Iran War to Accelerate China’s Shift to Electric Trucks From Diesel

Sany electric heavy trucks are parked at a fleet depot equipped with electric truck charger, in Tangshan, Hebei province, China, April 1, 2026. REUTERS/Tingshu Wang/File Photo

By Sam Li and Lewis Jackson

The jump in diesel prices triggered by the Iran war is expected to accelerate electrification of China’s heavy truck fleet this year, analysts and automakers say, and speed a decline in fuel demand in the world’s largest oil importer.

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