Electric Trucks Have Moved From Impossible to Inevitable
High Oil Prices Speed Up China’s Shift Away From Crude Leon Stille has a background in energy sciences (MSc and BSc) and is pursuing a PhD in energy policy.
He currently runs his own company,… Heavy trucks were supposed to be the place where batteries stopped working.
Electric cars could manage school runs and commuting, critics conceded.
But long-distance freight needed range, rapid refueling and maximum payload.
Batteries would be too large, too heavy and too slow to charge.
Buses might electrify predictable urban routes, but serious trucking would require diesel, hydrogen or renewable liquid fuels.
The market is beginning to deliver a different verdict.
Global sales of zero-emission medium- and heavy-duty vehicles rose 86% in 2025, exceeding 520,000 units, according to new data from the International Council on Clean Transportation.
Chinaaccountedfor nearly 90% of sales, but the European market also accelerated: zero-emission trucks rose from roughly 2.5% to 4.5% of new sales, while the battery-electric share of buses increased from 18.5% to 24.8%.
The absolute numbers remain modest beside the global diesel fleet.
Electric heavy transport has crossed from technical possibility into commercial scaling.
The question is no longer whether batteries can move trucks and buses.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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