When the economics flip, adoption becomes the default. China’s logistics sector is moving quickly toward electric heavy trucks, and the signal ain’t environmental positioning. It’s COST. Startups like Windrose Technology are building long-haul electric trucks that can already reach roughly 700 km per charge, with plans for 1,000 km within four years. That closes the last meaningful gap. Range has been the only constraint that kept diesel relevant in this category. As that constraint is...