Electric Trucks and MCS

• BYD, MAN, Scania and Tesla launch long haul trucks with 550 to 720 km range and megawatt charging
• Milence shows MCS live across three OEM brands at IAA Transportation
• A truck asking for 1.5 MW still gets only the lowest of connector, charger, site and grid limits
• Spain's largest electric truck hub opens in Valencia, growing from 14 to 50 ports
• Truck charging needs sit in about 1% of European territory, mostly at depots
• Electric truck sales doubled in 2025, with China near 25% share and Europe near 3%
• Google, Nevoya and GMA deploy 25 Class 8 trucks in Texas, and Revoy raises $27 million

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Public Charging and CPOs

• EVgo, New York City and Francis Energy open larger sites, with Francis at 37+ NEVI sites
• US charging sessions grew 34% while new ports grew only 16%
• Reliability, not deployment, is the next constraint
• The debate shifts from peak speed to fit, with 150 kW suiting a coffee stop
• FLEXECHARGE signs Circle K for 1,000 charge points and EZO secures €150M in debt
• In India a ₹500 fast charge includes only about ₹180 of electricity

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Batteries and Circularity

• No single chemistry wins, as each suits different applications
• Toyota's partner breaks ground on the first all solid state mass production plant
• A UK study of 8,000+ vehicles challenges the five year battery failure myth
• GM builds EVs with 100% recycled nickel, cobalt and manganese
• Rising voltages make connector pin spacing an arcing constraint

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Grid Flexibility and Markets

• Germany's MiSpeL lets home batteries mix solar and grid power, releasing about 23 GWh
• Google funds dispatch of 21,000 Bay Area home batteries to ease PG&E limits
• Uplight manages 8.5 GW of flexible load across 85+ utilities after a new investment
• Bidirectional charging splits into V2G and V2H, with NorthX and BC Hydro opening a $5M call
• AMP IT links rooftop solar, one BESS and 26 chargers in a single building
• EU battery electric share reached 29.4% in August, up 10.5 points year on year

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Thanks to Quentin Wiedemann, Christopher Kunstmann, Ross R., Michael Sura, Anja van Niersen, Leonid Suvorov, Chris Jackson, Ben Bannatyne, Melchert Duijve, Remco Köhne, Fabrice Kathmann, Pedro Pacheco, Ion Leahu-Aluas, Julia Hildermeier, Farah Z., Kate Brandt, Dalton Caldwell, Tobias Wagner, Maria Röttger, Badar Khan, Keith Kerman, Quincy Edmund Lee, Seth Christ, Semen Kurt, Dan Baldassini, Simon Vogt, Casper H Rasmussen, Sam Milton, Alexander Klose, Eugen Filippenko-Siebert, Saurabh S., Bill Pierce, Munir Khan, Dimitri Devillers, David Kim, Steve Taylor, Julius Wilhelm, Devbrat Hariyani, Ojashwin R, SAMANUAY M V, Angelo E., Stanislav Steve Nikulin, Yashasvi DN, Vincentius Liong, Andrew Nicholson, Jason Roycht, Melissa Flaherty, Mitch Sargent, Elamaran Police, Jill Pestana, Scott Hanton, Glenn Dawson, Jennifer Granholm, Jigar Shah, Nick chaset, Matt Roderick, Petrouschka Werther, Sarah Goodman, Cassandra Garber, James Tillman, Florian Mounayer, Lucien Mathieu, Marco Möller and everyone else who contributed insights to this edition. Find the full list of posts and voices on LinkedIn: https://www.linkedin.com/pulse/best-linkedin-cw-38-39-charging-battery-technology-thomas-allgeyer-fxyae/?lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BX%2BL8QEDaTCKhcFbpVedTGw%3D%3D