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En route to freight electrification

The road to net zero will need to include Australia’s freight task and the economics are shifting fast.


Endgame Analytics is pleased to share the second instalment of our decarbonising transport research series, this time focusing on road freight and the commercial viability of battery electric trucks (BETs) for long-haul operations.


We modelled a B-double trip between Brisbane and Sydney and found that BETs are closer to cost parity with diesel incumbents than conventional wisdom suggests.


Some key highlights:

  • Cost savings are real: Off-peak charging delivers a 6% cost reduction compared to diesel, while even peak charging brings the BET to within 1% of the diesel equivalent.
  • Distance matters: Cost parity is achieved at around 700 km per day under our baseline assumptions — and falls to under 300 km if diesel prices sustain above $3 per litre.
  • Capital is less of a barrier than you’d think: The unit cost per tonne-kilometre is relatively insensitive to the upfront price premium of the BET, as long travel distances amortise the higher acquisition cost effectively.
  • But structural barriers remain: Charging infrastructure gaps, fatigue regulation misalignment, and a fragmented operator market mean commercial viability alone won’t drive the transition. Coordinated government action is needed.


The convergence of the electricity and transport sectors creates a genuine opportunity. Operators who engage actively with energy market dynamics through strategic charging and vehicle-to-grid participation stand to benefit most.

Read the full paper here

Get in Touch

Endgame Analytics are helping clients navigate these interactions between policy, technology, and economic strategy.

  • Martin Chow, Director (Endgame Analytics) | E: martin.chow@endgameanalytics.com.au
  • Isaac Mann, Consultant (Endgame Analytics) | E: isaac.mann@endgameanalytics.com.au

Money Money Money

In this Weekly Dispatch:

  1. AEMC modelling suggests that network pricing reform could deliver $6 billion in system savings.
  2. The prime minister is deciding against a move to increase taxes on gas giants in next month’s budget.
  3. The government is proposing changes to capital gains tax for foreign investors, and the renewable industry is worried this will increase prices.
  4. The AEMC amended the calculation of the cumulative price during periods of peak market stress and introduced a new distribution network development plan to support more proactive, long-term planning.
  5. Biggest rooftop solar in Japan, rated at 6.0125 MW, just became operational in the Kansai region, with all its generation to be sold wholesale via the FIP scheme.
  6. J-POWER and Kyushu EPCO held a completion ceremony for Japan’s largest offshore wind farm to-date, the 220 MW Kita-Kyushu Hibiki-nada project, consisting of 25 Vestas turbines rated at 9.6 MW each.
  7. Podcast of the week: Let Me Sum Up chat about investing and business opposition to climate policy.

Driver Re-Viva

In this Weekly Dispatch:

  1. Electric bus, train and light rail services in New South Wales will run on fully renewable energy from next year under a new $1.9bn deal.
  2. The federal government confirms purchase of 100m litres of diesel in bid to boost supply amid Iran war oil crisis.
  3. Uncertainty over fuel supplies after major fire at oil refinery in Geelong.
  4. IMF warns energy crisis could trigger global recession
  5. IHI, a major heavy industrial player in Japan, has announced that setting up a 2MW gas turbine that runs on 100% ammonia in Malaysia.
  6. Amazon Australia links nine new renewable energy PPAs.
  7. TEPCO began commercial operation of Unit 6 (rated at 1.36GW) of the Kashiwazaki-Kariwa nuclear power plant after a 7-week delay.
  8. Podcast of the week:  Switched On chat about dealing with data centres, large loads and supply gaps.

Electric Feel

In this Weekly Dispatch:

  1. National Electricity Market (NEM) emissions have dropped 25 per cent since 2020.
  2. EV sales soared by 42 per cent this month, including electric trucks.
  3. South Australia fast-tracked reforms to heavy vehicle limits in response to the fuel crisis, reducing fuel usage by 18 per cent.
  4. Independent Planning Commission in NSW has approved an 800MW solar farm with 356MW/1,574MWh battery energy storage system.
  5. Solar panel prices are increasing by 10–30 per cent in Japan.
  6. Podcast of the week: Let Me Sum Up unpacks the national fuel security plan.

April Fuels

In this Weekly Dispatch:

  1. The Government halves fuel excise for three months to ease the cost of petrol and diesel.
  2. State governments follow and agree to further fuel excise cuts, using extra GST revenue.
  3. The ACCC released their latest gas inquiry report, mentioning that gas supply will be tight in the third quarter of 2026.
  4. Hydrostor energy storage project resolves conflict with stargazing tourism business and construction will now go ahead as planned.
  5. The AEMC has finalised a framework for customers who want to permanently remove their gas connection. 
  6. Electric trucks need to be cheaper to encourage industry adoption.
  7. The Australian Energy Council released their 2050 vision featuring some of Endgame’s analysis.
  8. Podcast of the week: The Catalyst discusses managing nuclear waste.

Contact

a. A
Level 31, 9 Castlereagh St, Sydney NSW 2000
a.
Level 31, 9 Castlereagh St, Sydney NSW 2000

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