Join Carbon Tracker and Transport & Environment, with guest panellists from the investor and sector community, for a 60-minute briefing on Carbon Tracker’s recently published report Trucking’s Tipping Point and an Investor Statement on zero emission freight. Drawing on the University of Exeter’s FTT model and Carbon Tracker’s market and asset data, the session sets out why heavy-truck electrification is becoming an economic rather than a regulatory decision, what that means for transition risk in the sector, and how exposed European incumbents are to faster-scaling Chinese competitors.

It will also introduce the Investor Statement on zero emission freight, coordinated by Transport & Environment, in the context of the current EU CO₂ standards review. For investors, this raises a pointed question: are automotive and industrials portfolios carrying transition risk that isn’t yet being priced in?