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Charged

Commercial EV electrification, battery technology, charging infrastructure and mobility policy – with an emerging markets lens. Published every Thursday.

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Issue 009 · 3–9 August 2026

GM–SAIC JV renewed for 20 years, EVgo deploys Tesla V4 hardware, UK BEV registrations +44.5% and BYD first Brazil-made PHEV

GM–SAIC 30+ electrified models by 2030 · EVgo V4 Supercharger network · UK July EV share 27.5% · BYD flex-fuel PHEV localisation · New Brunswick CA$6M EV charging · Indonesia EV stimulus

Issue 008 · July 27–August 2, 2026

NIO 71% YoY growth, XPENG 38,027 deliveries, Rivian Q2 +27%, Renault BEV +47.6% and BYD RACCO Japan launch

NIO 35,934 July deliveries · XPENG 1.2M cumulative · Rivian R2 ramp · Renault H1 €30.3B · Factorial–SK On solid-state · BYD RACCO kei-car · BMW Gen6 South Carolina battery plant

Issue 007 · July 20–26, 2026

AfDB $113.9M Gotion Morocco gigafactory, CATL 42% first-half profit growth and Spain $455.7M EV incentives

African Development Bank $113.9M Gotion battery gigafactory · CATL 42% H1 profit growth · Spain Auto+ $455.7M EV programme · CATL–Solarpro 2 GWh sodium-ion agreement

Issue 006 · July 13–19, 2026

ABB acquires Advantics SiC, GRIDSERVE UK flagship and India 10GWh PLI tender

ABB–Advantics SiC power electronics · GRIDSERVE Markham Vale UK’s largest EV station · India PLI ACC 10GWh tender · California MyFirstEV $3,500 rebate · US Q2 EV market

Issue 005 · July 6–12, 2026

Global EV sales, Eviny–Mer merger and CATL 8C commercial battery

June EV sales 2M units · Eviny–Mer Northern Europe fast-charging merger · CATL 8C commercial-vehicle battery · Delhi 300 electric buses · Grab Vietnam 15× charging expansion

Issue 004 · June 29–July 5, 2026

Tesla and BYD Q2 deliveries, EV storage and battery trends

Tesla 480,000+ Q2 deliveries and 13.5 GWh storage · Rivian raised delivery guidance · BYD 403,472 June NEV sales with record overseas volumes

Issue 003 · June 22–28, 2026

Sodium-ion batteries, V2G charging and EV market strategy

Tata Motors FY31 targets · CATL sodium-ion storage · Nissan-Valeo & VW-Elli V2G · PowerCo nanotube supplier · Polestar US restrictions

Issue 002 · June 15–21, 2026

Commercial EV electrification, battery trends and robotaxi policy

China heavy-truck target · GM LMR batteries · Uber-Nuro-Lucid Houston · BMW-Solarwatt integration · UK EV transition review

Issue 001 · June 8–14, 2026

Archive coming soon

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