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EU combustion engine phase-out for trucks by 2040: Ambitious but achievable - within the right framework

Astonishing consensus on the EU agreement on CO2 targets for heavy-duty vehicles: By 2040, diesel is set to become obsolete. The NGO T&E praises the agreement, stating it provides planning security. The ACEA considers the targets ambitious but achievable - provided the right framework for infrastructure and incentives is set by policymakers.

Down with CO2: By 2040, diesel is expected to be phased out in the EU. | Photo: ACEA
Down with CO2: By 2040, diesel is expected to be phased out in the EU. | Photo: ACEA
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Johannes Reichel

The European lawmakers have agreed on CO2 targets for heavy-duty vehicles, which will phase out the sale of almost all new diesel trucks by 2040. Manufacturers must reduce the average emissions of new trucks by 45% in 2030, by 65% in 2035, and by 90% in 2040. According to the European environmental umbrella organization Transport & Environment (T&E), the law provides European truck manufacturers with planning certainty to switch to zero emissions and compete with foreign electric truck manufacturers.

"The EU is giving truck manufacturers a clear deadline by which almost all of their vehicles must be emission-free. European manufacturers now have a clear roadmap to ramp up the production of electric and hydrogen trucks and be prepared for the challenge of Tesla and Chinese competitors," said Fedor Unterlohner, Freight Manager at T&E.

The EU governments and Members of the European Parliament have also agreed that the targets will apply to vocational vehicles such as garbage and construction trucks from 2035 onwards. According to the NGO, this extension will subject an additional 7% of the heavy-duty vehicle market to CO2 targets. The negotiators have resisted pressure from the fossil fuel industry to create a loophole in the targets for e-fuels and biofuels, praised the organization.

Relatively moderate progress by 2030, but then ...

Trailer manufacturers must improve the emission performance of truck trailers by 10% by 2030 - a weaker target than proposed by the Commission. The CO2 target for buses has also been set at 90% by 2030 and should reach 100% by 2035. T&E estimates that the EU targets will result in around 30% of trucks sold in 2030 and at least three-quarters of trucks sold in 2040 being emission-free - powered by electricity or hydrogen. After passenger cars, heavy-duty vehicles are the second-largest source of traffic emissions in Europe.

"None of the stakeholders got everything they wanted, but the truth is, this is a very balanced agreement and positive news. One of the biggest polluters in Europe has found a path to becoming environmentally friendly. Manufacturers and the freight industry have gained long-term investment security. Now, we should begin implementation," appealed Fedor Unterlohner.

ACEA calls for adequate charging and H2 refueling infrastructure

Also, from the side of the European Automobile Manufacturers' Association (ACEA), there was relative approval of the agreement. Truck and bus manufacturers "fully support an ambitious decarbonization agenda," the association stated from Brussels. However, the agreed timeline for implementation remains a huge challenge due to the lack of important framework conditions, the association emphasized.

"Electric charging and hydrogen refueling infrastructures, comprehensive carbon pricing regulations, and meaningful support measures for transport companies to quickly invest are, alongside emission-free vehicles, the most crucial prerequisites for a rapid decarbonization of the heavy-duty transport sector," emphasized Sigrid de Vries, ACEA Director-General.

Without a favorable framework to boost demand for zero-emission models, it will not be possible to achieve the targets, especially not within the planned timeframe, de Vries further believes.

By 2030, 400,000 electric commercial vehicles need to roll

To achieve the targets by 2030, more than 400,000 battery-electric and hydrogen-powered vehicles need to be on the roads, and at least one-third of all new registrations must be zero-emission models, according to ACEA estimates. Europe needs at least 50,000 suitable charging stations - most of them megawatt charging systems - and at least 700 hydrogen refueling stations to make the equation work, according to the association's estimate. Decarbonizing heavy-duty transport requires a joint effort from a variety of actors across the transportation sector.

"We are doing our part by investing in the mass production of zero-emission trucks and buses and ramping it up, but we rely on our customers' ability to invest in and operate new vehicles to replace older vehicles currently on Europe's roads," added de Vries.

The European automotive industry was pleased with the agreement on an earlier date for the comprehensive review (2027) than originally proposed by the Commission, as well as the continuation of incentives for zero-emission and low-emission vehicles (ZLEV) until 2029. The European Commission and member states must also commit to monitoring progress to ensure that anticipated deficits are addressed early so that the joint goal of decarbonization can be achieved.

eFuel Alliance sees "All-Electric" approach solidified

Criticism naturally came from the petroleum industry lobby group eFuel Alliance. The trilogue decision is aimed at preventing the use of CO2-neutral fuels such as eFuels, only an evaluation order is given to the Commission and postponed to the next evaluation in 2027. This solidifies the EU's "All-Electric" approach for road logistics. The logistics sector is forced by this decision to actively plunge into the unknown, lamented Ralf Diemer, CEO of the eFuel Alliance.

"So far, battery-powered trucks or fuel cell vehicles cannot cover daily distances between 500 and 1000 kilometers. Furthermore, there is neither a nationwide, truck-required megawatt charging network across Europe, nor is it within reach," Diemer criticizes.

In his view, several technology paths are needed "to ensure the operability of our logistics sector". Clear regulatory perspectives are needed to make investments in large-scale production facilities for CO2-neutral fuels. Then the required quantities could be produced and delivered at lower prices thanks to economies of scale, the lobbyist advocates.

"This does not contradict investments in electrification nor does it prevent the supply of eFuels for air and sea transport," argues the eFuel representative.

Translated automatically from German.
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