---
title: "Electric Truck Battery Demand Increased More Than 70% Last Year, Future Is Uncertain"
date: "2025-06-03"
modified: "2025-06-03"
authors:
  - name: "Caleb Jacobs"
    job_title: "Senior Editor"
    link: "https://www.thedrive.com/authors/caleb-jacobs"
url: "https://www.thedrive.com/news/electric-truck-battery-demand-increased-more-than-70-last-year-future-is-uncertain"
categories:
  - "Car Tech"
  - "Electric Vehicles"
  - "News"
---

# Electric Truck Battery Demand Increased More Than 70% Last Year, Future Is Uncertain

![A Ford F-150 Lightning tows a boat down the highway.](<https://www.thedrive.com/wp-content/uploads/2025/06/F-150-Lightning-Hero-1.jpg>)
*\<em\>Ford\</em\>*

Electric trucks [aren't all that green](<https://www.thedrive.com/news/electric-pickup-trucks-are-dirtier-than-you-think>), [aren't that practical](<https://www.thedrive.com/news/tesla-cybertruck-gets-worse-towing-range-than-model-x-with-the-same-trailer>), and [aren't cheap](<https://www.thedrive.com/car-reviews/2025-gmc-sierra-ev-denali-first-drive-review>). Still, a market exists for pickups like the Ford F-150 Lightning, and it grew big time last year. The [International Energy Agency](<https://www.iea.org/reports/global-ev-outlook-2025/electric-vehicle-batteries>) reports that in 2024, the demand for electric truck batteries grew by more than 70% compared to 2023. That trend might not continue.

IEA data shows that in 2023, electric truck battery demand sat at 14 gigawatt-hours; it was up to 24 gigawatt-hours in 2024. That data mostly tracks with the sales figures of top EV pickups like the aforementioned F-150 Lightning, which leapt from 24,165 units sold in 2023 to 33,510 last year—a roughly 39% increase. The Blue Oval alone doesn't make up the difference, but you also have to factor in new vehicles that either went on sale late in 2023 or early in 2024. Undeniably, the biggest influence was the Tesla Cybertruck, with approximately 39,000 registrations in its first full sales year.

Vehicle sales are a key factor in overall battery demand, though they aren't all that matters. Battery capacity is crucial, and it also varies greatly across the board. While a Tesla Cybertruck can be had with a 123-kilowatt-hour battery pack, the Chevy Silverado EV can be packaged with a 200-kWh pack. It doesn't take as many Silverado EVs to equal the same battery demand as a parking lot full of Cybertrucks.

Electric pickup sales are already sliding in 2025. The [Cybertruck](<https://www.thedrive.com/news/tesla-quietly-starts-taking-cybertruck-as-a-trade-in-and-confirms-what-we-all-know>) is pacing for fewer than 30,000 sales this year based on first-quarter figures, and while [the F-150 Lightning leads](<https://www.thedrive.com/news/tesla-cybertruck-loses-sales-lead-to-ford-it-was-always-going-to-happen>) it slightly, it doesn't look likely to exceed last year's performance. The Silverado EV and its GMC Sierra EV twin are climbing, though not at a great enough pace to offset the fall of other models.

![](<https://www.thedrive.com/wp-content/uploads/2025/06/Screen-Shot-2025-06-03-at-10.40.43-AM.png>)

Other categories of EV battery demand were on the rise in 2024, too, including a big leap for light-duty vehicles. That alone isn't surprising, considering smaller passenger EVs are the biggest relevant market by far, but the jump from 713 gWh in 2023 to 884 gWh last year represents a 24% increase. It's a reminder that electric trucks are but a small piece of the larger EV pie, and that seems likely to be the case again in 2025.

*Got a tip or question for the author? Contact them directly: caleb@thedrive.com*

## Author
Caleb Jacobs is The Drive’s senior editor. When he’s not searching for stories or poring over copy, he’s usually driving his dump truck or wishing it was running so he could drive it. He was born and raised in the Missouri Ozarks, and he lives there today with his family.

### Author social links  
[LinkedIn](<https://www.linkedin.com/in/caleb-jacobs-319323119>)  
[Instagram](<https://instagram.com/calebjwords>)  
[Twitter](<https://twitter.com/calebjacobs0611>)