China crossing the 50% https://c-winz.com/app threshold for battery-electric heavy duty trucks in December 2025 did not happen because it was politically fashionable. It happened because the economics flipped and the system was ready. India is following a similar path with its own characteristics and constraints.
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At the same point in its development, China’s per-capita oil consumption for road transport was about 60% higher. As a result, Bond said India’s road-transport oil demand per person may never reach Chinese levels. When Modi first took office in 2014, his government praised China as an essential partner for India’s growth and development. But as China took a more assertive foreign policy position in the following years and continued growing its expansive BRI, India began to worry about China’s global aspirations.
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LNG export projects in the United States and elsewhere are betting on decades of Asian demand growth that will not materialize. Gas infrastructure faces utilization risk as electrification advances faster than expected. Western truck manufacturers that delay full battery electric platforms risk falling behind competitors who have already solved cost and performance challenges.
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