The Argument Left in the Yard Is a Financial One

Bruce Stockton, NACFE senior fleet consultant, put new terminal tractor production at roughly 5,000 units in a normal year and perhaps 3,000 in 2026. According to CALSTART, 519 new zero-emission terminal tractors were deployed in 2025, approximately 3% of the total terminal tractor population. This makes it the highest share of any zero-emission truck segment NACFE tracks.

Orange EV argues the current-year picture has moved further than those numbers suggest. The company is on pace to deliver approximately 1,000 trucks in North America in 2026, said Zack Ruderman, vice president of sales and marketing, in an interview with ACT News. That is a full-year forecast supported by orders already received, he said, including a 600-truck order that delivers this year, across a customer base now above 370. Set against Stockton’s estimate of total new-unit volume, Ruderman puts electric at somewhere between one in three and one in four new yard trucks sold in North America this year.