cross-posted from: https://hexbear.net/post/8348152

Whatever happened to the Tesla Semi? And does its slow rollout mean electric trucks aren’t viable? According to the International Energy Agency’s Global EV Outlook 2025, the answer may be very different from what you might think. Because while much of the Western conversation is focused on delays and limited deployments, China is already electrifying heavy freight at scale, with electric trucks reaching 50% of new sales and beginning to challenge assumptions about diesel dominance. So, what could it all mean for the future of oil demand and the energy transition?