Business Fleet Africa November 2022

Business Fleet Africa brings you all the latest news and developments from the world of commercial vehicles. This month we cover a variety of topics including all the news from Bridgestone, Cummins, Damen, Williams Advanced Engineering, Serco, Suzuki and many more. Regular topics include the Ctrack Transport and Freight Index, business advice from Standard Bank and a deep dive into the monthly sales figures.

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Business Fleet Africa

EDITION 19

NOVEMBER 2022

17

34

Daimler Trucks celebrate

60 years of local

manufacturing.

TABLE OF CONTENTS

3 Editorial

Business

4 On going challenges necessitate investment

Transport and Freight Index

6 The South African logistics sector treads

water

News

8 International News

10 Industry News

In the headlights: HCV Fleet Vehicles

19 Volvo commences local assembly of Euro 5

models

20 Daimler Trucks SA celebrates 60 years

24 Iveco joins forces with energy supply chain

stakeholders

26 Hitting the road in Enviro’s EC35 panel van

28 Solaris launches articulated Urbino

Hydrogen bus

Fleet Owner Success Story

30 Coca Cola initiates smart truck project

31 Blazing a trail for women in transport

34 Farming with Massey Ferguson

Supply Chain and Logistics

32 E-commerce grows in townships

33 SA logistics industry is battling a war

Fleet Management

36 Mining smartly with Ctrack’s bespoke

solutions

In the headlights: LCV Fleet Vehicles

38 Toyota expands hybrid offering

40 Volvo revamps range for 2023

41 Lexus IS refined for 2023

42 Hyundai renovates Venue

Industry Sales

44 Commercial vehicle sales contract

45 Buyers Guide

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40

10

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Editor

Reuben van Niekerk

reubenvn@vodamail.co.za

082 837 8801

Editor-at-large

Suzanne Walker

suzanne.walker3@gmail.com

083 3789 664

Contributors

Roger Houghton

houghtonr@mwebbiz.co.za

082 371 9097

Publisher

Jacques Wilken

jwilken@mweb.co.za

083 299 7312

Road Impression Editor

Charl Wilken

cwwilken@mweb.co.za

083 297 1837

Advertising and Marketing

Charlene Kruger

charlene@businessfleetafrica.co.za

076 807 4613

© 1997 WCM Media CC

Disclaimer

While all reasonable precautions

have been taken to ensure the

accuracy of information supplied,

neither the editor, the proprietors,

nor the publishers can accept

responsibility for any inaccuracies,

damages, or injury which may arise

there from.

Getting rail back up and running

By all accounts the South African road transport sector contin-

ues to grow at a tremendous rate, due to a variety of factors, but

most notably thanks to the continued decline of the rail sector.

The increased load on the country’s road network especially on major routes is not

sustainable and is already resulting in higher accident rates and longer journey times.

These factors then only get worse when disruptions like strikes or port closures occur,

with transport operators seemingly always playing catch up.

During the recent medium term budget speech Finance Minister Enoch

Godongwana committed to passing the Economic Regulation of Transport Bill

while requests for proposals have been issued for third-party access to the freight

rail network.

While slowing down the decay of our railway system is certainly necessary, it will

be interesting to see if any private companies come forward and take government up

on this offer. The countries rail system is in a terrible state and third party interest or

usage will require this system to be in a reliable, well maintained state and who will

fund this is yet to be revealed. I doubt that users will be willing to invest in infrastruc-

ture which they do not own. This is as good as saying road users must maintain the

road if they would like to use it. I look forward to watching how this plays out, but I am

not holding my breath.

Left in the dark

Economic conditions in South Africa took a turn for the worse during September, with

Eskom data confirming that the South African economy experienced the worst-ever

month of load shedding, with 572 of the month’s 720 hours directly affected. Analysis

by Eskom’s Research, Testing and Development department further showed that,

besides 2021, there was more power cuts in September 2022 than had been expe-

rienced in any other entire year since load shedding started in 2007. The negative

impact of load shedding reaches all spheres of the economy. Companies buckle under

the inability to produce at capacity, the cost of lost production, reduced productivity,

the cost of providing alternatives and reduced margins.

This has a serious effect on productivity for any business, with electricity needed

to power everything from IT, point of sale equipment and security systems. The knock

on effect is that businesses are having to spend any spare cash that they might have

on future proofing their businesses with investment in equipment like generators,

inverters or solar installations necessary to be able to do business in South Africa.

The on going load shedding has also had an effect on the water supply in certain

regions, such as Gauteng. While the dams feeding the Gauteng province are at

satisfactory levels, electricity disruptions have affected Rand Waters ability to pump

water to various reservoirs in order to meet increased demand caused by rising spring

temperatures resulting in the implementation of water restrictions.

This meant that high water users have very quickly had to look at water saving and

water storage solutions in order to avoid the increased tariffs that are implemented by

municipalities during periods of water restrictions.

Unfortunately these factors mean that alternative electricity and water supply

solutions are necessary and will become increasingly important for businesses, both

big and small, in order to remain competitive and mitigate the disruptions caused by

unpredictable supply of these resources by government.

Reuben van Niekerk

Editor

Editorial

EDITORIAL

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BUSINESS

The South African economy and the

transport industry are continuously

being subjected to a variety of external

challenges, all of which contribute to a

very difficult industry to do business in.

Monthly costs are always increasing

with the fuel price continuing to rise and

the Reserve Bank forced to hike interest

rates once more, in order to try curb

inflation somewhat.

The recent Transnet strike added

further pressure to an already stressed

transport infrastructure, with bottle-

necks creating major headaches for fleet

managers in the supply chain and logis-

tics industry, while the cost implications

were massive.

According to the South African

Association of Freight Forwarders

(SAAFF), the 11 day strike robbed South

Africa of the opportunity to move

R65.3 billion worth of goods.

It has been reported that one day’s

worth of stoppage requires up to

10 days of recovery. The result is that a

complete restoration of normal func-

tionality will only happen in early 2023.

During September 2022, South Africa

was subjected to the worst month of

load shedding since the implementation

of this power rationing strategy, with a

staggering 572 of the month’s 720 hours

directly affected.

The rail sector continues to go back-

wards and while this is to the advantage

of road transport, our roads can only

handle so much. Already major routes

are nearing capacity and the increased

high traffic volumes have resulted in

increased accident rates and slower

journey times on many of the major

commercial vehicle routes.

Government has realised that this

is a major problem and has passed

the Economic Regulation of Transport

Bill while requests for proposals have

been issued for third party-access to

the freight rail network. Whether there

On going challenges

necessitate additional investment

are any private companies willing or

motivated to turn this into a successful

business case remains to be seen, as

massive investments will be needed to

kick start this project and how its use will

be managed could be challenging.

Less than ideal working conditions

mean working as a truck driver in South

Africa is no longer as attractive a career

as it used to be and many of our good

drivers are being lured to greener

pastures, like Europe, which is also facing

a major shortage of truck drivers.

Despite all these environmental

challenges many corporates are now

insisting that trucking operators adopt

the latest Euro 5 technology, despite

that not being legislated by the South

African government, as the practices

of suppliers have a bearing on the ESG

score of these corporates.

Dangerous driving conditions also

mean that vehicles equipped with

increased safety equipment and driving

aids, such as lane keeping assist or radar

based cruise control are becoming more

of a necessity than a luxury.

Many of these challenges mean that

businesses need to invest in new or

additional equipment in order to remain

competitive in the marketplace and

mitigate the disruptions caused by these

external challenges.

“Standard Bank understand that

financing and managing a company’s

assets is critical to the success of any

business, especially in challenging

business environments. Our dedicated

team of experts can arrange a com-

prehensive funding package to suit the

unique requirements of any business,”

says Derick de Vries, Executive Head of

Standard Bank Fleet Management.

Standard Banks’ Commercial Asset

Finance specialists are able to assist

in the financing of passenger and

commercial vehicles, capital equipment

such as tractors, forklifts, bulldozers,

machine tools and office equipment as

well as more specialised assets such

as mining and agricultural equipment

and aircraft.

Apart from traditional assets with

wheels, Standard Bank are also able to

assist with the financing of medical and

technology equipment, which includes

coverage for printing and information

technology sectors and even solar

equipment.

“Off the grid solutions needed to

mitigate service delivery shortfalls such

as load shedding are necessary in order

to do business in modern day South

Africa and Standard Bank are able to

assist in financing this very specialised

equipment,” adds de Vries.

As is very often the case, bundling a

variety of financing agreements under

one portfolio with the same financial

services provider, is the most cost

effective way of financing business

assets. Standard Bank’s ability to finance

a variety of assets in a variety of ways,

make them the ideal partner for doing

business in the South African transport

industry. BFA

“Standard Bank

understand that

financing and

managing a company’s

assets is critical to

the success of any

business, especially in

challenging business

environments. Our

dedicated team of

experts can arrange a

comprehensive funding

package to suit the

unique requirements

of any business”

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TRANSPORT AND FREIGHT INDEX

Following three consecutive months of

growth, the South African logistics sec-

tor as measured by the Ctrack Transport

and Freight Index declined margin-

ally during the month of September,

however the third quarter still returned

growth. The Ctrack Transport and

Freight Index (Ctrack TFI) declined by

0.1% on a monthly basis in September

compared to the revised growth of 2.2%

experienced in August, representing

annual growth of 12.8%, down from a

revised 13.7% in August.

Economic conditions in the South

African economy took a turn for the

worse during September, with Eskom

data confirming that the South African

economy experienced the worst-ever

month of load shedding, with 572 of

the month’s 720 hours directly affected.

Analysis by Eskom’s Research, Testing

and Development department further

showed that, besides 2021, there were

more power cuts in September 2022

than had been experienced in any

other entire year since load shedding

started in 2007. The negative impact

of load shedding reaches all spheres

of the economy, including the logistics

and supply chain sector. Companies

buckle under the inability to produce at

capacity, the cost of lost production, re-

duced productivity, the cost of providing

alternatives and reduced margins.

The sector continues to be plagued

by many challenges, including significant

fuel price increases in recent months,

rising interest rates, the higher cost of

tyres and spare parts, delays at ports,

sabotage and unrest, railway woes and

the negative impact of regular load

shedding. Despite these challenges,

the logistics sector proved to be largely

resilient with four of the six sectors

measured by the Ctrack Transport and

Freight Index increasing on an annual ba-

sis during September. While the broader

economic environment has a real effect

on all the sectors measured by the

Ctrack Transport and Freight Index,

there are still vastly different trends

evident in each of these sub-sectors.

Road Freight remains a strong

performer, followed by Air Freight, with

both sectors posting double-digit growth

in September compared to a year earlier,

while Rail Freight remains the regular

underperformer among the sub-sectors.

“Despite all the challenges that

continually batter this industry the

resilience of the transport industry and

especially Road Freight has continued to

surprise with continued growth despite

all these challenges, but I fear that is not

sustainable indefinitely,” says Hein Jordt,

Chief Executive Officer of Ctrack Africa.

The significant performance of

the Road Freight sector has been

an on going theme since mid-2020.

Although treading water in the month

of September, the Road Freight seg-

ment still increased by a notable 27.9%

compared to the same period last year, a

continuation of a positive growth streak

that started in January 2021. While the

number of heavy trucks on the N3 and

N4 toll routes remained unchanged on

a monthly basis in September, heavy

traffic still increased by 11% compared

to the same period last year. Among

other reasons the segment continues to

benefit from the on going underperfor-

mance of the rail industry.

Air Freight continued to show signs

of strain in September, with the Air

Freight segment of the Ctrack Transport

and Freight Index declining by 0.7%

compared to the previous month, which

is also the fourth consecutive monthly

decline. Despite these declines the seg-

ment is still tracking 12.2% higher than

it did at the same time last year. Total

consolidated airport flight movements

declined by 1.5% in September, but air

cargo recovered somewhat.

The transport of liquid fuels via

Transnet Pipelines (TPL) declined notably

in September, with the Pipeline segment

of the Ctrack Transport and Freight Index

declining by a 11.9% compared to the

previous month, but still tracking 4.3%

higher than the same period last year.

The shortage of refineries has created a

scenario where the country is increasingly

reliant on imports, and supply line disrup-

tions present a greater risk, as highlighted

by the recent Transnet strike that affected

operations at the Durban port.

The Sea Freight segment measured

by the Ctrack Transport and Freight

The South African logistics sector

treads water

Aug-14

Aug-15

Aug-16

Aug-17

Aug-18

Aug-19

Aug-20

Aug-21

Aug-22

Feb-15

Feb-16

Feb-17

Feb-18

Feb-19

Feb-20

Feb-21

Feb-22

Nov-14

Nov-15

Nov-16

Nov-17

Nov-18

Nov-19

Nov-20

Nov-21

May-15

May-16

May-17

May-18

May-19

May-20

May-21

May-22

30%

20%

10%

0%

-10%

-20%

-30%

4,4%

12,8%

Graph 1 Ctrack Transport and Freight Index % change on year ago

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Table 1 Change in Ctrack Transport and freight Index in September and August 2022

September 2022 Tables

Percentage change between

Rail

Road

Pipeline

Sea

Air

Storage and

handling

Ctrack Freight

Transport Index

September 2022 vs September 2021 (y/y)

–10.6%

27.9%

4.3%

3.7%

12.2%

–7.2%

12.8%

September 2022 vs August 2022 (m/m)

–0.6%

0.1%

–11.9%

–0.9%

–0.7%

2.2%

–0.1%

Quarter to September 2022 vs. Quarter to June 2022 (q/q)

–2.9%

6.0%

–4.8%

8.9%

–9.2%

9.1%

4.2%

Note: The row highlighted in blue is the main Ctrack Transport and Freight Index values used.

Source: Ctrack and economistscoza, TNPA, StatsSA, SARS, N3 and N4 toll concessions, ACSA, ACOC, IATA.

Index increased by 3.7% in September

on a year on year basis, driven by a

strong recovery in container handling

at various ports in recent months, while

other cargo handling also increased

notably during September.

The Rail Freight component of the

Ctrack Transport and Freight Index

declined by 10.6% year on year in

September, the sixth consecutive

monthly decline, which can be attributed

to amongst other factors, large-scale

theft of copper cables, insufficient

maintenance, lack of locomotives and

corruption. These on going challenges

are likely to remain a reality in this space

for some time to come.

“It is great to see that government is

taking real steps to assist the transport

and logistics industry and save the ailing

rail network,” says Jordt.

Finance Minister Enoch Godongwana

admitted during his speech as part of the

Medium Term Budget Policy Statement

(MTBPS) that there is a crisis in the

logistics sector and that inefficiencies

in the port and rail infrastructure are

costing the economy billions.

This commitment includes the

passing of the Economic Regulation

of Transport Bill while requests for

proposals have been issued for third

party-access to the freight rail network

and private-sector partnerships for the

Durban Pier 2 and Ngqura container

terminals. In addition Transnet has been

allocated R2.9 billion to bring out-of-

service locomotives back into service

and improve rail capacity. A further

R2.9 billion has been allocated to deal

with flood damage in Kwazulu-Natal.

Zooming into the Storage and

Handling sub-sector of the Ctrack

Transport and Freight Index revealed

another dismal performance, this sector

has clearly been underperforming since

the beginning of 2022. The lacklustre

economic environment, as well as global

supply chain pressures, has played an

important role in companies’ manage-

ment of inventories.

Locally, inventory holdings in the

manufacturing sector as measured by

a sub-component of the ABSA PMI,

dropped by 12.8% between January and

June, before recovering quite notably in

Q3. Similarly, the value of raw materials

and work-in-progress of all industries

covered by StatsSA’s Quarterly Financial

Statistics declined in the first quarter

before gradually increasing in Q2 and

Q3. Although the Storage and Handling

segment still declined by 7.2% on an

annual basis during September, it seems

that the sector is making a turn for the

better as reflected in two consecutive

positive monthly growth rates as well

as a sizeable 9.1% quarter on quarter

growth which it recorded in Q3.

The Equites Property Fund, a JSE

company solely focusing a logistics-only

play, recently noted that they are experi-

encing record demand for warehousing

space. The pandemic-related surge in

online shopping has ignited demand for

warehouse and distribution facilities

for retailers and e-commerce players to

store goods before delivery and has also

had a positive impact on Road Freight,

particularly when it comes to parcel

delivery. According to the StatsSA land

transport survey, income generated

from parcel delivery has increased by

79.1% since January 2020.

“The on going pressures facing all

the segments measured by the Ctrack

Transport and Freight Index mean that

the businesses in these segments are

facing rising risk levels and shrinking

profit margins. The implementation of

a bespoke fleet management system

has been well proven to mitigate risk,

increase profitability and ensure peace

of mind in a turbulent environment,”

concludes Jordt.

Ctrack TFI and GDP growth

The September 2022 Ctrack TFI (120.1)

increased notably compared to the June

index level (115.3), signalling a further

recovery in the transport sector in Q3.

However, September and the third

quarter in general has been a particularly

challenging month for the South African

economy thanks mostly due to the afore-

mentioned on going harsh load shedding.

High-frequency data from some of the

most energy-intensive sectors like mining

and manufacturing have already provided

clues about the effects of the power cuts

on economic activity and it does not paint

a pretty picture. There is a growing proba-

bility that the economy as a whole has

slipped back into a technical recession,

with the likelihood of a negative quarter

on quarter growth rate during the third

quarter. Encouragingly, the transport sec-

tor outperformed the broader economy

during the second quarter, increasing by

2.4% compared to the previous quarter

seasonally adjusted vs. a 0.7% contraction

in overall real GDP growth and this trend

is likely to have prevailed in the third

quarter. The transport sector was, how-

ever, hit hard by the recent prolonged

strike of Transnet staff in October, which

will firmly put the sector on the back foot

in the fourth quarter. BFA

* Revision note – the release of

StatsSA’s Quarterly Financial Statistics

survey after the publication of the

August Ctrack TFI, resulted in an upward

revision to the inventory data used to

calculate the Storage and Handling

sub-component and thus resulted in an

upward revision to the August Ctrack TFI.

Soaring fuel costs have left a hole in the

pocket of motorists across the globe,

but it could be having an unexpected

positive impact on promoting greener

forms of transport.

That’s according to research commis-

sioned by the UK’s leading independent

road safety charity, IAM RoadSmart,

who surveyed 1 004 motorists on what

changes they have made as a result of

rising fuel costs.

Of those surveyed, one in three (33

percent) stated that they have decided

to walk more, 17 per cent said that they

have used public transport on a more

regular basis, while 7 percent answered

that they have bought a bicycle or used

it more frequently.

“Our research demonstrates that

there has been an unexpected ‘green

lining’ to the rising cost of fuel, as an

increasing number of motorists opt for

more environmentally-friendly forms of

transport,” said Neil Greig, Director of

Policy and Research at IAM RoadSmart,

commented.

“However, it is crucial to be mindful

of the safety of all road users, especially

those who will be more vulnerable to inju-

ry in the case of a collision,” added Greig.

“Adhering to the ‘hierarchy of road

users’ Highway Code rule, which dictates

that road users such as cyclists and

pedestrians are at greater risk from road

traffic, and therefore motorists should

possess the greatest responsibility to

minimise harm, will play a critical role

in helping adapt to these changes,”

said Greig.

Those who have decided not to ditch

the car entirely have also made greener

changes to the way they drive, with

38 percent of respondents stating that

they have tried to drive more econom-

ically, and 19 percent disclosing that

they are taking extra care to stick to the

speed limits.

“For many, hanging up the key is

simply not an option, and the role

of owning a car, in terms of personal

mobility and keeping society moving,

cannot be understated. In such cases

motorists are encouraged to follow

those who have decided to drive more

economically and reduce their speed,

which will not only help keep the price

at the pumps down, but also keep roads

as safe as they can be.” BFA

Soaring fuel costs are driving motorists to greener

forms of transport

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The UK’s van drivers are at risk of burnout with half experienc-

ing mental health issues in the last year, according to a study by

Volkswagen Commercial Vehicles.

Research found the last year had seen those suffering with

mental health issues rise to half from a third compared with the

previous year. Overworking and struggling to maintain a work-

life balance were the biggest causes, with side effects including

sleep problems, stress headaches and panic attacks.

The stress is coming from van drivers working beyond their

regular hours half of the time, compared to the average UK

worker who clocks longer hours a third of the time.

The longer hours are causing 1 in 5 van drivers to feel

overwhelmed by work on a daily basis with 94% saying they

had felt overwhelmed at least once in the past year. Positively,

three-quarters of those who suffered issues had sought

professional support to help them cope.

To manage your mental health and restore the balance,

Volkswagen Commercial Vehicles is urging the workforce to take

time out and practise wellbeing, whether in the form of taking up

a new hobby, exercising, talking to friends or getting outside. BFA

Overworking is leading to mental health issues

amongst van drivers

INTERNATIONAL NEWS

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10

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Isuzu has walked away with top honours in the Manufacturer Of

The Year (MOTY) awards, run annually by the Southern African

Vehicle Rental and Leasing Association (SAVRALA).

Now in its 27th year, the MOTY awards pays tribute to the

vehicle manufacturers for the level of service and support

provided to SAVRALA members, who manage roughly

400 000 vehicles per year through the rental and leasing

channels.

These awards are based on two comprehensive surveys

completed by 38 car rental and leasing companies in South

Africa, measuring the service from the manufacturers they

interact with regularly and whose vehicles they have in their

fleets.

Among the various areas of business surveyed are

communication and contact with the manufacturers, support

provided, maintenance issues, financial aspects and B-BBEE

compliance.

The participating rental and leasing companies are required

to involve all the relevant people who are knowledgeable

about each criterion within their organisations, to complete

the various sections of the surveys. This is to ensure that the

results are not biased and can be used by the manufacturers to

identify and rectify any pain points in their customer journey

with the rental and leasing industries.

A snapshot of the results

In 2022, Isuzu was voted as the winner in both the Rental and

Leasing categories for the third consecutive year. In the Rental

category, Toyota improved their third position from 2021 and

moved into the second position this year. For the first time

ever, Mini moved into a podium position, by being awarded the

bronze award in the Rental Category.

The Leasing positions remained the same as last year, with

Isuzu taking top honours, followed by Volkswagen in second

place and Toyota close on their heels taking third place.

Considering all the challenges currently facing the automo-

tive industry, this is no small feat. Manufacturers had to walk

a tight rope to remain operational amidst the aftermath and

recovery of the COVID-19 pandemic, the war in Ukraine, the

global chip shortages leading to a shortage of new vehicles, the

global energy crisis and the KZN flooding earlier this year, to

name but a few.

Rental results for 2022

Isuzu continued their winning spree, attaining the highest

score on the measured criteria and helped along by a level one

B-BBEE level of contribution, the only manufacturer achieving

level one. Toyota moved into second position, as they did in

2020, in the process moving Volkswagen out of the top three

SAVRALA crowns 2022 winners

INDUSTRY NEWS

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