News
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China Pushes Into South American Market

Jack Hao On Nov. 4, 2025, Lingong Heavy Machinery’s Brazilian subsidiary, LGMG Machinery Brazil Ltda., promoted its globalization strategy in the South American market with the celebration of its plant in Indaiatuba, São Paulo State, Brazil. This move signifies a deepening of Lingong Heavy Machinery’s South American expansion and marks an important milestone in China’s industrial advancement.
The establishment of the Brazilian subsidiary carries multiple strategic advantages for Lingong Heavy Machinery, providing a robust platform for serving local Brazilian customers through localized operations. It addresses customer needs with customized solutions and develops confidence in Brazilian customers by ensuring product supply stability through a localized spare parts warehouse, improving after-sales service, and enhancing technical support.
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Auto Sector Driven by 2Ws, Stable PV Demand
INDIA REPORT

Aditya Kondejkar India’s auto sector delivered a resilient performance in the first half of FY26 (April–September 2025), supported by healthy two-wheeler volumes, steady passenger-vehicle demand, and a modest recovery in commercial vehicles — even as the industry navigated EV market churn and shifting policy tailwinds.
Two-wheelers continued to underpin volume growth: production and domestic sales surged, with about 10,200,000 (1.02 crore) two-wheelers produced/sold in 1H FY26. This strength was driven by durable rural demand, improved affordability, and strong scooter and motorcycle cycles during the pre-festive and monsoon seasons.
Passenger vehicles showed robustness across the board, with roughly 2.05 million units recorded in the six-month period (Apr–Jun ~1.01m; Jul–Sep ~1.04m). OEMs benefited from a combination of steady urban demand, renewed festive spending and a partial easing of supply constraints. Strong export momentum — India recorded a record H1 export tally — also helped OEM plant utilizations.
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Trucking Recovery To Be Driven by Supply Side?

Chris Fisher The signs of a freight recovery that appeared early this year are gone, replaced by a tough market where recovery will have to come from a supply-side correction, American Trucking Associations’ Chief Economist Bob Costello said at ATA’s 2025 Management Conference & Exhibition in San Diego.
Costello delivered a blunt and sobering economic warning: new tariffs, persistent stagflation, and a slowing labor market have created “absolutely unsustainable” conditions for many carriers, and the only way out, at least near-term, is to erase capacity from the highway.
“It’s not easy to talk about because it’s people’s livelihoods, but it’s a necessary evil,” Costello said, noting that freight demand is unlikely to improve anytime soon. “This has got to be a supply-driven change in the market.”
The current 18% effective tariff rate, nearly six times higher than it was during the first Trump administration, is a level not seen since the 1930s. Costello warned that the industry is only in the “bottom of the second or top of the third inning” of feeling the impact. “Any benefits of putting tariffs on foreign goods… are years in the future, but the cost hits much quicker,” he said.
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GM Ends Hydrogen Fuel Cells For Vehicles

Guy Youngs General Motors’ decision to end development of its next generation Hydrotec fuel cells for vehicles marked the close of a long, careful experiment. After years of research, pilot programs, and cautious optimism, GM finally acknowledged what the energy math had been showing for years: Hydrogen fuel cells are not a viable pathway for road transportation.
GM has been exploring hydrogen vehicles since 1966. GM framed its decision in practical terms. The company cited high costs, limited infrastructure, and low consumer demand. There are only about 60 hydrogen refueling stations in the United States.
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Take-Aways from Trump Meeting with Chinese
In October, the Chinese government introduced new export controls on key dual-use items, citing national security concerns. The move affected the export of rare earths which are critical to all aspects of modern life (such as mobile phone, computers and EVs) (Click here to read about this). China manufacturers 80% to 90% of the world’s rare earths.
In response, US President Donald Trump threatened to impose an additional 100% tariff on Chinese goods and export controls on “critical” software beginning Nov. 1. These measures would come on top of the existing 30% tariff already in place.
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Chinese Battery Could Extend Life by 9,000 Hours
Lithium metal batteries have become the cornerstone for future power systems due to their high energy storage capacity. Now, Chinese scientists have developed a new battery system that could enable lithium cells to operate safely for thousands of hours, an advance that could lead to better batteries for electric vehicles and power grids.
However, the current liquid electrolytes in these cells pose several risks, including leakage and combustion, and the growth of lithium metal inside batteries into needle-like or branch-like structures during charging (called dendrites), can compromise battery safety and performance.
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China EV Battery Has Range of 620 Miles
All-solid-state batteries may be the key to unlocking longer range, faster charging, and overall, more efficient electric vehicles. While America steps back from EVs, scientists in China have made a series of breakthroughs, and overcome several hurdles that have been holding the new EV battery tech from hitting the market.
According to a report from China Central Television (CCTV), scientists achieved three breakthroughs that could be key to unlocking the next-generation battery tech and allow a 100 kg battery pack to deliver over 1,000 km (620 miles) of range.
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2025 North America TLBs Production
9,500 units is the estimate by Power Systems Research of the number of Tractor/Loader/Backhoes expected to be produced in North America during 2025.
Tractor/Loader/Backhoes (TLBs) are full-size machines that are three pieces of construction equipment combined into one: the tractor, the loader and the backhoe. These units are designed to tackle an array of construction and agricultural related activities.
This product information comes from industry interviews and from two…
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Alternative Power Report, November 2025
In the November 2025 issue of the Alternative Power Report produced by Power Systems Research and authored by Guy Youngs, you'll find articles on General Motors halting production of Hydrogen fuel cells; China develops all-solid-state EV batteries with 620 mile range; plummeting battery prices will push BEVs below parity soon, and Chinese battery breakthrough could extend lithium cell lifespan by 9,000 hours. Read these articles and more in…
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Alternative Power Report, October 2025
In the October 2025 issue of the Alternative Power Report produced by Power Systems Research and authored by Guy Youngs, you’ll find articles on carmakers meeting EU emission requirements; India’s electrification of motorcycles, US tariffs on China rare minerals, and items on hydrogen power. Read the October Alternative Power Report today. PSR
Guy Youngs is Forecast and Technology Adoption Lead at Power Systems Research
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