China is rapidly replacing its aging diesel trucks with electric models, signaling a major shift in the world’s largest vehicle market.
Sales of electric trucks jumped 175% in the first half of 2025, with battery-electric vehicles now making up more than a fifth of the market.
Electric trucks are now cheaper to buy and operate than diesel ones.
Forecasts suggest heavy-duty electrics could account for half of new sales by 2028.
Analysts estimate that the transition is displacing a substantial amount of oil demand each day, undercutting diesel and LNG consumption and defying earlier expectations of continued growth in China’s LNG transport sector.
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