If Tesla's targets are met, the Semi will be a “superior alternative” to internal combustion engines by 2025, UBS said. (VERONIQUE DUPONT/AGENCE FRANCE-PRESSE/GETTY IMAGES)
Massive disruption is hurtling down the highway toward a $1.5 trillion global trucking market, as legacy manufacturers and new entrants alike grapple for pole P0SITION in a race for dominance in zero-emissions trucks.
Electric vehicles have sped into the attention of investors in the last year, as stocks like Tesla TSLA, +0.26%, Nikola NKLA, +4.33%, NIO NIO, +4.13%, XPeng XPEV, +7.09%, Li Auto LI, +4.87%, and BYD 1211, -3.75% roared higher. And that is for good reason: electric vehicles will have penetrated 100% of the global car market by 2040, according to UBS UBS, +0.06%. By just 2025, the Swiss bank expects two players — Tesla and Volkswagen VOW, -14.24% — to have already emerged as the world’s top EV sellers, delivering around 1.2 million cars each as soon as next year.
But vehicle emissions concern more than just cars. There are bigger things that move.
Amid changing regulations and technological innovation, both battery-electric and hydrogen-fuel-cell alternatives to internal combustion engines are emerging to disrupt the global trucking market, estimated by UBS to be worth $1.5 trillion.
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