China is rapidly transitioning its heavy truck fleet from diesel to electric models, with battery-powered trucks now accounting for a significant share of new sales. This shift is being driven by falling prices, government incentives, and major investments in charging infrastructure, including fast-charging and battery-swapping stations along key freight routes. The move is already reducing diesel consumption and could reshape global demand for fossil fuels, as China’s trucking sector is the world’s second largest. Chinese manufacturers are also expanding exports of electric trucks, aiming to capture a growing share of the global market despite challenges such as higher upfront costs and limited charging infrastructure in some regions.
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