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China is pivoting to electric heavy trucks faster than expected, reshaping fuel demand. Battery-powered models reached 22% of new heavy truck sales in early 2025, up from 9.2% a year earlier, with forecasts of 46% this year and 60% next. Prices are falling, incentives sweeten trade-ins, and charging hubs plus CATL's battery swaps can recharge rigs in minutes. Electric trucks have outsold LNG models for five months, contributing to an 11% year-on-year drop in China’s June 2024 diesel use. Analysts say the shift could ripple through global diesel and LNG markets as exports of Chinese e-trucks grow.

Prepared by Christopher Adams and reviewed by editorial team.