Trucking’s Tipping Point
Why the Truck EV Transition is Closer Than Expected
Report | 27/08/26 | Automotive
Login
Don't have a login?
29/09/2026
Trucking’s Tipping Point: Are Markets Underpricing the Electric-Truck Transition?
Join Carbon Tracker and Transport & Environment, with guest panellists from the investor and sector community, for a 60-minute briefing on Carbon Tracker’s recently published report Trucking’s Tipping Point and an Investor Statement on zero emission freight.
29 Sep 2026 | 15:00 - 16:00
Drawing on the University of Exeter’s FTT model and Carbon Tracker’s market and asset data, the session sets out why heavy-truck electrification is becoming an economic rather than a regulatory decision, what that means for transition risk in the sector, and how exposed European incumbents are to faster-scaling Chinese competitors.
It will also introduce the Investor Statement on zero emission freight, coordinated by Transport & Environment, in the context of the current EU CO₂ standards review. For investors, this raises a pointed question: are automotive and industrials portfolios carrying transition risk that isn’t yet being priced in?
Related resources
Related Reports
Want to book a speaker for an event?
If you think we would be suitable for an event you are putting on – get in touch. Whether you need a technical, research-specific speaker or an introduction to our work, we will be happy to see if someone is available.
Get in touch