Can Batteries Haul Freight Across a Continent?

In 2025 more than one in four new heavy trucks sold in China ran on batteries. In the United States, zero-emission heavy trucks were three in a thousand new sales. The battery was not the difference. Charging, electricity prices and the shape of the routes were.

Last updated October 2026
Figure 1 · The adoption gap

The same technology, adopted at very different speeds

Reported electric or zero-emission shares of new truck sales in 2025. Weight classes and powertrain categories differ by source.

ChinaHeavy trucks, about 232,000 sold28%
European UnionElectrically chargeable, over 3.5 t, ACEA4.2%
Europe, heavy freightIEA heavy-freight segment; broader geography~1.5%
United StatesZero-emission heavy trucks, 875 registered0.3%

Reported 2025 shares from IEA, ICCT and ACEA. ACEA’s 4.2% covers electrically chargeable EU trucks above 3.5 tonnes; IEA’s Europe row covers heavy freight; the U.S. row uses ICCT’s zero-emission category. China and U.S. rows cover heavy trucks. These are not identical denominators.

The story in one paragraph

Diesel holds about 70 times more energy per kilogram than a battery pack, which is why electric trucks were long dismissed as a fantasy for anything heavier than a delivery van. That gap is real but smaller than it looks, because an electric drivetrain turns around 90% of its stored energy into motion and a diesel engine less than half, so the useful gap is closer to 30 times. A 40-tonne electric truck now uses about one kilowatt-hour per kilometre, so a 500 km day needs roughly a 3.5-tonne battery, heavy but workable, and a megawatt charger can refill enough for the next 4.5 hours of driving during the 45-minute break European law already requires. Battery prices fell to about $108 per kilowatt-hour in 2025, and running on electricity costs far less than diesel where power is cheap. China shows what happens when those pieces line up: cheap cells, cheap electricity, swappable packs and dense short-haul routes took battery trucks from under 10% of heavy sales in early 2024 to 28% in 2025. The remaining barriers in Europe and America are mostly not chemistry. They are chargers, grid connections, electricity prices and rules written for diesel.

  • The IEA reports about 230,000 electric heavy freight trucks sold in China in 2025, 28% of that market (Reported).
  • Mercedes-Benz’s eActros 600 used 96–103 kWh per 100 km in real-world tests at 33–40 tonnes gross weight, and drove almost 600 km on one charge (Measured).
  • Average lithium-ion pack prices fell 8% in 2025 to $108/kWh, and lithium iron phosphate packs averaged $81/kWh (Measured, BloombergNEF survey).
  • In the United States, zero-emission heavy trucks were 0.3% of 2025 registrations, with 875 vehicles in ICCT’s category (Reported).

Measured sales and test results, our own calculations, and company or government targets are labelled. A manufacturer’s quoted range is never treated as a typical working day.

Part I: The physics

Diesel is denser, but the motor is three times better

The case against battery trucks always began with energy density. It is the right place to start, as long as you count what actually reaches the wheels.

distance × energy per km÷usable share × energy density=battery mass

A litre of diesel stores about 10 kWh of chemical energy, roughly 12 kWh per kilogram, but a truck engine turns well under half of it into motion. A battery pack stores around 0.15–0.2 kWh per kilogram today and delivers about 90% of it to the wheels. Per kilogram of useful energy, diesel still wins by roughly a factor of 30 (Derived). That gap is why battery trucks are heavier. It is also less than half the raw factor of about 70, and it is partly offset because an electric truck carries no engine, gearbox or exhaust treatment.

What matters for a business is not energy density in the abstract but the weight of the pack a real route needs. At one kilowatt-hour per kilometre, 500 km needs about 550 kWh in the pack once you keep a reserve, about 3.5 tonnes at today’s pack densities (Derived). For many loads, trailers fill up by volume before they reach the weight limit, so that extra mass costs nothing. For dense loads such as steel, gravel or beverages, it costs payload, which is why European lawmakers have backed extra weight allowances for zero-emission trucks.

The operating question

The truck does not need to carry a continent’s worth of energy

A continent-spanning journey is a sequence of driving legs. At an assumed 80 km/h, Europe’s 4.5-hour driving interval covers 360 km. At 1 kWh/km, replacing that energy during a 45-minute break requires an average 480 kW into the battery. A charger delivering 85% of its nameplate rating therefore needs about 565 kW; a 1 MW charger takes about 25 minutes. These are energy calculations, not a promise about every stop. Queues, a cold battery, charging taper and a detour can consume the remaining margin. The break rules also allow a split break, so not every legal schedule provides one uninterrupted 45-minute charging window. European Commission driving and rest rules

Carrying a larger pack is one way to cover uncertain charging, but it raises the purchase bill and the mass hauled all day. A truck returning to a depot can instead use a smaller pack and predictable overnight power. A highway tractor needs dependable public charging at the right places. The engineering problem changes with the route, even when the battery chemistry stays the same. Daimler’s eActros 600 has a 621 kWh nominal pack and has been tested across Europe at 40 tonnes, but those manufacturer tests do not represent every fleet’s winter, terrain or delivery schedule. Daimler’s vehicle specifications and testing

Charging requirements are Derived under stated assumptions. Legal rest requires the driver to be free of work; plugging in and other duties cannot automatically be counted as rest.

Figure 2 · Interactive model

How heavy is the battery, and how long is the stop?

Distance between charges sets the battery’s weight; charger power sets the length of the stop; energy prices set the running cost. Change one at a time.

Long haul, Europe3.5 tof battery

A 556 kWh pack for 500 km between charges

Diesel for the same distance
126 kg
Charge for the next 4.5 hours of driving
25 min · fits the break
Energy cost per 100 km, electric
$33
Energy cost per 100 km, diesel
$54
Electricity price matching diesel energy cost
$0.49/kWh

Presets are illustrative. The European case uses roughly 1 kWh per kilometre, consistent with manufacturer tests. The China case models depot charging for a short industrial shuttle, not battery swapping. Electricity costs include an assumed 90% grid-to-battery efficiency. Break charging assumes the truck can accept the calculated energy; queues, detours and cold-weather delays are excluded.

Calculation & assumptions

Pack energy = distance × battery energy use ÷ usable share. Pack mass = pack energy ÷ pack-level energy density. Charge time = energy for 360 km ÷ (0.85 × nameplate kW), assuming the energy fits the battery. Electricity cost = battery energy × meter tariff ÷ 0.9. Energy-cost parity tariff = diesel cost per 100 km × 0.9 ÷ battery energy per 100 km. The 360 km leg assumes 4.5 hours at 80 km/h and an uninterrupted 45-minute break. Diesel mass uses 0.84 kg/L. Excluded: purchase price, removed diesel equipment, maintenance, tolls, demand charges and payload revenue.

Figure 2: An editorial physics-and-energy model. It shows the trade-offs between weight, charging and running cost; it is not a total-cost-of-ownership estimate.
Part II: The system behind the truck

A battery truck is only as good as its plug

A diesel truck plugs into a century of filling stations. An electric truck needs a new network, and every link in it has a cost.

01

Cells

The electrochemistry that stores energy. Cheaper lithium iron phosphate cells now dominate in China because they last longer and cost less, at some cost in weight.

Measure
$/kWh · Wh/kg · cycle life
Failure boundary
Each extra kilogram of battery is a kilogram of cargo the truck cannot carry on weight-limited loads.
Where the frontier moves

Denser cells and cell-to-pack designs that cut casing weight without giving up lifetime.

02

The pack in the truck

Cells assembled with cooling, structure and safety systems, sized to the route rather than the worst imaginable trip.

Measure
kWh installed · pack mass · usable share
Failure boundary
Oversized packs carry dead weight every day to cover a trip made once a month.
Where the frontier moves

Matching pack size to duty cycle, and swapping packs for routes that need more.

03

Charging and swapping

Megawatt chargers that refill a pack during a driver’s legal break, or stations that exchange a flat pack for a full one in minutes.

Measure
kW per bay · minutes per stop · availability
Failure boundary
A truck waiting for a charger is a truck not earning. One broken charger can strand a route.
Where the frontier moves

The Megawatt Charging System standard, opened to the public in Europe in 2025, and China’s standardised swap packs.

04

The grid connection

A depot charging dozens of trucks overnight, or a highway hub with several megawatt chargers, needs a substation-scale connection.

Measure
MW of connection · months to energise
Failure boundary
Grid connections can take years, longer than buying the trucks.
Where the frontier moves

On-site batteries that charge slowly from the grid and discharge quickly into trucks.

05

Electricity price

Truck operators live on margins of a few percent, so the price per kilowatt-hour at the plug decides whether electric trucks pay back.

Measure
$/kWh delivered vs $/litre of diesel
Failure boundary
Public fast-charging can cost several times the wholesale price of power, wiping out the efficiency advantage.
Where the frontier moves

Depot charging at night, and contracts that pass through cheap off-peak and solar power.

06

Routes and rules

Driving hours, weight limits, tolls and the distances freight actually travels.

Measure
Share of trips under 500 km · weight allowance
Failure boundary
Rules written for diesel can penalise heavier electric trucks.
Where the frontier moves

Extra weight allowances for zero-emission trucks and road-toll discounts tied to emissions.

Part III: Why China moved first

Cheap cells, cheap power and a five-minute swap

China’s lead is not a mystery and it is not only subsidy. Several advantages arrived at once.

What changed in two years

8.6% → 28%Battery-electric share of Chinese heavy truck sales, from the first half of 2024 to the full year 2025 (Measured).
~RMB 0.6/kmReported operating saving of a battery-swap heavy truck against diesel, about RMB 60,000 per 100,000 km (Reported by operators).
1,600+Charging and swapping stations run by one operator, Qiyuan Green Power, across 208 Chinese cities by the end of 2025 (Reported).

Chinese battery makers sell the world’s cheapest lithium iron phosphate cells. Industrial electricity is cheap and diesel is relatively expensive. Many heavy trucks run short, fixed routes between mines, ports, steel mills and power plants, which suit swapping: a robot exchanges a flat pack for a full one in minutes, and the truck owner can lease the battery rather than buy it. CATL’s standard swap pack, launched in 2025, is designed to fit most mainstream heavy trucks, so one network can serve many brands.

Part IV: Europe and America

The trucks are ready before the network

Electric trucks for long-distance freight are in series production in Europe. What lags is everything they plug into.

The Megawatt Charging System, a standard plug capable of more than one megawatt, delivered its first public charging sessions in Europe in August 2025 and North America in March 2026. Milence, a joint venture of Daimler Truck, the Traton Group and Volvo, plans around 1,700 high-power charging points in Europe by 2030, and EU rules require truck charging every 60 km along the core highway network by the same year. A 2021 ICCT study found that battery-electric tractor-trailers could reach cost parity with diesel this decade in all seven large European markets it examined, without extra subsidy, as long as charging is available at reasonable prices.

The United States has the trucks but not yet the conditions: diesel is cheaper than in Europe, public megawatt charging has barely begun, utility connections for depots can take years, and California’s truck sales mandate, the strongest policy push, lost its federal waiver in 2025. Its 0.3% share reflects those conditions, not the technology.

Part V: What would speed it up

Most of the remaining work is infrastructure and pricing

Cheaper and denser batteries will keep helping. But the levers that would move adoption fastest outside China are about where and at what price trucks can charge.

What adoption actually proves

China proves deployment; long haul needs its own evidence

The IEA reports a 28% electric share of Chinese heavy freight truck sales in 2025, with much deployment on predictable industrial routes. It reports about 1.5% for Europe’s heavy freight segment, while ACEA reports 4.2% electrically chargeable registrations across EU trucks above 3.5 tonnes. The geographies, weight classes and powertrain categories differ. China’s rapid adoption is strong evidence that many freight duties can be electrified; it does not mean 28% of transcontinental trucking is already electric. IEA Global EV Outlook 2026; ACEA’s full-year 2025 registrations

The running-cost advantage has a threshold. With the calculator’s European assumptions, diesel costs $54 per 100 km and the electric truck uses 100 kWh. Before charging losses, electricity stops being cheaper above $0.54/kWh. At 90% charging efficiency, that threshold falls to about $0.49/kWh at the meter. Capital repayment, charger fees, grid demand charges, maintenance and lost payload then decide total cost. A cheap depot tariff and an expensive highway tariff can produce different answers for the same truck. The most useful fleet metric is cost per delivered tonne-kilometre, including downtime.

Price thresholds are Derived, not current tariff quotes. The calculator compares energy costs; it does not calculate total ownership cost, charger queues or battery-swapping operations.

Price the plug, not the battery

A truck that pays wholesale electricity prices at its depot beats diesel easily. One that pays retail fast-charging prices may not.

Build chargers where trucks stop

Long-haul trucks stop at the same logistics hubs and rest areas. Chargers belong there first, sized at a megawatt or more.

Connect the grid faster

The slowest part of electrifying a depot is often the utility connection, not the trucks or the chargers.

Size packs to the route

Most freight moves well under 500 km a day. A truck built for the average route carries less dead weight than one built for the rare longest trip.

Give the weight back

Allowing zero-emission trucks extra gross weight keeps payloads competitive while batteries remain heavier than diesel.

Standardise the swap

China’s shared swap packs let one battery serve many truck brands and keep expensive packs working around the clock.

Who is building what

Truck makers, charging networks and battery-swap operators. Search the record, or filter by role.

8 programmes
Daimler TruckMercedes-Benz eActros 600Long-haul tractor with a 621 kWh lithium iron phosphate battery and about 500 km range
Reported evidence
In customer tests it averaged 96–103 kWh per 100 km at 33–40 tonnes and drove almost 600 km on one charge.
Announced next step
Series production for European long-haul fleets.
Unresolved risk
Depends on public megawatt charging and electricity prices along European corridors.
TeslaSemiClass 8 electric tractor designed for megawatt-class charging
Reported evidence
Operated by PepsiCo and other fleets in pilot deployments since 2022.
Announced next step
High-volume production from a dedicated Nevada line.
Unresolved risk
Production timelines have repeatedly slipped; fleet-scale cost and reliability data are limited.
Volvo GroupFH ElectricBattery-electric heavy trucks for regional and long-haul use
Reported evidence
In series production since 2022 with fleets across Europe.
Announced next step
Longer-range models for continental routes.
Unresolved risk
Adoption depends on charging infrastructure and operator economics.
CATLQIJI Energy swap networkStandardised swappable battery packs for heavy trucks, exchanged in minutes
Reported evidence
Launched a standard #75 swap pack in 2025 designed to fit most mainstream heavy trucks; opened a 1,250 km swap route.
Announced next step
A national swap network covering most of China’s trunk freight capacity by 2030.
Unresolved risk
Requires standardisation across rival truck makers and high utilisation of costly spare packs.
Qiyuan Green Power (SPIC)Charging and swapping stationsOperator-run swap and charging network for heavy trucks
Reported evidence
More than 1,600 stations in 208 Chinese cities by the end of 2025, with over 4.4 billion km of cumulative operation.
Announced next step
Expansion along freight corridors.
Unresolved risk
Station economics depend on steady truck traffic and electricity prices.
MilenceEuropean truck charging networkJoint venture of Daimler Truck, Traton and Volvo building high-power truck charging hubs
Reported evidence
Opened public charging hubs and delivered early Megawatt Charging System sessions in Europe from 2025.
Announced next step
About 1,700 high-power charging points by 2030.
Unresolved risk
Grid connection lead times and utilisation during the early years.
CharIN / SAEMegawatt Charging System (MCS)A common connector and protocol for charging trucks at more than one megawatt
Reported evidence
First public MCS sessions in Europe in August 2025 and North America in March 2026.
Announced next step
Universal adoption across truck makers and chargers.
Unresolved risk
Interoperability problems and slow rollout would leave trucks limited to depot charging.
European UnionAFIR and weights rulesMandated truck charging along highways and extra weight allowances for zero-emission trucks
Reported evidence
AFIR requires heavy-vehicle charging every 60 km on the core network by 2030; lawmakers have backed extra weight for zero-emission trucks.
Announced next step
Full corridor coverage by 2030.
Unresolved risk
Member-state delivery varies; weight rule changes also benefit diesel if not targeted.

A manufacturer’s quoted range assumes favourable conditions. Fleet operators should judge trucks by kilometres driven per working day, charging downtime and cost per tonne-kilometre over a year.

An optimistic view, with conditions

Electric freight works on suitable routes; the network must broaden that range

A 40-tonne truck that runs 500 km between charges and refills during a legal break already exists. Battery prices keep falling. Where electricity is cheap and chargers are in place, electric trucks are already the cheaper choice, and China shows how quickly adoption follows.

$108/kWhAverage battery pack price in 2025, down 8% in a year (Measured).
~1,700High-power truck charging points Milence plans in Europe by 2030 (Target).
~25 minutesTime a 1 MW charger needs to add 4.5 hours of driving at 1 kWh/km (Derived).
Now

Depots and regional routes

Return-to-base trucks that charge overnight at depot prices already beat diesel on running cost wherever power is reasonably priced.

Next scale test

Megawatt corridors

Reliable megawatt charging at the hubs where long-haul trucks already stop, at prices close to commercial electricity rates.

Deep change

Freight runs on the grid

Denser cells, swappable packs and smart charging make battery trucks the default, and turn depots into flexible loads that soak up cheap solar and wind power.

Four numbers to watch

First, the battery-electric share of heavy truck sales outside China, especially in the heaviest class. Second, the price per kilowatt-hour at public megawatt chargers compared with depot charging. Third, the number of megawatt charging points in operation, not announced, along major freight corridors. Fourth, pack energy density in commercial trucks, which sets how much payload a battery truck gives up on dense loads.

Sources, method, and boundaries

Sales shares are measured 2025 figures from the ICCT and European registration data. Energy-use figures come from Mercedes-Benz’s published real-world tests. Operating savings in China are reported by operators and battery companies and are not independently audited. The interactive model is a physics and energy-cost calculation; it excludes purchase price, maintenance, financing, tolls and taxes, so it is not a total cost of ownership.

Heavy truck
Usually a truck above 15–16 tonnes gross vehicle weight; definitions vary by country.
Pack energy density
Stored energy divided by the mass of the whole battery pack, including casing and cooling, not just the cells.
Battery swapping
Replacing a depleted pack with a charged one at a station, rather than charging it in the truck.

Read More

Essays, books, talks, and research that shaped this field’s arguments. Influence is not endorsement; company communications and advocacy are labeled. Some publisher links require a subscription.

  1. Report

    ICCT — Total cost of ownership for tractor-trailers in Europe: battery electric versus diesel (2021)

    The country-by-country analysis that found battery trucks reaching cost parity this decade.

  2. Report

    BloombergNEF — Lithium-ion battery pack price survey (2025)

    The annual benchmark for battery prices, by segment and chemistry.

  3. Company communication

    Daimler Truck — eActros 600 European testing tour

    Real-world energy use and range data from long-haul test drives across Europe.

  4. Company communication

    Traton — MCS: a game changer for heavy-duty vehicle charging

    How the Megawatt Charging System fits charging into drivers’ legal breaks.

Across the fields: learning curves, deployment, and rebound