Focused on the Climate–Nature Nexus., Carbon Tracker Initiative

Carbon Tracker Initiative

Focused on the Climate–Nature Nexus.

Carbon Tracker and Planet Tracker - part of the Tracker Group - are award-winning, non-profit financial think tanks focused on the climate–nature nexus.

Equity Bottom-Up

<ul><li>This report uses outputs from the University of Exeter’s Future Technology Transformations model, calibrated with Carbon Tracker’s proprietary market, asset and cost data, to assess how heavy-duty vehicle markets could evolve as battery-electric trucks approach TCO parity.</li><li> The analysis focuses on two questions: when the commercial economics are likely to trigger faster adoption, and which manufacturers are best positioned for that transition.</li><li> The analysis indicates that electric truck sales can accelerate rapidly along a non-linear S-curve, creating transition risks for manufacturers with large exposures to internal combustion technology and opportunities for companies better positioned for an increasingly electric market.</li></ul>

This report uses outputs from the University of Exeter’s Future Technology Transformations model, calibrated with Carbon Tracker’s proprietary market, asset and cost data, to assess how heavy-duty vehicle markets could evolve as battery-electric trucks approach TCO parity. The analysis focuses on two questions: when the commercial economics are likely to trigger faster adoption, and which manufacturers are best positioned for that transition. The analysis indicates that electric truck sales can accelerate rapidly along a non-linear S-curve, creating transition risks for manufacturers with large exposures to internal combustion technology and opportunities for companies better positioned for an increasingly electric market.

BYD Company Limited Class H - Trucking’s Tipping Point

Germany

Traton SE designs and manufactures automobiles. The Company produces light-duty commercial vehicles, trucks, and buses. Traton serves customers worldwide.

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Traton SE (8TRA GR)

BYD Company Limited Class H - Trucking’s Tipping Point

This report uses outputs from the University of Exeter’s Future Technology Transformations model, calibrated with Carbon Tracker’s proprietary...

Carbon Tracker Initiative

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52-week Range

Market Cap (USDm)

P/E

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