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2020-04-25

Q1 2020 Motorcycle Production in Brazil Was Strong But Will Drop in April

Different from the segments with 4 wheels or more, Motorcycles plants worked normally in March. The total production has been of 296 k motorcycles in the first quarter, about 7% above the same period of 2019. However, the stops in this sector started March 30 and will remain until the beginning of May.

Source: AutoData     Read The Article

PSR Analysis:

Although motorcycles are also a way of delivering packages in big Cities, sales of motorcycles in Brazil have a closer relationship with lower income individuals who see motorcycles as an alternative to bad public transportation or even animal transportation in rural locations.

This segment of the society has a high number of informal jobs, mostly related to service, heavily impacted by the social restriction measurements. Therefore, the impact on this business for the remainder of the year should be considerably high, despite of the growth in the first quarter. PSR

2022-11-16

US Increases EV Battery Recycling Capacity

A new EV battery recycling plant in Alabama from Li-Cycle has just come online. It can process up to 10,000 tons of battery waste per year, enough for about 20,000 EVs per year, and helps the US move toward a zero-emission economy.

Li-Cycle’s processing method is specifically designed as a two-part system recycling battery manufacturing scrap and turns end-of-life batteries into a black mass. The black mass is then processed and used to generate battery minerals such as nickel sulfate, lithium carbonate, and cobalt sulfate, three of the most critical factors for EV batteries. According to the battery recycling company, Li-Cycle believes its new method will enable up to a 95% efficiency rate compared to the industry average of 50%.

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2021-05-24

Continental Wins First Order for CV High-Performance Computer

Frankfurt, Germany–For the first time, Continental has won an order to supply the commercial vehicle sector with telematics units that include high-performance computers. This means that the technology company now also offers a solution that can master the increasing requirements for connectivity, complexity and functional scope in trucks.

Continental will use its telematics know-how – already proven in the passenger car sector – to complete this order from Volkswagen. Last year, Continental was the first supplier to put a high-performance computer with software into serial production. The computer connects the electronics architecture, controls data streams, and enables over-the-air updates for VW’s all-electronic ID series.

In its solution for trucks, Continental combines the telematics unit with a high-performance computer, enabling the mapping of a large number of additional functions and different applications. Particularly in the efficiency-driven transportation industry, this entails competition-relevant applications ranging from the digitalization of the logistics chain and remote diagnostics to secure over-the-air software updates.

Continental says its solution can manage the large data streams generated in the vehicle much better than conventional computers. As a result, it not only can create opportunities for even more innovative functions and services, but also can ensure a high degree of flexibility for the customer.

Founded in 1871, Continental offers safe, efficient, intelligent and affordable solutions for vehicles, machines, traffic and transportation.   PSR

2020-09-22

The Future of Commercial Vehicles. Perspectives for Brazil

Published in Automotive Business, August, 26, 2020

1. INTRODUCTION

The use of diesel in Commercial Vehicles and its alternatives has been studied and discussed globally over the past two decades. We have updated future trends annually based on the new platforms in our data and new models in development allowing us a 10-year horizon. In August 2019 we published an article on the subject for Automotive Business Brazil, which is now updating.

Carlos Briganti
Carlos Briganti

In the 2019 article we said that fossil diesel propulsion for commercial vehicles would be exposed to several alternatives and therefore the 20s decade would be a decade of significant changes, justifying yearly monitoring of the subject.

This whole range of studies was then impacted by COVID-19, a new event at the beginning of this decade that is another factor of change in this complex subject.

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2023-05-24

Show Report: Agrishow 2023

BRAZIL/SOUTH AMERICA REPORT  
Fabio Ferraresi
Fabio Ferraresi

Our Power Systems Research South America Team visited the Agrishow 2023, in Ribeirão Preto-SP, Brazil, visiting customers and checking the new launches and market expectations. It’s the world’s largest show on Agricultural Equipment       

The general expectations of exhibitors we talked with were not positive. Exhibitors carefully spoke about some factors influencing the market, such as lower commodities prices and the new government often speaking against Agribusiness that does not promote positive investment decisions.

On the other hand, the projections of business during the show surpass US$ 2,6 Billion (R$ 13,2 Billion), that is 18% nominal growth over 2022 business and actual growth of 9.5% discounting inflation. The expectation is for a recovery in commodities prices in 2H 2023. The government is also announcing more credit for this segment and OEMs are offering their own credit lines.

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2021-07-27

Strong Post-pandemic Growth Expected into 2022-23 for North America

Yosyf Sheremeta
Yosyf Sheremeta

SUMMARY.  After the GDP declined 3.5% last year, the worst performance in almost 75 years, the US economy is set for a strong comeback.  There are many reasons to be optimistic about the economy for the next few years, including strong readings of macro-economic factors combined with the economic cycle reset backed by government initiatives and policies.

Our positive outlook is based on the reviews of key economic indicators, including GDP, unemployment, and inflation. 

During H1 2021, we witnessed a strong level of activities and a rebound for many industries.  As local governments eased lockdown restrictions, service-oriented industries gained traction and that translated to an overall increase of economic activities across many industries. 

We expect this level of rebound to continue and we now expect even stronger overall growth for 2021.  The US economy is on track to reach or even surpass the growth level of 1984 – the highest one since 1950s.  In the near term, consumer spending will help drive demand and support the strong growth trend.

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