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China’s electric truck revolution: powerful painkiller for the Iran war?

Sales of electric heavy-duty cargo trucks surged by 182 per cent in 2025, with more growth forecast as oil and gas prices soar

4-MIN READ4-MIN ListenDannie Pengin BeijingPublished: 3:00pm, 6 Apr 2026For marketing manager Wang Yuan, who sells electric heavy-duty cargo trucks in the rugged landscapes of Xinjiang in western China, business is riding a new and powerful wave.The commercial vehicle company he works for is a major player in the domestic market. The lion’s share of its electric heavy trucks are destined for coal-rich provinces including Shanxi and Inner Mongolia, apart from Xinjiang itself.

In Xinjiang alone, according to Wang, sales across all brands reached around 16,700 units in 2025 – a staggering 80 per cent surge from just over 9,000 in 2024.

This shift has provided an unexpected cushion against external disruptions – most notably the war in Iran this year, which has destabilised oil and gas supplies and sent prices soaring.

Read original at South China Morning Post

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