Why Electric Trucks matter MORE than Electric Cars!

Whatever happened to the Tesla Semi? And does its slow rollout mean electric trucks aren’t viable? According to the International Energy Agency’s Global EV Outlook 2025, the answer may be very different from what you might think. Because while much of the Western conversation is focused on delays and limited deployments, China is already electrifying heavy freight at scale, with electric trucks reaching 50% of new sales and beginning to challenge assumptions about diesel dominance. So, what could it all mean for the future of oil demand and the energy transition?

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Reference Links

IEA Global EV Outlook 2025
https://iea.blob.core.windows.net/assets/7ea38b60-3033-42a6-9589-71134f4229f4/GlobalEVOutlook2025.pdf

Everything Electric podcast with Windrose CEO
https://www.youtube.com/watch?v=Hxg-c7uEeis

Additional reading on electrified freight :-

Reuters - Soaring electric truck sales deal new blow to diesel use in China
https://www.reuters.com/sustainability/climate-energy/soaring-electric-truck-sales-deal-new-blow-diesel-use-china-2025-07-11

Smart Freight Centre China
https://smart-freight-centre-media.s3.amazonaws.com/documents/2024_ZEFI_Shenzhen-Dongguan-Huizhou.pdf

Green Energy and Intelligent Transport - Yu et al
https://pdf.sciencedirectassets.com/781840/1-s2.0-S2773153725X00086/1-s2.0-S2773153725000453/main.pdf

Electrifying on-road freight - ICCT
https://theicct.org/wp-content/uploads/2026/01/ID-455-%E2%80%93-Yangtze-freight_working-paper_final.pdf

Interesting Engineering article
https://interestingengineering.com/transportation/china-electric-trucks-cut-emissions

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