PowerTALK News

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

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

The September issue of PowerTALK News includes several articles discussing electric vehicles and battery power and production. Get the latest information on these important trends. Also, in this issue, read about:  

• DataPoint: Outboard Motors
• Europe: CNH Acquires Sampierana SPA
• South America
  • Mercedes Announces EV Bus for Brazil
  • Jacto Launches Self-Propelled Planter
  • Eletra Converts Trucks, Buses to EV
• China: Volvo  To Produce Trucks in China
• Japan: Toyota Invests in Auto Batteries
• South Korea: Hyundai To Convert Trucks and Buses
• Southeast Asia: VinFast To Build Batteries
• India: EV Segment Gains Traction
• Russia
  • EV Transport Plan To Cost US$ 8 Billion
  • Avotor Left Without BMW Subsidies
  • Rostselmash Increases Investment Program

Taiwan is a one of the world’s leading producers of digital chips for everything from commercial vehicles and autos to Lawn & Garden and other consumer products. Read Erik Martin’s report on Taiwan’s chip production in the August issue of PowerTALK™ News.

Here are more articles in this issue:  

• Global:
  • 20%+ Growth in Truck Production
  • Bitcoin Energy Consumption
• DataPoint: U.S. Crawlers
• Europe: Recovery Stresses Supply Chain
• South America:
  • Ford Ends Troller Production
  • Toyota Suspends Production
  • Komatsu Invests in Para Facility
• Japan: Honda Staff Seek Retirement
• South Korea: Hyundai, LG Chem Build Batteries
• Southeast Asia: COVID Disrupts Supply Network
• India: Scrappage Policy Is Launched
• Russia:
  • Ag Equipment Sales Jump
  • KAMAZ Builds Parts for Aurus Cars
  • Czech Republic Builds Electric SUV

IN THIS ISSUE is a report on global truck production that shows truck production growing by nearly 200% in Q2 2021. Read the Q2 2021 PSR Truck Production Index report in the July issue of PowerTALK™ News.

Here are more articles in this issue:  

• Edge Computing Connects America
• North America: Strong Post-pandemic Economic Growth Seen
• DataPoint: North American Excavators
• Europe: HansYachts Group Reports ‘Exceptional Year’
• South America
  • Chinese Great Wall Acquires Mercedes Facility
  • Green Hydrogen Projects Developed in Brazil
  • Tupy Developing Hydrogen Engine
• Taiwan: Acquisition May Create Powerhouse
• Japan: Sony Joins Komatsu DX Alliance
• South Korea: SK, LG To Build EV Battery Plant
• Indonesia: Sany Challenges Komatsu
• India: Second FAME II May Boost EV Demand
• Russia
  • Russia To Suspend Auto Support
  • KAMAZ Introduces Articulated Truck
  • Sinara May Cut 20% of Workers

IN THIS ISSUE. Edge Computing is a developing concept that brings data and data processing closer to the application, closer to the edge, if you will. Read about it in the June issue of PowerTALK News.

Here are more articles in this issue:

• Edge Computing Brings Data Closer
• Listen To New PSR PowerTALK Podcasts
• PSR MHV Database Segment Upgraded
• North America: Hydrogen Fuel Cell Truck Happenings in Europe
• DataPoint: North American Harvesters
• Europe: Mercedes Grows in EV Bus Market
• South America
  • Rio Plans 100% EV Buses by 2050
  • Goods Transported in Brazil Climb in 2021
  • Protests Affect Columbia Vehicles Market
• Taiwan: Next-Generation EV Battery Development Pushed
• Japan: Komatsu and Honda Jointly Develop EV Excavator
• South Korea: SK Plans To Develop Hydrogen Base in Ulsan
• Thailand: GWM Opens Smart Factory in Thailand
• India: Second Wave COVID Will Have Limited Impact on Ag
• Russia
  • Rostselmash Starts Building Tractor Plant
  • Aurus Car Powered by Hydrogen Created  in Russia
  • Tonar Shows First Articulated Dump Truck

IN THIS ISSUE. The May issue of PowerTALK^TM News reports that gen-set sales in North America declined in Q1 2021 down 7.4% from Q4 2020 levels, according to the Power Systems Research PowerTracker^TM dealer and distributor survey of 200 respondents. This decrease follows three consecutive quarters in 2020 where dealers reported overall sales increases of 4.5% in Q2 2020 followed by 11.9% in Q3 2020 and 6.3% in Q4 2020.

Although sales were down 7.4% in Q1 2021, the results were unique in that there was a different story depending on the fuel and power range being considered.

Here are more items in the May 2021issue of PowerTALK™News:

• Power Systems Research Offers Truck Data
• Listen To New PSR PowerTALK Podcasts
• PSR MHV Database Segment Upgraded
• North America
  • Expect Component Shortages
  • Powersports Recreation Equipment Update
• DataPoint: North American Scooters
• Europe
  • EV Buses Under Pressure
  • Continental Sells To VW
• South America
  • Muller Launches Off-Highway Truck
  • VWCO Exports Grow 130%
  • GE Announces LCV To Be Built in Brazil
• Taiwan: Draught Hits Many Areas
• Japan:
  • Ship Fuel Efficiency Plan Announced
  • Komatsu Shows Fully Electric Excavator
• South Korea: Doosan Recycles Plastic
• Vietnam: Vinfast Takes Orders for EVs
• India: Mahindra To Set Up Farm Equipment Plant
• Russia
  • Russia Ag Machinery Exports Double
  • GAZ Increases LCV Production

The Power Systems Research Truck Production Index (PSR-TPI ) dropped 42.5% for the three-month period ended March 31, 2021, declining from 186 to 107, from Q4 2020. The year-over-year (Q1 2020 to Q1 2021) improvement for the PSR-TPI was 15%, in which it climbed from 93 to 107.

While the decline in commercial vehicle demand in China will lower global vehicle demand this year, improved demand is expected in all other regions, according to the April issue of PowerTALK™ News. The PSR-TPI measures truck production globally and across six regions: North America, China, Europe, South America, Japan & Korea and Emerging Markets.

Here are more articles in this issue of PowerTALK™ News:

• Power Systems Research Offers Truck Data
• Listen To New PSR PowerTALK Podcasts
• Global Truck Production Drops in Q1 2021 (PSR-TPI)
• North America
  • Q1 2021 Economic Outlook
  • Powersports EV Update
• DataPoint: Skid Steer Loaders
• Europe: MAN Marine Engines Certified
• South America
  • MWM Launches NG Engines
  • Argentina Forces Full Capacity
  • CE 20% Growth Seen in 2021
• Japan: OEMs Agree on Battery Specs
• South Korea: Hyundai Seals Doosan Deal
• Malaysia: China-Led Proton Revitalized
• India: Scrappage Policy Announced
• Russia:
  • KAMAZ Profit Exceeds US$20 Million
  • GAZ Sells Trucks in Australia
  • Uralmash Sets India Deal
  • Rosatom Eyes Battery Production for Cars

Power Systems Research has launched a weekly podcast show featuring interviews with its analysts. The shows run from five minutes to 20 minutes, depending upon content. Read more about the program in the March issue of PowerTALK News.

Also in this issue is a report on North American generator sales produced as part of the PSR PowerTracker series of quarterly surveys with dealers, distributors and consumers. Read Joe Zirnhelt’s report in this month’s issue of PowerTALK News.

Here are more articles in this issue:

• Power Systems Research Webinar Series
• DataPoint: US ATVs
• Europe: 100% Hydrogen Ferry
• South America
  • Brazil Corolla Exports Planned
  • Jacto Plans Facility
  • Foton Plans Electric Truck
• China: Beijing Accelerates Battery Plan
• Japan: Komatsu Targets 2050 Co2 Emissions
• South Korea: Doosan Unveils Wheel Loader
• Indonesia: China, South Korea Boost Investment
• India: Semiconductor Shortage
• Russia
  • TMH-RR Purchase Stalls
  • PSMA Begins Diesel Production
  • KAMAZ JV Expands Production

Chris Fisher, senior commercial vehicle analyst at Power Systems Research, provides a forecast in the February 2021 issue of PowerTALK™ News for MHV. Here are more articles in this issue:

• Power Systems Research Webinar Series
• North America
  • Truck News: Ask The Expert
  • Electric Motorcycles
• DataPoint: Global Snowmobiles
• Europe: Volvo Penta Plans Zero Emissions
• South America
  • COVID-19 Cuts Brazil MC Production
  •  Brazil Vehicle Exports Up 22%
• Taiwan: Innovation Powers Gorgoro Network
• Japan: Honda Launches Electric Bike
• South Korea: Hyundai Offers Custom EVs
• Indonesia: New Tesla Investment?
• India: Union 2021 Budget Misses Mark
• Russia
  • TMH Purchases RR Plant
  • Haval Recalls Cars
  • KAMAZ Plans EV Buses