Heavy Duty Vehicle Re-Fleeting Revolution—Why the Race to Electrify Fleets Is Anything But Fleeting

A Carbon Tracker Webinar

Background

Electrification of the truck market is 6-8 years behind the light duty market, but is that gap set to rapidly shrink? Amazon’s recent large order of 200 fully electric trucks could indicate the tipping point of a much larger ‘re-fleeting’ across global heavy duty vehicle fleets. This replacement of the existing diesel fleet with electric alternatives is both a risk and an opportunity for Heavy Duty Vehicle (HDV) manufacturers.

About The Webinar

In this webinar, hosted by Carbon Tracker, InfluenceMap's Leo Menninger, Senior Analyst—Transport, will join a panel session to discuss:

  • How quickly will we see fleet operators adopt electric HDVs and what are the reasons for ‘re-fleeting’?
  • Which heavy duty vehicle manufacturers are well positioned to capitalise on the transition to electric vehicles?
  • Are the lobbying positions of HDV manufacturers aligned with an accelerated move to electrification?
  • What new revenue and profit pools does electrification offer HDV manufacturers?
  • What are the financial risks from new entrants? Is there time to adapt?
  • How will the emissions regulations, especially in the US, effect the deployment of electric HDVs?

Event Details

April 29th, 2025

10:00 - 11:00 AM EDT/3:00 - 4:00PM BST

Zoom

Speakers

Speaker

InfluenceMap

Leo Menninger

Senior Analyst (US)

Leo joined InfluenceMap in September 2022 as an Analyst. He holds a BA in Environmental Analysis and Organizational Studies from Pitzer College, where he wrote his thesis on the political theory behind trade associations and their engagement with environmental regulations. Leo also interned at the World Resources Institute’s Center for Sustainable Business. As a Senior Analyst, he currently analyzes the auto sector’s engagement with environmental policy.