As major trucking companies decarbonize their fleets, they are currently often prioritizing lower-carbon fuels such as natural gas and biofuels over zero-emission trucks. Adopting these fuels marks a positive step toward sustainable commercial mobility but represents only an intermediate step toward zero-emission mobility in the commercial sector. Meanwhile, true zero- emission mobility in the form of electric or hydrogen-based trucking appears to be stuck in traffic as massive challenges delay adoption. The shift to zero-emission trucks requires more than simply changing power engines; it will disrupt the entire ecosystem. OEMs are heavily investing in the development, production, and sales of new powertrains along with greater digital integration. A major infrastructure investment costing billions is on the horizon, and utility companies are preparing for a surge in demand on their power grids. Beyond these supply-side challenges, fleet operators remain cautious about transitioning due to financial constraints, complex business cases, and operational obstacles.
