Zeroing in on Zero-Emission Trucks: June 2026 Market Update

The June 2026 Zeroing in on Zero-Emission Trucks (ZIO ZET) Market Update points to renewed momentum in the U.S. medium- and heavy-duty ZET market. After a slower start to 2025, deployments accelerated in the second half of the year, with ZETs representing 4.14% of all truck deployments from July through December, up from 1.32% in the first half of 2025. This acceleration brought cumulative ZET deployments to 72,309 vehicles nationwide by December 2025. While cargo vans continued to drive much of this growth, the broader story is one of a maturing market: Fleets are gaining confidence, adoption is spreading across more applications, and state leadership continues to shape where the transition is gaining ground fastest.

Beyond cargo vans, the latest data shows continued progress across several medium- and heavy-duty applications. Yard tractors remain the leading segment for zero-emission market share, while refuse trucks and medium-duty step vans showed increased deployment shares compared with the previous report. Most importantly, the data reinforces that state leadership continues to shape the market. California, New York, and Pennsylvania lead in normalized adoption, which demonstrates that supporting the ZET ecosystem through supportive policy, as outlined in the ZET Ahead Dashboard, can help accelerate ZET deployment relative to market size. Looking ahead, continued progress will depend on aligning policy, infrastructure investment, financing solutions, and fleet engagement to make ZET deployments more practical nationwide.