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.