China’s Secret EV Truck Boom Is Crashing Global Diesel Demand | Here’s What’s Happening

中国电动重卡的 “隐秘爆发” ，全球柴油需求正遭受冲击

China’s rapid shift toward electric heavy-duty trucks is drawing global attention as analysts assess its potential impact on long-term diesel consumption. Recent sales data and infrastructure developments suggest a faster-than-expected transition across China’s freight sector, prompting revisions to fuel demand forecasts. The trend is also being closely watched by energy markets, manufacturers and logistics operators worldwide.

中国向电动重卡的快速转型正引发全球关注，分析师们正评估其对长期柴油消费的潜在影响。近期的销售数据和基础设施建设进展显示，中国货运行业的转型速度超出预期，这促使各方修正燃油需求预测。这一趋势也受到全球能源市场、制造商和物流运营商的密切关注。

以下是各国网友的评论：

MusicEntertainment-k3m
This is good for oil importing countries.

这对石油进口国来说是件好事。

come2233
Need of fossil fuels will be reduced

化石燃料的需求将会减少。

come2233
Clean air for all

所有人都能呼吸到洁净的空气。

M-hl2qs
oil lord is angry

石油大亨们怒了。

MultiMenvafan
And bad for all oil exporting countries. The 21st century is not for USA, Russia, Saudi or Iran. It is for the rest of us.

但对所有石油出口国来说可不是好事。21世纪不属于美国、俄罗斯、沙特或伊朗，而是属于我们其他国家。

shcapli
Abundant low priced electricity generates wealth which improves living standards.

充足又廉价的电力能创造财富，进而提高生活水平。

arindamkumar7725
It's a great achievement

这是一项了不起的成就。

x_man007
You may dislike china but it's the real innovator now. Miles ahead others

你可能不喜欢中国，但它现在才是真正的创新者，比其他国家领先一大截。

thecomment9489
light yeats ahead

领先好几个光年

MultiMenvafan
Undeniably. And instead of racing to catch up, our bought politicians drive the agenda of the dying fossil lobby.

毋庸置疑。我们那些被收买的政客，不去争分夺秒追赶，反而在推动垂死的化石燃料游说集团的议程。

vorpalinferno9711
Not "miles ahead" . They just have good industry on electric infrastructure. Tesla will challenge them.

算不上“领先一大截”。他们只是在电力基础设施领域产业基础好而已。特斯拉会挑战他们的。

jamsbong
When subsidies rain freely into the pockets of EV and battery makers. Of course they can make it work.

当补贴源源不断流入电动汽车和电池厂商的口袋，他们当然能把这事做成。

bestofsatish
Once the EV car sales is near saturation, Trucks will be next market to target. Then will be fishing boats, then Eventually ships and airplanes. Last two will be very difficult but China will definitely try for sure

一旦电动汽车销量接近饱和，卡车将是下一个目标市场。之后是渔船，再然后是轮船和飞机。后两者难度很大，但中国肯定会尝试。

shubhamer2000
Ships and planes require huge amount of energy to run for them NUCLEAR POWERED CELL wud be best option

轮船和飞机运行需要大量能源，核动力电池会是最佳选择。

Sandeepsaha-s8u
Fishing boats is not difficult..will fix solar panels on top..so charging keeps happenning.

渔船不难实现电动化，在顶部安装太阳能板，就能持续充电了。

liongjiahwong5478
if it's Europe or America, A new revolution to save the environment.

如果这是欧美做的，就会被称为拯救环境的新革命。

lancewood1410
If it's done by China, everything is EVIL from their point of view.

可要是中国做的，在他们眼里就全是邪恶的。

damianm-nordhorn116
Do you really believe that crap you're talking? In fact, there's quite the admiration here in Europe for what Chinese companies have achieved especially in "everything electric".

你真的相信自己说的那些废话吗？事实上，欧洲这边很多人都钦佩中国企业取得的成就，尤其是在“所有与电力相关的领域”。

petrolbokehlicious
"It's the economy, stupid!" Chinese truck manufacturers are selling EV trucks for the same price of diesel trucks, and running cost for EVs are a fraction of those for diesels. It just doesn't make any sense to run diesels anymore.

“关键是经济利益，蠢货！”中国卡车厂商卖的电动卡车和柴油卡车价格一样，但电动卡车的运营成本只是柴油车的零头。现在再用柴油卡车根本不划算。

Luchsio
Well IT highly depends how expensive is the replacement of the battery each 200k km. A Truck needs to run 1million km If you need 5 replacements the roi ist better for a Diesel Motor.

这很大程度上取决于每跑20万公里更换电池的成本有多高。一辆卡车要跑100万公里，要是需要换5次电池，那柴油发动机的投资回报率更高。

lancewood1410
Wow the west defintely good at blaming China for everything. Might as well blame China for crashing US's stupidity as well

哇，西方真是擅长把所有事都怪到中国头上。干脆把美国自己蠢搞出来的烂摊子也怪给中国好了。

garydickson8405
Careful mate, it's western countries who are buying Chinese EVs.

兄弟，是西方国家在买中国的电动汽车啊。

ProfessorJack_IIM
No wonder Gulf countries are panicking. Countries in the Persian Gulf are investing massively in non-oil sectors.

难怪海湾国家慌了。波斯湾地区的国家正在大举投资非石油产业。

vegamoonlight
Gulf countries have started diversifying since 2000's knowing that fossil fuel will eventually be depleted.

海湾国家从21世纪初就开始产业多元化了，他们知道化石燃料终有耗尽的一天。

Happy-soul-96
Amazing on somewhere something happens in one part of world and it effect rest of the world. Oil is 58-65 dollars a barrel when it all time reached 140 dollars. 45-50 would be win situation for oil importer likes us.

真神奇，世界上一个地方发生的事，会影响到其他所有地方。石油现在每桶58到65美元，而历史最高价曾达到140美元。对我们这些石油进口国来说，45到50美元一桶的价格最好了。

tommy-c6j7l
The Western world has long exerted influence over the globe through control of oil. The development of new energy technologies now gives develo countries the opportunity—just as China has done—to break free from that dependence

西方世界长期以来通过控制石油来影响全球。现在新能源技术的发展，给了发展中国家一个摆脱这种依赖的机会——就像中国已经做到的那样。

reubennelson4086
China is single handedly making the muslim oil countries irrelevant

中国正凭一己之力让那些msl石油国家变得无足轻重。

onetwothreefour-s1n
Indeed. Of course the US has been the largest producer for a few years now. We don't need Christians either.

确实。当然，美国这几年一直是最大的石油生产国。我们也不需要基督教国家的石油。

aburaselshontu
Real respect for China

真心尊重中国。

come2233
Less pollution

污染更少了。

Somebody_Replyed
This is very good news for India.

这对印度来说是个大好消息。

Myselfkp7
WE SHOULD PUSH OUR EV SET UP. INSTEAD OF RELYING ON CRUDE PRICES

我们应该大力发展电动汽车产业，而不是依赖原油价格。

joych987
This is what happens when country focuses on industrial development

这就是一个国家专注于产业发展能取得的成果。

Fredricksaviour
China is saving the world by going electric

中国通过电动化拯救世界。

MultiMenvafan
Not just China, pretty much everyone except the US.

不只是中国，除了美国之外几乎所有国家都在这么做。

come2233
China give you cheaper goods

中国给你提供更便宜的商品。

anguscampbell1533
This is another development to watch also: Zhejiang Airspace Integration Low-Altitude Industry Development Company just placed an order of 18 AS700 manned airships from the Aviation Industry Corporation of China (AVIC) last November 18. This deal, one of the largest modern acquisitions of manned lighter-than-air vehicles, marks a milestone in China’s air travel industry. Airships use less fuel than jets and they also can fly at lower altitudes making them ideal for short routes replacing small jets and helicopter flights. While the industry is only in its infancy so you can bet there will be improvements coming soon.

还有一个值得关注的新动态：11月18日，浙江空域融合低空产业发展公司刚向中国航空工业集团（AVIC）订购了18架AS700载人飞艇。这笔交易是现代最大规模的载人轻于空气飞行器采购案之一，标志着中国航空运输业的一个里程碑。飞艇比喷气式飞机耗油更少，还能在更低的高度飞行，非常适合短途航线，可替代小型喷气式飞机和直升机航班。虽然这个产业还处于起步阶段，但可以肯定的是，很快就会有新的改进。

ronkirk5099
The current administration in the U.S. is giving away the future of the green energy transition which could re-energize our economy and provide millions of good jobs. Very shortsighted.

美国现任政府正在葬送绿色能源转型的未来——这种转型本可以重振我们的经济，创造数百万个好工作。真是太短视了。

inigoromon1937
The sooner, the better. No one can deny electric technilogy IS better. What IS hindering It IS perhaps price and charging. But this was also true when diesel began a century ago. Less pollution, less noise, less power to fossil fuel oligarchs.

越快越好。没人能否认电力技术就是更先进。阻碍它发展的可能是价格和充电问题。但一个世纪前柴油技术刚出现时，也面临同样的问题。电力技术污染更少、噪音更小，还能削弱化石燃料寡头的势力。

rahulsethi481
China import 51% oil form gulf & 20% from Russia. I don't think they will cut russian & South American countries which count 15%. Main impact will be faced by gulf. Definately gonna impact their big money projects.

中国51%的石油从海湾地区进口，20%来自俄罗斯。我觉得他们不会减少从俄罗斯和南美国家的进口（这两个地区合计占15%）。主要冲击会由海湾地区承受，这肯定会影响他们那些耗资巨大的项目。

sharkpeid
That would be cool if ev can actual oupower diesel.

如果电动汽车真能比柴油车动力更强，那就太酷了。

PeterSedesse
In the 1970s the US had a national security risk because we were dependent on middle east oil. We solved it by drilling and becoming the largest producer of oil. China had the same problem in 2010, they are solving it in a better way.

上世纪70年代，美国因为依赖中东石油而面临国家安全风险。我们通过开采石油、成为最大石油生产国解决了这个问题。中国在2010年也遇到了同样的问题，但他们用了更好的方式来解决。

peterskweres9312
The US is continuing to chase China it’s sad. Good for the environment

美国还在苦苦追赶中国，真可悲。但这对环境是好事。

coliv2
Thank you China! A country that really does useful things.

谢谢中国！这是一个真正做实事的国家。

Furtivo95
California car gas demand has peaked, in decline for the first time in history.

加州的汽车汽油需求已经见顶，这是历史上首次出现下降。

donkeykong516
The west blamed China for fossil fuel use, now that China is shifting to EVs the west is blaming China for that too. No need to pay attention to what the west says. It’s all about maintaining hegemony

西方以前指责中国使用化石燃料，现在中国转向电动汽车，西方又开始指责这一点。没必要在意西方的说法，他们只是想维持霸权而已。

Stud_Wala
China going Electric to avoid Delhi like Toxc smog attack !

中国发展电动化，是为了避免遭遇德里那样的有毒雾霾！

martythemartian99
No need to import the trucks, just the batteries. We have a company in Australia converting used American and European trucks to electric drive with swapable batteries. Now expanding into Asia and the US.

没必要进口卡车，只需要进口电池就行。我们澳大利亚有一家公司，专门把二手欧美卡车改装成可换电池的电动卡车。现在公司正在向亚洲和美国拓展业务。

PeaceInOurTime-l5f
This would mean that the financial feasibility of oil refineries will become more challenging.

这意味着炼油厂的财务可行性将面临更大挑战。

Prashant_Pandey4
China is hel world , first by providing technology at accessible price then providing cheap solar modules to drive renewable energy globally and now making diseal cheaper

中国正在帮助世界：首先以亲民的价格提供技术，然后供应廉价的太阳能组件推动全球可再生能源发展，现在又让柴油价格变得更便宜。

technomusicyou
China is the savior of the world at this moment.

此刻，中国是世界的救世主。

tyn6211
big city trucks spend so much of their run time literally idling. Whether it's in traffic, waiting in line, or waiting for a load. EVs eliminate so much of that wasteful consumption.

大城市的卡车在运行中很多时间都在怠速。不管是堵车、排队，还是等装货。电动汽车能大大减少这种浪费性消耗。

shcapli
Probably not a problem for a dense population where trucking distances are relatively short and appropriate funds have been spent on charging infrastructure. As far as emissions go they will rise with the manufacturing of EVs but then start to make a real saving after years of use. The EV batteries are made with power generated by coal.

对于人口密集、卡车运输距离相对较短，且已投入相应资金建设充电基础设施的地区来说，这可能不是问题。至于排放，电动汽车生产过程中排放量会增加，但使用多年后，就能真正实现减排。不过，电动汽车电池的生产电力来自煤炭。

pleongv1
India media is getting more objective and less political propaganda! A good direction for good source of information in positive things happening in China and other place also help spur India to progress with China as well

印度媒体变得越来越客观，政治宣传越来越少了！这是个好趋势——能提供关于中国和其他地区积极发展的可靠信息，也有助于激励印度和中国一起进步。

继续阅读：电动重卡   柴油   货运   石油   燃油

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