Regulation

Electric Truck Adoption Shifts to Economics After Policy Changes

By ROMOTANA News Desk Heavy Duty Trucking published Read the original at Heavy Duty Trucking

Carriers can delay electric purchases until equipment prices drop and charging networks expand. Wider fleet adoption is projected to begin after 2030.

Industry forecasts for zero-emission trucks now focus on operating costs and technology instead of government rules. ACT Research updated its outlook after federal policy changes removed earlier mandates and financial support.

Congress and the president revoked federal waivers for California’s heavy-duty emissions rules in June 2025. The EPA also repealed federal greenhouse gas standards for vehicles and engines in February 2026. Federal tax credits for clean trucks ended earlier than planned under legislation passed in July 2025.

High purchase prices still limit widespread electric truck use. The research firm expects gradual adoption in the near term. Broader fleet purchases are projected to increase after 2030 when battery efficiency improves, equipment costs drop, and charging networks expand.

Analysts project a 22 percent adoption rate for electric and hydrogen trucks in Classes 4 through 8 by 2040. Hydrogen fuel cells will likely serve only specific routes. Carriers evaluating electric equipment should focus on whether the vehicles can meet daily routes at a competitive cost.

Source: Heavy Duty Trucking — https://www.truckinginfo.com/articles/fleet-economics-shape-electric-truck-outlook