Originally posted by Trip McNeely
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Nissan Titan to get a Cummins 4cyl Diesel engine
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What's funny is all of these trucks going diesel as well as passenger European cars, yet the price of diesel just continues to rise.
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It's possible that Sean and the guys he talks to don't really know what's going on.
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Originally posted by racrguy View PostFair enough, but Dodge has done a pretty shitty job of marketing, as the only one I, and anyone I've spoken to about the new 1/2 ton diesels have heard about are the Toyota. The Ram's won't sell themselves like the Cummins medium duty trucks do because the name isn't associated with them.
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Originally posted by Baron Von Crowder View PostOriginally posted by Nash B. View PostLooks like Dodge will be beating Toyota and Nissan.
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Originally posted by racrguy View PostDodge, Chevy and Ford. You're fuckin' up, letting Toyota beat you to the 1/2 and smaller diesel market.... This is the first I've heard about Dodge's offering, but everyone I've spoken to has heard about the Toyota.
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Dodge, Chevy and Ford. You're fuckin' up, letting Toyota beat you to the 1/2 and smaller diesel market.... This is the first I've heard about Dodge's offering, but everyone I've spoken to has heard about the Toyota.
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2016 is going to be an interesting year for truck sales...
Explore the latest news and expert commentary on Vehicles brought to you by the editors of Wards Auto
Toyota Tundra Set to Receive Cummins Diesel
Feb. 11, 2014 Christie Schweinsberg | WardsAuto
Toyota’s fullsize pickup will get a version of the 5.0L turbodiesel V-8 coming in competitor Nissan’s Titan truck.
Toyota’s Tundra large pickup is set to go diesel.
According to a WardsAuto forecast, the Tundra will get a 5.0L turbodiesel V-8 from engine-maker Cummins, likely when the next-generation Tundra debuts in 2016.
This is a version of the same engine competitor Nissan will use in its next-generation Titan fullsize truck, set to debut next year in the U.S.
How different the engine will be from the Titan Cummins diesel is unclear. That mill is expected to produce more than 300 hp and more than 500 lb.-ft. (678 Nm) of torque in the Nissan truck.
A source tells WardsAuto the Cummins diesel possibly is a placeholder for Toyota, as the automaker had been working on an in-house Tundra diesel engine in 2007 and 2008.
However, the global economic downturn shelved the project, believed to be the result of a collaboration with Toyota’s Hino heavy-truck subsidiary. An in-house diesel likely would have relatively low sales numbers compared with less-expensive gasoline engines, but high development and certification costs.
However, with future, more-stringent CAFE regulations in the U.S., calling for all automakers to meet a fleet target of 54.5 mpg (4.3 L/100 km) in 2025, a diesel now is seen as a necessity for the Tundra.
If the Cummins diesel sees a lot of takers, it could prompt Toyota to reinstate its own diesel project, the source says.
The Tundra and Titan won’t be the only light-duty diesel pickups in the U.S. when they debut.
Chrysler has begun retailing its own light-duty diesel, a V-6 unit in the Ram 1500.
The Ram’s 3.0L EcoDiesel V-6, which makes 240 hp and 420 lb.-ft. (580 Nm) of torque while achieving a 20/28 mpg (11.7-8.4 L/100 km) city/highway fuel economy rating, is one of Ward’s 10 Best Engines for 2014. It begins at $27,050, a $2,850 premium over the Ram 1500 with a 3.6L gasoline V-6.
Ford will continue offering the 6.7L Power Stroke V-8 in its F-Series medium-duty pickups.
General Motors also has diesels in its medium-duty trucks, but recently indicated it may dust off its long-shelved 4.5L turbodiesel V-8 for light-duty applications.
And Feb. 6 at the Chicago Auto Show, Nissan showed off a 2.8L 4-cyl., 200-hp turbodiesel from Cummins in its Frontier midsize pickup, which it says may reach production if feedback to the concept is favorable.
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It's going to be hard to talk me out of buying a used 2016 Titan, Cummins and 4wd, unless they turn out to be turds, which I do not expect. I'll be watching closely.
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Originally posted by quikag View PostNavistar has a leading US truck distribution network borne of its historical
45%+ market share in medium duty trucks. So why would Navistar exit
medium duty engine manufacturing? Our in-depth work on its engine
business points to $300-$500 mn of annual losses since 2010 regulations,
which, combined with recent share losses and the company’s decision to
suspend next generation engine development provide visibility on a
potential sole source award to CMI in coming quarters, in our view, which
would drive $1.30 in run-rate earnings power.
Nice. Cat part II.
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From a recent GS research note:
Amid investor concern over potentially conservative initial 2014 guidance
and a slower pace of stock buyback near-term, we explore two major
market share opportunities in the US and China truck markets that account
for $1.2 bn of our $2 bn new product sales forecast over the next two
years. While initial 2014 guidance is unlikely to be aggressive and the pace
of buyback is unclear, we reiterate our CL Buy on the stock ahead of a year
where we expect market share and full cycle earnings estimates to be
revised significantly higher. Although visibility on a sustained truck and
power generation recovery remains low, we estimate share gains, new
product sales, and capital deployment will add over $3.50 EPS for CMI off
2013 levels, driving returns on capital 600 bp higher (Page 8).
Implications
(1) The path to 90% market share in US medium duty truck.
Navistar has a leading US truck distribution network borne of its historical
45%+ market share in medium duty trucks. So why would Navistar exit
medium duty engine manufacturing? Our in-depth work on its engine
business points to $300-$500 mn of annual losses since 2010 regulations,
which, combined with recent share losses and the company’s decision to
suspend next generation engine development provide visibility on a
potential sole source award to CMI in coming quarters, in our view, which
would drive $1.30 in run-rate earnings power.
(2) Emerging visibility on Cummins Foton share gains from
Weichai. The Foton Cummins JV has introduced a low cost heavy duty
engine product for new engine regulations, targeting Weichai’s (Sell) 85%
share on Foton trucks. We estimate 35% penetration in 2015 and $0.19 in
CMI EPS, with ultimate upside to 80%+ penetration and $0.50 in CMI EPS.
Valuation
Our $153, 12-month price target is based on 15x 2014E P/E (9x EV/EBITDA).
Key risks
Weaker global truck and power generation demand, cost control.
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