PowerTALK News

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

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

IN THIS ISSUE

Lorena Violante is the Senior Market Research Consultant for Power Systems Research. This month she interviewed Miguel Elizalde Lizárraga, the executive president of ANPACT (the National Association of Bus, Truck and Tractor Producers). She also provides a report on ExporTransporte 2022, the largest truck bus show in Latin America.

Also in this issue read these articles:

• Alternative Power
  • Ideanomics Tests Quick Power 500 kW Charger
  • Hydrogen Combustion Engines Possible
  • Super-Fast Aqueous Rechargeable Zinc Battery
  • Miniature Hydrogen Fuel Cell Powers RC Truck
• DataPoint: NA Skid Steer
• Brazil/South America:
  • Record Sales of Agricultural Machines in Brazil
  • Scania, VW and Volvo Show Euro VI Lineup
  • GM Opens Third Shift Engine Production Plant
• Show Report: Expotransporte 2022
• China: Mercedes Produces Initial Heavy Trucks
• Japan: Agri Week 2022 Report
• South Korea: Hyundai and KT Invest in Autonomous Driving
• Vietnam: Urban Railroads Delayed
• India: Toyota Launches First Flex Fuel Hybrid

South Korea is looking at its first trade deficit with China in 28 years, according to a report in the September issue of PowerTALK News, the monthly report of news and analysis from Power Systems Research. Also in this issue is a report from Guy Youngs on Alternative Power sources, as well as reports from two important industry shows: The Cannes Yachting Festival in France and the M&T Expo in Sao Paulo, Brazil.

IN THIS ISSUE

• Alternative Power
  • Electric Battery Power Forecasts
  • Can EV Enthusiasm Trigger Global Growth?
  • Lithium Spot Prices Climb Nearly 900% Since January 2020
  • Cummins Jumps On New Energy Storage Iron Salt Formula
  • EV Shipping Set To Blow IC Engines Out of the Water
• North America:
  • Navistar Introduces S13 Engine Platform
  • Outdoor Power Equipment Forecast To Grow 5.3%
• DataPoint: NA Crawlers
• Europe: Report from Cannes Yachting Festival 2022
• Brazil/South America: Special Report: M&T Expo
• China: Drought Forces Sichuan Power Cuts at Factories
• Japan: Vinfast To Export Initial 5,000 EVs To Europe and the U.S.
• Japan: Honda To Discontinue Two-Wheel Gasoline Vehicles
• South Korea: South Korea Sees First Trade Deficit with China in 28 Years
• India: Festive Demand Expected To Boost Auto Industry

In this issue of PowerTALK News we introduce a new feature, Alternative Power Report, written by Guy Youngs. The monthly feature will include news and analysis about EV and power sources such as batteries and fuel cells. Also in this issue are articles about Daimler’s new strategy regarding its Western Star Brand, and update on Personal Watercraft, and the implementation of China IV emissions regulations starting Dec. 1, 2022.

IN THIS ISSUE

• Alternative Power
  • BMW keen on hydrogen fuel-cell EVs
  • Australian solar park could generate hydrogen for less than $2/kg
  • Tesla deploys lounges at Supercharger stations
  • BorgWarner buying EV charging company to boost growth
• North America:
  • Daimler Beefs Up Western Star Brand
  • Personal Watercraft Production Grows
• DataPoint: NA Tillers
• Europe: Report:
  • 100,000^th lithium-Ion Forklift for Jungheinrich
  • MAN Launches New Generation Engine
• Brazil/South America:
  • Brazil Implement Registrations Remain Strong
  • Volvo Plans EV Bus for Brazil in 2023
  • Mercedes To Deliver 1000 EV Bus by 2023 to São Paulo
  • Marcopolo To Deliver 30 EV Buses in 2022
• China: China IV Emissions Regulation Set for December
• Japan: Hino Motors’ Engine Fraud Covers 560,000 vehicles
• South Korea: Hyundai Doosan Infracore Plans Hydrogen Engine
• India: CV Industry Is Moving in Top Gear

PSR

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

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

The May 2022 issue of PowerTALK News features articles on the NA production of Hydraulic Power Units, development of bio-fuels in Europe and the successful sales effort of Hyundai EVs at the Indonesia Auto Show.

Inside:

• DataPoint: NA Hydraulic Power Units
• Europe: Plant-Based Bio-fuel May Not Replace Fossil Fuels
• South America:
  • Komatsu Announces Expansion in Brazil
  • Agrishow 2022 Sells US$ 5 Billion in Ag Equipment
• China: Beijing Plan Calls for 100% EV Commercial Vehicles
• Japan: MEGURI2040: The Fully Autonomous Ship Program
• South Korea: Hyundai Sells EVs at Indonesia Auto Show
• Vietnam:  Dat Bike EV Motorcycle Enters SE Asia
• India:
  • PMI Electro To Set Up EV Manufacturing Plant
  • Tata Motors: Electrification Is Irreversible Trend

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

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