Stock Markets September 14, 2026 08:15 AM

European truckmakers ask EU for three-year postponement of 2030 CO2 rules

Industry leaders say charging infrastructure gaps and high energy prices undermine business case for zero-emission heavy trucks

By Avery Klein
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PCAR

CEOs of Europe's leading truck and bus manufacturers are urging the European Union to push back the compliance date for the 2030 heavy-duty vehicle CO2 reduction target by three years, citing a lack of charging infrastructure and elevated energy costs that limit adoption of zero-emission vehicles. They also called on policymakers to accelerate infrastructure rollout, speed grid connections, and redirect emissions-trading revenues to support zero-emission uptake.

European truckmakers ask EU for three-year postponement of 2030 CO2 rules
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Key Points

  • CEOs of Europe’s seven leading truck and bus manufacturers requested a three-year delay to compliance with the EU 2030 CO2 reduction target for new heavy-duty vehicles.
  • Current EU rules call for a 43% cut in CO2 emissions for new heavy-duty vehicles by 2030 versus 2025, 64% by 2035 and 90% by 2040, with penalties for non-compliance and the option to earn credits from 2025-2029.
  • Sectors impacted include truck manufacturing, transport and logistics, and energy/infrastructure providers due to the need for expanded charging networks and grid capacity.

BRUSSELS, Sept 14 - Europe’s truckmakers have asked EU authorities to postpone enforcement of the bloc’s 2030 CO2 reduction target for heavy-duty vehicles by three years, saying current market and infrastructure conditions mean zero-emission trucks are not yet commercially viable for many buyers.

Under the European Union’s existing regulatory framework, manufacturers must cut CO2 emissions from new heavy-duty vehicles by 43% in 2030 compared with 2025 levels, followed by targets of 64% in 2035 and 90% in 2040. The rules include penalties for manufacturers that fail to meet required reductions, although firms can earn emission credits during the 2025-2029 period.

Industry data cited by the manufacturers shows that only 2.4% of new heavy-duty vehicles currently sold are zero-emission models - a share far below what would be needed to meet the 2030 reduction benchmark.

In a joint statement, the chief executives of Europe’s seven largest truck and bus makers - including DAF Trucks, Daimler Truck, Iveco and Scania - said that, given present conditions, adherence to the 2030 target should be delayed by three years.

The executives urged policymakers to take steps to improve the commercial environment for zero-emission trucks. Their recommendations included:

  • Accelerating the rollout of public and private charging infrastructure for heavy vehicles;
  • Speeding up the process for grid connections to support increased electricity demand;
  • Expanding CO2-based road tolling schemes to better reflect emissions costs; and
  • Reinvesting revenues from emissions trading into infrastructure and measures to boost zero-emission vehicle uptake.

The appeal from truck and bus makers comes as EU policymakers consider broader changes to automotive climate rules. Separately, they are debating a European Commission proposal that would remove the de facto ban on new combustion-engine cars from 2035 after industry pressure to relax some green-policy measures.


This report presents the manufacturers’ position and their policy requests without assessing or predicting future regulatory outcomes. The companies say the combination of insufficient charging networks and high energy costs undermines the business case for buyers to choose zero-emission heavy-duty vehicles at scale today.

Risks

  • Insufficient charging infrastructure for heavy-duty vehicles could impede deployment of zero-emission trucks, affecting the transport and logistics sector.
  • High energy costs may reduce the economic attractiveness of switching to zero-emission vehicles for fleet buyers, influencing truck manufacturers' sales and margins.
  • A shortfall in zero-emission vehicle market share - currently only 2.4% of new heavy-duty vehicle registrations - creates uncertainty about the feasibility of meeting the 2030 CO2 target without regulatory adjustments.

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