Brazil/South America Report

News: Industry Segments

2020-03-22

Brazil/South America Report

This report appeared in the March issue of PowerTALK ™ News

Coronavirus Jeopardizes Brazil AG Machine Production

Lack of components coming from China may be a problem because of work interruptions caused by the coronavirus. According to the Brazilian Machinery Builders´ Association (ABIMAQ), the risk of supply stoppages is high. The Chinese content of an Agricultural Machine produced in Brazil is estimated to be 10% to 15%, with higher concentration on electronics components.

Source: M&T / Globo Rural Read The Article

PSR Analysis: This is an opportunity for local and international players to start
supplying these companies as an alternative source. The time window is short for
development of alternative sources, but global companies may start risk mitigation
plans. Understanding the opportunities, volumes and component content will be
key at this moment.

Production of Cars in Peru Drops 54% in One Year

The combination of market decline by 31% and the increase of vehicle imports
are the main reasons for the drastic reduction in production. From 2010 to
2015, the local production has been above the imports, with significant exports
to neighbor countries as Colombia and Peru. From 2016 – 2018, imports grew
from 31,000 to 103,000 units, while the production grew from 29,000 to 42,000
between 2016 and 2017, after a significant market growth, but reduced from
42,000 to 18,000 in 2019 with the competition from imports.

Source: PSR / AEADE Source: M&T Read The Article

PSR Analysis: Currency policy changes and changes in automotive industry
regulations are the main reasons for the shift in the automotive industry of
Ecuador. These changes affect not only Ecuador, but also the ability to reach
neighbor countries with its products, opening space for other players, like
Brazilian and Chinese. PSR

Fabio Ferraresi is PSR Director, Business Development, South America

2020 NA Utility Vehicle Production: 436,700

This article first appeared in the March 2020 issue of PowerTALK™ News

This is the estimate by Power Systems Research of the number of Utility Vehicles to be produced in North America (Canada, Mexico and the United States) in 2020.

DataPoint

This information comes from industry interviews and from two proprietary databases maintained by Power Systems Research: EnginLink™ , which provides information on engines, and OE Link™, a database of equipment manufacturers.

Market Share: With combined plant totals of 32%, Polaris leads in production of utility vehicles in North America. Polaris has plants in Mexico and the US. In second position is Honda with 13%, followed by Deere with 12%.

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Mercedes-Benz Focuses on Autonomous Driving Trucks

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Daimler has realigned the focus of Mercedes-Benz on autonomous driving. Instead of self-driving cars, trucks are now at the top of its priority list.

Dalibor Sablic
Dalibor Sablic

The German car maker initially planned to concentrate on autonomous cars, explained Daimler CEO Ola Kallenius in a conversation with journalists at the canceled Geneva Motor Show. The group believes that self-driving trucks are initially the more attractive area, says the Daimler boss, according to the news platform news.com.au.

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2020-03-21

A new Era in EU Industrial Strategy

This article appeared in the March issue of PowerTALK News.

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The European Commission has released a document showing how they are going to support the European Industry in the challenging transformation required in the coming years. 

Emiliano Marzoli
Emiliano Marzoli

The strategy is made up of three pillars designed to give European companies the opportunity to grow and strengthen their position in the global market. The pillars focus on global competitiveness, “green” development, and development of digital infrastructures.

The green and digital transformations are critical to develop new skills and capabilities to retain Europe as an innovation leader.

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2020-03-12

CONEXPO Day 3, CONEXPO

Wacker Neuson Plate Tamper and Compactor

The batteries on these machines run 60 minutes and charge in 80 minutes, which Wacker believes is enough for a typical work day. The machines are surprisingly quiet, given the type of work they do, and they have the added benefit of not emitting fumes into deep excavations with no air flow. The shock system is sufficient that the vibrations barely reach the battery, and they’ve had no issues with vibrations affecting the batteries so far. Unlike with other larger construction applications, and more like in the lawn and garden segment, Wacker believes the demand is already there for battery-powered equipment, and customers will be the ones driving a complete transition to battery rather than OEMs.

CONEXPO Day 1, CONEXPO 2020

EDITOR’S NOTE: Eric Best, engine research analyst at Power Systems Research, is walking the floor at CONEXPO 2020, looking for new engine and power train products. Here is his report on two innovative companies.

Eric Best
Eric Best

FPT Industrial

FPT has bought out a methane/natural gas company, a battery company, and a hydrogen company, and my contact has no worries about the future of electrification or alternative fuels.

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Moscow Boat Show 2020 Much Different than Previous Years

MOSCOW–The Moscow Boat Show conducted here March 5-9 in the Crocus City Expo center occupied two exhibition halls with total square of 19,000 sq.m., but it was much different in several ways than previous shows.

Maxim Sakov
Maxim Sakov

The number of boats shown was 30% less than during last year’s event. And the organizers of the show left a lot of empty space even in the dedicated halls. This looked strange because often there were only narrow passages between boats.

Surprisingly, more than 50% of the boats at the fair were produced domestically. Jeanneau, Beneteau and some other brands were also here, brought by a local dealer, but in smaller sizes and numbers than last year’s show. Some EU and Turkish shipyards exhibited at the fair, but did not bring anything besides marketing materials.

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