China sets sights on heavy truck electrification in blow to diesel demand

[OKIsItJustMe]

https://www.reuters.com/world/asia-pacific/china-sets-sights-heavy-truck-electrification-blow-diesel-demand-2026-06-15/

By Colleen Howe and Sam Li
June 15, 2026 5:06 AM EDT

Summary

• China targeting EVs to make up 40% of heavy truck sales by 2030
• EVs to make up 20% of heavy truck fleet by 2030
• Trade-in schemes will prioritise EV trucks to boost adoption

BEIJING, June 15 (Reuters) - China rolled out a push to electrify heavy trucks, a policy that is ‌likely to accelerate a shift away from diesel that is cutting into fuel demand even as it creates new opportunities for domestic truck and electric vehicle battery manufacturers.

By 2030, EVs will make up 40% of new heavy truck sales in China and 20% of ​the total fleet, or 1.6 million vehicles, according to a notice on the Ministry of Transport website ​late on Friday. On some short-haul routes around Beijing, the target is 80%.

The target ⁠is the country's first detailed goal for the sector, surpassing Rystad Energy's September forecast that electric heavy trucks ​would account for 9% of China's fleet by 2030.

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