Overview

• President Trump signed Congressional Review Act resolutions on June 12 revoking both waivers that allowed California’s Advanced Clean Trucks and Low NOx rules to take effect
• Governor Gavin Newsom and Attorney General Rob Bonta argue in court that the CRA cannot legally overturn California’s longstanding Clean Air Act waivers
• Industry representatives including ATA CEO Chris Spear and driver Gina Jones welcomed the rollback, citing high vehicle costs and insufficient charging infrastructure
• Global electric truck sales rose nearly 80% in 2024, led by China’s delivery of over 82,000 new-energy heavy-duty trucks and a 13% market penetration rate
• Analysts forecast the global electric truck market will grow from about $89 billion in 2025 to $227 billion by 2029, highlighting a widening U.S.–China adoption gap