EV truck battery demand soared last year, but 2025 tells a new story. See sales drops, battery data, and who’s winning the electric race.
Quick Facts
| Stat | Value |
|——————————-|——————|
| 2024 Electric Truck Battery Demand Rise | 70% YoY |
| Tesla Cybertruck 2024 Registrations | ~39,000 |
| F-150 Lightning 2024 Sales | 33,510 |
| Global Light-Duty EV Battery Growth | +24% (to 884 GWh)|
Electric trucks once promised to revolutionize America’s roads. In just a year, however, that electric surge has turned into a sizzle. Last year, electric pickup battery demand skyrocketed, fueled by heavyweights like the Tesla Cybertruck and Ford’s F-150 Lightning. But 2025 is witnessing a dramatic market recalibration—sales are tumbling, and battery demand is cooling after a historic boom.
Why Was 2024 Such a Record-Breaker for Electric Trucks?
Electric truck battery demand exploded by more than 70% last year. According to the International Energy Agency, that jump meant a leap from 14 gigawatt-hours in 2023 up to 24 gigawatt-hours in 2024—a blistering pace.
The biggest reason? New electric truck sales, with Ford and Tesla leading the charge.
– Ford F-150 Lightning: Blasted ahead, up 39% in unit sales to 33,510 for 2024.
– Tesla Cybertruck: Made a jaw-dropping debut with around 39,000 registrations in its first full sales year.
– GM Electric Pickups: Silverado EV and GMC Sierra EV picked up pace too, with massive battery packs (up to 200 kWh each).
What’s Powering the Battery Demand?
Not all electric trucks are created equal. Battery capacity varies wildly:
– Tesla Cybertruck: Up to 123 kWh per truck.
– Chevy Silverado EV: Can be equipped with a 200 kWh pack.
That means fewer Silverados can rival a whole fleet of smaller-battery competitors in sheer battery demand. But even with these heavyweights, pickups represent a small slice of the gigantic electric vehicle market.
Is the Boom Over for Electric Trucks in 2025?
Sales data from early 2025 throws cold water on last year’s euphoria:
– Cybertruck: Pacing for fewer than 30,000 sales this year.
– F-150 Lightning: Still on top among pickups, but looks unlikely to outdo 2024’s stellar numbers.
– GM’s Electric Duo: Silverado EV and Sierra EV are gaining, but the uptick won’t offset Ford and Tesla’s slowdown.
Expect a flatter battery demand curve, and possibly, a reality check for truck lovers betting on an electric future.
Where’s the Real Growth in EV Batteries?
Turns out, it’s not the trucks winning the battery arms race—it’s the everyday family EV.
– Global passenger EV battery demand soared: From 713 GWh in 2023 to an astonishing 884 GWh in 2024—an increase of 24%.
– Light-duty vehicles are easily outpacing pickups in both sales and battery needs.
If you want the widest range of electric options and the biggest environmental wins, look to the rest of the EV fleet available from major automakers such as those featured on Hyundai and Tesla.
What Should Buyers and Industry Watchers Expect Next?
– Don’t expect a repeat of last year’s electric truck explosion.
– Battery tech will continue advancing—watch for longer ranges and smarter charging.
– The best deals and most variety will likely be in the sedan and SUV segment rather than pickups.
Ready for the next wave of electrification? Stay ahead of the trends—compare models, watch battery tech, and follow leading automakers.
EV Trends Checklist for 2025:
– Track real monthly electric truck sales data
– Compare battery specs and ranges before you buy
– Watch for tax incentives and new models every quarter
– Follow industry leaders for the latest tech updates
Charge up your knowledge and drive smarter—2025’s EV landscape is shifting fast.
