Global electric truck sales hit record 158,000 in H1 2026, up 75% year-on-year
Electric Truck Market 2025 to 2032: Electrification Acceleration, Fleet Economics and the Reshaping of Commercial Transport →BNEF reports medium- and heavy-duty electric truck sales reached a record 158,000 units in H1 2026, nearly all battery-electric, with China accounting for over 90% of sales and electric trucks at roughly 20% of China's total truck sales. Europe reached 5.5% of truck sales, while electric truck prices begin to fall and new models launch. Separately, a McKinsey-aligned study notes China's ramp-up is running 150% ahead of forecast while Europe and the US lag.
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Accelerate supplier and TCO planning for Europe/China electric truck adoption, but keep US deployment cautious
Falling prices and record volumes in China and parts of Europe make early electrification economics stronger, while US policy and cost headwinds justify a slower pace there.
Source · about.bnef.com
ARTICLE # The Electric Trucking Market’s Record Rise: Three Things to Know ### Key Takeaways - Electric truck sales hit record 158,000 in first half of 2026 - New models and financing methods grow market beyond China (BloombergNEF) — Trucks are the new growth story in road transport electrification, with far-reaching implications for electricity and battery demand, freight costs and fleet
Source · strategyand.pwc.com
The global race for truck electrification Dr. Jörn Neuhausen and Dr. Philipp Rose - BETs reached about 8% of global truck production in 2025, driven almost entirely by China, which accounts for 95% of volume. Europe is ramping up slowly, and the U.S. has stalled - The future truck powertrain is electric. ICE efficiency gains are now incremental and hybridization only bridges select use cases, so