Hi,
In this Daily Graph we discuss
- Diesel death in trucking in China and evolution of EV truck sales in China and Europe
- The upfront cost curve of EV trucks in Europe
- Upcoming diesel death in truck in Europe with tipping point reached right now
(point where no subsidies are needed to make EV trucking cheaper)
- The steps in EV penetration, starting with Urban deliveries, Supermarket logistics, regional loops under 300-400km
Next time we will discuss the charging infrastructure build-up and the new long-haul truck from Scania
https://www.graphcall.com/execute?task=NavigationPage&g=0dc2cfed-800c-4d33-951c-5b1ecc4b6fe0