- China’s exports of heavy electric trucks have more than doubled since late Feb., with about half shipped to South and Southeast Asia as rising diesel prices from the Middle East conflict spur demand.
- Domestic adoption has surged — e-trucks went from almost zero in 2021 to roughly 30% of truck sales last year — cutting China’s diesel use substantially.
- Higher fuel costs have shortened payback times (about 28→18 months), pushing makers to offer cheaper models and charging/energy systems, though prices and infrastructure gaps remain.
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