Electric Truck Depots and Grid Capacity

• Electric trucks are under 1% of the EU fleet, and the depot is the bottleneck
• Up to 80% of truck charging is projected to happen at depots by 2035
• Fast charging could add 6 GW of German peak demand by 2030
• Gartner splits its electric order between MAN and Chinese rival SUPERPANTHER
• Allye and Power-Sonic battery buffered chargers deliver 400kW without grid upgrades
• Westfalen backs battery electric trucks over hydrogen and expands charging parks
• An Oakland depot cut energy cost per mile from 40 cents to 8

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Megawatt Charging and Truck Hubs

• ElectroWay opens the UK’s largest electric truck hub, with 32 chargers and 180 parking spaces
• Aral pulse extends Amazon partners’ access to its Königs Wusterhausen megawatt hub
• PragmaCharge opens its first UK truck hub at Felixstowe
• EV Realty’s San Bernardino hub charges 76 heavy trucks on 10 MW
• LGMG, BYD and CHERY demonstrate megawatt charging at up to 3.6 MW
• IEC 61851-23-3 completes the MCS framework, and interoperability now outweighs peak power
• Noisy powerline communication causes CCS session failures, and an Ethernet fix is proposed

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Bidirectional Charging and Grid Flexibility

• Germany approves MiSpeL rules for bidirectional charging on 1 October 2026
• German home V2G now pays €0.1175 per plugged in hour
• ISO 15118-20 becomes mandatory in the EU on 1 January 2027, with interoperability gaps remaining
• Tesla Powershare and Mercedes-Benz with EcoG bring bidirectional charging to market
• Six Jeffco school buses join Xcel’s bidirectional charging program
• Dutch single EVs reach the flexibility market, and a Canadian VGI Alliance launches
• Hyperscalers fund free batteries to buy grid flexibility across PJM

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Battery Technology and Safety

• The Battery Show frames the industry’s challenge as commercialization, and IMECAR enters the US
• Agility Robotics picks Nyobolt ultra fast charging for its Digit 5 humanoid
• Rivian and Redwood Materials repurpose EV batteries for energy storage
• ORNL’s LiFSI electrolyte improves battery power delivery for electric aviation
• NIO’s 150 kWh pack reaches 260 Wh/kg against 360 Wh/kg at cell level
• Enclosure leaks, not chemistry, drive costly EV fire recalls, with one exceeding $14,000 per vehicle
• New UN lithium battery tests are expected to be agreed in December

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Charging Networks, Deals and Regulation

• E.ON Drive acquires the former BP Pulse network in the Netherlands
• EVgo grows to more than 5,300 stalls, four times its 2021 count
• IONNA reaches 191 US stations and plans dealership training from Q1 2027
• DC fast charging grows about 20% in 2026, with Plug and Charge on 41% of combinations
• LAZ Parking and EverCharge form a joint venture, and Energea commits $20 million to Supercharger financing
• A Munich court rejects a roughly 60% price gap between eMSPs and operator apps
• One in four new vehicles sold worldwide in 2025 was electric

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Consumer Adoption and EV Economics

• Apartments house about 44 million US homes but under 5% of home charging
• Overnight charging delivers the same energy as fast charging at lower grid cost
• A 100 mile trip costs $10.80 at home, $15.00 on fast charging and $17.40 on gasoline
• Used Ford F-150 Lightnings sell in about 20 days against 44 for the average used vehicle
• Danish drivers rate fast charging as very important yet use it only sporadically
• California research finds unequal public charging access across racial communities
• Satisfaction reaches 97% among German EV drivers

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Thanks to Angelo E., Kristofer Fröjd, Kyle Gabb, David BenHooren, Ed Davidson, Jigar Shah, Marc Mültin, Alex Parker, John Edwards, Anita Athanasas, Carl-Magnus Norden, Sai Shivareddy, Nick Huzar, Eric Bendler, Thomas Perkmann, Yasser Ayed, Claudio Geyken, Robert Stoecker, John Reister, Niall Riddell, Michał Małecki, Jonathan Carrier, Colby Hastings, Andrew Peterman, Edward Genin, Alexander Junge, Roger Atkins, Mark Lander, Anup Parikh, Frédéric Spaenjers, Jeff Turner, Winai Porntipworawech, Aatish Patel, Steve Taylor, Bill Pierce, Jeffery Hunley, Stephan Koch, Michael Beer, Bart Saunders, Kimon Beckmann, Simon Hastelow, Badar Khan, Greg Chinembiri, Ibraheem Nasrallah, Richard James Smith, Sebastian Lucae, Jaan Juurikas, Steve Greenfield, Dr. Nadim Maluf, Marco Möller, Wulf Schlachter, Martin Salamon, Munir Khan, Chris Kaiser, Frank Jüdell, Lisbeth Kawada, Leo Allgoewer, Eric Nicholsen, Ilias Belharouak, David Macquart-Moulin, John Martinson, Daniel Kammen, Dominique Lueckenhoff, Marcus Berret, Lisa Calearo, Syed Haseeb Hassan, Jaap Burger, Dan Wilson, Milos Sajbidor, Jill Pestana and Manfred Przybilla for contributing insights to this edition. Find the full list of posts and voices on LinkedIn: