Heavy Duty Vehicle Re-Fleeting: The Race to Electrify Isn’t Fleeting

Workspace® | Salisbury House 29 Finsbury Circus London EC2M 5SQ

About this Event

This session will assess the financial outlook for legacy Heavy Duty Vehicle (HDV) manufacturers and new entrants, revenue growth potential from electrification, and how emissions regulations are shaping market dynamics. We will investigate where capital is flowing, which companies are best positioned, and what the transition means for long-term value and risk management.

Tracker Group

To mark London Climate Action Week 2025, Tracker Group will host a week-long series of investor breakfast roundtables at our Finsbury Circus offices. Each morning, we will spotlight a different theme from across our climate and nature research areas. Led by team heads and their analysts, these sessions are designed to foster engagement with a select group of investors on material topics.

Taking place from 8:30 to 9:30am each day, these roundtables offer a focused and insightful way to begin the day amidst the packed LCAW calendar.