV articles, too.

    Inside:

    • Medium and Heavy EV Testing
    • DataPoint: NA Dumpers/Tenders
    • Europe: Middle East Energy Show Resumes
    • South America
      • Brazil Cuts Production Taxes
      • VW Plans EV Charger Program
      • Sao Paulo EV Bus Program
    • China: 90% EV Penetration Expected
    • Japan: Sony, Honda To Develop EV SUV
    • India: Paggio Developing EV Scooter for India
    • Russia:
      • Half of Auto Plants Shut Down
      • KAMAZ Adjusts To Daimler Exit
      • CAT Plans To Stop Russia Production
      • Foreign Automakers Face Ultimatum
  • PowerTALK™, February 2022

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    Read about new partnerships set up to develop alternative power sources in the February issue of PowerTALK News. Also in this issue is a report on 2021 global truck production, several articles on hydrogen fuel cell development, and a North American economic forecast by Yosyf Sheremeta, PhD.

    Inside:

    • North America:
      • Economic Outlook
      • Commercial EV Update
    • Global: 2021 Truck Production
    • DataPoint: US Harvesters
    • Europe: Hybrid Electric-Hydrogen
    • South America
      • Flying Car Registration Added
      • Scania Tests Euro VI Engine
      • Funding For Low Emissions
    • China: Hydrogen Fuel Cell Plant
    • Japan: Yamaha Adds Electric M/C
    • South Korea: Doosan Bobcat
    • Plans Electric T7X for NA
    • Southeast Asia: PTT-Hon Hai To
    • Produce EVs
    • India: Budget Pushes EVs and
    • Infrastructure
    • Russia:
      • New Engine for Grain Combines
      • UAZ To Supply Hyundai and Kia
      • Joint Car Production Set
  • PowerTALK™ News, January 2022

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    The overall global economic recovery looks strong, and the outlook for the global MHV segment is expected to improve in 2022 and 2023, according to forecasts by Power Systems Research analysts. Read the latest global economic news and analysis in the January issue of PowerTALK News. The January issue also includes:

    • DataPoint: North America Rollers
    • Europe: Kohler Introduces Small Block Diesel
    • South America:
      • Bad Weather Hurts Brazil Ag Machinery
      • Trailer Production Grows 33%
      • Brazil Segments See 4% Growth in 2022
    • China: Construction Machinery Electrifies
    • Japan: Look for Electric Car Growth
    • South Korea: LG Chem To Build Battery Plant
    • Southeast Asia: Japan Could Miss EV Growth
    • India: Semiconductor Incentive Plan Okayed
    • Russia:
      • KAMAZ Launches 720 hp Engine
      • Autotor To Produce EVs in 2023
      • Ural To Begin Axle Production
      • Ford Auto Plant Sold

  • PowerTALK™ News, December 2021

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    Q3 2021 NA Gen-Set Sales Climb 4.3%

    The Q3 2021 PowerTracker Report in this issue of PowerTALK News survey of dealers and distributors reports that overall gen-set sales in North America increased in Q3 2021 4.3% from Q2 2021 levels.  This builds on a sales increase of 6.8% in Q2 2021 and a slower start to the year of -7.4% in Q1 2021 as sales were constrained by availability and supply issues. 

    Also, in this issue, you’ll find

    • DataPoint: North America Golf Cars
    • South America
      • JCB To Expand Production Capacity in Brazil
      • VWCO To Invest US$ 400 million in Brazil
      • Cummins Expands Alternative Power Portfolio in Brazil  
    • Taiwan: TSMC in Early Talks Regarding Germany Plant
    • Japan: Toyota Joins BYD To Build Affordable $30,000 Electric Car
    • Southeast Asia: Indonesia Aims at Lead in Integrated EV Production
    • India: MG Motors Plans To Make India An Export Hub
    • Russia:
      • UAZ Patriot SUV Collects US$ 3.8 Million in Pre-orders in USA
      • GAZ Group May Start Mass Production of Hydrogen Engines in 2.5 Years
      • New Cars in Russia Cost More Than in USA and Europe
  • PowerTALK™ News, November 2021

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    Akihiro Komuro, PSR’s analyst in Japan, reports on the expansion of VinFast EV subsidiary of the Vietnamese conglomerate VinGroup that is expanding to the US. VinFast has announced plans for a US headquarters and manufacturing plant in California. Other stories in this issue of PowerTALK include:

    • Global Economic Forecast: On Path To Recovery
    • DataPoint: North America AG Tractors
    • Europe: BMW Starts Production of EV Motorcycle
    • South America
      • Stellantis Confirms Second LCV
      • Higer Bus To Produce EV Buses in Brazil
      • Concessions for Proconve L7 Seen
      • Argentine Auto Sales Decline
    • China: Weichai Produces 150-Ton Mining Truck
    • Japan: NEDO Begins R&D on Hydrogen Aircraft
    • South Korea: Hyundai Launches Wage Half Price Plant
    • Vietnam: VinFast Launches EVs, Plans US HQ and Production Plant
    • India: Chip Shortage Batters Auto Industry
    • Russia
      • AutoVAZ Halts Production
      • Assembly of Russian Railway Kits Starts in India
      • Russian Mega-Project in Doubt
  • PowerTALK™ News, October 2021

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    IN THIS ISSUE read about how global truck production dropped in the third quarter and what the forecast is moving into 2022. Also in this issue, read Yosyf Sheremeta’s optimistic economic forecast for North America into 2022.

    • Global Truck Production : TPI Drops 10.7%
    • DataPoint: NA Combines
    • North America: Economic Growth Continues into 2022
    • Europe: CNH Acquires Sampierana SPA
    • South America
      • Komatsu To Expand Autonomous Truck Operation
      • VW To Develop Niobium Battery
      • Motorcycle In-Service Population Grows
    • China Faces Restrictions on Power and Production
    • Japan: TSMC Plans Plant in Japan
    • South Korea: Diesel Scrappage Program Ineffective
    • Southeast Asia: Auto Production Down Sharply
    • India: Personal Mobility Segment Slumps
    • Russia
      • KAMAZ Nine-Month Production Up 21%
      • Russian’s September Car Sales Drop 22.6%
      • Almaz-Antey Group Eyes Hydrogen Cells
  • PowerTALK™ News, September 2021

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    The September issue of PowerTALK News includes several articles discussing electric vehicles and battery power and production. Get the latest information on these important trends. Also, in this issue, read about:  

    • DataPoint: Outboard Motors
    • Europe: CNH Acquires Sampierana SPA
    • South America
      • Mercedes Announces EV Bus for Brazil
      • Jacto Launches Self-Propelled Planter
      • Eletra Converts Trucks, Buses to EV
    • China: Volvo  To Produce Trucks in China
    • Japan: Toyota Invests in Auto Batteries
    • South Korea: Hyundai To Convert Trucks and Buses
    • Southeast Asia: VinFast To Build Batteries
    • India: EV Segment Gains Traction
    • Russia
      • EV Transport Plan To Cost US$ 8 Billion
      • Avotor Left Without BMW Subsidies
      • Rostselmash Increases Investment Program
  • PowerTALK™ News, August 2021

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    Taiwan is a one of the world’s leading producers of digital chips for everything from commercial vehicles and autos to Lawn & Garden and other consumer products. Read Erik Martin’s report on Taiwan’s chip production in the August issue of PowerTALK™ News.

    Here are more articles in this issue:  

    • Global:
      • 20%+ Growth in Truck Production
      • Bitcoin Energy Consumption
    • DataPoint: U.S. Crawlers
    • Europe: Recovery Stresses Supply Chain
    • South America:
      • Ford Ends Troller Production
      • Toyota Suspends Production
      • Komatsu Invests in Para Facility
    • Japan: Honda Staff Seek Retirement
    • South Korea: Hyundai, LG Chem Build Batteries
    • Southeast Asia: COVID Disrupts Supply Network
    • India: Scrappage Policy Is Launched
    • Russia:
      • Ag Equipment Sales Jump
      • KAMAZ Builds Parts for Aurus Cars
      • Czech Republic Builds Electric SUV
  • PowerTALK™ News, July 2021

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    IN THIS ISSUE is a report on global truck production that shows truck production growing by nearly 200% in Q2 2021. Read the Q2 2021 PSR Truck Production Index report in the July issue of PowerTALK™ News.

    Here are more articles in this issue:  

    • Edge Computing Connects America
    • North America: Strong Post-pandemic Economic Growth Seen
    • DataPoint: North American Excavators
    • Europe: HansYachts Group Reports ‘Exceptional Year’
    • South America
      • Chinese Great Wall Acquires Mercedes Facility
      • Green Hydrogen Projects Developed in Brazil
      • Tupy Developing Hydrogen Engine
    • Taiwan: Acquisition May Create Powerhouse
    • Japan: Sony Joins Komatsu DX Alliance
    • South Korea: SK, LG To Build EV Battery Plant
    • Indonesia: Sany Challenges Komatsu
    • India: Second FAME II May Boost EV Demand
    • Russia
      • Russia To Suspend Auto Support
      • KAMAZ Introduces Articulated Truck
      • Sinara May Cut 20% of Workers
  • PowerTALK™ News, June 2021

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    IN THIS ISSUE. Edge Computing is a developing concept that brings data and data processing closer to the application, closer to the edge, if you will. Read about it in the June issue of PowerTALK News.

    Here are more articles in this issue:

    • Edge Computing Brings Data Closer
    • Listen To New PSR PowerTALK Podcasts
    • PSR MHV Database Segment Upgraded
    • North America: Hydrogen Fuel Cell Truck Happenings in Europe
    • DataPoint: North American Harvesters
    • Europe: Mercedes Grows in EV Bus Market
    • South America
      • Rio Plans 100% EV Buses by 2050
      • Goods Transported in Brazil Climb in 2021
      • Protests Affect Columbia Vehicles Market
    • Taiwan: Next-Generation EV Battery Development Pushed
    • Japan: Komatsu and Honda Jointly Develop EV Excavator
    • South Korea: SK Plans To Develop Hydrogen Base in Ulsan
    • Thailand: GWM Opens Smart Factory in Thailand
    • India: Second Wave COVID Will Have Limited Impact on Ag
    • Russia
      • Rostselmash Starts Building Tractor Plant
      • Aurus Car Powered by Hydrogen Created  in Russia
      • Tonar Shows First Articulated Dump Truck
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