The 85 million medium- and heavy-duty trucks on the road last year were responsible for nearly a 10th of global emissions, and an array of technologies and business models are in trial as a way to cut these vehicles’ carbon footprint. A lack of charging infrastructure and high upfront prices remain high hurdles to clear. Yet China boasts record e-truck and e-tractor sales, Europe offers them considerable policy support, and even in the US (where sales are slow) the charging market is evolving quickly. From ports in Shanghai to freight corridors in California, could cleaner trucking prove the real test of how fast heavy industry can decarbonize? On today’s show, Dana Perkins is joined by BloombergNEF’s head of commercial transport, Nikolas Soulopoulos, and associate Maynie Yang to discuss their team’s recent notes, “Zero Emission Commercial Vehicles: Accelerating the Transition” and “Commercial Vehicle Decarbonization Monthly: E-Tractors.”
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com
Links to research notes from this episode:
Commercial Vehicle Decarbonization Monthly: E-Tractors - https://www.bnef.com/insights/37859
Zero Emission Commercial Vehicles: Accelerating the Transition - https://www.bnef.com/insights/37519
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