VOLVO B (FRIA)
Commented by Stefan Feulner on September 30th, 2026 | 07:35 CEST
Cummins, dynaCERT, Volvo: The Race for the Cleanest Fleet
Heavy-duty trucking is facing a transformation worth billions. Freight carriers, ports and industrial conglomerates must reduce emissions, yet every cent spent on fuel affects profitability. But millions of diesel engines cannot be replaced overnight. That is why the race for the cleanest fleet has long been playing out on multiple fronts. Electric trucks are making inroads on suitable routes, engine manufacturers are squeezing more efficiency out of internal combustion engines, and retrofit technologies are designed to make existing fleets cleaner. The key factor will be which solution not only reduces emissions on paper but also makes economic sense for fleet operators.
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Commented by Stefan Feulner on September 8th, 2026 | 07:35 CEST
Volvo, dynaCERT, Caterpillar: Diesel Will Not Disappear Overnight
The commercial vehicle industry is facing a massive transformation. Battery, hydrogen and more efficient combustion technologies are competing for a market in which millions of heavy-duty machines are likely to continue running on diesel for many years to come. At the same time, pressure is mounting to reduce fuel consumption and emissions quickly. This transitional phase is opening up a market worth billions. While major manufacturers are investing billions in powertrains of the future, technologies that make existing fleets cleaner and more efficient could stand to benefit.
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Commented by Jens Castner on June 23rd, 2026 | 07:05 CEST
STELLANTIS, PURE ONE, AND VOLVO: THREE BETS ON THE FUTURE OF ZERO-EMISSION DRIVETRAINS
Electromobility is a divisive issue—both on the stock market and on the road. While Stellantis is supposedly trading at bargain levels following an 80% drop in its share price, investors are paying a hefty valuation premium for Volvo, the Swedish truck market leader. In between them is Pure One, an Australian micro-cap company that is reinventing the capital-intensive heavy-duty commercial vehicle business using the Apple model—and, according to analysts, has the potential to become a tenbagger. Three companies, three risk profiles, one common theme: Who has the lead in the race for zero-emission propulsion? A status report.
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