Community for Impact
How can we unlock the scaling of long-haul electric heavy-duty vehicles by better sharing risks among stakeholders?
Themes
Modes of transport
Validate a working method
Map the barriers
Mobilize public stakeholders
Bring solutions to scale
Movin'On members
Contributing partners
A prioritized risk map covering the ecosystem: economic, financial, technological, operational and systemic risks.
An identification of the main systemic bottlenecks, based in particular on interviews with stakeholders across the value chain.
A shortlist of collective de-risking priorities, distinguishing critical barriers, quick wins and issues requiring targeted public intervention.
A portfolio of de-risking mechanisms built around five levers: logistics corridors and shared hubs, TCO security, the evolution of shipper-carrier contracts, more secure charging business models, and second-life applications for batteries.
Detailed mechanism briefs identifying the stakeholders involved, implementation requirements, risk allocation, the business model and the conditions for scaling.
The main barrier is neither a lack of climate targets nor a shortage of technical solutions. The European framework is already driving the decarbonization of road transport, and technologies are advancing. But for long-haul heavy-duty vehicles, scaling remains constrained by an accumulation of economic, financial, operational and technological risks that stakeholders cannot absorb alone.
Carriers, particularly smaller ones, are often on the front line: higher vehicle costs, uncertainty over residual value, operational constraints, still-uncertain access to charging, dependence on short-term contracts and financing difficulties. Under these conditions, investing in an electric truck remains difficult to secure, even when there is a clear willingness to transition.
A second barrier is insufficient shipper commitment. Demand for electric transport is often still occasional, linked to short-term tenders, with insufficient guarantees on volumes or contract duration. Carriers therefore cannot confidently amortize their vehicles, while shippers are reluctant to commit as long as the offer remains expensive, insufficiently proven or not widely available.
Finally, several systemic uncertainties reinforce one another: TCO is difficult to stabilize, charging business models remain fragile, visibility on the residual value of trucks and batteries is limited, and the second-life value chain is still underdeveloped.
The working group's objective is therefore to move from a model in which each stakeholder bears its risks alone to one based on collective de-risking: better sharing risks, securing commitments, pooling certain assets, sharing relevant data and mobilizing public authorities in a targeted way when barriers exceed the capacity for private action.
Build a shared understanding of the risks slowing the electrification of long-haul heavy-duty vehicles, distinguishing economic, financial, technological, operational and systemic risks.
Identify the most critical bottlenecks, including the concentration of risks on carriers, insufficient shipper commitment, TCO uncertainty, fragile charging business models, battery residual value and second-life applications.
Develop collective de-risking mechanisms capable of better sharing risks among manufacturers, carriers, shippers, logistics providers, financiers, CPOs, network operators and public authorities.
Reduce dependence on public funding alone by building more robust business models, then mobilizing public authorities in a targeted way through guarantees, regulatory frameworks, pilots, standards, interoperability and launch-support mechanisms.
Create the conditions for credible scaling by turning stakeholder alignment into an operational roadmap.
Alignment round table with stakeholders across the value chain and Pascal Canfin, to share the barriers and validate a working method.
Risk assessment based on targeted interviews with manufacturers, financiers, logistics providers, carriers, shippers, CPOs, network operators and other relevant stakeholders.
Development of de-risking mechanisms, identifying, prioritizing and then exploring in greater depth the most relevant collective mechanisms.
A key ecosystem-wide alignment milestone to share the map of barriers, bring public and private stakeholders together and validate work priorities.
Targeted mobilization of public authorities to support the selected mechanisms, facilitate pilots, remove certain regulatory barriers and prepare a roadmap for scaling.
