# Electric Heavy Trucks Source: https://stateofthefuture.io/energy-power/storage/electric-heavy-trucks/ Field: Energy & Power Last updated: 2026-11-08 Also known as: electric lorries, truck electrification, new-energy heavy trucks, battery-electric trucks Author: Lawrence Lundy-Bryan, State of the Future (https://stateofthefuture.io/) Heavy lorries powered by batteries, fuel cells or hybrid drivetrains instead of diesel. Long-haul freight was long treated as the last road segment batteries could take, because a full trailer needs a large pack and fast charging on the route. ## Where it stands (Nov 2026) - **China flipped first.** New-energy heavy trucks (battery, fuel-cell and hybrid) were 50.28% of China's heavy-truck sales in September 2026, 33,100 units, up 37% on a year earlier; 38.10% for January to September (CV World terminal data, cited by Securities Daily and Mysteel). The share first passed half in December 2025 (53.89%, CnEVPost), so 2026 is the share holding rather than a one-month spike. ref - **Oil demand.** Kpler puts the net 2026 fall in China's diesel demand at about 230,000 barrels a day; gross displacement is about 680,000 b/d, of which about 450,000 comes from LNG trucks and 230,000 from electric ones. - **Europe and the US lag.** Electric share is about 2.5% in Europe and under 1% in the US. - **Driverless electric freight** runs daily on fixed routes in the US (Einride with EASE Logistics in Ohio, from October 2026). ## What decides the pace ## Open questions - Does the China share hold once purchase incentives taper? - Which comes first outside China: depot-charged regional haul or long-haul corridors? - How much of the diesel decline is LNG trucks, a bridge fuel, rather than electrification? ## Related concepts - [Batteries & Energy Storage](https://stateofthefuture.io/energy-power/storage/batteries-energy-storage/) - [Sodium-Ion Batteries](https://stateofthefuture.io/energy-power/storage/sodium-ion-batteries/)