The month in numbers

ING: >16t electric share ~3% in 2025, >5% expected 2026 · ICCT 2030 parc: 290k–340k

Five things that mattered

The market structure data landed. 2025 closed with two-thirds of EU e-truck registrations in Germany, the Netherlands and France — and 14 member states under 100 units each. Adoption is a map of incentives, not opinions.

ING put numbers on the buyer profile. ~30% of 2025 sales went to retail and dense distribution fleets with depot charging — the depot-first pattern that now shapes everything.

ICCT’s 2030 frame arrived. 290,000–340,000 e-trucks on European roads by 2030; ACEA’s upside 400,000. The path matters more than the total: depot first, corridor second.

Swap networks kept compounding in China. CATL’s disclosed build — 1,325 stations of all types in one year — set the utilisation benchmark every European swap proposal must now answer.

Windrose kept teaching. The insolvency’s aftermath continued to reset due-diligence standards: delivery records, type-approval documents, named customers — evidence or nothing.

What to watch next month

The EU Council’s review of the truck CO₂ regulation — the ‘staircase’ amendment that landed on 30 March and reset the compliance calendar to 2030.

The WattTonne Weekly runs every Monday. This archive edition was compiled at our relaunch to bring new subscribers current; weekly issues mail from 2026-08-17. Subscribe free.