CATL founder Robin Zeng expects China truck market ( one of the toughest sectors to electrify) to be 50% electric by 2028

EV truck sales in China are going absolutely bonkers, up by 210 % in April and by 179% Year to Date

[https://www.cvworld.cn/news/Onedata/250503/227136.html](https://www.cvworld.cn/news/Onedata/250503/227136.html)

its likely that 20% or more of heavy trucks sold in China this year will be electric

with the new standardized battery swapping system pioneered by CATL and to be adopted by others, heavy trucking is a solved problem

now intercity coaches, construction equipment and river ships will be interesting to watch for electrification

and i think for river and small distance ocean shipping, the solution will be battery swapping as well

cargo ships have to stop at multiple ports to load and unload anyway, the simple solution, even with current battery density, is standardized battery containers that can be swapped and changed in couple hours using cranes

as battery density increases, ships will be able to carry fewer batteries or sail longer distances

example: nowadays 7Mwh containers are standard, but CATL started selling 8Mwh containers last year and 9Mwh containers this year

[https://electrek.co/2025/05/08/catl-unveils-9-mwh-tener-stack-energy-storage-system-charge-150-evs/](https://electrek.co/2025/05/08/catl-unveils-9-mwh-tener-stack-energy-storage-system-charge-150-evs/)

I doubt it, but good to have aspirational goals

It was a good Pax Americana while it lasted