Policy & Market
Stories
12 October 2026
European Union edition · China edition
EU to cap Chinese hybrid imports at 350,000 vehicles per year from December
The European Commission has confirmed a quota limiting Chinese hybrid electric vehicle imports to 350,000 units annually, down from an expected 800,000 battery and plug-in hybrids this year. The measure, agreed in Beijing last week and enforceable from December under WTO safeguard rules, aims to halve China's EU market share from 6% to 3% over a four year period. Volkswagen's leadership has backed the plan to support domestic manufacturing.
Why it matters
The quota will reshape EV supply chains and may accelerate local manufacturing investment by Chinese OEMs seeking to maintain EU sales, directly affecting charging infrastructure planning as fleet composition shifts. CPOs and site hosts should anticipate changes in vehicle mix and charging demand patterns as the policy takes effect.
11 October 2026
Australia edition · UK edition
Australian energy regulator backs network-funded kerbside EV charger rollout
The Australian Energy Market Commission has granted preliminary approval for a plan to install 14,000 kerbside EV chargers on power poles in underserved areas, funded through household electricity bills. Network operators have pushed the proposal for years, arguing it will address charging black spots in major cities where private deployment is not commercially viable.
Why it matters
The decision creates a regulated utility-led procurement pathway for thousands of charge points in Australia, potentially opening new installation and equipment supply opportunities in areas private CPOs have avoided. The funding model through consumer bills removes commercial risk for network operators entering the charging market.
UK cuts home charging VAT to 0% but leaves public charging at 20%, widening driveway divide
From 1 October, domestic electricity VAT in the UK dropped to 0%, cutting home EV charging costs by an estimated £40 per year for drivers with off street parking. Public charging remains subject to 20% VAT, prompting char.gy CEO John Lewis to call the disparity unfair and urge Labour to reduce public charging costs. The policy change, linked to Andy Burnham's initiatives, has been criticised for widening the so called driveway divide between EV owners with and without private parking.
Why it matters
The VAT gap between home and public charging may slow uptake among drivers reliant on public infrastructure, pressuring charge point operators to absorb cost differences or risk losing customers. Policymakers and CPOs face renewed calls to level the playing field, which could influence future subsidy design and site economics for on street and destination charging.
10 October 2026
UK allows pavement cable gullies for home EV charging from 21 October but excludes conservation areas
From 21 October, homeowners and renters in England can install cross pavement cable solutions, such as gullies, to connect home chargers to cars parked on street without traditional planning permission, enabling them to access 0% VAT domestic electricity rates instead of the 20% rate on public chargers. The Prime Minister has cut domestic electricity VAT from 5% to 0%, saving driveway owners up to £40 per year. However, residents in around 10,000 conservation areas, affecting as many as 3.5 million people, will still require full planning permission and cannot use the simplified process.
Why it matters
The pavement gully rule removes a major barrier for home charging installations in streets without driveways, potentially expanding the addressable market for residential charge point operators. The conservation area exclusion leaves a significant segment of urban residents dependent on costlier public charging infrastructure, sustaining demand for on street and destination charging networks.
9 October 2026
France edition · UK edition · European Union edition · South Korea edition
Renault and EDF partner to cut EV costs in France through smart charging and bidirectional tech
Renault Group and EDF Group have formed a partnership to make electric vehicles more accessible and affordable for French consumers. The collaboration will focus on smart charging solutions and bidirectional technology, with the companies claiming potential savings equivalent to up to 10,000 km of driving annually for EV owners.
Why it matters
This OEM and utility partnership signals growing integration between vehicle manufacturers and energy providers to address EV affordability barriers. The emphasis on bidirectional charging infrastructure could accelerate V2G deployment opportunities for charge point operators and grid service providers in France.
French presidential candidates propose scrapping energy savings certificates that fund EV purchase grants
Several French presidential candidates, including Bruno Retailleau, Fabien Roussel and Sarah Knafo, are proposing to eliminate or suspend Certificats d'économies d'énergie (CEE) to reduce fuel prices by approximately 15 cents per litre. The CEE mechanism, which legally requires energy suppliers like EDF and TotalEnergies to fund energy reduction actions, has directly financed France's ecological bonus for electric vehicles since July 2025. The French automotive sector has warned this would constitute a major shock to EV adoption.
Why it matters
The proposal threatens a key funding stream for EV purchase incentives in France at a critical market development phase, potentially slowing charging infrastructure demand if EV uptake stalls. CPOs and equipment suppliers should monitor this policy debate closely as any subsidy removal could materially affect deployment forecasts and project economics.
UK Government considers tariffs of up to 40% on Chinese EVs to align with EU trade policy
The UK Government is reportedly considering tariffs of up to 40% on Chinese electric vehicle manufacturers, following meetings between Greater Manchester Mayor Andy Burnham and German Chancellor Friedrich Merz in Berlin. The move aims to align the UK with the EU's Made in Europe legislation. MG Motors' commercial director warned that such tariffs would drive up consumer prices and potentially increase inflation and interest rates.
Why it matters
Higher EV prices from tariffs could slow fleet electrification and reduce demand for charging infrastructure, while policy alignment with the EU may reshape which vehicle brands dominate the UK market and influence CPO site planning.
UK ZEHID programme reports 172 electric HGVs have covered 3.6 million kilometres, but grid connection remains key barrier
The UK Government's Zero Emission HGV and Infrastructure Demonstrator (ZEHID) programme, backed by over £200 million and run with Innovate UK, has published its annual report showing 172 funded battery electric trucks across 35 operators have travelled 3.6 million kilometres and carried 550,000 tonnes of cargo, cutting 4,000 tonnes of CO2 emissions. Three projects within ZEHID (Electric Freightway, eFreight 2030 and ZENFreight) are now in live commercial operation with trucks from six manufacturers, though a fourth hydrogen focused project, HyHAUL, was cancelled last year. The report identifies charging infrastructure as the main bottleneck, with grid connection times and costs varying significantly, while the UK still lags behind countries such as Germany in eHGV market share.
Why it matters
For charge point operators and infrastructure developers, the report confirms that grid connection challenges remain the primary constraint on scaling depot charging for heavy goods vehicles, a segment requiring high power installations. With over £200 million in government backing and 35 operators now running electric HGVs commercially, the programme signals growing demand for megawatt scale charging solutions despite current grid barriers.
Euro 7 emissions rules may force UK fleets to choose between compliance and faster EV switch, warns Dawsongroup
The UK Government is consulting on adopting Euro 7 emissions standards, which take effect from November 2026 for new light commercial vehicle models and May 2028 for heavy goods vehicles. The rules regulate particulates from brake and tyre wear as well as exhaust emissions, extend compliance periods to ten years or 200,000 kilometres (double the current requirement), and mandate onboard monitoring systems for real time emissions tracking. Simon Ridley, managing director at Dawsongroup vans, said the timing presents a difficult choice for fleet operators already under pressure, potentially forcing them to decide between meeting new compliance standards or accelerating their transition to electric vans.
Why it matters
Fleet operators facing Euro 7 compliance costs may accelerate electric van procurement instead, potentially driving demand for charging infrastructure at depot and destination sites. The extended compliance period and monitoring requirements could make diesel and petrol LCVs less attractive compared to electric alternatives, influencing the scale and timing of fleet electrification projects across the UK market.
South Korea unveils 747 billion dollar green industrial strategy with full transport electrification
South Korea's Ministry of Climate, Energy and Environment has announced a KRW1,000 trillion (US$747 billion) Korean Green Transformation industrial strategy, presented at a national briefing on 7 October in Seoul. The plan commits to electrifying all transportation, including public buses, motorcycles, construction equipment, ports and vessels, with reformed EV subsidies accounting for local renewable energy production. South Korea's registered EV fleet exceeded one million vehicles (1.095 million) as of end June, according to the Ministry of Land, Infrastructure and Transport.
Why it matters
The 747 billion dollar commitment signals massive procurement opportunities across charging infrastructure for diverse vehicle types, from buses to construction equipment and port machinery. Regional initiatives like Jeju's 2035 full electrification target will require extensive charging networks, creating near term tendering activity for CPOs and equipment suppliers.
EU reportedly nearing deal to ease 2035 petrol car phase out despite climate targets
The European Union is close to striking a deal that would allow automakers to produce more combustion engine vehicles, potentially weakening its 2035 target to phase out new petrol car sales. The move comes despite record heat waves that killed 35,000 people across Europe this summer and the bloc's stated goals of 55% emissions reductions by 2030 and climate neutrality by 2050. The article argues this approach leaves European manufacturers unprepared to compete with China, which is advancing electric vehicle solutions.
Why it matters
Any relaxation of the 2035 combustion engine ban could slow EV infrastructure investment and procurement timelines across the EU, as automakers may delay electrification plans. For charge point operators, policy uncertainty around fleet transition schedules complicates long term site planning and revenue forecasting.
8 October 2026
Australia edition · UK edition · India edition · US edition · Global edition · European Union edition · China edition
Tesla and 12 operators oppose Australian rule allowing power distributors to own EV chargers
A coalition including Tesla, Evie Networks, AGL Energy and Master Electricians Australia has written to oppose a draft rule by Australia's energy market regulator that would permit power distribution networks such as Ausgrid and CitiPower to install and operate public EV chargers, with costs passed to consumers via electricity bills. The initial trial covers 14,000 curbside chargers. The coalition supports EV infrastructure but rejects network ownership funded through bills, arguing the regulator has not established the case for this model.
Why it matters
The rule change could reshape Australia's charging market by allowing regulated utilities to compete directly with private operators, potentially altering procurement dynamics and funding structures. For CPOs and contractors, network ownership may limit commercial opportunities if infrastructure deployment shifts to monopoly distributors rather than competitive tender.
UK Government weighs tariffs on Chinese EVs as Burnham prepares EU talks on Made in Europe rules
Business Secretary Jonathan Reynolds has asked officials to examine potential tariffs on Chinese electric vehicle imports, according to reports in the Daily Telegraph, The Times and Financial Times. Prime Minister Andy Burnham is considering the move ahead of meetings with EU leaders, as the UK seeks inclusion in the EU's Made in Europe programme to avoid trade barriers when the rules are debated at year end. The Society of Motor Manufacturers and Traders has warned that exclusion from Made in Europe provisions would deny UK built vehicles access to EU incentives and member state procurement, putting domestic production at a competitive disadvantage in its largest market.
Why it matters
Any tariff regime or exclusion from EU procurement frameworks could reshape the competitive landscape for charge point operators serving fleets, as Chinese EV brands now rank among the UK's most popular purchases. UK manufacturers fear reciprocal Chinese tariffs would reduce domestic vehicle demand and sourcing of EU components, potentially affecting the scale and location of fleet electrification projects.
Conservation areas excluded from new EV pavement charging rules in England
Electric vehicle owners in England's approximately 10,000 conservation areas will not benefit from new permitted development rights allowing charging cables to cross pavements without planning permission, following a late change to legislation coming into force on 21 October. The Times reports these areas are home to around 6.8 million people, with an estimated 3.4 million without driveways. Cross pavement charging solutions in conservation areas will still require planning permission, while residents elsewhere in England can install domestic EV chargepoints and use pavement embedded cable channels without prior approval.
Why it matters
The exclusion creates a two tier regulatory landscape for residential charging deployment, potentially slowing infrastructure rollout in historic urban centres where off street parking is often scarce. Charge point operators and local authorities will need to navigate separate planning processes for conservation area installations, adding cost and complexity to projects targeting on street charging demand.
India joins US-led 14-economy bloc to tackle excess capacity in EVs and batteries
India has signed a joint ministerial statement with the US and 13 other economies to address structural excess capacity in five manufacturing sectors, including electric vehicles and batteries, alongside chemicals, foundational semiconductors and solar panels. The initiative, formalised on Wednesday in Washington during an OECD Trade Committee meeting, commits signatories to establish dedicated sectoral platforms and meet at technical level before December 2026 to draft terms of reference and exchange non-confidential data on production imbalances. Other signatories include Argentina, Australia, Canada, the EU, France, Germany, Italy, Japan, South Korea, Mexico, Poland, Türkiye and the UK.
Why it matters
The bloc's focus on EV and battery overcapacity signals potential trade measures or policy shifts that could reshape global supply chains, affecting procurement costs and vendor availability for charging infrastructure operators. India's participation may influence domestic manufacturing incentives and import dynamics for EV charging equipment and battery storage systems.
Burnham may raise Chinese EV tariffs with EU as Jaecoo 7 tops UK sales
Prime Minister Andy Burnham is expected to discuss tariffs on Chinese electric vehicles with EU counterparts, meeting German Chancellor Friedrich Merz today ahead of a UK and EU summit next month. The Telegraph reports the EU will emphasise the importance of such tariffs. A Chinese vehicle, the Jaecoo 7, was the UK's best selling car in September with almost 11,000 sales.
Why it matters
Tariffs on Chinese EVs could reshape procurement costs and competitive dynamics for UK charge point operators, particularly if alignment with EU policy affects vehicle availability or pricing for fleet electrification projects.
7 October 2026
US edition · UK edition · India edition
California enacts laws to streamline EV charging projects, offer EV purchase subsidies and promote electric trucking
Governor Gavin Newsom signed legislation to accelerate California's EV transition, including the MyFirstEV programme offering instant rebates of up to $3,500 for new EVs and up to $1,750 for used vehicles, backed by a $135.5 million state investment matched by automakers. The package forms part of a $600 million investment funded through Cap and Invest revenue and smog abatement fees, alongside existing schemes such as Clean Cars 4 All, the Clean Truck and Bus Voucher Incentive Project, and the Carl Moyer Programme. The measures follow the federal government's rollback of transport electrification policies and emissions regulations.
Why it matters
California's policy push signals sustained state level demand for charging infrastructure and fleet electrification despite federal policy shifts, creating procurement opportunities for CPOs and suppliers serving the state's expanding EV market. The combined $600 million investment and automaker matching funds underpin long term infrastructure buildout requirements across consumer and commercial segments.
Associated Asphalt warns UK roads may not cope with heavier electric HGVs as fleet electrification accelerates
Associated Asphalt has raised concerns about the UK road network's readiness for electric HGVs, which can weigh two to three tonnes more than diesel equivalents due to battery packs. More than 1,000 zero emission HGVs are now registered in the UK, with registrations up 170.5% in 2025, ahead of government mandates phasing out non zero emission HGVs up to 26 tonnes from 2035 and all new HGVs from 2040. The company warns that increased axle loads risk accelerated road wear, including structural damage, rutting and potholes, citing US research in New York that estimates heavier electric trucks could increase annual road and bridge repair costs.
Why it matters
Depot operators and fleet managers planning charging infrastructure for electric HGVs may face additional site preparation costs if local road access requires reinforcement to handle heavier vehicles. Procurement teams evaluating electric HGV tenders should factor in potential weight related infrastructure upgrades alongside charging installation budgets.
Delhi study says EV rollout must be segmented by vehicle type, with CNG playing transitional role
A study by The Energy and Resources Institute (TERI) argues that Delhi's air pollution strategy cannot rely on electric vehicles alone and must be tailored to different vehicle categories, usage patterns and existing infrastructure. Transport contributes 39 per cent of Delhi's PM2.5 emissions, 19 per cent of PM10 emissions and 81 per cent of nitrogen oxide emissions, according to the study reported by Jagran. TERI assessed infrastructure in nine locations and found Delhi has the strongest CNG network among them and ranks alongside Bengaluru for EV infrastructure readiness.
Why it matters
The findings suggest procurement and deployment strategies for charging infrastructure in Delhi must account for segmented rollout timelines, with two wheelers and three wheelers prioritised for electrification while CNG retains a role in other categories. The study's recognition of Delhi's relatively strong EV infrastructure position may support business cases for further charge point investment in the capital.
6 October 2026
Australia edition · UK edition
Tesla and Australian power retailers oppose grid operator EV charger rollout funded by household bills
Tesla, AGL, EnergyAustralia, Engie and private charge point operators including Evie Networks have written to local authorities opposing a plan that would allow power distributors to install 14,000 EV chargers on poles in regional and underserved areas, recovering 70 per cent of costs through regulated charges on all electricity bills. The Australian Energy Market Commission has given preliminary approval for the trial, which comes as EVs now represent one in four new vehicle sales in Australia. The industry coalition warns the scheme risks higher household costs for uncertain benefits.
Why it matters
The dispute highlights a fundamental tension over who should fund public charging infrastructure and whether regulated monopolies or competitive private operators should lead the rollout. For CPOs and procurement teams, the outcome will shape market access, competitive dynamics and the viability of commercial charging projects in regional Australia.
UK councils issue 9.6 million Clean Air Zone fines since 2019
Freedom of Information data shows that councils in London, Portsmouth and Bradford have issued more than 9.6 million penalty charge notices for emissions rule breaches between 2019 and 2026. Around 300,000 drivers have received multiple fines under the Ultra Low Emission Zone and Clean Air Zone schemes. The figures cover enforcement periods from 2019 to 2026 in London, 2021 to 2026 in Portsmouth, and 2022 to 2026 in Bradford.
Why it matters
The scale of enforcement underlines the regulatory pressure on high emission vehicles in UK urban areas, accelerating fleet electrification timelines for commercial operators and reinforcing the business case for workplace and depot charging infrastructure.
5 October 2026
US edition · Romania edition · UK edition
Massachusetts bill would allow utilities to end gas service after most customers switch to electric
A provision in Massachusetts' 170-page Senate energy bill would permit utilities to cut off gas service in neighbourhoods where most customers have switched to electric heating, relaxing the state's longstanding obligation to serve rule. The language, now a key point in House and Senate negotiations, has drawn opposition from business groups who warn remaining customers could face expensive forced equipment conversions without guaranteed savings on monthly energy bills. The Senate version, led by Sen. Mike Barrett, would also wind down the GSEP gas pipe replacement programme.
Why it matters
The policy could accelerate neighbourhood electrification and reduce utility spending on ageing gas infrastructure, but may create new procurement demand for electric heating systems and grid upgrades in areas where gas service ends. For CPOs and installers, forced conversions could open retrofit markets while raising questions about cost recovery and customer readiness for electric alternatives.
Washington ratepayers challenge PSE proposal for 29.3% electricity and 19.8% gas rate rises
Puget Sound Energy has filed for three year rate increases of 29.3% for electricity and 19.8% for gas service, alongside a request to raise shareholder returns from 9.9% to 10.8%. Around 100 customers attended a public hearing in Lacey, Washington, with one resident reporting winter energy bills now reaching $600 per month and annual electricity costs rising more than 50% since 2022. The proposal has drawn criticism over continued fossil fuel infrastructure investment while household energy costs climb.
Why it matters
Higher electricity tariffs directly affect the operating economics of public and workplace EV charging, potentially slowing site deployment or forcing CPOs to raise session prices. Ratepayer opposition and regulatory scrutiny of utility spending priorities may influence future grid investment decisions that underpin charging infrastructure expansion.
Romania logs 33% annual rise in public charging points as BEV registrations climb 50%
Romania added public charging infrastructure at a 33% year on year rate, while more than 7,000 new battery electric passenger cars were registered in the first eight months of 2026, up approximately 50% on the same period in 2025, according to the Global Payments European EV Adoption & Charging Infrastructure study. BEVs now represent around 8% of new passenger car registrations, with the country recording roughly 6.7 fully electric cars per public charging point and a high share of DC infrastructure.
Why it matters
The rapid network expansion and rising EV uptake signal growing procurement opportunities for charge point operators and hardware suppliers in a market where payment simplicity and reliability remain key differentiators. Operators able to deliver card based payment without app downloads may gain competitive advantage as Romania scales its public network.
UK drivers without home charging face £1,000 extra annual cost, with £200 from VAT disparity
Electric vehicle drivers reliant on public chargers pay over £1,000 more per year than those charging at home, with approximately £200 of that gap attributable to higher VAT on public charging, according to new data cited by Leasing Options. Chief operating officer Mike Thompson warned the cost disparity could deter EV adoption among the millions of UK households dependent on on-street parking. The figures emerge amid renewed calls to equalise VAT rates between home and public charging.
Why it matters
The £1,000 annual cost gap underscores the commercial challenge for charge point operators serving on-street and public locations, where higher VAT and operational costs already squeeze margins. Policymakers and CPOs face pressure to deliver pavement and kerbside solutions that close the affordability divide for drivers without private driveways.
2 October 2026
US edition · United Arab Emirates edition · UK edition
Trump administration cuts US fuel efficiency target to 34.9 mpg by 2031, down from Biden's 50 mpg goal
The Trump administration has revised fuel efficiency standards for new cars and light trucks, reducing the annual improvement rate from 2% to 1% and setting a 2031 target of 34.9 miles per gallon instead of the Biden era 50 mpg goal. The rollback affects standards first implemented by Congress in 1975, which have historically reduced vehicle related emissions and fuel costs. PennEnvironment Research and Policy Center warns the change puts progress on air quality, climate pollution and public health at risk for Pennsylvania and the wider United States.
Why it matters
Lower fuel efficiency standards will slow the transition to cleaner vehicles, potentially reducing demand for EV charging infrastructure as internal combustion engines remain more competitive for longer. Procurement teams and charge point operators may need to revise growth forecasts if fleet electrification timelines extend beyond current projections.
UAE transport emissions to reach 12 million tonnes CO2 by 2050 without faster EV uptake, study warns
Researchers from the University of Sharjah told the 12th World Congress on New Technologies that UAE transport emissions will fall from 17 million tonnes of CO2 annually today to 12 million tonnes by 2050, but continuous fleet growth will prevent deeper decarbonisation needed for the country's net zero target. The UAE added 390,000 registered vehicles in a year to reach 4.56 million total, driven by population growth. The study recommends stricter measures including financial incentives to retire internal combustion engine vehicles early and expanded charging infrastructure.
Why it matters
The findings signal that UAE policymakers may introduce stronger EV mandates and infrastructure investment requirements, creating procurement opportunities for charge point operators and equipment suppliers. Early retirement schemes for petrol vehicles could accelerate fleet electrification timelines and boost demand for public and workplace charging networks.
UK fuel prices push EV running costs to nine times lower than petrol or diesel
Electric vehicles charged on off peak tariffs in the UK now cost around 2.3 pence per mile, compared with 20.1 pence for petrol and 21 pence for diesel, according to Carbon Brief analysis. Government figures show diesel prices climbed 38% to £1.96 per litre since February 2026, while petrol rose 31% to £1.72 per litre. The cost gap makes EVs up to nine times cheaper to run per mile than combustion vehicles.
Why it matters
The widening cost advantage strengthens the business case for fleet electrification and workplace charging infrastructure, as employers and fleet operators face mounting pressure to cut fuel budgets. Rising fuel prices may accelerate demand for public and home charging points, particularly those offering time of use tariffs that maximise savings for drivers.
1 October 2026
UK edition · Australia edition
Fastned calls on Government to level VAT playing field as public charging found to cost £270 more per year
Fastned has urged the UK Government to equalise VAT on electric vehicle charging after research found the 20% rate on public charging costs drivers without home access an estimated £270 more annually than the 0% VAT now applied to home energy in England, Scotland and Wales from 1 October. The charge point operator partnered with Electrifying.com to highlight the disparity affecting nine million UK households lacking driveways, offering free £25 charging credits at all 41 of its hubs for one day. More than two thirds (68%) of the population surveyed said the pricing gap is unfair.
Why it matters
The widening VAT gap between home and public charging creates a commercial and equity challenge for CPOs serving drivers without off street parking, potentially slowing adoption among the third of households reliant on public infrastructure. Fastned's campaign signals growing industry pressure on policymakers to remove fiscal barriers that penalise public charging networks.
Electric Vehicle Council urges NSW to scrap 2027 road user charge in favour of national scheme
The Electric Vehicle Council of Australia has called for New South Wales to abandon its planned road user charge, due to start in July 2027 or when battery electric vehicle sales hit 30 per cent of new sales. Under the proposed NSW scheme, EV owners would pay 3.095 cents per kilometre and plug in hybrid drivers 2.476 cents per kilometre, resulting in EV drivers paying up to 62 per cent more for road use than petrol hybrid drivers who still pay fuel excise. The Council, citing Victoria's 2021 charge as a cautionary example, argues for a coordinated national road user charge instead of state by state levies.
Why it matters
Fragmented state level road charges create regulatory uncertainty for fleet operators and charging infrastructure investors planning multi state rollouts. A national framework would simplify compliance costs and provide clearer long term revenue signals for public and private charging network expansion.
30 September 2026
Home electricity VAT cut to zero widens EV charging cost gap to £200 per year
From 1 October 2026, the UK Government removed VAT on household electricity for six months as a cost of living measure, while public EV charging remains subject to 20% VAT. ChargeUK calculates that a typical driver using 80% home and 20% rapid charging now pays £200 less in VAT annually than a driver relying entirely on public infrastructure (80% standard, 20% rapid mix), contributing to a total annual cost difference exceeding £1,000. A coalition including ChargeUK, EVA England, EVA Cymru, the AA, Autotrader and FairCharge has written to the Prime Minister urging an end to the disparity, which affects an estimated 10 million households without off street parking.
Why it matters
The widening tax gap intensifies pressure on charge point operators and policymakers to address pricing equity, as the cost differential may slow EV adoption among the third of UK households unable to install home chargers. Procurement teams and local authorities planning public networks must factor in affordability concerns that could affect utilisation and business case assumptions.
29 September 2026
Burnham VAT cut drops home EV charging to 1.52p per mile while on-street users face 16p
Prime Minister Andy Burnham has removed the 5% VAT on electricity from 1 October, cutting home EV charging costs to as low as 1.52p per mile for drivers on tariffs such as Intelligent Octopus Go (8p per kWh overnight). Households without driveways must rely on public charging at more than ten times that rate, around 16p per mile, widening the cost gap between home and on-street charging. The policy aims to ease cost of living pressures but highlights the disparity for drivers lacking off-street parking.
Why it matters
The VAT removal sharpens the business case for workplace and destination chargers serving drivers without home access, while CPOs face pressure to justify public tariffs now an order of magnitude higher than domestic rates. Procurers and local authorities will need to address equity concerns as the policy widens the charging cost divide.
25 September 2026
VAT removal on electricity to cut home EV charging costs to 1.52p per mile from October 1
The UK government announced in July that VAT on electricity will be removed from October 1, dropping the rate from 5% to zero. EV drivers on Octopus Energy's Intelligent Octopus Go tariff, which charges 8p per kWh during night hours (11.30pm to 5.30am), currently pay the equivalent of 1.6p per mile for home charging. The VAT removal could reduce this to an estimated 1.52p per mile if suppliers pass on the savings, with the policy applying automatically to existing fixed tariffs as well as new deals.
Why it matters
Lower home charging costs may accelerate EV adoption among households with off street parking, potentially reducing demand for public charging infrastructure in residential areas. Charge point operators serving on street and destination markets will need to monitor whether the widening cost gap between home and public charging affects utilisation rates and business models.
India EV market accelerates in 2026 with PM E-DRIVE scheme and expanding charging infrastructure
India's electric vehicle market is experiencing unprecedented growth in 2026, driven by government initiatives including the PM E-DRIVE programme, declining battery costs, and domestic manufacturing capabilities. The market, historically centred on two wheelers and three wheelers, is now expanding across all vehicle categories from scooters to buses. Both the EV market and charging infrastructure market are projected to expand considerably over the next 10 years, with government subsidies broadening accessibility from individual consumers to large commercial fleets.
Why it matters
India represents one of the fastest growing EV markets globally, creating significant procurement opportunities for charging infrastructure providers as the country scales deployment beyond two and three wheelers to full vehicle categories. The combination of government support through PM E-DRIVE and expanding domestic manufacturing creates a substantial addressable market for CPOs and equipment suppliers over the next decade.
24 September 2026
EVs now nine times cheaper to run than petrol or diesel in UK as fuel prices surge
Electric vehicles cost 2.3p per mile on off-peak tariffs compared to 20.1p for petrol and 21p for diesel, according to Carbon Brief analysis of Department of Energy Security and Net Zero figures. Diesel prices have risen 38% since February to £1.96 per litre, while petrol climbed 31% to £1.72, driven by oil reaching over $100 per barrel amid Middle East tensions and attacks on Russian refineries. The cost gap makes EVs up to nine times cheaper to operate than combustion vehicles in the UK.
Why it matters
The widening cost advantage strengthens the business case for fleet electrification and workplace charging infrastructure, as operators and employers can now demonstrate dramatic fuel savings to justify capital investment. For charge point operators, the analysis provides a compelling data point to attract commercial clients evaluating total cost of ownership in procurement decisions.
Versinetic urges UK charging reforms as used EV sales jump 67% in Q2 2026
Smart charging consultancy Versinetic has called on the Government to reform electric vehicle charging policy ahead of the Autumn Budget 2026, after used battery electric vehicle sales surged 67% to 110,761 units in Q2 2026, lifting market share to 5.5% from 3.3% year on year, according to SMMT figures. The firm warns that high public charging tariffs, insufficient local infrastructure and compatibility issues with older vehicles threaten to erode the financial benefits of the booming second hand EV market. Versinetic has published six policy priorities in its report Pre-Loved EVs: Used EV Charging Infrastructure Impact, targeting policymakers, charge point operators, hardware designers and installers.
Why it matters
A 67% jump in used EV sales signals a shift from early adopters to mainstream drivers who often lack private driveways and face higher public charging costs, creating fresh demand for affordable, accessible local infrastructure. CPOs and installers must prepare for compatibility requirements across older vehicle models and pricing structures that serve budget conscious users if the second hand market is to sustain growth.
Welsh Government commits to renewed EV strategy as public sector fleet reaches 2,045 vehicles
The Welsh Government has announced a renewed EV strategy for Wales as part of its 2026 to 2030 Programme for Government, though details on timetable, funding and targets remain unpublished. Analysis by the Welsh Government Energy Service shows 2,045 electric vehicles now operate across the Welsh public sector, avoiding the purchase of around 2.4 million litres of diesel annually and delivering net energy cost savings of £1.4 million to £1.9 million per year. Cardiff based firms FleetEV and PLUG Charging have welcomed the commitment, with CEO Jarrad Morris calling for the next phase to focus on practical measures to accelerate the transition.
Why it matters
The strategy refresh signals continued policy support for EV adoption in Wales, with the public sector fleet demonstrating significant operational savings that may inform procurement decisions. CPOs and suppliers will be watching for specific targets and funding allocations that could shape charging infrastructure requirements across Welsh public and private fleets.
22 September 2026
Kenya removes 15,000 kWh monthly cap on e-mobility tariff, shifts high-volume users to Time-of-Use pricing
The Energy and Petroleum Regulatory Authority has scrapped the 15,000 kilowatt-hours monthly limit on Kenya Power's e-mobility tariff, gazetted on 18 September 2026. Charging operators exceeding the threshold now move to discounted Time-of-Use rates rather than losing preferential pricing entirely. The e-mobility tariff, introduced in 2023, charges Sh16 per kWh during normal periods and Sh8 per kWh off-peak for 240 or 415 volt supply.
Why it matters
Removing the consumption cap allows charge-point operators to scale without penalty, making larger depot or public networks more viable under Kenya's dedicated EV tariff. The shift to Time-of-Use pricing for high-volume sites offers predictable cost structures for fleet and commercial charging business cases.
Kenya scraps 15,000 kWh ceiling as EV charging demand surges 113-fold in three years
Kenya's Energy and Petroleum Regulatory Authority has rewritten EV charging tariffs after e-mobility electricity sales jumped from 13,500 kWh in July 2023 to more than 1.5 million kWh in April 2026, a 113-fold increase. The country's registered EV fleet grew 31-fold to 24,754 vehicles in 2025 from 796 in 2022, while annual consumption rose 188 per cent in 2025 to 8,433,437 kWh, generating Ksh.125.9 million in charging revenue compared with Ksh.64.8 million the previous year. A gazette notice dated 18 September 2026 removed the previous 15,000 kWh consumption ceiling as e-mobility became the fastest-growing customer category tracked by EPRA, though still representing just 0.08 per cent of Kenya's total electricity consumption.
Why it matters
The tariff rewrite signals that Kenya's EV charging infrastructure has moved from pilot scale to a measurable grid segment, requiring updated commercial frameworks as operators plan capacity to serve a fleet growing at 31 times baseline in three years. The removal of consumption caps and the 152 per cent half-year growth rate point to a market where demand forecasting and grid connection terms are being reset in real time.
21 September 2026
UK EV driver reports Octopus Energy billed afternoon charge at peak rate despite off-peak scheduling
A UK electric vehicle owner has reported that Octopus Energy scheduled a multi-hour afternoon charging session at the advertised 8p per kWh off-peak rate, but subsequently billed most of the electricity consumed during that period at the peak rate instead. The driver, posting on the r/OctopusEnergy forum, said home battery management software Predbat also detected the off-peak signal during the same window. Other users suggested the discrepancy between app scheduling and actual billing may not be an isolated case.
Why it matters
Time-of-use tariffs are a key commercial driver for EV adoption and home charging infrastructure, so billing errors that negate advertised savings undermine customer confidence in smart charging propositions. For charge point operators and energy suppliers bundling tariffs with hardware, reliable metering and billing accuracy are essential to maintaining the business case for managed charging services.
California signs six bills to streamline EV charger deployment and expand zero-emission vehicle access
Governor Gavin Newsom has signed a package of six bills (SB 969, SB 1283, AB 1820, SB 1213, SB 1267, and SB 615) aimed at accelerating California's transition to electric transportation. The legislation cuts red tape for charger deployment, supports charging access in residential areas, strengthens transparency for zero-emission truck incentives, and prioritises renewable energy storage components such as solar canopies and on-site battery storage at charging stations. Senate Majority Leader Angelique Ashby highlighted that SB 1283 will help electric vehicle infrastructure reach rural locations by streamlining renewable energy storage integration.
Why it matters
The regulatory changes reduce permitting barriers and clarify incentive structures, potentially speeding project timelines for charge point operators and developers working in California. Prioritisation of on-site renewable storage may shift procurement specifications and site design requirements for new installations.
20 September 2026
UK to charge electric vehicles 3p per mile from April 2028 under new road tax
The UK government will introduce a distance based road tax in April 2028, charging full battery electric vehicles 3p per mile and hybrids 1.5p per mile. HMRC estimates the measure will affect around 5.6 million vehicles in the 2028/29 financial year, with average EV drivers covering 10,000 miles annually facing an extra £300 charge. The eVED scheme, announced by Chancellor Rachel Reeves in 2025 and now under formal consultation, aims to replace declining fuel duty revenue as drivers shift from petrol and diesel to electric vehicles.
Why it matters
The per mile charge may influence total cost of ownership calculations for fleet operators and affect demand forecasts for public charging infrastructure, particularly on high mileage routes. Charge point operators should monitor whether the tax differential between EVs and hybrids shifts vehicle adoption patterns and usage behaviour at their sites.
18 September 2026
US EV adoption stalls despite improved charging infrastructure and vehicle choice
A road test of the 2026 Chevrolet Equinox EV on a 230 mile San Francisco to Reno route highlights how charging infrastructure and vehicle range have improved since 2020, yet US electric vehicle adoption has plateaued even as global EV uptake accelerates. The article notes dozens of full electric models now available across all segments, with the Nissan Leaf recognised as the first mass market production EV in 2009.
Why it matters
The contrast between improved charging reliability and stalled adoption signals potential demand side barriers that may affect future infrastructure investment decisions and site utilisation forecasts for charge point operators in the US market.
Supreme Court Justice calls charging infrastructure India's biggest EV adoption barrier
Justice PS Narasimha of the Supreme Court of India stated during court proceedings that lack of charging facilities remains the biggest obstacle to electric vehicle adoption in the country. He proposed installing EV charging stations within Supreme Court premises to make ownership more practical, citing a personal example where a potential buyer hesitated due to unavailable charging points. The remarks highlight the broader national challenge of expanding charging infrastructure to support India's clean mobility goals.
Why it matters
A senior judiciary figure publicly identifying charging infrastructure as the primary EV adoption barrier adds institutional weight to procurement arguments for workplace and public charging rollouts. The suggestion to install chargers at the Supreme Court could set a precedent for government and institutional sites across India, potentially opening procurement opportunities in the public sector.
17 September 2026
Estonia edition · European Union edition · India edition · UK edition · Europe edition
Estonia opts out of EU mandate for EV chargers at half of large retail car parks
Estonia will not implement the EU Energy Efficiency Directive requirement that half of parking spaces at large non-residential buildings have EV charging infrastructure from next year, omitting the provision from draft legislation sent to stakeholders on Monday. The Estonian Traders Association estimated compliance would cost companies between 500 million and 2 billion euros. The Ministry of Climate has proposed alternative requirements to the European Commission, with Prime Minister Kristen Michal previously calling the parking lot connection mandate impractical.
Why it matters
The decision removes a major near term procurement driver in Estonia and signals potential pushback from other member states facing similar cost barriers, which could reshape the timeline and scale of EU wide charging infrastructure rollout at commercial sites.
India allocates ₹2,000 crore for EV charging under ₹10,900 crore PM E-DRIVE scheme targeting 72,000 chargers
India's government has earmarked ₹2,000 crore for public EV charging infrastructure within the PM E-DRIVE scheme's total ₹10,900 crore allocation. The programme will support around 72,000 chargers, including approximately 22,100 fast chargers for four-wheelers, 48,400 for two-wheelers and three-wheelers, and 1,800 for e-buses, with subsidies varying by location and infrastructure type. Industry estimates suggest India could need 1.3 million to over 2 million public charging points by 2030, meaning the current target represents only 3.6% to 5.5% of projected demand.
Why it matters
The scheme creates immediate procurement opportunities for charge-point operators and equipment suppliers across urban, highway and commercial sites, though the scale falls well short of industry forecasts requiring 300,000 to 400,000 annual installations. CPOs and contractors will need to assess subsidy structures and site categories to position for tenders under the ₹2,000 crore infrastructure allocation.
ZEV mandate U-turn risks capital flight to Europe, warns Zest
Zest CEO Robin Heap has warned that weakening the UK's Zero Emission Vehicle mandate could drive international investors to pull funding from the country's EV charging network ahead of the government's 23 October consultation deadline. Battery electric vehicle registrations rose 27.7% year on year in August according to SMMT data, yet Heap argues that infrastructure investment requires long-term policy certainty because it must be deployed well ahead of demand. He cautioned that diluting the demand signal risks creating a cycle where consumers avoid switching without convenient charging and investors withhold capital without confidence in future uptake.
Why it matters
CPOs and infrastructure funders depend on stable regulatory frameworks to justify multi-year capital commitments, and any retreat from the ZEV mandate could redirect European and international finance away from UK projects. The warning underscores the tension between short-term political pressure and the lead times required to build charging networks at scale.
16 September 2026
India counts 52,718 public EV charging stations as roadside support and service gaps slow mass adoption
India's public EV charging network grew from 29,151 stations in December 2025 to 52,718 by July 2026, with 16,561 fast chargers for cars, according to the Ministry of Heavy Industries. The government allocated Rs. 2,000 crore under the PM E-DRIVE scheme for public charging infrastructure. ReadyAssist's Chief Marketing Officer highlighted that roadside assistance, charging reliability and trained service support remain critical gaps for EV owners, particularly outside major cities.
Why it matters
Procurement teams and charge point operators expanding into India's tier two and tier three cities must account for service infrastructure alongside hardware deployment. The rapid station rollout and government funding signal growing tender opportunities, but long term network viability will depend on integrated roadside and maintenance support that buyers are beginning to specify.
Burnham domestic VAT cut widens cost gap for nine million UK drivers without driveways
Prime Minister Andy Burnham has announced a VAT cut on domestic electricity bills from October, but the measure will not benefit the nine million UK drivers without driveways who rely on public charging at 20 per cent VAT. EVA England CEO Vicky Edmonds called for structural reform in the Government's Cost of Public Charging Review, while char.gy chief executive John Lewis said the tax cut highlights the unfairness of the current VAT system and urged equalising VAT on public charging.
Why it matters
The policy deepens the cost divide between home and public charging, potentially deterring adoption among the millions who depend on street and destination infrastructure. CPOs and local authorities face renewed pressure to deliver affordable public charging as the VAT disparity becomes more pronounced.
15 September 2026
Zest warns weakening UK ZEV mandate could stall charging infrastructure investment
EV infrastructure provider Zest has cautioned that diluting the UK's Zero Emission Vehicle Mandate risks undermining private investment in charging networks ahead of the 23 October consultation deadline. CEO Robin Heap said weakening the demand signal could create a situation where drivers will not switch without convenient charging, but infrastructure firms will not invest at scale without confidence in future demand. Zest notes that charging projects require years of planning and most contracts run for at least 15 years after commissioning, making long term policy certainty essential for investor commitment.
Why it matters
The warning highlights how policy uncertainty around the ZEV mandate directly affects the business case for long term charging infrastructure projects, potentially delaying site development and grid connection investments. For CPOs and procurement teams, weakened targets could reduce the pipeline of funded projects and slow network expansion needed to meet anticipated EV adoption.
11 September 2026
UK edition · US edition · China edition
UK to introduce per mile tax on electric vehicles from April 2028, US states may follow
The UK government will charge battery electric vehicle drivers 3 pence per mile and plug-in hybrid drivers 1.5 pence per mile starting 1 April 2028, with the Office for Budget Responsibility estimating an annual bill of £255 (around $348) for drivers covering 8,500 miles. Drivers will report odometer readings when renewing vehicle excise duty, paying upfront or in instalments, with rates rising with inflation from 2029. US states are exploring similar mileage based taxation as EV adoption reduces fuel duty revenues.
Why it matters
The policy signals a shift in total cost of ownership for fleet operators and charge point hosts, potentially dampening EV uptake rates that underpin infrastructure investment cases. Procurement teams must factor rising operating costs into business models, while CPOs may see demand patterns change if drivers reduce mileage to avoid per mile charges.
China targets 70% EV share of passenger sales by 2030 as penetration reaches 65.2%
China has set a goal for EVs to account for 70% of new passenger car sales and 40% of commercial vehicle sales by 2030, according to the Ministry of Industry and Information Technology's 15th Five Year Plan for the Development of the Intelligent Connected New Energy Vehicle Industry. The target comes as the China Passenger Car Association reports record EV penetration of 65.2% in the passenger segment, with commercial EV sales rising 56.6% year on year to 103,000 units in August 2026.
Why it matters
The modest increase from 65% to 70% passenger EV penetration by 2030 signals continued but slowing growth in the world's largest EV market, shaping infrastructure planning for charge point operators. Rising commercial EV adoption, up 56.6% year on year, points to growing demand for depot and destination charging solutions across logistics and fleet sectors.
10 September 2026
GM CEO says EVs remain endgame but blames shifting US regulations and charging gaps for slow adoption
General Motors CEO Mary Barra reaffirmed battery electric vehicles as the company's long term goal but cited changing US regulations, charging infrastructure problems and consumer concerns as barriers to faster uptake. She noted that earlier policies aimed for EVs to reach up to half of total vehicle sales by 2030, but recent policy shifts have slowed momentum compared to Europe and China, where stricter emission rules and complementary policies have driven more robust charging networks. In the US, federal infrastructure funding has been allocated to expand charging, yet permitting requirements and administrative hurdles have made charger installation difficult and time consuming, though the total count of available charging stations continues to grow each quarter.
Why it matters
The remarks underscore how regulatory uncertainty and permitting delays directly affect the pace at which CPOs and contractors can deploy new charging infrastructure in the United States. For procurement teams and site developers, the contrast with Europe and China highlights the need to navigate uneven policy frameworks and administrative bottlenecks that slow project timelines.
Telangana rises from 25th to first in India EV readiness ranking as Delhi falls to 17th
Telangana topped the HERE and SBD EV Index 2026, climbing from 25th place in 2025, while Delhi dropped from fourth to 17th, according to a survey assessing 34 Indian states and union territories. The index scores regions on four equally weighted measures: public chargers relative to road length, average charger power, EV share of the vehicle fleet, and the ratio of EVs to public charging infrastructure, with each measure worth up to 25 points. India added more than 31,500 public charging points since the previous index, representing more than a fourfold increase.
Why it matters
The ranking highlights which Indian states are building charging infrastructure at pace and signals where CPOs may find supportive policy environments or face stiffer competition. Delhi's sharp fall suggests procurement teams should reassess regional deployment priorities as smaller states accelerate network rollout.
8 September 2026
Seventh annual Southeast transport electrification report tracks manufacturing, sales and charging deployment across six states
The Southern Alliance for Clean Energy and Atlas Public Policy have published their 2026 Transportation Electrification in the Southeast Report, covering Alabama, Florida, Georgia, North Carolina, South Carolina and Tennessee. The study examines six market indicators: manufacturing investment, jobs, EV sales, charging station deployment, utility investments and public funding. A webinar on the findings is scheduled for 10 September at 11 AM ET.
Why it matters
The report provides procurement teams and charge point operators with regional data on charging infrastructure rollout and utility investment patterns across a six state area. Tracking deployment trends and public funding flows helps CPOs identify market opportunities and competitive dynamics in the Southeast.
6 September 2026
Ho Chi Minh City delays low-emission zone rollout by 6 months
Vietnam's most populous city has postponed the introduction of a low-emission zone that restricts gasoline-powered vehicles, pushing back the implementation by 6 months. The initial phase will cover a limited downtown area and apply only to buses and garbage trucks, giving residents and businesses additional time to prepare for the new regulation.
Why it matters
The delay signals slower than expected fleet electrification timelines in Southeast Asia's major urban centres, potentially affecting procurement schedules for electric buses and municipal vehicles. CPOs and fleet operators targeting Vietnam's commercial transport sector gain a longer runway to deploy charging infrastructure ahead of enforcement.
3 September 2026
BEVs took 30% of UK car market in August, yet government weighs softening 2030 targets
Battery electric vehicles captured 30% of UK new car sales in August, up from 23% a year earlier, making BEVs the single most popular powertrain ahead of hybrids at 29% and petrol at 22%. Sales are running ahead of the pace needed to meet the current 80% EV target by 2030, with 2025 year to date figures already meeting 2026 targets, yet the UK government is considering softening those mandates despite the strong performance.
Why it matters
The disconnect between robust EV uptake and potential policy retreat creates uncertainty for charging infrastructure investors and operators planning network expansion to support the 2030 trajectory. Any weakening of sales targets could slow the business case for large scale charging deployments, even as current demand signals justify continued rollout.
1 September 2026
Queensland scraps electric bus mandate, launches 630 bus mixed fleet procurement
Queensland's Liberal National Party government has abandoned the previous Labor administration's zero emission bus commitment, replacing it with a 'Better Bus Build' programme to procure up to 630 new buses without specifying electric, gas or diesel requirements. The first vehicles are expected from the 2027 to 2028 financial year. Transport Minister Brent Mickelberg criticised the former policy, which had mandated all new TransLink funded buses in South East Queensland be zero emission from 2025 and regional Queensland from 2025 to 2030, calling it a fanciful pipedream.
Why it matters
The policy reversal removes a major electric bus procurement pipeline in Australia, creating uncertainty for charging infrastructure planners and vehicle suppliers who had anticipated hundreds of zero emission buses entering service. Contractors and CPOs targeting depot charging projects in Queensland now face an unclear technology mix and delayed timelines.
28 August 2026
South Africa targets global e-mobility leadership through local manufacturing and mineral beneficiation
Deputy Minister Dr Nomalungelo Gina told the 2026 uYilo e-Mobility Summit at Nelson Mandela University that South Africa is positioning itself as a leading player in global e-mobility and battery value chains. The government is focusing on local manufacturing, mineral beneficiation, skills development and job creation, leveraging the country's mineral resources, research capability and industrial base to capture value from the electric mobility transition.
Why it matters
South Africa's push to build domestic battery and e-mobility manufacturing capacity could create new regional supply chains for charging infrastructure and EV components. For procurement teams and CPOs, a strengthened South African industrial base may offer alternative sourcing options and local content opportunities in African markets.
27 August 2026
Tanzania develops e-mobility framework to cut oil imports and boost EV adoption
Tanzania is advancing an electric mobility framework aimed at reducing dependence on imported petroleum products amid rising global crude oil and diesel prices driven by Middle East conflicts. The initiative focuses on two and three wheelers as cleaner, more affordable alternatives to internal combustion engine vehicles, with potential benefits including reduced air pollution, lower fuel and maintenance costs, and new business opportunities in vehicle assembly, maintenance, charging infrastructure and battery services. The shift supports Tanzania's climate commitments while addressing exposure to global energy shocks.
Why it matters
The framework signals emerging procurement opportunities in charging infrastructure, battery services and EV maintenance across Tanzania's two and three wheeler segments. Local businesses entering vehicle assembly and charging network deployment may seek partners as the country builds out its e-mobility ecosystem.