Apparently there’s not much of one in the U.S.
By Gary S. Vasilash
While it is common knowledge that the Chinese electric vehicle market vastly outpaces that of the U.S. on a per capita basis, when people think about that it is likely to be in the context of passenger vehicles.
But here is a remarkable finding from BloombergNEF and Smart Freight Centre:
- In the first half of 2025, there were some 89,000 electric trucks—as in medium-duty trucks and big rigs, not pickups—sold globally.
- Of that total, nearly 80,000 were sold in China.
How many were sold in the U.S.?
According to Colin McKerracher, Head of Clean Transport, BloombergNEF, “just 200 units.”
200.
Or 0.25% of the Chinese total.
Given the U.S. population is about 24% that of China, one might think that number might be somewhat bigger.
Europe (Switzerland, Netherlands, Sweden, Norway, Greece, Denmark, Iceland, Germany, UK, France, Austria, Belgium) accounts for the remaining ~8,800 electric trucks sold in the first half.
Another stat from the BloombergNEF/Smart Freight Centre that is notable:
- “nearly 100 to 1”
That’s the comparison of sales of electric medium and heavy trucks with those powered by fuel cells.
McKerracher: “The prospects for hydrogen in road transport look dim.”
Which leads to a question of whether commercial electric truck volumes—battery- and fuel cell-powered—in the U.S. are any brighter.
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