News Summary

• Road freight transport is essential to modern economies, yet its decarbonization remains challenging.
• Under baseline assumptions for cost and technical maturity, BETs outperform diesel trucks in total cost of ownership for 70-90% of heavy-duty road freight activity by 2030.
• When accounting for limited charging infrastructure until 2030, 25% of kilometres, corresponding to 19% of vehicles, remain economically and technically feasible.
• By 2035, infrastructure roll-out and improved costs increase the share of kilometres to 77%.
• In contrast, the window for FCET cost-competitiveness is narrow.
• Rapidly declining costs of truck batteries and fuel cells enable large-scale road freight electrification.