China is rapidly replacing its aging diesel trucks with electric models, signaling a major shift in the world’s largest vehicle market.
Source: China’s diesel trucks are shifting to electric. That could change global LNG and diesel demand
fta:
In 2020, nearly all new trucks in China ran on diesel. By the first half of 2025, battery-powered trucks accounted for 22% of new heavy truck sales, up from 9.2% in the same period in 2024, according to Commercial Vehicle World, a Beijing-based trucking data provider. The British research firm BMI forecasts electric trucks will reach nearly 46% of new sales this year and 60% next year.
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Diesel consumption in China, the second-largest consumer of the fuel after the U.S., fell to 3.9 million barrels per day in June 2024, down 11% year-on-year and the largest drop since mid-2021, partly reflecting the shift to LNG and electric trucks, according to the U.S. Energy Information Administration.
