China is one of the oil monsters. Not so much in generation, where they want to start being a powerbut in consumption. It is the fuel of hundreds of millions of vehicles They hit the road every day, but things are changing. Although the Asian giant has become one of the powers in car electrification, diesel seemed to have a break thanks to trucks.
Not even that anymore.
Diesel down. China is second diesel consumeronly behind the United States. transportation concentrate between 70 and 80% of that final consumption, but in recent years, the market has been going down. It is estimated that, in June 2024, diesel consumption fell to 3.9 million barrels per day. It’s still stupid, but it was 11% less than during the same period the previous year.
It was the biggest drop since mid-2021 (logical because of the pandemic and the world situation) and despite the industrialization of the country and the rise of both national and international trade, this consumption has remained at a “plateau” for more than a decade. That is to say: it should be much greater than 10 years ago, but that is not the case. Another fact: in August 2024, 8% of new trucks were electric, but in August 2025, the figure was 28%.
electric trucks. He rise of electric cars could explain this negative trend in diesel consumption, but as we say, the boats and, above all, trucks continued to support the market. That is no longer so clear, especially with the recent involvement of the Government. In April this year, the Ministry of Transport published, with the support of other government departments, a program to encourage the majority of new truck sales to be new energy by 2035.
To achieve this, there are objectives, such as that by 2027 the share of electrical energy in final transport consumption must be 10% and the proportion of new new energy vehicles must be increased each year. The heavy truck seemed to be the bastion of diesel, but now it is one of the central pieces of this decarbonization of transportation.
Paradigm shift. To achieve this, in addition to direct aid for the purchase of heavy electric trucks, China has launched a specific action to eliminate and replace old diesel trucks, with subsidies for their removal and replacement with new energy units. In fact, there are advantages: freer access to restricted urban areasfewer time limitations and discounts on tolls.
In a report by The Associated Press This paradigm shift is reflected: if in 2020 almost all new trucks in China were diesel, by 2025 electric trucks already represent 22% of new heavy truck sales. As our colleagues point out Motorpassionthe arrow is inverse to that of diesel consumption: in the same period of 2024, that percentage was 9.2%.
And the load? It represents a paradigm shift and there are analysts who predict that, by 2026, diesel will only account for 40% of sales. The rest: electric and gas trucks. Is the charging infrastructure? Because we are seeing advances in the development of solid state batteries that will allow greater autonomy, but until they arrive, it is necessary that there be numerous charging points to support the electrification of transport.
The National Energy Administration and the Ministry of Transportation have already affirmed that 98% of highway service areas already have charging points, with widespread installation of 120 kW chargers and, in some segments, 600 and 800 kW chargers. The intention is for there to be some 28 million charging points throughout the country by 2027, and one of the key pieces in that expansion is CATL.
The company is one of those leads the battery sector worldwideand is currently tracing a “green corridor” that will cover the major freight hubs to facilitate loading, but also to implement its battery exchange system that speeds up the process.
Green curve… and economic. This electrification of commercial transportation would add to the objectives of decarbonization of the countrybut obviously truckers and companies also see a benefit in their pockets, or so they esteem. Although electric trucks are between two and three times more expensive than diesel trucks and cost 18% more than LNGare more efficient, have less maintenance and can help save between 10% and 26% over their useful life.
Horizon. This change to the electrification of trucks would already be reducing the demand for oil in the equivalent of more than a million barrels per day, and that a giant like China stops depending on crude oil for its trucks is something that can shake the market internationally. And that ambition is not going to stay within its borders.
If in recent months we have seen that China has flooded Europe with his electric carswe can expect something similar for 2026, but with trucks. And, furthermore, it has torn off in Hungary the construction of a factory for electric trucks and buses.
It is evident that this path started by cars will be followed by trucks, which in the end are a important source of emissions in a world with increasingly global trade. Specificallya third of all transport-related carbon emissions in 2019.
Images | Volvo, Cheng Long
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