Heavy Duty Trucks and Megawatt Charging

• Tesla starts high volume Semi production
• Tesla Megacharger network expands beyond California
• Palo Alto Megacharging priced at $0.30 per kWh
• BYD ETT 44 offers 600 km range and 1.5 MW charging
• Scania extends truck range up to 720 km
• European truck hubs scale up in Valencia, Vierzon and Bochum
• Truck charging rolls out across Poland, Germany and the UK

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Grid Connections and Depot Power

• Depot power is the main barrier to electric trucks
• 10 percent of sites need up to 90 percent of truck charging energy
• Top hubs need 20 to 50 MW each
• Connection queue reform and dynamic tariffs decide hub timing
• Berlin conference shifts focus from quantity to quality
• Germany's new EV share passes 30 percent, stock stays under 4 percent
• Vector InPlug allows 100 metres to power electronics

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Public Charging Networks, Operators and Deals

• E.ON Drive acquires BP Pulse Netherlands
• ChargeGuru and Zeplug merge into Tohmo
• Nayax, Hypercharge and Ampol announce acquisitions
• Octopus FleetBoost gives UK fleets 30 percent off public charging
• it's electric wins New York City's 700 charger network
• Monta Pricing Engine holds back about 45 percent of price cuts
• Rove Superchargers run 86 percent occupied versus 41 percent

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Policy and Regulation

• Munich court signals AFIR bars higher roaming prices
• Roaming costs about 60 percent more than direct pricing
• Ruling is case specific and may be appealed
• EU battery passport applies from February 18, 2027
• Over 75 percent of China's retired EV batteries go informal
• England drops planning permission for cross pavement charging
• GRIDSERVE drops VAT for a day to challenge 20 percent VAT

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Market Data and Adoption

• Spain reaches record 19.2 percent EV share
• Germany registers 604,000 BEVs from January to September
• US EV sales fall by half, charger installs hold
• Carmakers that kept EV programmes are better placed
• French home charging costs €2.60 per 100 km, diesel €16.60
• EVs cut lifetime emissions by 40 to 60 percent in most US areas
• Australia must replace 50,000 aging diesel trucks by 2030

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Battery and Power Technology

• 587 Ah cells become the utility storage standard
• Ten minute charging goes mainstream, but heat tolerant materials are needed
• Field EV battery fires trace to enclosure leaks
• 800V is a system level engineering decision
• Infineon CoolSiC board cuts switch footprint by up to 50 percent
• Modular multilevel converter targets bidirectional MCS charging
• Volkswagen ID. Polo brings bidirectional charging to smaller packs

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Thanks to David Damato, Jason Gies, Felix Hamer, Martin Salamon, Raul Arredondo, Susan Uthayakumar, Robert Straube, Dr. Carl Phillip Tüllmann-de Lima, Dariusz Lesicki, Aymeric Gabalda, Matthew Kummerow, Carl-Magnus Norden, Petar Georgiev, Peter Schwierz, Simon Vogt, Inibehe Ufot, Stephan Koch, Denis Watling, Steve Taylor, Garren Nahabedian, Bill Pierce, Casper H Rasmussen, Dan Wilson, Vladyslav Latypov, Jens Römer, Mayank Sikaria, Hidde J. Huijssoon, James Court, Sam Clarke, Quim Ibern Bosch, Marco Möller, Steve Greenfield, Dr. Isobel Sheldon, Maxime Le Guilloux, Angelo E., Richard Zee, Raafe K., Chao-Yang Wang, Alex Parker, Stanislav Steve Nikulin, Reinhold T., Matías Díaz and Manfred Przybilla, and everyone else who contributed insights to this edition. Find the full list of posts and voices on LinkedIn: