Can COP30 Deal Reshape the Global Freight Sector?

Pressure to cut supply chain emissions is growing and transport is, unsurprisingly, a major contributor, releasing more than eight billion tonnes of CO2 annually.

A key development at the COP30 summit sought to accelerate the transition as Brazil and Mexico signed a global pact on zero-emission trucks and buses, committing to ambitious new targets.

The pledge, which has now been signed by more than 40 governments, aims for 100% zero-emission new truck and bus sales by 2040, with a 30% target by 2030. This will have a major impact on the global supply chain and logistics operations.

“The momentum Brazil and Mexico bring to the global shift to zero-emission transport is remarkable,” says Stephanie Kodish, Senior Global Director of CALSTART’s Drive to Zero.

“Latin America is a hotspot for clean technology and zero-emission commercial vehicles. And, the people – the local communities – will enjoy the economic, operational, clean air and climate benefits clean trucks and buses deliver.”

Decarbonising heavy-duty freight

Introduced at COP26, the Global Memorandum of Understanding (MoU) – co-led by Colombia and CALSTART’s Drive to Zero – is a unified effort to decarbonise medium- and heavy-duty vehicles (ZE-MHDVs).

These trucks and buses are the backbone of supply chains and major polluters. Signatories commit to data sharing and collaborative planning to speed up the deployment of zero-emission fleets.

Beyond the clear environmental benefits, the business case for transitioning fleets is now a key topic for executives. The MoU notes that hitting net zero by 2050 requires rapid market change and supportive policies with compelling economics for operators.

Gustavo Tannure, CEO of EZVolt, calls fleet electrification “inevitable”, pointing to 80% lower operating costs, higher energy efficiency and the elimination of pollutants.

"It’s as logical a choice as the shift from horse-drawn transport to motor vehicles about two centuries ago," he continues.

"By working collaboratively and ambitiously toward a zero-emission commercial vehicle future, Brazil's government is embracing these critical economic, sustainability and health benefits. EZVolt stands ready to support Brazil's growing charging needs."

Market signals and global collaboration

The agreement signals major growth in the zero-emission vehicle market to manufacturers and investors.

The 42 signatory countries represent nearly a quarter of the world's trucks and 40% of global GDP, creating a substantial potential market.

Christian Levin, CEO of Scania, explained that mature solutions for decarbonising heavy-duty transport are already available.

He continues: “Brazil and Mexico demonstrate true leadership by aligning their ambitions with global zero-emission transport goals. Their commitment paves the way for coordinated public–private action to deliver tangible results – reducing emissions, strengthening competitiveness and creating inclusive economic opportunities.

"At Scania, we stand ready to collaborate in this collective effort to make zero-emission freight transport a reality across Latin America.”

Francisco Laverón of Iberdrola adds that the move shows how electrifying heavy transport can "drive sustainability in developing economies". He states that renewable electricity will “fuel this transition toward a cleaner, more competitive and brighter future for all".

The road ahead requires translating commitments into action through investment in green infrastructure and robust policy.

John Boesel, outgoing CEO of CALSTART, concludes: “Brazil and Mexico are demonstrating powerful zero-emission transportation leadership across the Americas through their strong policy commitment to zero-emission trucks, buses and infrastructure.

“By sending a clear signal that they are open for business, these countries are poised to attract global fleet operators, infrastructure providers and a host of other zero-emission transport innovators ready for that business.”