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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™, July 2022

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

PowerTALK™, June 2022

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

PowerTALK™, May 2022

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

PowerTALK™, April 2022

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

PowerTALK™, March 2022

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

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

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

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

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

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

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PowerTALK News

Stay informed each month with insights from Power Systems Research analysts working around the world as they identify and comment on important news items in the company’s monthly newsletter.

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