What will it take for Europe’s largest truck manufacturers to catch up with new truck makers and cut costs for customers?
Behind the Curve, a new Idle Giants report, highlights three problems and one HUGE opportunity for Volvo, @Daimler and @Traton’s transition to electric:
💰 The pricing gap is a strategic choice, not a cost constraint. These companies are charging double the non-component costs for electric trucks vs diesel.
🔒 That strategy is locking out the majority of the market. At today’s prices, only an estimated 24% of new heavy-duty vehicle demand between now and 2030 is realistically addressable.
📉 And the cracks are already showing. They aimed high on price, but now there aren’t enough buyers at that level to support the scale they need.
🚛 The real opportunity? Manufacturers that rethink pricing to reach a broader base of operators can unlock far greater demand, accelerate scale, and strengthen their position for the transition to zero-emissions transport.
Strong truck emission standards and smart pricing create the level playing field fleets need to invest at scale without competitive disadvantage, and provide the certainty that justifies the investment.
If manufacturers truly want to increase their market share and create more demand for electric trucks, they should start pricing competitively and support the regulations that have been proven to support demand.
Read more at → bit.ly/41PQ4OR
Trots att AB Volvos egna riktlinjer slår fast att politiskt påverkansarbete ska ske i linje med Parisavtalet har företaget aktivt motarbetat klimatregleringar, skriver tre debattörer.
ow.ly/Pr6C50YFsVS
“The business community is demanding long-term and clear rules of the game in order to dare to invest in the climate transition. With its lobbying, Volvo is
undermining precisely this. The consequences of Volvo's actions are major. For the climate and human health – and for the group's own competitiveness.” #VolvoSplitWithDiesel
Trump has lost it, and we need to stop him NOW.
He threatened to erase Iran's entire civilization tonight. That's genocide, plain and simple.
>> action.eko.org/a/impeach-trum…
I’m a family doctor, and I join the call by @drtlaleng in demanding the release of Dr. Hussam Abu Safiya who remains in Israeli captivity for over a year. He has been subjected to severe torture. Our medical colleagues have been targeted for doing their jobs - release them all!
‘There was permission to kill 300 people as collateral damage.’
Israeli intelligence whistleblowers expose the ‘non-human’ targeting system in Gaza, where strikes are approved in minutes, as more than 70,000 have been killed in Gaza since October 7th.
Experts emphasise that Europe’s legacy truckmakers carry a responsibility to support regulations that protect industrial security, jobs and to ensure their electric transition strategies deliver lasting competitive advantage for the region.
This means maintaining the long-term CO₂ targets (a 45% reduction by 2030 and 90% by 2040), keeping the planned 2027 review in place, and avoiding any early revision.
Report: the price gap between electric and non-electric trucks sold by Europe’s largest manufacturers (Volvo Group, Daimler Truck, DAF, MAN and Scania) can't be explained by manufacturing costs alone. 🧵
🚗 Buying a car is a major opportunity to align your spending with your values on climate and human rights. But the choice is more complicated than just electric vs gas.
Some automakers are leading the charge to clean and just auto supply chains through targeted, specific interventions. Others rely on generic decarbonization and human rights commitments that obscure underperformance.
Use the Lead The Charge consumer guide to make an informed choice by visiting: leadthecharge.org/consumers/
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