Reinventing the Truck

Major shifts across transportation and energy are expected over the next 35 years. Alternative fuels, electrification, autonomy, regulations, and geopolitics will reshape the industry — and we aim to answer the key questions that will define its future.

The Reinventing the Truck (RTT) report by S&P Global Mobility and S&P Global Commodity Insights examines the instability and uncertainty of the early to mid-2020s, exploring key questions about the energy transition, which now exhibits greater regional variation than in previous outlooks. The 2025 update navigates an uncertain world marked by geopolitical tensions, tariffs, and regulatory uncertainty, posing challenges for the industry across various markets.

S&P Global Mobility and S&P Global Commodity Insights have brought together automotive and energy experts to identify and address major questions facing the industry. Our scenario-based approach aims to demonstrate how economies, the trucking industry, clean energy technology, and the policy environment may evolve in various ways throughout the future.

• Scenario-based planning
• Long-term sales and fleet forecasts to 2060
• Answers to key industry questions
• Detailed total cost of ownership models
• Regulatory insights and roadmaps
• Hydrogen market outlook
• Autonomous trucking in the US
• Evaluation of emerging new players
• …And much more!