Heavy duty EV trucks in Europe need grid investment to grow to €600bn by 2030

Heavy duty EV trucks in Europe need grid investment to grow to €600bn by 2030

Image courtesy E-Mobility Europe With fewer than 1,600 days to 2030, Europe must put more than 20 times more electric trucks on the road, build 10 times more public charging points, and grow overall grid investment to €600 billion ($704.3 billion) to meet its climate goals for heavy duty vehicles. This is according to the…


Heavy duty EV trucks in Europe need grid investment to grow to €600bn by 2030

Image courtesy E-Mobility Europe

With fewer than 1,600 days to 2030, Europe must put more than 20 times more electric trucks on the road, build 10 times more public charging points, and grow overall grid investment to €600 billion ($704.3 billion) to meet its climate goals for heavy duty vehicles.

This is according to the e-Logistics Hub, a new joint initiative launched in Europe by a group of leading truckmakers, charging operators, energy utilities, and freight buyers in Europe, aiming to close the gap in the continent’s electric truck rollout.

Bringing together the likes of Iberdrola, Amazon, Milence, heavy duty truck manufacturing company TRATON Group and others, the coalition mainly aims to address policy bottlenecks that have been hampering the sector.

In a release announcing the initiative, Europe’s e-mobility association, E-Mobility Europe, says that although the first half of 2025 saw growth start to accelerate from a low base for the segment, only 3.6% of new trucks sold in Europe were electric. This is in stark contrast to the 38% share needed by 2030, underlining the need for urgent policy support at EU and country levels.

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Indeed, the association says that although there are new electric truck models, early fleet deployments, high-power charging corridors, and grid upgrades, the need for charging infrastructure and grid investment is still immense.

Commenting in the release was Chris Heron, the association’s Secretary General: “Every part of the industry is investing heavily.

“What’s missing is policy alignment. Our new coalition shows that the sector is ready, and it’s working together. Now governments must act to unlock scale.”

Said Agustín Delgado, CTO of Iberdrola: “Under a regulated model, distributors can only move as fast as the framework allows. Enable anticipatory capex with stable returns, and the charging network for heavy-duty fleets will arrive on time – and at scale.”

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Blueprint 2030

With the announcement of the initiative’s launch, they also released their Blueprint 2040 – Closing Europe’s Electric Trucks Gap, setting out an agenda for EU and national governments in mind of heavy-duty vehicle decarbonisation and 2030 targets.

The blueprint sets out the following agenda goals:

  • Remove barriers by modernising vehicle rules and securing supply chains
  • Strengthen the business case with carbon pricing, wider toll exemptions, and fairer taxation
  • Drive stronger demand signals through corporate fleet incentives and public procurement
  • Step up charging and grid readiness with investment derisking, faster permitting, and support for anticipatory investments

Said TRATON GROUP’s CEO Christian Levin: “Our industry is undergoing a historic shift – from combustion engines to zero-emission technologies like battery-electric trucks and busses.

“This transformation demands a fundamental rethink across the entire value chain, involving suppliers, customers, energy providers, grid operators, and policymakers. To succeed, we need bold targets – but they must be paired with enabling conditions and predictable, long-term incentives to create stability and drive investment.”

Over the next 12 months, the group will work to deliver fresh data, joint studies, and coordinated projects that directly tackle policy bottlenecks and show how to scale electric trucks at speed.


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