European Federation for Transport and Environment AISBL: Chinese and US truckmakers set to gain over a quarter of European electric truck market by 2030 (September 10, 2026)
T&E warns that maintaining ambition of the truck CO2 standards will be critical to EU manufacturers remaining market leaders
European truckmakers must accelerate electrification or risk losing a quarter of the e-truck market to new entrants by 2030, T&E analysis has found. T&E’s analysis of e-truck costs, technical specifications, and manufacturers’ targets, highlights risks if European truckmakers delay electrification.
Zero-emission trucks accounted for 5.6% of sales in 2025, double the uptake from a year earlier. This acceleration is due to the EU CO2 rules, in force since July 2025, and falling battery prices. In markets such as Norway, Sweden, and the Netherlands, e-trucks make up over 15% of new sales. EU manufacturers now offer more e-trucks at better prices, but T&E’s research finds they face increasing competition as many new entrant models are about to hit the market: 
https://www.transportenvironment.org/articles/chinese-and-us-truckmakers-set-to-gain-over-a-quarter-of-european-electric-truck-market-by-2030

McKinsey & Company, Inc.: Wettlauf um Europas Lkw-Industrie: Tempo und Mut entscheiden - chinesische Hersteller drängen mit Kostenvorteil auf den Markt (10. September 2026)
Ladenetz als Nadelöhr: 15.000-20.000 Ladepunkte bis 2030 nötig - heute erst 2.000-3.000. Chinesische LKW bis zu 30-40 % günstiger - zweistellige Marktanteile bis 2035 denkbar. Autonomes Fahren ermöglicht Umsatzpotential von bis zu 120 Mrd. Euro
Die europäische Nutzfahrzeugindustrie steht von mehreren Seiten unter Druck: Der Hochlauf emissionsfreier Lkw stockt wegen des fehlenden Ladenetzes, chinesische Hersteller treten mit strukturellem Kostenvorteil und doppelt so schnellen Entwicklungszyklen an, und das autonome Fahren verschiebt die Wertschöpfung. Eine neue McKinsey-Analyse zur IAA Transportation 2026 zeigt: Europäische Nutzfahrzeughersteller können dennoch als Gewinner aus dieser Transformation hervorgehen — aber nur mit Tempo, und nur, wenn Industrie, Infrastrukturanbieter, Flottenkunden und Regulierung gemeinsam handeln.
https://www.mckinsey.de/news/presse/2026-09-10-iaa-transportation

European Federation for Transport and Environment AISBL: Are new electric entrants serious competition for European truckmakers? (September 10, 2026)
European truckmakers face increasing competition as new players enter the heavy electric truck market offering performant products for cheaper.
Several new entrants, such as Tesla, BYD, SuperPanther and many others, have set their sights on the European electric truck market. Looking at vehicle prices, key specifications, and stated sales ambitions, we find that they are serious competitors to today’s major European truckmakers.
Key findings
After 100 years of dominating the European truck market, major manufacturers face new competition from overseas. We find that: 
https://www.transportenvironment.org/articles/are-new-electric-entrants-serious-competition-for-european-truckmakers

Stichwörter: Pressemitteilungen zu zukünftigen Marktanteilen chinesischer und US-amerikanischer LKW-Hersteller in Europa, Transport & Environment (T&E), European electric truck market, zero‑emission trucks 5.6%, EU CO2 rules July 2025, battery prices falling, Norway Sweden Netherlands e‑truck uptake, Chinese US truckmakers, Tesla BYD SuperPanther, heavy electric truck market, McKinsey & Company, Inc., IAA Transportation 2026, charging infrastructure 15,000–20,000, autonomous driving 120 billion Euro potential

Kategorie(n): Märkte & Konjunktur