Gates and a mask to whisk in the expectation of the future of electric trucks

If we want to look at the case from the point of view of Bill Gates, we will find that the electric payment systems that have changed the passenger car industry over the past decade have no opportunity to repeat this experience regarding heavy trucks. As far as Elon Musk is concerned, this transformation is believed to be inevitable and will be led by the company “Tesla”. But both are right. Electric trucks are about to dominate, but Tesla has barely entered the competition because they have only followed about 50 thousand units of its giant personal truck that resembles the same cubic design. The traction trailer is still a model for the offer after eight years since the announcement for the first time. Policy pushes the electrical up -to -end trucks from wealth to depression, China returns to the lead, while it is not with a big difference “Volvo”, “Daimler Turk Holding” and “Evico Group” European, while America’s hope to play a role in this field no longer looks weak. The size of the sales boom in China over the past twelve months was incredible. In September 2020, when Musk protested with gates via the Twitter platform about his doubts about the trucks, there were only a few dozen trailers powered by the battery. In 2024, 79.142 medium and heavy trucks were sold, according to Bloomberg Nef numbers. Another 81.508 trucks were sold alone in the first half of this year. An ongoing boom doubled three times three times in August compared to the previous year, as the ‘First Commage Vehicle’ network, a local delivery information service, showed, reaching about 26%in its class. The Chinese Motor Research and Technology Center found that about 29% of medium -sized trucks sold in China in August were rechargeable models, in addition to 22% of light trucks. The company “Conemporary Amporax Technology”, the largest batteries manufacturer, expects the percentage of heavy trucks on electricity to become 50% by 2028, while Sany Heavy Industry expects this percentage to 80%. Electric trucks are the latest threat to oil question in China. The consequences of this matter exceed China’s boundaries. Due to the length of the distances that the heavy trucks and its large tonnage of it, the heavy trucks cause an abusive environmental pollution because it consumes half the road fuel in China, although it accounts for only 15% of the vehicles. About 3.6% of the world oil is consumed in the form of diesel in China, most of which are in the same trucks that become electrical at an incredible speed. It will start with quickly downward pressure on the demand for crude oil. The Rhodium Consultative Group estimates that cars and electric trucks in China alone will destroy about 1.76 million barrels per day of demand, equivalent to about one barrel in five and forty -for -fate productive crude oil. The supposed challenges for converting heavy fuel trucks into electricity were decisive in the expectation of ongoing oil consumption in the coming years, even with the decline in the use of electric cars. A report released by the International Energy Agency in 2017 on the future of shipping, excluding trucks with a long time that works electrically from its prices, as this technique is not reasonable to the extent that it is not worth modeling. As for the sales numbers this year, they withdrew these negligent assumptions. Economic reasons that have changed? The most stringent fuel consumption regulations, which came into effect in China on July 1, are part of the interpretation. Similarly, realize that most trucks are used useless, allowing electric types of large discs to gain market that does not have the heaviest loads for long distances. But the biggest factor is simply economical. Truck transport is a low profit margin as operating costs are everything. If the technology can provide some entities, it will not be excited to adopt them. For this reason, the short boom in the natural gas truck sector, which last year, began to fade on the logistics service sector in China. ‘Renault’ is preparing to make electric trucks in its Northern France factory with the price of batteries now up to $ 90 per kilowatt hour, according to the number ‘Bloomberg Nef’, the proposed value of electric trucks is much higher. The price declared for the semi-recyclable trailer remains much higher, but the operators can compensate the difference thanks to the low fuel, maintenance and insurance costs. Once the long cost of the electric truck is about $ 250,000 – something that “Bloomberg NF” expects about 2030 – the zero option will become cheaper as it pays a liter of diesel, more than about four kilowatts of electricity. China is currently dominating this industry, and it will probably become a strong competitor in the future with the concentration of the “Sany heavy” and “XCMG Constructionderde”, which is increasingly on export markets. The Europeans are second, but Europe is not few. This surpasses America in terms of the part of the shipping transported by land, and its manufacturers are already more than half of the heavy truck sales in the United States – and that is perhaps one of the reasons why President Donald Trump is 25% on the import of imports on Thursday. Volvo sold its 5000 electric truck in April. In May, it revealed a 600km semi -trailer, which can carry a 48 -ton cargo, and sent at a time when drivers take mandatory rest periods. These periods are supposed to compete with the traditional shipping market. Optimists can rise in fossil fuel prices, which predict a bright future, but in reality the demand for crude oil is still struggling to reach the levels it reached in 2018. One by one, the supposed future pillars of future growth, emerging markets, energy -dull energy networks, building machines, shipping and now. Only aircraft and petrochemical fuel still maintain its momentum, so winter comes to oil producers.