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Navigating the Transition: Analyzing the Cost of Powertrain Alternatives in Trucking”**
**Title: “Navigating the Transition: Analyzing the Cost of Powertrain Alternatives in Trucking”**
The North American Council for Freight Efficiency (NACFE) has released a report indicating that battery-electric trucks could become the most cost-effective Class 8 powertrain option by 2035. It highlights that the transition in trucking technology is complex and varies based on location and operational needs. This insight is particularly valuable for fleet owners aiming to optimize costs during this transitional period.
The latest findings from NACFE suggest a significant shift in the cost dynamics of truck powertrains, with battery-electric vehicles poised to lead in cost-efficiency by 2035. This analysis is part of NACFE’s “Messy Middle” series, which assesses the total cost of ownership (TCO) for diesel, CNG/RNG, battery-electric, and hydrogen fuel-cell trucks across varying operational scenarios. The report underscores the importance of customizing TCO assessments for each fleet’s specific location and duty cycle, rather than relying on generalized projections.
Emilia Sibley, a consultant specializing in emerging technologies at NACFE, emphasizes the necessity for fleets to interpret these findings in light of their own operations. The analysis predicts that battery-electric trucks will achieve the lowest net TCO, driven by decreasing costs associated with batteries and vehicles, alongside reduced energy expenses. This is especially relevant for return-to-base regional haul and drayage operations, where depot charging can be maximized.
The forecast also anticipates a decline in the cost advantage historically held by diesel engines due to increasing emissions compliance costs and fluctuating fuel prices. In contrast, CNG/RNG presents itself as a viable transitional technology, particularly for fleets looking to minimize diesel dependency while waiting for electric and hydrogen infrastructure advancements. However, transitioning to natural gas involves significant logistical adjustments and investment in fueling infrastructure.
Hydrogen fuel-cell trucks, while maintaining higher costs through 2035 due to expensive hydrogen and limited infrastructure, could find their niche in high-mileage and heavy-haul applications requiring quick refueling and substantial payload capabilities.
This report is informed by comprehensive data collected during NACFE’s 2025 demonstration, which involved multiple fleets and powertrain technologies. The initiative aimed to provide transparent insights into the operational realities of these technologies to aid industry-wide learning and adaptation.
**How This Affects You (Trucking Industry Focus):**
For trucking companies and industry stakeholders, these insights can guide strategic decisions about future fleet investments and operational adjustments. Battery-electric trucks offer a promising cost reduction opportunity, especially for operations with predictable routes and centralized charging capabilities. Meanwhile, CNG/RNG serves as a practical interim solution, though it necessitates infrastructure changes. Understanding these dynamics will be crucial for maintaining competitive advantage and managing costs effectively in an evolving energy landscape.
1. **What is the main finding of the NACFE report?**
– The report predicts that battery-electric trucks will be the most cost-effective Class 8 powertrain by 2035, though the transition will be complex and variable.
2. **Why does the report stress the importance of custom TCO calculations?**
– TCO varies significantly depending on location and specific operational needs, so fleets must tailor their cost assessments to their unique circumstances.
3. **How does the forecast affect diesel engines?**
– Diesel engines are expected to lose their cost advantage due to rising compliance costs and fuel price volatility.
4. **What role does CNG/RNG play in the current market?**
– CNG/RNG is identified as a practical bridge technology for fleets wanting to reduce diesel usage without waiting for full electric or hydrogen infrastructure development.
5. **Are hydrogen fuel-cell trucks a viable option?**
– While expensive now, hydrogen fuel-cell trucks may be suitable for high-mileage and heavy-haul applications due to their quick refueling and payload capacity.
6. **What should fleet owners consider when planning for the future?**
– Fleet owners should analyze their specific operational needs and infrastructure capabilities to determine the most cost-effective powertrain solutions during this transition.
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Trump Puts Trade Ahead of Iran for Xi Summit Priorities
Skylar Woodhouse and Josh Wingrove | Bloomberg News
Trump to Appeal Ruling Against Tariffs Markets on Edge as China, US Hold Second Day of Trade Talks California EV Incentives Stall as Federal Credit Nears End
Markets on Edge as China, US Hold Second Day of Trade Talks
California EV Incentives Stall as Federal Credit Nears End
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Presidents Donald Trump and Xi Jinping shake hands as they leave after their talks in Busan, South Korea, in the fall. (Andrew Harnik/Getty Images)
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President Donald Trump said he would prioritize trade discussions during his summit with Chinese counterpart Xi Jinping and downplayed the amount of attention they would devote to the Iran war.
“We have a lot of things to discuss. I wouldn’t say Iran is one of them, to be honest with you, because we have Iran very much under control,” he added. “We’re either going to make a deal, or they’re going to be decimated one way or the other.”
Trump is eager to secure business deals and hammer out details of a new board of trade to manage ties between the world’s two largest economies when he meets Xi, even as the Iran war has cast a shadow over the summit. The two sides are expected to discuss an extension of the trade truce they reached last fall.
China is a major purchaser of Iranian oil and has called for a swift reopening of the Strait of Hormuz, which remains effectively shuttered as the U.S. blockades Iran’s ports and Tehran restricts the flow of other international traffic. The war has triggered a global energy crisis with world fuel reserves being drawn down.
Trump is under pressure to end the war and said previously he would press Xi over Beijing’s approach to Iran. But on May 12 he touted his relationship with Xi.
“My relationship with President Xi is a fantastic one. We’ve always gotten along, and we’re doing very well with China, and working with China has been very good, so we look forward to it,” Trump said.
Trump to Appeal Ruling Against Tariffs Markets on Edge as China, US Hold Second Day of Trade Talks California EV Incentives Stall as Federal Credit Nears End
Trump to Appeal Ruling Against Tariffs Markets on Edge as China, US Hold Second Day of Trade Talks California EV Incentives Stall as Federal Credit Nears End
Hot Topics Iran oil prices crude oil Strait of Hormuz Tariffs Donald Trump
Trump Puts Trade Ahead of Iran for Xi Summit Priorities
Iran oil prices crude oil Strait of Hormuz Tariffs Donald Trump
Iran oil prices crude oil Strait of Hormuz Tariffs Donald Trump
Iran oil prices crude oil Strait of Hormuz Tariffs Donald Trump
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Skylar Woodhouse and Josh Wingrove | Bloomberg News
Skylar Woodhouse and Josh Wingrove | Bloomberg News
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Trump to Appeal Ruling Against Tariffs Markets on Edge as China, US Hold Second Day of Trade Talks California EV Incentives Stall as Federal Credit Nears End
Trump to Appeal Ruling Against Tariffs Markets on Edge as China, US Hold Second Day of Trade Talks California EV Incentives Stall as Federal Credit Nears End
Trump to Appeal Ruling Against Tariffs Markets on Edge as China, US Hold Second Day of Trade Talks California EV Incentives Stall as Federal Credit Nears End
Markets on Edge as China, US Hold Second Day of Trade Talks
Markets on Edge as China, US Hold Second Day of Trade Talks
California EV Incentives Stall as Federal Credit Nears End
California EV Incentives Stall as Federal Credit Nears End
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Waymo Issues Robotaxi Recall After San Antonio Flood Incident
Uber Partners With Zoox to Offer Robotaxi Rides Uber Will Spend $100M to Build Robotaxi Charging Stations Waymo Launches Miami Robotaxi Service, Testing at Airport
Uber Will Spend $100M to Build Robotaxi Charging Stations
Waymo Launches Miami Robotaxi Service, Testing at Airport
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Waymo is recalling thousands of robotaxis to fix a software issue that could cause the autonomous vehicles to drive on flooded roads.
The recall affects 3,791 vehicles equipped with the company’s fifth- and sixth-generation automated-driving system, according to documents posted to the National Highway Traffic Safety Administration’s website. The Alphabet Inc.-owned robotaxi business is working on a final remedy to address the problem, the agency said.
Waymo said in a statement that it has placed constraints on the system to limit access to higher-speed roadways where flash flooding might occur.
“We are working to implement additional software safeguards and have put mitigations in place, including refining our extreme weather operations during periods of intense rain,” the company said.
The decision stems from an April 20 incident in San Antonio, where an unoccupied Waymo robotaxi encountered “an untraversable flooded section of a roadway,” according to the documents. Rather than avoid the potentially dangerous street, the vehicle proceeded into floodwater at a reduced speed.
Waymo temporarily suspended robotaxi operations in the city after the incident. The company said it has resumed autonomous operations there but has not yet restarted rides for customers.
Although no one was injured and the recall is relatively small, the incident highlights the challenges for driverless vehicles to adapt to unpredictable weather and other unexpected roadway conditions without a human driver’s judgment. Waymo has been rolling out its robotaxi service in cities across the U.S. in a growing competition with the likes of Tesla Inc.
NHTSA has two separate investigations into Waymo’s self-driving vehicles. One is probing an incident in which a robotaxi struck a child near a school in Santa Monica, Calif., in January, while the other was opened after the company’s cars repeatedly failed to fully slow or stop for school buses last year.
Uber Partners With Zoox to Offer Robotaxi Rides Uber Will Spend $100M to Build Robotaxi Charging Stations Waymo Launches Miami Robotaxi Service, Testing at Airport
Uber Partners With Zoox to Offer Robotaxi Rides Uber Will Spend $100M to Build Robotaxi Charging Stations Waymo Launches Miami Robotaxi Service, Testing at Airport
Waymo Issues Robotaxi Recall After San Antonio Flood Incident
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⚠️ Recall Alert Waymo 5th and 6th Generation Automated Driving Systems (ADS). Recalled because ADS software may allow vehicle to drive onto a flooded roadway. https://t.co/LdZVajvUNY — NHTSA Recalls & Ratings (@NHTSArecalls) May 12, 2026
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A Waymo autonomous taxi in Mountain View, Calif. (David Paul Morris/Bloomberg)
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Uber Partners With Zoox to Offer Robotaxi Rides Uber Will Spend $100M to Build Robotaxi Charging Stations Waymo Launches Miami Robotaxi Service, Testing at Airport
Uber Partners With Zoox to Offer Robotaxi Rides Uber Will Spend $100M to Build Robotaxi Charging Stations Waymo Launches Miami Robotaxi Service, Testing at Airport
Uber Partners With Zoox to Offer Robotaxi Rides Uber Will Spend $100M to Build Robotaxi Charging Stations Waymo Launches Miami Robotaxi Service, Testing at Airport
Uber Will Spend $100M to Build Robotaxi Charging Stations
Uber Will Spend $100M to Build Robotaxi Charging Stations
Waymo Launches Miami Robotaxi Service, Testing at Airport
Waymo Launches Miami Robotaxi Service, Testing at Airport
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The Trump administration is in the process of issuing more than $35.5 billion to importers who successfully filed for tariff refunds after the Supreme Court found the president’s signature economic policy unlawful, according to a new court filing.
The payments are being processed through a new online government portal and will include interest on duties paid across more than 8 million import entries, said Brandon Lord, executive director of trade programs for the Customs and Border Protection’s Office of Trade.
The scramble for refunds started immediately after the Supreme Court ruled Feb. 20 that President Donald Trump unlawfully used the International Emergency Economic Powers Act to impose tariffs on goods entering the country. The court’s 6-3 decision didn’t address the question of refunds, leaving it to the lower courts to hash out.
So far, more than 8.3 million of the accepted entries have been reprocessed to remove IEEPA duties. The court filing also said 1,880 consolidated refunds have not yet been sent to Treasury because the importer had not yet provided bank account information.
CBP had said in earlier court filings that the first phase won’t be able to accept claims for more than a third of the import entries at issue. The remaining entries have more complicated circumstances, and Customs officials haven’t specified a schedule for rolling out future phases of the refund program.
Payments for some of the first refund requests started reaching importers early last week, earlier than expected.
Colorado Leads 16 States Suing FHWA to Recoup $1B in EV Grants CK Hutchison Seeks Chinese Investor on Panama Ports Deal CN Railway Defies Tariffs Gloom, Keeps 2025 Growth Outlook
Colorado Leads 16 States Suing FHWA to Recoup $1B in EV Grants CK Hutchison Seeks Chinese Investor on Panama Ports Deal CN Railway Defies Tariffs Gloom, Keeps 2025 Growth Outlook
Hot Topics Iran oil prices Strait of Hormuz crude oil Donald Trump Tariffs
Iran oil prices Strait of Hormuz crude oil Donald Trump Tariffs
Iran oil prices Strait of Hormuz crude oil Donald Trump Tariffs
Iran oil prices Strait of Hormuz crude oil Donald Trump Tariffs
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Cranes and shipping containers at the Port of Long Beach in California. (Kyle Grillot/Bloomberg)
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Colorado Leads 16 States Suing FHWA to Recoup $1B in EV Grants CK Hutchison Seeks Chinese Investor on Panama Ports Deal CN Railway Defies Tariffs Gloom, Keeps 2025 Growth Outlook
Colorado Leads 16 States Suing FHWA to Recoup $1B in EV Grants CK Hutchison Seeks Chinese Investor on Panama Ports Deal CN Railway Defies Tariffs Gloom, Keeps 2025 Growth Outlook
Colorado Leads 16 States Suing FHWA to Recoup $1B in EV Grants CK Hutchison Seeks Chinese Investor on Panama Ports Deal CN Railway Defies Tariffs Gloom, Keeps 2025 Growth Outlook
Colorado Leads 16 States Suing FHWA to Recoup $1B in EV Grants
Colorado Leads 16 States Suing FHWA to Recoup $1B in EV Grants
CK Hutchison Seeks Chinese Investor on Panama Ports Deal
CK Hutchison Seeks Chinese Investor on Panama Ports Deal
CN Railway Defies Tariffs Gloom, Keeps 2025 Growth Outlook
CN Railway Defies Tariffs Gloom, Keeps 2025 Growth Outlook
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