Switched On Heavy Duty, Low Carbon: How Trucks Are Going Electric
Nov 13, 2025
Nikolas Soulopoulos, head of commercial transport at BloombergNEF, discusses the pressing emissions from heavy-duty trucks, while Maynie Yang, an associate on the same team, focuses on electric trucking solutions. They explore how autonomous technology could boost efficiency and the financial models supporting fleet electrification. With China's strong e-truck sales and Europe's supportive policies, they also highlight key challenges like charging infrastructure and the future of battery technology in decarbonizing the trucking industry.
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Trucks Punch Above Their Weight
- Trucking accounted for roughly 8–10% of global emissions and is driven by a relatively small number of high-impact vehicles.
- Decarbonizing trucks can therefore yield outsized emissions reductions compared with many other sectors.
Buy For Savings And Compliance
- Buy electric trucks to capture operational savings from much higher drivetrain efficiency.
- Also factor in policy and regulatory requirements that may mandate zero-tailpipe vehicles.
Use New Financing Models
- Use fleet-as-a-service and battery-as-a-service to lower upfront costs and shift residual-value risk.
- Bundle charging and financing so smaller fleets can access electric trucks without large capital outlays.