Best of LinkedIn: Electrification & Battery Technology CW 20/ 21

The past two weeks show an industry shifting from headline adoption to execution quality. Battery innovation, heavy-duty charging, grid integration, and charging economics moved into the foreground, while China’s speed and cost position continued to define the competitive benchmark.

Date

May 28, 2026

Electrification & Battery Technology

Methodology: Every two weeks we collect most relevant posts on LinkedIn for selected topics and create an overall summary only based on these posts. If you´re interested in the single posts behind, you can find them here: https://linktr.ee/thomasallgeyer. Have a great read!

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Listen to our podcast

If you prefer listening, check out our podcast summarizing the most relevant insights from Electrification & Battery Technology CW 20/ 21:

Battery Innovation and Second-Life Storage

Battery innovation is shifting from incremental cell improvements toward use-case-specific formats, charging speed, lifecycle value and infrastructure fit
CATL’s new cell formats show that battery design is increasingly tailored around duty cycles, procurement needs and operating profiles rather than one universal standard
BYD and CATL continue to push ultra-fast charging expectations, with sub-10-minute charging becoming a visible competitive benchmark
Second-life batteries are moving from sustainability narrative to infrastructure asset, supporting data centers, telecom networks, utilities and grid flexibility
Grid battery production and FEOC-compliant supply chains show that stationary storage is becoming a strategic layer of electrification resilience

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Charging Infrastructure Maturity and Reliability

Charging infrastructure is moving from network expansion toward uptime, utilization, customer experience and site-level economics
DC fast charging requires more disciplined site modeling, as weak utilization or poor grid access can undermine otherwise attractive locations
Battery-integrated chargers and mobile DC fast charging are gaining traction where grid connections are delayed, costly or capacity constrained
Payment reliability, pre-authorization costs and broken charging attempts remain material barriers for customer trust and operator margins
Leading CPOs are building scale advantages, but concentration also increases the importance of reliability, interoperability and service quality

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Heavy-Duty Electrification and Megawatt Charging

Electric trucking is becoming a strategic battleground as policy funding, fleet economics, depot charging and megawatt charging converge
Germany’s e-truck charging program and Milence financing underline that heavy-duty charging is becoming an infrastructure priority in Europe
Depot charging remains the practical bottleneck for freight electrification, even as public megawatt charging attracts stronger attention
Kempower’s MCS and CCS bridge solution highlights the transition from today’s high-power charging toward future megawatt-scale operations
Tesla Semi production and voucher demand show rising commercial pressure on diesel incumbents and legacy truck manufacturers

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China’s Electrification Advantage and Global Expansion

China continues to set the competitive benchmark across EV affordability, battery innovation, charging speed and export momentum
BYD’s lead over Tesla and strong Beijing Auto Show momentum reinforce China’s ability to scale both product and technology narratives
Chinese brands are expanding across Asia, South America and Europe, combining cost position with faster product cycles
European charging supply chains remain exposed to Chinese components and manufacturing, turning infrastructure sourcing into a strategic risk topic
Norway, New Zealand, Kenya and South Africa show that electrification is scaling across very different market conditions and infrastructure models

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Commercial Models and Charging Economics

Charging is increasingly treated as an infrastructure investment case, with financing, utilization and customer experience becoming central proof points
GreenWay’s debt financing indicates that scaled charging platforms are becoming more attractive to infrastructure lenders
EVgo’s record revenue and Recharge’s EBITDA-positive performance suggest that parts of the charging market are moving toward stronger commercial fundamentals
Retail, restaurant and destination charging models show that EV charging is becoming a footfall and revenue lever rather than only a mobility service
Charging point counts are losing relevance as a standalone metric, while uptime, pricing, accessibility and customer journey quality become more decisive

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Partnerships and Ecosystem Integration

Partnerships increasingly focus on solving practical deployment barriers, including storage integration, charging reliability, interoperability and user engagement
Milence’s financing and Pixii-backed storage deployment show how infrastructure partnerships can unlock heavy-duty charging sites under grid constraints
Dunext and Plugyy demonstrate how solar, storage and EV charging can be combined into integrated local energy systems
&Charge and Vattenfall InCharge highlight the role of community feedback, reviews and rewards in improving charging network quality
CharIN Testival progress across ISO 15118-20, Plug&Charge and megawatt charging confirms that interoperability is becoming a prerequisite for scalable charging

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Strategic Implications for the Market

The electrification debate is moving from adoption to execution, with infrastructure reliability, charging economics and grid readiness becoming core differentiators
Battery technology is becoming a competitive weapon when it improves charging speed, lifecycle value, supply-chain compliance and second-life monetization
Heavy-duty electrification is emerging as the next major infrastructure battleground, driven by public funding, fleet economics and megawatt charging readiness
Charging operators will increasingly compete on uptime, payment reliability, site profitability and customer trust rather than installed capacity alone
China’s advantage extends beyond EV manufacturing into batteries, charging technology, cost position, export reach and infrastructure supply chains

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