Impact of EU Decarbonization Policy on Polish International Road Freight Competitiveness

Road freight transport is the key driver of the European economy and society; thus, distortion of its operation would have negative influence on growth and well-being. For that reason, implementation of European policies, including transport decarbonization, should be comprehensively evaluated from an environmental, social and economic perspective. In that case, introduction of electric trucks will create a mutual impact on the market and on haulage companies. The main research problem is to assess the future impact of decarbonization on the international road freight transport market structure on the supply side and the competitiveness of companies operating there. Today, a number of small and medium companies, to a great extent from Eastern Europe, render transportation services, creating a competitive structure with high flexibility, accessibility and low prices. Shifting towards electric trucks, with significantly higher upfront costs, will redefine the market structure, eliminating the small carriers and activating horizontal integration. The key objective of this research is to identify the main factors and challenges related to electric truck implementation and define crucial areas of its impact on future market structure. The research shows that the improvement of environmental performance requires low- or zero-emission trucks, where the battery technology is a leading solution. Thus, fleet renewal needs additional financial support from the public side. Different measures are available in European countries, so the level of support is not equal from a competitiveness perspective. Battery truck selling, as well as sustainable strategies, refer mostly to huge transport companies. On the other hand, the case of Polish truckers shows that the economic viability of SMEs is poor; thus, the introduction of BET would be beyond its reach. The research findings could be treated as recommendations for market regulators (EC), where the tempo of implementation, as well as availability of public support programs, should be rethinking. As a result, the costs of the transition will be covered by citizens, as customers, in the prices of products and transport service, or as taxpayers, in public support programs, mainly consumed by large market stakeholders.