Randon, an Brazil-based OEM, has agreed to invest $40 million to acquire the US-based trailer manufacturer Hercules. Randon’s purchase agreement for Hercules is expected to be finalized within 120 days. Randon Implementos is the largest semi-trailer manufacturer in Latin America. The company maintains a manufacturing park in Argentina and works with partners to assemble semi-trailers at several points in Central America and Africa. It is the main Brazilian exporter in the segment, with a historical market share of 60% in exports.
The City of São Paulo has announced a partnership with Enel, an energy supplier, for its bus fleet electrification project to be completed by 2024. Under the agreement, the city will get funding for the project of R $ 8 billion. The plan calls for the replacement of the fleet of combustion buses with non-polluting models.
According to the city, Enel is one of the main stakeholders in the project and should assist companies in logistics, infrastructure and the feasibility of electric vehicles based on their experience in Latin America.
Ten years after starting operations in Brazil with the import of Trucks and plans to have a local plant, Foton Aumark do Brasil (FAB) is preparing to go to court against the Chinese brand, claiming breach of contract. The company was created by economist Luiz Carlos Mendonça de Barros, former president of BNDES and former director of the Central Bank.
PSR Analysis: The volumes of Foton were always very small and the situation will not affect the market. Plans for plants and volumes were never executed and sales never ramped up. Now it is just litigation between the parties and dealers that should look for compensation after FAB. PSR
Fabio Ferraresi is Director-Business Development South America, for Power Systems Research
New vehicle sales in the six major Southeast Asian countries totaled 317,765 units in September, up 33% from the same month last year. The figures were compiled from new vehicle sales statistics released by automobile industry associations and other organizations in each country. This is the 12th consecutive month that sales have exceeded those of the same month last year; the economic recovery from COVID-19 continues, with sales up 8% compared to September 2019, even before the spread of the infection.
Indonesia, the largest new vehicle market in the region, saw a 19% y/y increase to 99,986 units. This was the highest single-month sales volume in 2022. The tax exemption for some models ended at the end of September, and there appears to have been a rush demand for new vehicles.
The full details of the government’s goal of a next-generation semiconductor development system have been revealed. Led by the Ministry of Economy, Trade and Industry, and in cooperation with the private sector and overseas countries such as the United States, a new company will be established to mass produce next-generation semiconductors, and a new R&D center will be launched. This is the first time that a comprehensive system for research and mass production of advanced semiconductors has been established.
The new structure has two pillars. The “LSTC (Leading-edge Semiconductor Technology Center)” will be established by the end of this year as a research and development center for next-generation semiconductors. The University of Tokyo, Tokyo Institute of Technology, Tohoku University, RIKEN, and others will participate in the LSTC, which aims to be an open R&D platform for both domestic and international use so that the results of research can be put to practical use. The company is also considering collaboration with the National Semiconductor Technology Center (NSTC), which is scheduled to be established in the United States.
During the past few years there has been plenty of talk about battery electric power replacing diesel-powered internal combustion engines in commercial trucks. At some point this might be true for short and regional haul freight carriers, but what about the long-haul heavy truck segment?
Currently, the lack of a sufficient charging infrastructure, range anxiety and the extreme weights associated with the batteries are significant deterrents to mass adoption of long-haul battery electric trucks. However, hydrogen fuel cell trucks for long-haul applications appear to be a viable option in this segment. Even though fuel cell trucks currently have a greater range and lighter weight than battery electric trucks, they have the same problem as electric trucks: a lack of refueling infrastructure.
Summary. After more than three years, Bauma, one of the largest construction events in the world, reopened its doors for seven days in Munich Oct. 24. Power Systems Research (PSR) had a five-person team at the event, discussing trends with industry representatives, from new products and services to topics around the future evolution of sustainable technologies.
The show was smaller than the last time it was held, in 2019. Close to 3,200 exhibitors from 60 countries (2019: 3,684 exhibitors from 63 countries) participated and more than 495,000 visitors from over 200 countries (2019: 627,603 visitors from more than 200 countries) came to Munich for the event.
Bauma is the world’s leading trade fair for construction machinery, building material machines, mining machines, construction vehicles and construction equipment. International visitors made up about 50% of the attendance. That’s a change from 2019 when about two-thirds of visitors came from Germany.
In the October issue of PSR’s Alternative Power Report, read about Ideanomics’ new quick charger, a new super fast rechargeable battery and a cost analysis of diesel vs. hydrogen power.
Mercedes-Benz heavy-duty truck factory in China has started mass production and its first domestic Chinese heavy-duty truck has rolled off the assembly line. The rollout reflects the Mercedes Benz truck localization project, under which Mercedes is producing heavy duty trucks built specifically for the domestic Chinese market.
The first batch of Mercedes Benz domestic heavy trucks is scheduled to be delivered to customers in early November.
In the process of localization, MB is striving to achieve a balance between high quality and cost. It is working with 150 domestic suppliers to improve manufacturing quality capability and localize the supply of more than 1500 parts. Presently, the localization rate of Mercedes Benz heavy truck Actros series exceeds 50%, and the localization rate of Actros C series is 90%.
Mercedes Benz trucks has established a Mercedes Benz business unit under the joint venture of Daimler Trucks Co., Ltd. and Foton Motor, which have a 50: 50 share ownership.
Editor’s Note: This report includes a conversation with Miguel Elizalde Lizárraga, the executive president of ANPACT (the National Association of Bus, Truck and Engine Manufacturers) and a visit to the Expotransporte 2022, the largest truck show in Latin America.
Lorena Violante
ANPACT represents the trucks, buses and engine manufacturers in Mexico. It participates actively with government organizations and other important related associations to ensure the truck and bus industry gets enough support, incentives, alliances, agreements and information to grow in the local market. Also, to continue with their outstanding role as one of the most important exporters of heavy duty vehicles globally.
The ANPACT gathers the most important trucks, buses and engine manufacturers in Mexico such as Kenworth, Freightliner, International, Mercedes Benz, Man, Volkswagen, Scania, Dina, Mack, Volvo, Isuzu, Hino, Detroit and Cummins.
During our conversation, Elizalde provided timely insights into the Mexican transportation industry and the major market challenges this country is facing today.
Chris Fisher
Vehicles manufactured in Mexico produce an important impact on the country’s economy, logistics and mobility. For example, 71% of the foreign trade value is moved to the US through heavy duty trucks. Much of the movement of goods in Mexico is through trucks, and people use buses as their main transportation.
According to ANPACT´s August statistics, manufacturers produced a total of 127,858 heavy duty vehicles from January through August this year. This is 18% more than 2021 production. Through August, export volumes increased by 15.7% (106,824 units) compared to 2021. Retail demand has increased so far by 20.5% (25,196 units).
Current challenges the transportation industry is facing today in Mexico include road safety, environmental regulations implementation, supply chain lead times, driver shortage, e-commerce, vehicles renewals, safety and energy infrastructure.
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