China Electric Heavy Trucks Surge as Diesel and LNG Demand Slide

China’s electric heavy-truck adoption is pushing down diesel demand, cutting LNG truck sales, and reshaping China’s freight fuel outlook.
Staff at the Chinese electric truck startup Windrose working on an electic truck assembly line at a factory in Suzhou, in eastern China's Jiangsu province. China’s electric heavy-truck adoption is pushing down diesel demand, cutting LNG truck sales, and reshaping China’s freight fuel outlook. (Photo: AFP)

China’s shift to electric heavy trucks is moving faster than expected, with diesel demand slipping and hopes for a long LNG trucking boom fading.

Electric trucks made up 22% of new heavy-duty sales in the first half of 2025, up from 9.2% a year earlier, according to Commercial Vehicle World. By August, the share had reached 28%. BMI projects electric trucks will account for nearly 46% of new sales this year and 60% in 2026.

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by Edwin Shri Bimo

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