This Week in Charging — 27 June - 3 July 2026. A weekly round-up of the stories shaping the global EV charging industry.
The global view
The charging industry this week delivered a masterclass in cognitive dissonance. Germany awarded its first major megawatt charging contracts for electric trucks — 195 charging points capable of feeding a hungry e-Actros at up to 1,000 kW — while a Manager Magazin investigation revealed most German CPOs can't turn a profit on the infrastructure they've already built. The breakeven line sits at 240 kWh per charger per day, and most operators aren't clearing it. IONITY is the exception, not the rule.
Across the Channel, the UK offered a different narrative entirely. GRIDSERVE posted 45% revenue growth and a 40% EBITDA margin, while InstaVolt became the first UK operator to surpass 1,000 sites. The gap between the German and British charging markets is no longer about deployment speed — it's about business model maturity.
Meanwhile, China's 15th Five-Year Plan set a target of 40 million charging points by 2030 — nearly double its current 22.5 million — and Delhi committed to 30,000 new points in a policy that bans new petrol autorickshaws from January. The scale of ambition in Asia makes European debates about utilization rates feel almost quaint.
Europe
Germany's Deutschlandnetz program delivered its most consequential award yet: E.ON and Tank & Rast will build 195 heavy-duty charging points across 24 motorway locations, including 101 Megawatt Charging System points capable of 1,000 kW. This is among the first large-scale public MCS deployments anywhere, backed by up to €1.6 billion in EU-approved funding. The math is elegant: a full charge within the mandatory 45-minute driver break. First sites go live in 2027.
But while Germany builds for tomorrow's trucks, today's passenger car chargers are bleeding money. A Manager Magazin investigation found most CPOs are unprofitable, with only IONITY clearing the ~240 kWh/day breakeven threshold at 300 kWh. EnBW manages 140 kWh and Aral Pulse just 110 kWh. Consultant Markus Hackmann predicts two to three more years of consolidation. EnBW's own e-mobility chief conceded the network is overbuilt relative to current EV adoption — a rare public admission from someone investing €200 million a year in it.
The UK, by contrast, is writing a profitability playbook. GRIDSERVE reported £64 million in revenue — up 45% year-on-year — with a 40% EBITDA margin and group-level profitability for the first time. Over three million sessions, 200+ sites, 99% availability. Meanwhile, InstaVolt acquired GeniePoint's 228 locations, becoming the first UK CPO to operate more than 1,000 sites nationwide with 4,250+ chargers. The acquired sites will get BYD Flash Charging upgrades and battery storage within 12 months.
North America
Terawatt Infrastructure secured a $300 million debt facility — the first commercial bank credit facility of its kind for AV/EV charging infrastructure — to fund purpose-built charging depots serving autonomous rideshare fleets and heavy-duty logistics. Led by RBC Capital Markets with SMBC and UBS, the deal signals institutional lenders are finally comfortable underwriting the charging-as-infrastructure thesis.
Electrify America expanded its NACS pilot to 14 additional stations across California, New Jersey, and Pennsylvania, including four all-NACS locations in California — its first dedicated NACS-only sites. The CCS-to-NACS migration is no longer a question of if but how fast. IONNA, meanwhile, opened its 17th Florida location with 170 charging bays in the state and plans for 30,000 bays nationally by 2030.
Alpitronic unveiled its HP Dispenser, delivering up to 1,000 kW through a single liquid-cooled CCS2 connector for passenger EVs. During testing in Italy, a prototype hit 1,041 kW at 1,176 amps. The megawatt era isn't just for trucks anymore — it's coming for your sedan. North American availability is expected in 2027.
Tesla deployed its first 500 kW V4 Supercharger site outside the US — a 28-stall station in Norway using foldable, pre-assembled hardware that cuts installation time in half and costs by 20%. The modular design accommodates 33% more stalls per truck delivery, and the chargers are compatible with 800V EVs from Hyundai, Kia, Xpeng, and Zeekr.
China
China's National Energy Administration reported the country's total charging infrastructure reached 22.497 million units by end of May, up 44.9% year-on-year. Private chargers surged 51.4% to 17.546 million, while public chargers grew 25.9% to 4.951 million with a combined rated capacity of 242 GW. Average power per charging gun climbed 8.9% to roughly 49 kW — not flashy, but it's the aggregate that matters at this scale.
The 15th Five-Year Plan for New Energy Systems doubles down on that scale, targeting 40 million charging units by 2030 to support more than 110 million EVs. The plan earmarks over 20 trillion yuan in total energy investment, with grid upgrades alone exceeding 5 trillion yuan. Separately, the NDRC is targeting 50 GW of V2G-aggregated adjustable charging capacity by 2030, with BYD, NIO, GAC, and CATL all accelerating commercialization.
On the freight side, the Ministry of Transport has set a 40% electric new heavy-truck sales target by 2030, backed by 3,000 charging and battery-swap stations along zero-carbon highway corridors. Electric models already accounted for nearly a third of heavy-truck sales in 2025, and CATL projects 50% by 2028. Diesel demand forecasts are being revised downward — not because of policy promises, but because the trucks are actually selling.
India
Delhi dominated Indian EV news this week with the official notification of its EV Policy 2026, effective July 1. The headline numbers: ₹15,000 crore (~$1.8 billion) in investment, 30,000+ new public charging points by 2030, and the boldest mandates in India — electric-only autorickshaw registrations from January 2027 and electric-only two-wheeler registrations from April 2028. Full road tax and registration fee exemptions sweeten the deal for cars under ₹30 lakh. Hybrid vehicles are explicitly excluded.
Beyond Delhi, the central government revealed its 'Unified Bharat E-Charge' platform under the PM E-DRIVE scheme — a single national app for locating, booking, and paying across all charging operators. BHEL has been appointed as the implementing agency. No rollout date yet, which in Indian government terms means somewhere between next quarter and heat death of the universe. But the ambition to solve interoperability at the national level is notable.
Rest of Asia
South Korea is overhauling its public EV charging fee structure from August 1, expanding from two tiers to five based on charger speed. Slow chargers under 30 kW — which account for roughly 90% of public infrastructure — get a 9.1% price cut to ₩295/kWh. Ultra-fast chargers above 200 kW see a 13.2% increase to ₩393.1/kWh. The ministry also plans time-of-use rates tied to renewable energy generation, nudging drivers to charge when the sun shines and the wind blows.
The Korean charging market is also heating up competitively. Hyundai is rolling out Plug & Charge across 1,500+ stations, BMW Korea launched the country's first public 400 kW ultra-fast chargers, and BYD Korea is hiring staff to enter the domestic charging market. When three automakers with very different playbooks all arrive at the same conclusion — own the charging experience — the CPO landscape is about to get interesting.
Vietnam needs at least $7 billion for Ho Chi Minh City's EV charging network alone, with full fleet electrification requiring 46,000 MW of generating capacity. On the brighter side, Decree 243 now allows EV charging stations to buy renewable energy directly from generators, bypassing state utility EVN. Letting charging operators access cheaper green power directly could be the regulatory unlock Vietnam's nascent market needs.
Oceania
Australian retailer Woolworths signed a deal with Zenobe to deploy 148 Foton T5 battery-electric trucks for last-mile grocery deliveries — Australia's largest commercial electric truck rollout. The EV-as-a-Service model removes the capex barrier, and the deal builds on a prior AU$6 million CEFC-backed pilot of 60 trucks.
Australia's 2026 Integrated System Plan projects EVs will consume over 60 TWh annually by 2050 — approaching current residential electricity demand — but only 10% of homes are expected to participate in vehicle-to-grid programs. That's 4.3 GW of potential grid storage left largely untapped, thanks to consumer trust issues and automaker warranty reluctance. The V2G opportunity is massive; the V2G reality remains stubbornly modest.
South America
São Paulo added 500 new battery-electric buses, bringing its zero-emission fleet to 1,759 vehicles. BYD supplied 265 of them — the largest single heavy-duty electric bus delivery in Brazil to date. The city has committed to ending diesel-only bus procurement, and Latin America's total electric bus fleet has now crossed the 10,000-vehicle milestone. The continent's e-bus story continues to be the quiet success that gets overshadowed by passenger car drama.
In a more speculative development, Tesla signed a letter of intent with Argentina's state energy company YPF to explore joint opportunities in fast-charging networks and energy storage. The partnership was announced during a visit to Tesla's Texas Gigafactory, and details remain thin. But Tesla exploring Supercharger deployment with a state energy company in Latin America's second-largest economy is worth watching.
Africa
The geopolitical acceleration of EV adoption is hitting Africa with force but without the infrastructure to match. Chinese EV imports to Africa surged 130% in 2025, driven by oil price volatility from the Strait of Hormuz blockade. But the charging gap is stark: Kenya has just 300 EV charge points nationwide, 90% concentrated in Nairobi, even as Chinese and Indian truck makers launch electric models targeting logistics and mining.
Nigeria is taking a solar-first approach: CAWIN Mobility plans 10 solar-powered charging stations across six cities alongside 500 EVs for ride-hailing in Abuja, with a hire-purchase model for drivers. Ethiopia, already home to over 140,000 EVs, inaugurated a 24-vehicle fast-charging station in Addis Ababa as part of a 40-station first phase. Africa's charging story is being written in solar panels and necessity, not subsidies and masterplans.
This Week in Charging is published every Friday. It summarises the most significant EV charging infrastructure news from the past seven days, sourced from our global news intelligence feed. Register for your free 7-day trial to get your daily personal newsletter as well as all the other goodies on our site.