EPA Issues New Electric Semi-Truck Mandate

EPA’s new emissions standards for heavy-duty trucks will effectively require that electric semi-trucks make up an increasing share of manufacturer sales from 2027 through 2032, similar to its recent rule for passenger cars. The difference is that the truck mandate is even more costly and fanciful.

EVs make up less than 1% of U.S. heavy-duty truck sales, and nearly all are in California, which heavily subsidizes and mandates their purchase. EPA’s rule will require electric models to account for 60% of new urban delivery trucks and 25% of long-haul tractor sales by 2032. The harm is predictable in return for no climate benefit.

Start with the fact that no electric long-haul tractors are currently in mass production. Most electric trucks can’t go more than 170 miles on a charge. Electric semis require bigger and heavier batteries, which means they must carry lighter loads to avoid damaging roads. Fleet operators will have to use more trucks to transport the same amount of goods.

This will increase vehicle congestion, especially around ports and distribution centers. EPA says its rule will reduce pollution in “environmental justice” communities near major truck freight routes. But more traffic will result in more pollution. Electric trucks also generate more soot from their wear and tear on roads and vehicle braking.

Power generation and transmission will have to massively expand to support millions of new “zero-emission” trucks. An electric semi consumes about seven times as much electricity on a single charge as a typical home does in a day. Truck charging depots can draw as much power from the grid as small cities.