S2 Ep. 3: Matteo Oberto — Co-Founder & CEO at JUNA | Scaling Electric Trucking Through Utilization-Driven Models

Episode Overview
In this episode, we sit down with Matteo Oberto, CEO & Managing Director at JUNA, to unpack how electric trucking can scale today—not in theory, but in real operations. From Matteo’s journey through consulting at Boston Consulting Group and strategy leadership at Sennder, to co-founding JUNA with OEM partner Scania, this conversation dives deep into the mechanics of making e-trucks commercially viable.
Key Topics We Cover

• Why utilization—not just technology—is the real unlock for electric trucking
• How JUNA’s subscription & pay-per-kilometer model reduces CAPEX risk for small and mid-sized carriers
• Designing routes, charging strategies, and operations that close the TCO gap with diesel
• Public vs. depot charging, and why early scaling relies heavily on public infrastructure
• Residual value, battery second life, and why OEM partnerships matter
• Where Europe is leading (Nordics, Germany, France) and where adoption is just starting (Southern Europe)

Why This Conversation Matters
Matteo explains why electrifying freight isn’t mainly a battery problem—it’s an ecosystem problem. Electric trucks only work when demand, routing, charging, financing, and operations are designed together. JUNA’s model flips the traditional approach by starting from shipper demand and guaranteed utilization, then wrapping technology and financing around it.
The result? Small transport companies—often with fewer than 10 trucks—can adopt electric vehicles without betting their balance sheets. It’s a pragmatic, scalable path toward decarbonizing road freight across Europe.