Consumer EV and Charging

• A BMW i4 covered 1,070 km on the autobahn at 3.4 mi/kWh, costing £106 versus roughly £260 for the equivalent petrol trip
• A live review of IONITY's Girona site found a 20 minute queue for 12 plugs and a closed lounge at peak summer demand
• A new fast charging park in Bad Camberg was deliberately sited in full view of the service area to build driver confidence
• Motor Fuel Group cut ultra rapid charging prices 25% to £0.59/kWh across nearly 600 UK locations for the summer
• NIO passed 300,000 battery swaps across Europe, each taking about three minutes against a multiple of that for fast charging
• European automakers are shifting back toward smaller EVs, including the Citroën ë-C3, revived 2CV, Peugeot E-208, Renault 5, Fiat 500e, and VW ID. Polo

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Commercial Fleet and Depot

• A brewery depot in Freistadt charges its truck fleet overnight at just 40 kW per vehicle for twelve hours, totaling 480 kWh
• The first electric truck charge at a Tesla V4 Supercharger took place in Freiburg on 1000V hardware, reaching 391 kW
• Octopus Energy and CATL's new Swaptopus venture shifts truck battery costs from capital expenditure to operating expenditure
• Tesla opened its first customer facing Megacharger for Semi trucks in Ontario, California, with six stalls delivering up to 1.2 MW peak
• A tour of Chinese e-truck manufacturing found Sinotruk already at a projected 40% e-truck share for 2026
• At The smarter E Europe, CharIN and Keysight speakers framed interoperability as the precondition for vehicle to grid charging to scale

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Charging Infrastructure and Hardware

• A disclosed vulnerability, CVE-2026-9039, found XCHARGE Europe C6 chargers exposing default root credentials on the vehicle facing interface
• Electra grew from a Paris startup idea into a company that has raised over €1 billion across nine countries within five years
• Europe passed 1 million public charging points, with the Netherlands leading at roughly 200,000 chargers
• The ISO 15118-20 amendment standardizing AC bidirectional charging is now officially published ahead of the EU's 2027 mandate
• A small, purpose trained AI model reading charge fault data outperformed a frontier model workflow in 68% of head to head evaluations
• LCP Delta data puts European AC charger sales at roughly 2.4 million units in 2025, led by Zaptec at 10% share
• PwC Strategy&'s 2026 outlook reframes the CPO challenge from installing hardware to orchestrating the electricity flowing through it

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Grid and Policy

• Across Europe, charging projects are increasingly delayed by grid connection limits rather than by hardware shortages
• EU battery electric vehicle market share reached 20%, up from 15.3% a year earlier
• Global EV sales reached 9.6 million units in H1 2026, with June breaking 2 million monthly sales for the first time this year
• The European Commission's Electrification Action Plan targets 46% of final energy consumption from electricity by 2040
• Poland is the world's second largest lithium ion battery producer, anchored by a single LG Energy Solution gigafactory in Wrocław
• China accounted for roughly 60% of global EV battery demand in 2024, against about 20% for Europe
• BEAMA estimates that weakening the UK's ZEV mandate could cost the economy up to £16.7 billion in wider economic losses by 2034

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Thanks to Isobel Sheldon, Felix Hamer, Sebastian Henßler, Tobias Wagner, Riccardo Del Bello, Raul Arredondo, Thomas Becker, Cristian Pons-Seres de Brauwer, Marcus Enetjärn, Roberto Diesel, Sarah Ellis, Nemanja Mikać, Claudiu S., Todor Todorov, Wiebke Große, Scott Shepherd, Mohamad Taha, Mohamed Tawhid, Giles Kinnersley, Marcel Rick-Cen, York Kolb, Jörg Reimann, Frederick Forrest, Suzanne Deffree, Kajsa Ivansson Sognefur, Laia Atik Massana, Rossana Bellina, Inibehe Ufot, Bill Pierce, JACK C., Bartek Kras, Bruno Hoffman, Abhishek Singh, Wulf Schlachter, Steve Taylor, Jaap Burger, Casper H Rasmussen, Marco Möller,for contributing insights to this edition. Find the full list of posts and voices on LinkedIn: https://www.linkedin.com/pulse/best-linkedin-cw-28-29-electrification-battery-thomas-allgeyer-mih3e/?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base%3B8z0P7hDZQ2yWtgTFnnL6Ng%3D%3D