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# Heavy trucks, not cars, are driving the battery boom
- URL: https://adjacent.media/signals/heavy-trucks-not-cars-are-driving-the-battery-boom/
- Published: 2026-09-04T23:07:21.000Z
- Updated: 2026-09-04T23:07:21.000Z
- Description: China’s heavy-duty electric trucks deployed 96.7 GWh of battery capacity in 2025—nearly three times passenger EV levels. This means battery supply chains, raw material demand, and energy infrastructure investments are being shaped by logistics operators, not consumer car buyers.
- Author: Jonathan Greene
- Tags: #signal, theme-connected, electric vehicles, battery infrastructure, commercial transportation

Source: [Christopherchico](https://christopherchico.substack.com/p/stop-looking-only-at-passenger-cars)

China's heavy-duty electric trucks deployed 96.7 GWh of battery capacity in 2025—nearly three times passenger EV levels. This means battery supply chains, raw material demand, and energy infrastructure investments are being shaped by logistics operators, not consumer car buyers. The winners in the energy transition are being determined by commercial fleets, not consumer preferences.