2026-05-26
Tesla Builds Michigan’s Largest Supercharging Hub
The project will be built in two phases. Construction on Phase I has already begun and includes 32 DC fast-charging spaces, with completion expected this summer. The opening date for Phase II has not yet been announced. Once fully completed, the hub will feature 48 DC fast chargers open to EVs of all brands. The facility will also include solar canopies that provide additional power for the fast chargers, along with on-site security cameras. The location is designed to serve both airport travelers and commuters traveling between Detroit and Ann Arbor.
VND 10 Trillion Investment in Supercharging Stations: Is Vietnam’s EV Boom Here?
According to Vietnam News Agency, on March 18, 2026, Vietnam’s V-GreenGlobal Charging Station Development Joint Stock Company announced an investment of VND 10 trillion (approximately RMB 3 billion) to build 99 supercharging stations along major transportation corridors across the country. Each station will be equipped with up to 100 150kW charging terminals and can charge 100 electric vehicles simultaneously, with charging taking approximately 15 minutes. All stations will use battery energy storage systems developed by VinFast to store clean energy such as wind and solar power.V-Green Chairman Pham Thanh Thuysaid that the 99-station project is scheduled to be largely completed in 2026 to meet growing EV market demand. The supercharging network will support long-distance continuous travel with an “ultra-fast, convenient, zero-emission” model and help Vietnam achieve its 2050 net-zero emissions target. By the end of 2025, V-Green had deployed approximately 150,000 electric vehicle and electric motorcycle charging ports nationwide. Going forward, the company will continue expanding its supercharging network while also developing electric motorcycle battery-swapping systems to improve travel convenience for users。
Ethiopia Advances Nationwide EV Charging Station Development to Support Energy Sovereignty and a Green Economy
On March 28, Ethiopia Addis Ababa inaugurated a new electric vehicle charging station in State Minister of Transport and Logistics Belo Hassan said that the move reflects the government’s forward-looking renewable energy policy and will help reduce dependence on petroleum, lower foreign-exchange expenditure, and strengthen energy sovereignty.There are currently around 140,000 electric vehicles nationwide, and construction of multiple charging stations is being accelerated.Getu Geremew, CEO of Ethiopian Electric Utility, said the initiative is aligned with the country’s green economy strategy and that charging infrastructure development will continue. Ethiopia has abundant hydropower, wind, and solar resources. Developing electric mobility is regarded as a key pathway to reducing pressure from fuel imports, stabilizing energy supply, supporting low-carbon transition, and providing sustainable transportation support for export industries. The progress marks Ethiopia’s shift from dependence on imported energy toward domestically sourced renewable energy, laying the foundation for an independent and sustainable energy system.
Hebei: Notice of the Zhangjiakou Municipal People’s Government Office on Issuing the Implementation Plan for Zhangjiakou’s 2026 Livelihood Projects and Practical Initiatives
On March 6, the Zhangjiakou Municipal People’s Government Office in Hebei issued the Implementation Plan for Zhangjiakou’s 2026 Livelihood Projects and Practical Initiatives. The plan states that the city will improve electric vehicle charging facilities. A total of 1,196 EV charging infrastructure facilities will be newly built or upgraded, further optimizing the “urban area-based, highway corridor-based, and rural point-based” charging network.
On March 12, the Hangzhou Municipal People’s Government issued the Three-Year Action Plan (2026–2028) for Phasing Out and Replacing Old Diesel Trucks and Advancing Pollution and Carbon Reduction Reform. The plan calls for building a widely accessible energy replenishment network.Build a network of energy replenishment stations. The city will vigorously develop green transportation corridors and low- or zero-carbon freight routes, optimize the planning and layout of highway logistics energy replenishment facilities, and build high-power charging/battery-swapping stations, methanol refueling stations and other infrastructure as appropriate along trunk highways, around urban areas, and at distribution centers, creating a “public + dedicated” replenishment network focused primarily on destination charging and supplemented by en-route replenishment.In 2026, no fewer than 150 high-power charging piles will be completed; by 2028, no fewer than 500 high-power charging piles will be completed. Among them, Shangcheng District and Binjiang District will each have at least one charging station; Gongshu District and Chun’an County will each have at least two; Xihu District and Yuhang District, Linping District, Fuyang District, Tonglu County, and Jiande City will each have at least four; and Xiaoshan District, Qiantang District, and Lin’an District will each have at least seven. In principle, each charging station will be equipped with no fewer than 10 high-power charging piles.
On March 23, the Tianjin Municipal Development and Reform Commission issued the Implementation Plan for “Dual Improvement in Quality and Efficiency” of EV Charging Facility Services. The plan specifies that, by continuously improving the citywide charging network, Tianjin will achieve intelligent and open charging infrastructure, a balanced mix of fast and slow charging equipment, safe and convenient charging services, and interconnected charging information. It will basically establish a charging infrastructure system with broad coverage, appropriate scale, a rational structure, complete functions, and high-quality services. By the end of 2027, more than 500,000 charging facilities will be built across the city, with total charging capacity reaching 5.3 million kW, sufficient to meet the charging needs of more than 1 million electric vehicles。
Capacity Consolidation:
Major European automakers led by Volkswagen and Mercedes-Benz are consolidating their global passenger vehicle production footprint, reducing capacity from 39.4 million units in 2020 to 36.4 million units by the end of 2025. Slower growth in some major markets and competitive pressure from Chinese automakers are prompting further capacity cuts; in 2025, one-third of these automakers’ capacity in Europe and half of their capacity in China remained idle.
Regional Footprint Rebalancing:
Europe remains the traditional production base, with Germany, France, Spain, and Italy together accounting for more than 16 million units of capacity, representing 44% of European automakers’ global capacity. However, weak European demand and persistent cost pressure are pushing production toward lower-cost regions—including Poland, the Czech Republic, Hungary, Mexico, India, and Southeast Asia—to achieve higher margins in both local and export markets.
Flexibility and Diversified Powertrains:
As of December 2025, European automotive giants had converted about 80% of their existing capacity either to flexible lines capable of producing both new energy vehicles and internal-combustion vehicles or to dedicated NEV production lines. However, slower-than-expected NEV adoption has put newly converted capacity under pressure.BMW, Mercedes-Benz, and Stellantishave focused on flexible multi-powertrain strategies, allowing their product portfolios to adjust more readily as demand changes.
▲Source: BloombergNEF
National Energy Administration: Releases 2026 February National EV Charging Infrastructure Data
On March 21, the National Energy Administration released national EV charging infrastructure data for February 2026. According to data from the National Charging Facility Monitoring Service Platform, as of the end of February 2026, the total number of EV charging infrastructure connectors in China reached 21.010 million, up 47.8% year on year.Among them, public charging facilities totaled 4.834 million connectors, up 28.8% year on year. The total rated power of public charging facilities reached 229 million kW, with an average power of approximately 47.41 kW. Private charging facilities totaled 16.176 million connectors, up 54.6% year on year, with registered electricity-use capacity reaching 141 million kVA.▲Source: National Energy Administration
EVPICA: China’s Charging and Battery-Swapping Infrastructure Up 49.6% Year on Year in February 2026
Operation of Public Charging Infrastructure:According to data from the China Charging Alliance, as of the end of February 2026, China’s total number of EV charging infrastructure connectors reached 21.010 million, up 49.6% year on year.Among them, public charging facilities totaled 4.834 million connectors, up 28.8% year on year, and the total rated power of public charging facilities reached 229 million kW, with an average power of approximately 47.41 kW; private charging facilities totaled 16.176 million connectors,up 54.6% year on year, with registered electricity-use capacity reaching 141 million kVA.
Overall Operation of Charging Infrastructure:From January to February 2026, the increase in charging infrastructure was 918,000 units, up 44.8% year on year.Among them, public charging facilities increased by 117,000 units, down 53.8% year on year, while private charging facilities increased by 801,000 units, up 110.4% year on year. As of the end of February 2025, the total number of EV charging infrastructure connectors in China reached 21.010 million, up 47.8% year on year.
Overall Operation of Battery-Swapping Stations:From March 2025 to February 2026, the number of battery-swapping stations increased by 1,364. As of the end of February 2026, the total number of EV battery-swapping stations in China reached 6,069.
▲Source: China Charging and Battery-Swapping Alliance
