Charging Infrastructure & Networks

• Road trips across Europe and India found chargers listed as live were often broken, occupied, or unreachable through the app
• India's 52,718 public charging stations mask a reliability gap, with an audit finding 34.42% of CCS2 and Type2 chargers offline
• Access, not charging speed, is emerging as Europe's real bottleneck, with 250 kW judged sufficient for most urban demand
• UK home charging still dominates new installs at 96% in 2025, even as new public chargers fell 46%
• Roaming partnerships are consolidating fragmented networks, led by Plugsurfing's 900-CPO integration with Electra
• New hub openings keep landing in specific corners, from Greenville's Tesla and ESPEN site to Hyundai's 1,500-point Chaevi rollout in Korea
• Policy and security scrutiny is catching up to deployment, from the EU's AFIR review to a patched Bluetooth charger vulnerability

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Battery Health & Second-Life

• Geotab's 2026 data shows frequent high-power DC fast charging roughly doubles annual battery degradation versus AC charging
• Real-world BMW i4 data shows just 6% capacity loss after 62,000 miles, easing longevity concerns
• Battery recycling is turning into a feedstock race, with Toyota, GM, cylib and BMW all locking in closed-loop partnerships
• Second-life use is gaining ground at Moment Energy's Vancouver site, the world's largest second-life EV battery facility
• Buying used battery modules on an averaged state-of-health figure is being challenged as insufficient due diligence
• Allye's MAX300 mobile battery now recharges from a public DC rapid charger in just over an hour

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Fleet & Truck Electrification

• The Megawatt Charging System is emerging as the heavy-duty standard, with MAN now producing MCS-ready trucks up to 750 kW
• Battery swapping is advancing as a parallel path, with CATL's Qiji network targeting 900 stations by the end of 2026
• Dedicated depot and hub infrastructure is moving from plan to operation, led by Fleete's 5 MW Port of Tilbury hub
• Europe's heavy-truck charging points grew 20% year over year but remain unevenly distributed across countries
• China's battery-electric trucks already beat diesel on total cost of ownership, per the IEA's Global EV Outlook
• The EPA's $75M Clean Ports RFP targets a fleet where just 660 of roughly 17,500 port trucks are zero-emission

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V2G & Bidirectional Charging

• ISO's Amendment 1 to ISO 15118-20 lets AC-connected EVs become certified, grid-code-compliant generators for the first time
• Bidirectional hardware is splitting into vehicle-based and DC-coupled camps, led by Tesla and Enphase respectively
• Commercial V2G products are reaching market, from Samsung C&T's 2027 charger to Hyundai's Netherlands pilot with Vattenfall
• Home energy orchestration is the real challenge, shown by one system balancing solar, EV charging and AC with zero grid draw
• A UK audit found live, orderable V2G vehicle combinations fell from four models to just one

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M&A, Funding & Market Data

• Three European charging M&A deals closed within two days, spanning Finland, Sweden and Norway
• Walmart added more new fast-charging ports last quarter than any operator but Tesla, despite owning under 1% of the installed base
• Battery storage M&A is outpacing EV charging deals, led by Brookfield's roughly $7B acquisition of Aypa Power
• Einride's acquisition of Flipturn adds over 250 MW of charging capacity to its freight platform
• EVgo's expanded Brixmor partnership will bring 500 new fast-charging stalls to US retail centers
• Denmark's July new car sales reached 97% fully electric, a new national adoption milestone
• Germany's Energiewende-Monitor shows renewables buildout trailing 2030 pace even as battery storage additions nearly doubled

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Thanks to Alexander Miropolski, Maciej Mikulicz, Merlin Frank, Philipp Graf, Rahul P. Yadav, Raul Arredondo, Tina Carton, Wilco van Beijnum, Zanyar Farhadi, Alexander Klose, Bernhard Conoplia, Chris Jackson, CJ Johnson, DongHun Seong, Dr. Julia Hildermeier, Dr. Manjit Singh Grewal, Inibehe Ufot, Jan Tore Gjøby, Leo Pickford, Lien De Brouckere, Loren McDonald, Loukas Bafatakis, Manfred Przybilla, Marc Mültin, Michael Barnard and Javier Martin del Campo and everyone else who contributed insights to this edition. Find the full list of posts and voices on LinkedIn: