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China’s diesel trucks are shifting to electric. That could change global LNG and diesel demand

Electric trucks now comprise 28% of new sales in China, cutting diesel use by over 1 million barrels a day and influencing global fuel demand, analysts say.

  • China is replacing its diesel trucks with electric models faster than expected, potentially reducing global fuel demand and emissions.
  • Electric trucks now outsell LNG models in China, so its demand for fossil fuels could fall.
  • While electric trucks are more expensive upfront, their lower operating costs can save owners an estimated 10-26% over the vehicle's lifetime, according to Chinese research.
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HANOI—China is replacing its diesel trucks with faster than expected electric models, which could reconfigure global demand for fuel and the future of heavy transport. By 2020, almost all new trucks in China were running on diesel. By the first half of 2025, electric trucks accounted for 22% of sales of new heavy trucks, compared to 9.2% in the same period of 2024, according to Commercial Vehicle World, a data analysis company in the Beijing-bas…

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China's diesel trucks are shifting to electric. This could change global LNG and diesel demand.

China is rapidly replacing its aging diesel trucks with electric models, signaling a major shift in the world’s largest vehicle market.

·United States
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China is replacing its diesel trucks faster with electric models than previously predicted, which could have a significant impact on global fuel demand and the future of heavy-duty transport. (Read more)

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China has accelerated the adoption of electric trucks far faster than expected, a move that could have global repercussions. The Asian nation is combining forward-thinking vision, incentives, infrastructure, and local production to lead the way. The energy transition in heavy transport has a new, unexpected player: China is phasing out its diesel trucks faster than anticipated, and it's doing so on a grand scale. What seemed like a slow process,…

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The Independent broke the news in London, United Kingdom on Wednesday, November 19, 2025.
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