Electric trucks are no longer a future bet. They’re becoming the economic default.

By 2027, electric trucks outperform diesel on total cost of ownership, and the decisive advantage no longer sits in the vehicle itself, but in how fleets secure and manage energy.

This whitepaper lays out the data behind that shift. It explains why electric trucks are becoming the TCO default across European logistics, and why energy strategy, not vehicle choice, is now the real competitive advantage.

This is not a speculative outlook, but an analysis of where European logistics economics are already heading.

Europe’s heavy-duty transport sector is reaching an economic tipping point.

• Electric trucks are moving into mainstream operations, driven by falling battery costs and industrial-scale OEM rollouts
• Zero-emission truck registrations grew ~40% in H1 2025, despite declining overall HDV sales
• EU CO₂ standards, ETS2, and CO₂-differentiated tolls are structurally increasing diesel operating costs
• On current trajectories, electric trucks become the default lowest-TCO option by 2027, even without subsidies
• The decisive advantage is shifting from vehicles to how fleets secure, manage, and optimise energy
  

This whitepaper explains what’s driving the shift and how leading operators position ahead of it.

• Transport operators and logistics leaders
• Infrastructure, energy and real-estate stakeholders
• OEMS, lessors and investors tracking electric truck economics

"The conclusion is clear: energy strategy, not vehicle choice, is now the real competitive advantage."