Best of LinkedIn: Electrification & Battery Technology CW 32/ 33

Across the last two weeks in Electrification & Battery Technology, momentum accelerated across the value chain. Public programs and private partners expanded charging access, while heavy-duty pilots pushed megawatt-class capability from concept to road. Battery choices and V2X moved from debate to deployment, guided by clearer standards and economics.

Date

August 6, 2025

Electrification & Battery Technology

Thomas Allgeyer

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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Charging Infrastructure

UK confirmed a £63 million package for public, home, NHS and business charging; Massachusetts added $46 million to expand access and fleet electrification
The UK introduced a £30 million Depot Charging Scheme to help fleets build behind-the-meter capacity
California’s CORE program approved a $110,000 incentive per Xos Hub, improving the ROI of mobile high-power charging
China showcased megawatt-level progress, including BYD’s claim of ~250 miles of range added in five minutes
Grid connection bottlenecks at truck sites are driving on-site storage plus self-generation solutions packaged into containerized “smart” cubes
CPO consolidation is intensifying; operators emphasized data-driven diligence and the risks of building bespoke CPMS stacks
UX kept advancing: Apple Maps integrated a “Charging Wallet,” hotels elevated charging reliability as a guest satisfier, and landlords evaluated private charging for flats
Security and operations surfaced as real issues, with reported rises in copper theft at charging sites

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Vehicle-to-Grid & Bidirectional Charging

Multiple OEM and platform voices signaled a shift from niche to near-standard: most new EVs are expected to ship with bidirectional-ready hardware by 2026–2027
Reliability of communications and hardware interoperability was highlighted as the gating factor to capture V2G value
Georgia Power received approval to expand infrastructure and launch a V2X pilot, reinforcing utility-fleet collaboration
Virtual Power Plant narratives matured, positioning EVs as grid assets rather than pure loads
The ecosystem professionalized further with a dedicated V2G news digest launching to track technology and policy moves

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Battery Technology & Supply Chain

Fast-charge showcases set new expectations, with five-minute megawatt-class top-ups used to argue logistics-readiness
LFP continued to gain share with European consumers; strategy contrasts between BYD and Tesla underlined chemistry and integration choices
Long-haul validation advanced as Mercedes’ eActros 600 completed a 3,700 km route to Turkey on a 621 kWh LFP pack
Analysts flagged accelerating diversification of EV and battery supply chains away from single-country dependence
Investor and industry briefings highlighted continued capital and R&D flowing into battery innovation

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Policy, Standards & Market Structure

AFIR’s payment requirements moved into practice: Norway aligned on card terminals for fast chargers, with AC charging exempt
RED and AFIR together raised the bar on cybersecurity and interoperability for EVSE vendors
Italy’s competition authority fined Enel over practices that hindered fair access, signaling stronger pro-roaming enforcement
ELEXON accredited a new Compliance Testing Agent for charger metering, tightening assurance on revenue-grade measurements
LCFS credit mechanics were spotlighted as a lever to improve site profitability, particularly for high-power corridors
Comparative analyses underscored how national infrastructure investment intensity, notably in China, is shaping global competitiveness

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Heavy-Duty & Commercial Electrification

Operators debated MCS usage share, noting current duty cycles may keep megawatt stops niche while depot charging and managed energy carry most loads
Europe’s zero-emission trucking ambitions will require accelerated roll-out and new charging business models
Dynamic megawatt charging R&D progressed through collaborations with energy agencies and mining-sector technology providers
Urban charging scaled through partnerships, including rideshare-linked investments and new ventures from ex-Supercharger leaders
Freight and medium-heavy fleets reiterated that site design, grid timelines and storage integration remain determinative for TCO

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