EVwire newsletter #159: Superchaging Report launches | EV industry roundup

Welcome to EVwire.

You might’ve noticed I was absent from your inbox through all the major shopping holiday noise. That was on purpose. I did still want to do something for with you, however.

Which is why today, if you upgrade to our EVwire Insider membership, you’ll get double our usual trees planted in your name. That’s up to 30 trees for the world just like that — while you get all the membership perks!

We’ve also got some great Insider-only research dropping next week — The Robotaxi Report, so the timing is ideal.

Anyway, I can’t believe we’ve managed to plant 1,674 trees across the world already. That's quite the forest: about 6 US football fields, or ~134 tennis courts, in size.

It’s all trackable with our members’ names on each project they supported — see our forest here. Now, let’s plant some to replace all the Christmas trees cut down as we speak.

Quick, picture the global benchmark for EV charging networks, in your head.

… who did you see?

You were thinking of the Tesla Supercharging network, weren’t you?

Now, imagine if you could take a peek under the hood of that Supercharging network.
Actually, not even just a peek.

Imagine you could find all the details of the Supercharging network globally. Every stall they have put up, in every location, with their price throughout the day, power, stall count per station, everything.

If you’re working on an EV business, charging or otherwise, something like this might prick up your ears.

And that’s exactly what we’ve created with my friends from Priyans and Garvit from ExpWithEVs:

As far as I can tell, there is nothing quite like it out there in the industry so far.

See our landing page for the report here: The Supercharging Report.

We’ve gathered the details of

72,335 Supercharging Stalls in
7,586 Stations across
57 Countries

and created a way to go through it all in an interactive dashboard.

You can dig through all insights per continent, country, or province/state — or compare them.
You’ll find the station and stall counts, their powers, max/min/average stalls per station in a country, the type of plug… and more.

My favorites are charts showing which % of Superchargers are open to all per country, and the Time of Day pricing charts showing how Superchargers are priced within each region.

To top it off, I’ve written a 4,000-word research piece “The Supercharging Story”, which shows where the Supercharging network places among regional competition and all the details that make their work special, from PSUs to regional competition comparisons to the new site concepts they’ve developed.

This resource is aimed at the EV industry professionals among us. Hence the price tag. That’s because there were high costs in building it all up.

We will, however, use the revenue to create more accessible EV resources for everyone.

I will also start picking a few surprising local insights from this and sharing them with you all, but the full report itself is directed to the EV professionals reading this.

Take a look, test it, and share with a colleague:

2025 ended up being a crazy year for robotaxi developments.

We’re finally here.

Behind the scenes — a lot of it thanks to EVwire’s partnership Voltera which is building charging depots for robotaxis — I’ve gone deep into the rabbit hole of the current robotaxi developments across the world.

I’ve researched everything from Waymo’s city-by-city rollouts, Baidu and Lyft joining forces to launch in Europe, Uber’s deals with Stellantis and Lucid, and so much more. If you want a taste of it, here’s a piece I recently wrote about European entries for Eleport.

2026 will be the year of rollouts for so many players that it’s enough to make your head spin. Millions of people will get their first robotaxi ride.

And… you know I like creating the ‘big picture’ resources 😂

This time, I believe I created a report like no other in the world right now, on the current state of the fast-moving robotaxi industry.

Next week, I’m launching this dedicated report exclusively to our EVwire Insiders.

So make sure to sign up if you can, as this one won’t become available at this depth to our free newsletter any time soon.

It’s great time to sign up, too: remember, we’re doubling the trees we plant for each member today! 🌲

Fun fact: Max de Zegher (one of the OG Supercharging leaders) and this dude named Elon both agreed under my post the other day that there is a lot more for the team to do!

Truth is, I haven’t been able to create as many articles as of late as I wanted to. And for the overall EVwire platform to really work. And for this newsletter to work.

Getting that cadence of publishing insights back will be my #1 goal going into 2026.
I’ve also brought help, and can soon announce some more great additions to our team! It’s really great to see our new team member, Michael, ramping up Canadian coverage.

I also redesigned how our articles online look like. The key for me was to make the above-the-fold have enough info and be “screenshottable”. I think we’re getting there:

Here are some of the articles we published recently:

Jason Gies (image above), formerly Head of Operations for North America at Windrose, is now joining Tesla on the Business Development team for the Semi program. (link)

Andrew Cornelia, the CEO for Mercedes-Benz High-Power Charging North America since 2023, announced he was stepping down from the position at the end of November and joined Uber as Global Head of Electrification & Sustainability (link).

The role of the Global Head of Electrification & Sustainability at Uber was recently left vacant as the former Tesla Supercharging executive Rebecca Tinucci started to lead it, and then recently pivoted to become the CEO of Uber Freight (which in turn partnered with Tesla for Semi, funny how things go in circles, isn’t it). Now, the impactful position is filled, and Andrew started from December 2025.

British Columbia, Canada is reversing course on its electric-vehicle policy, by dropping its 100% ZEV sales mandate for 2035 and abandoning provincial EV rebates altogether. (link | by Michael)

Rumors are suggesting Canada may lift its 100% tariff on Chinese-made EVs as Prime Minister Mark Carney seeks new Asian partnerships amid shifting global trade relations (especially with the US). (link | by Michael)

Kia Canada opened reservations for the all-new EV5 on December 4, 2025, with only 500 units available. Canadians could secure their EV5 with a $1,000 deposit ahead of first deliveries beginning in early 2026. (link) Meanwhile, Kia’s electric lineup is shifting as the high-performance EV9 GT is delayed indefinitely for both Canada and the U.S., while the compact EV4 sedan remains on track for a Canadian launch in early 2026. (link | by Michael)

Vianode has officially started site preparation for its Via TWO synthetic graphite facility in St. Thomas, Ontario, which will be North America’s largest low-emission anode graphite plant. (link | by Michael)

Australia: An electric truck hauled 36 tonnes (79,366 lbs) over 480 km (298 miles) round trip in a single charge, slashing delivery time by 40 minutes compared to diesel. While sustaining 98 km/h (~60 mph) uphill speeds vs diesels’ 85km/h (~53 mph). (link | by Joel). I’ll tell you about Joel’s work with us soon. ;)

The very first third-party-owned Tesla Superchargers in North America have now been installed by Suncoast Charging, in Land O’ Lakes, Florida. The charger is built and serviced by Tesla, but owned and operated by Suncoast Charging. (link)

JOLT, a similar ad-supported charging network to Volta operating in Australia, Canada, NZ and UK, signed an agreement to acquire a “substantial portion” of the Volta Media Network from Shell, marking its official entry into the United States. The price was not disclosed. (link)

This marks a full circle for Volta's ad-supported chargers, recently shut down by Shell.

Bolt, the ride-hailing giant out of Europe, just announced they have partnered up with Pony AI to launch robotaxis on European streets. The first deployments start in 2026, and full service launch expected within a year of that. We have been waiting for Bolt’s first move into robotaxi space for a while now. (link)

Stellantis announced that it is adopting the North American Charging Standard (SAE J3400) for select Stellantis EVs in North America, Japan, and South Korea, giving future access to more than 28,000 Tesla Superchargers across all five countries. (link)

Tesla has now officially launched the order pages in Colombia, with test drives available in Medellín and Bogotá. The first Supercharging location is in development as well. (link)

Colombia itself is a great target for Tesla — it was, after all, the market with the highest EV growth in the first half of 2025… in the world! EV sales in Colombia grew +203.3% year over year.

Talking of which, in case you missed it, I created the largest publicly available EV Sales overview across 65 markets for the first half of 2025 here: written report | interactive report. Give the latter a spin if you haven’t; it’s really fun.

If you haven’t yet, send me a connection request on LinkedIn and follow me on X (Twitter). Would love to see you out there!

Here are some of my recent posts that have a few info nuggets inside:

This robotaxi evangelist, who goes by the name Elon, reposted my post (through Sawyer here), which had a good nugget of information there: Waymo Q3 2025 occupancy data shows 90% of Waymo robotaxi trips have 2 or less people. That validates Tesla’s push for 2-seater Cybercab, complemented by the S,3,X,Y,CT fleet from owners for the remaining 10%.

Meanwhile in Zagreb, Mate Rimac shows on video how Rimac’s spin-off Verne Robotaxi has now built 60 prototypes (video).

The average battery pack price in China is now $84/kWh, 44% higher in North America and 56% higher in Europe. Per BloombergNEF Global average now $108/kWh, a drop of 8% since 2024, even with rising metal prices. (link)

Watch tip: The Jaguar Type 00 looks like it’s a render in real life (video).

Giga Shanghai reached 4 million vehicles produced.
XPeng has now produced 1 million EVs.
Xiaomi produced its 500,000th EV. That’s just 1 year and 7 months after its first vehicle rolled off the production line. Crazy.

Tesla Model Y is now rather certain to win as the top two best-selling EVs globally AGAIN in 2025. Model Y has held this position since 2022, right after it was introduced. (link)

Tesla released its Holiday software update. Includes Grok as a voice assistant for navigation; Dog Mode camera view on the iPhone Live Activity; 3D Supercharger Site map, and more.

Tesla just went and dropped a masterclass in gamifying the EV charging experience, launching Charging Passport in its app. (link) You’ll find your Supercharger visits on map along with metrics like times charged, miles added, etc — and then you can gather badges for visiting iconic Tesla chargers.

In January, Free Supercharging will be awarded to 9 outstanding users who explored their Charging Passport, with the top 3 in each category:
1. Longest distance between Superchargers;
2. Most energy charged;
3. Most unique Supercharger sites visited.

Oh, and Tesla has launched official Full Self-Driving Supervised ride-alongs, now bookable in Italy, France, Germany and Denmark. (link)

This is one of the ways Tesla hopes to pressure local lawmakers to allow it to operate this side of the pond. Given that I saw the mayor of Rome ride along and praise it, I’m not surprised if the shift in sentiment will be quick. Their technology has made large jumps ahead, and I’m now seeing the cases of people driving over 3,000 miles with zero interventions increasingly pop up.