2026-05-26
Germany Restarts Electric Vehicle Purchase Subsidies
UK Launches Generous Subsidies to Accelerate Electric Truck Adoption
On January 19, the UK government announced anelectric truck purchase subsidy program, under which eligible transport companies maysubmit applications before March 2026. The program totals £318 million, with per-vehicle subsidies determined by vehicle value and permitted gross vehicle weight. Tractor units or chassis vehicles over 26 tonnes can receive up to £120,000 per vehicle. According to publicly available data, more than 2,200 electric trucks over 3.5 tonnes were newly registered in the UK in the first three quarters of 2025, accounting for about 6% of the country's total truck market during the same period. This subsidy program is alsoan important measure in the UK's efforts to promote green freight development.UK and Indonesia Strengthen Clean Energy Cooperation and Jointly Build a “Green-Powered Super Grid”
On January 20,the UK and Indonesia signed an “Economic Growth Partnership”（EGP）, aimed at deepening cooperation across 12 key areas. The partnership focuses on the clean energy transition, with the UK providing technical support for Indonesia's 42.6GW power plan (RUPTL) and the Java-Bali“Green Super Grid”, while also becoming deeply involved in infrastructure projects such as the Surabaya Urban Rail Project (SURP). In addition, the two sides will establish defensive coordination in critical mineral supply chains and semiconductor talent development. Although the agreement is non-binding, commitments to support Indonesia's accession toOECDand improve the business environment substantially strengthen the UK's strategic presence in Southeast Asia's largest economy and pave the way for a broader future free trade agreement.
South Korea Links Charging Infrastructure Subsidies to Performance Standards; Non-Compliant Equipment Ineligible
South Korea's Ministry of Climate, Energy and Environmentreleased the 2026 electric vehicle charging infrastructure construction subsidy guidelines on January 22, explicitly stating thatcharging station installation subsidies will be directly tied to whether equipment meets minimum performance standards, and charging equipment that fails to meet the standards will be excluded from subsidy support.
The ministry has allocated a total ofKRW 545.7 billion for charging infrastructure construction this year, which willsupport the installation of 71,450 chargers in total, including 4,450 fast chargers, 2,000 medium-speed chargers, and 65,000 slow chargers. At the same time, the ministry decided to establish and strengthen minimum performance standards for chargers. Subsidy eligibility will be directly linked to compliance, and chargers that fail to meet the standards will not receive subsidy support.
Two Ministries: Increase the Share of Charging Parking Spaces at Service Areas! Encourage Priority Construction of Ultra-Fast and Fast-Charging Facilities
On January 6, the Ministry of Finance issued the Notice on Organizing Pilot Programs for “Government Procurement Supporting Green and Low-Carbon Development of Highways.” The two ministries stated that by 2028, significant progress should be achieved in the pilot program, with innovative application of green and low-carbon technologies and materials in the highway sector, basic establishment of government procurement demand standards supporting green and low-carbon highway development, more complete policy measures and working mechanisms, and continuous improvement in the green and low-carbon development of highways.
The attached Basic Requirements for Government Procurement Supporting Green and Low-Carbon Highway Development (Trial) clearly states thatthe number of charging parking spaces in service areas should account for no less than10% of the total passenger-car parking spaces, while priority construction of ultra-fast and fast-charging facilities is encouraged, together with reasonable deployment of mobile emergency charging equipment.On January 6, the National Development and Reform Commission issued the Implementation Plan for Accelerating Green Transformation and Development of the Changsha-Zhuzhou-Xiangtan Ecological Green Heart. The document states:Promote green travel. Guide the public to prioritize green travel options. Vigorously promote new energy vehicles, advance full electrification of vehicles in the public sector, increase coverage of charging (battery-swapping) stations, hydrogen (methanol) refueling stations, and other supporting facilities, and promote green transformation of ports.
On January 13, the Fujian Provincial Department of Housing and Urban-Rural Development issued the Work Plan for the Construction of Electric Vehicle Charging Facilities in Existing Residential Communities in Fujian Province. The plan specifiesadhering to a people-centered approach,addressing current needs while taking a long-term view, and followingthe principles of “government guidance, market participation, and multi-party coordination,” while implementing a differentiated strategy for existing residential communities,standardizing the power connection application process for electric vehicle charging facilities in existing residential communities，simplifying approval procedures,and opening up the “last mile” for electric vehicle charging in residential areas, striving to achieve significant progress in the construction of EV charging facilities in existing residential communities across the province by 2027.
2025 New Energy Vehicle Charging Infrastructure Utilization: Europe Overview
As the EU prepares for a possible relaxation of exhaust emission standards, the region's transition towardnew energy vehicleshas drawn significant attention. However, policy is only part of the picture; widespread public charging infrastructure remains a key factor in NEV adoption. This report supplements our previously published report, “2025 New Energy Vehicle Charging Infrastructure Utilization: Charger Growth Outpaces Vehicle Growth,” and provides a detailed analysis ofpublic charging networksacross 26 European markets, including monthly and hourly average utilization data.In this analysis, utilization refers to charger occupancy, meaning the amount of time a vehicle remains connected to a charger. This includes time when the vehicle is connected but not actively charging.
Charger utilization has generally declined across most European markets and power categories,with ultra-fast chargers showing the most pronounced decline, becausethe rapid deployment of new chargers since 2022 has sharply reduced the ratio of battery electric vehicles to public ultra-fast chargers.
We use the regional public charging dashboard(Regional Public Charging Dashboard) and the EV Sales Tool to calculate the amount of battery electric vehicle connection time per charger, using cumulative vehicle sales as a proxy for the vehicle parc.
Charging session durationis another key input for understanding how vehicle utilization translates into electricity sales. New energy vehicle technology continues to advance and charging times are becoming shorter. However, older vehicle models with lower charging power, together with drivers leaving vehicles connected to chargers for extended periods, may limit electricity sales during peak hours. Average charging session duration varies significantly across markets.
Hourly demand curves vary by market, power category, and time of week. For example, in Denmark, on weekend morningsbetween 11:00 a.m. and 12:00 noon, ultra-fast charger utilization peaks at 30%, which is 20% higher than the average utilization during the same period on weekdays.
Seasonality of demand is another key consideration for charging networks. Operators must make full use of peak-demand periods to offset significant declines in utilization during off-season months.
▲Source: BloombergNEF
National Energy Administration:ReleasesNational Electric Vehicle Charging Infrastructure Data for December 2025
January21, the National Energy Administration released national electric vehicle charging infrastructure data for December 2025. According to data from the National Charging Infrastructure Monitoring Service Platform, as of the end of December 2025,China's total number of electric vehicle charging facilities (charging guns) reached 20.092 million, up 49.7% year-on-year,surpassing the 20 million mark. Among them, public charging facilities (charging guns) totaled 4.717 million, up 31.9% year-on-year. The total rated power of public chargers reached 220 million kW, with an average power of about 46.53 kW. Private charging facilities (charging guns) totaled 15.375 million, up 56.2% year-on-year, and the registered electricity capacity of private charging facilities reached 134 million kVA.▲Source: National Energy Administration
EVPICA: China's Charging and Battery-Swapping Infrastructure Increased 49.7% Year-on-Year in December 2025
Operation of Public Charging Infrastructure:As of the end of December 2025,China's total number of electric vehicle charging facilities (charging guns) reached 20.092 million, up 49.7% year-on-year, surpassing the 20 million mark. Among them, public charging facilities (charging guns) totaled 4.717 million, up 31.9% year-on-year. The total rated power of public chargers reached 220 million kW, with an average power of about 46.53 kW. Private charging facilities (charging guns) totaled 15.375 million, up 56.2% year-on-year, and the registered electricity capacity of private charging facilities reached 134 million kVA.Overall Operation of Battery-Swapping Station Infrastructure:From January to December 2025, the number of battery-swapping stations increased by 593. As of the end of December 2025,China's total number of electric vehicle battery-swapping stations reached 5,155.
▲Source: China Electric Vehicle Charging Infrastructure Promotion Alliance
