Daimler Truck

Daimler Truck is calling for an adjustment of EU fleet targets and says the lack of charging infrastructure jeopardizes the economics of electrification. CEO Karin Rådström warns of billions in fines if the 2030 CO₂ targets are missed and demands that targets be linked to the necessary framework conditions. European manufacturers are also asking for a delay or loosening of the rules because of low e-truck registration rates and increasing pressure from Chinese competitors. » More on faz.net

Daimler Truck has handed over the first 27 fully electric eActros 600 to Amazon and plans more than 50 deliveries by year-end as well as a small series of 100 hydrogen vehicles from late 2026. A new US greenfield plant is also planned (construction start end of 2026, production from 2029). Despite operational progress and an increased EBIT forecast, Morgan Stanley and Bernstein have downgraded their assessments, while the analyst consensus still remains predominantly "buy". One valuation model, however, sees the stock as slightly overvalued and gives a fair value of €42.49 compared with the price of around €43.82. » More on de.investing.com

CEO Karin Rådström says Daimler Truck will invest several hundred million euros in hydrogen trucks by the end of the decade. The group continues to pursue a dual strategy of battery and hydrogen propulsion to position itself for long-range applications and short refuelling times. With the investments, Daimler Truck aims to expand its leading role in decarbonising freight transport. » More on finanzen.net