Electric trucks hit 50% of China's heavy truck sales, diesel demand falls

Electric heavy trucks reached 50.3% of all heavy truck sales in China in September 2026, with 33,100 units sold in a single month, up 37% from a year ago. China's diesel demand is on track to fall by about 230,000 barrels per day this year as a result.

Market adoption is driven by cost and infrastructure availability in China; results may not translate directly to other regions with different fuel prices, charging infrastructure, or regulatory environments.