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Heavy-duty trucks

also referred to as: heavy duty trucks

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement May 30, 2024 by Andy Lubershane · across every show →

Everything said about Heavy-duty trucks, oldest first

May 30, 2024 positive
Opinion
Lubbershane: Partial electrification is probably the right path for heavy-duty trucking
“I'll say in general, for the category of heavy-duty trucks, Battery swapping, I think, belongs in a broader category, which I would call, you know, partial electrification, right? There's lots of things you could do potentially with a truck to make it partiall…”
Andy Lubershane May 30, 2024 ▶ 26:23 Heavy duty decarbonization
Jun 20, 2024 neutral
Assertion Supported
Huang: China's Heavy-Duty Electric Trucks Are 60-40 Pure EV vs Swapping
“And especially for the hybrid duty trucks the main breakdown I would say is between The pure battery electric versus battery swapping ones, and you probably have like a sixty-forty kind of ratio between the two.”
TP Huang (TP Wang) Jun 20, 2024 ▶ 23:37 Demystifying the Chinese EV market
May 15, 2025 negative
Assertion Supported
Pierpoint: Heavy-duty trucks account for nearly 25% of transportation emissions
“Heavy-duty trucks make up less than five percent of vehicles on the road, but they generate nearly 25% of transportation emissions.”
Lara Pierpoint May 15, 2025 ▶ 2:21 Terrawatt Infrastructure’s billion-dollar strategy
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