Current landscape The trucking sector is on an encouraging trajectory. Driven by leaps in technology, adoption of zero- emission trucks is growing at pace, supported by favourable economics and helpful policy environments.59 Although an infrastructure deficit remains a hurdle, charging networks are now expanding more quickly and vehicle technologies continue to improve. FMC enhances this positive trend by aggregating corporate procurement of zero-emission trucks, sending strong market signals to manufacturers and infrastructure developers to invest confidently and scale-up solutions. Impact highlights Across regions and sectors, members are accelerating the shift to zero-emission trucks, pioneering instructive pilots and large-scale investments.60 In Finland, SSAB has launched local deliveries with two electric Scania semi-trailers, testing the charging and operational feasibility of a wider rollout.61 PepsiCo, through XPO Logistics, added six Mercedes-Benz eActros 600s in the UK, replacing over 1 million diesel-kilometres annually and cutting 1,200 tonnes of CO2e.62 Cemex has expanded its deployment of electric ready-mix concrete mixers across multiple EMEA markets.63 Volvo Group has so far delivered more than 10,000 battery electric vehicles through Volvo Trucks64 and Renault Trucks.65 In APAC, momentum is building at scale. Toll Group is investing $43 million to roll out 28 electric trucks and charging hubs,66 while Fortescue Metals Group has committed $2.8 billion for 475 zero-emission mining machines with Liebherr, making it one of the trucking sector’s largest electrification programmes.67 Outlook Looking forward, the trucking sector’s transition will increasingly rely on aligning infrastructure investments with operational needs and clarifying regulatory frameworks. With technology rapidly maturing, overcoming the remaining hurdles related to charging infrastructure, vehicle costs and policy volatility becomes critical. Successful pilots indicate that coordinated infrastructure deployment, focused technology choices and clearly defined roles among stakeholders are essential for enabling the widespread adoption of zero-emission trucks. Trucking Commitment in brief: Members commit to buy only zero-emission trucks (battery or fuel-cell electric) for 100% of new medium-duty and 30% of new heavy-duty truck purchases by 2030. Companies using trucking services will require their logistics partners to meet the same targets. Read the trucking commitment in full.Commitment reviewed in 2025 First Movers Coalition Impact Brief 14

First Movers Coalition Impact Brief 2026