Honda R&D and Taisei developed foundational magnetic-field-coupling wireless charging road technology for EVs in motion, with Honda leading since 2021.
Impact on assets 5
Electrification & Mobility▲ · 3 stocks
7267
▲ PositiveTechnologyrelevance
6902
Mentioned
7203
Mentioned
Artificial Intelligence▲ · 1 stocks
1801
▲ PositiveTechnologyrelevance
Taisei and subsidiary Taisei Rotec co-developed the in-motion wireless power road system and will run expressway demonstrations from fiscal 2027.
Climate Adaptation & Water▲ · 1 stocks
1802
Mentioned
Theme Impact 1
Off-coverage companies 3
Honda R&DPrivate▲ Positive
Technologyrelevance
Honda R&D is a named developer of the wireless in-motion charging technology and will take part in the Tateyama Expressway demonstrations.
Taisei RotecPrivate▲ Positive
Technologyrelevance
Taisei Rotec, handling road and paving work, is a named participant in developing the wireless power supply road system.
NEXCO East Japan (East Nippon Expressway Co., Ltd.)Private± Mixed
relevance
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Switzerland EV Market Forecast to Reach US$592.1 Million by 2030 at 6.6% CAGR
Switzerland's electric vehicle market is forecast to grow 6.9% annually to reach US$458.7 million in 2026 and approximately US$592.1 million by 2030, a 6.6% CAGR from 2026 to 2030, according to a new Databook Q2 2026 Update report added to ResearchAndMarkets.com. The market is projected to rise from US$429.0 million in 2025, following a 6.5% CAGR during 2021-2025. Federal Roads Office data cited by Swisscharge indicates fully electric passenger cars continued to gain market share in 2025, while plug-in vehicles overtook petrol cars during Q3 2025, with Volkswagen, Skoda, BMW, Tesla, Hyundai, Kia, Renault, Mercedes-Benz and Volvo expanding their electric portfolios. Charging infrastructure is becoming a competitive priority, illustrated by the Porsche Charging Lounge in Signy-Avenex near the A1 between Lausanne and Geneva, developed with GOFAST, while ASTRA launched a 2026 tender for fast-charging infrastructure serving electric heavy goods vehicles along national roads. Competition is shifting toward total cost of ownership, with Volkswagen Group's planned lower-priced EVs and BMW's Neue Klasse rollout expected to intensify competition over the next 2-4 years, and growing used EV supply reducing upfront cost barriers.
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Electrification & Mobility › Passenger EV OEMs (BEV / PHEV) ▲Demand
Electrification & Mobility › Western / Legacy & Pure-play OEMs ▲Demand
Electrification & Mobility › Charging Infrastructure & Networks ▲Demand
▲
Daimler Truck Urges Europe to Scale Electric Truck Infrastructure
Daimler Truck laid out what it says Europe needs to move battery-electric and hydrogen trucks from early adopters into mainstream fleets, including public megawatt chargers, truck-ready hydrogen stations and road tolls that reward zero-emission vehicles, with CEO Karin Rådström making the case at the company's Media Night in Hanover, Germany, ahead of IAA Transportation 2026. Mercedes-Benz Trucks held about 38% of Europe's market for locally CO2-free medium- and heavy-duty trucks in the first half of 2026, and customers have driven the eActros 600 more than 160 million kilometers since series production began at the end of 2024. Heavy-duty battery-electric trucks took 2% of Europe's market in 2025, and Daimler Truck estimates about 35% of new trucks would need to run on batteries or hydrogen by 2030 to meet EU CO2 targets. Europe has fewer than 2,000 public truck charge points today, most of them standard CCS chargers, and Rådström said it needs 35,000 megawatt charging points by 2030, along with 1,000 hydrogen stations, up from around 187 today, most of which supply only 350 bar. On cost, she pointed to CO2-based road tolls, saying the toll difference between a diesel truck and an electric truck in Germany comes out to about 33 to 35 cents per kilometer, but only 13 of the EU's 27 member states have adopted CO2-based tolls. Dachser chief development officer Stefan Hohm said the German logistics provider has 25 emission-free delivery areas in Europe and more than 200 battery-electric trucks on the road, including more than 160 Mercedes-Benz Actros models, out of a fleet of more than 15,000, and called grid access and capacity the main pain point. The eActros Lowliner opened for orders Sept. 15, with series production at the Mercedes-Benz plant in Wörth, Germany, set for the second quarter of 2027, and a small series of 100 Mercedes-Benz NextGenH2 fuel-cell trucks enters customer operations from the end of 2026 with Dachser as the first customer. Daimler Truck is asking the EU for an early review of its heavy-duty CO2 regulation, whose 2030 target calls for a 43% cut in CO2 emissions from new heavy-duty vehicles compared with 2019, and puts the cost of falling short at about €120 million in penalties for each percentage point Mercedes-Benz Trucks misses.
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Electrification & Mobility › Commercial & Heavy-Duty Electric Vehicles ▲Regulation
Electrification & Mobility › Western / Legacy & Pure-play OEMs ▲Regulation
Electrification & Mobility › Charging Infrastructure & Networks ▲Regulation
Energy Transition & Power Demand › Hydrogen & Fuel Cells ▲Regulation
DTG.XETRA · Regulation · Positive Daimler Truck is pushing EU policymakers for public megawatt chargers, hydrogen stations and CO2-based road tolls that would boost adoption of its electric trucks.
Dachser SE · Demand · Neutral Dachser is cited as already running 200+ battery-electric trucks and 25 emission-free delivery areas, but only as a customer example, not a company-specific development.
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EV Charging Station Market Forecast to Reach US$33.28 Trillion by 2050
The global electric vehicle charging station market is expected to grow from US$ 63.92 billion in 2025 to US$ 33.28 trillion by 2050, according to a Research and Markets report published on GlobeNewswire. The expansion is driven by rapid EV adoption and infrastructure investment, with public authorities, automakers and private investors prioritizing accessible charging networks. Consolidation is underway as energy companies acquire Charge Point Operators to extend geographic reach and infrastructure control, while AI-driven network management and ultra-fast public charging investment aim to improve efficiency. Asia-Pacific, and particularly China, leads with policy support and extensive network development. Separately, Tesla secured credit facilities totaling $30 billion for general corporate purposes on September 29, 2026, and closed at $354.11, down 0.2%.
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Electrification & Mobility › Charging Infrastructure & Networks ▲Capital
TSLA · Capital · Neutral Tesla secured $30 billion in credit facilities for general corporate purposes, a financing event, but it is separate from the EV charging market forecast.
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ATP30 adjusts bus routes to cope with flooding, presses ahead with first commercial EV charging station this October
ATP30 Public Company Limited, or ATP30, a provider of employee shuttle services in the industrial estates of eastern and central Thailand, said it has adjusted its route plans and fleet management to maintain continuity of service to customers after flooding forced the temporary closure of some routes in Prachin Buri and Rayong provinces, which fall within its service areas. The company assessed the impact as short-term only and said it would not significantly affect overall operations, noting it can switch from electric buses to diesel buses on routes limited by water levels. Chief Executive Officer Piya Techakul said the company continues to prioritise risk management alongside creating business opportunities. In addition, on 18 September 2026, an extraordinary shareholders' meeting approved an expansion of the company's business objectives to formally accommodate the sale of electricity from its commercial Solar Roof & Smart Charger charging stations, building on the infrastructure the company has invested in and uses to support ATP30's own EV fleet. The company plans to open its first commercial charging service in Nakhon Nayok province in October 2026, with a power output of 120 kilowatts across two chargers, before expanding charging stations to other potential areas such as Saraburi, Lopburi, Chonburi and Rayong provinces within 2027, in order to improve asset utilisation and create opportunities for additional revenue.
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Electrification & Mobility › Charging Infrastructure & Networks ▲Supply
Electrification & Mobility › Commercial & Heavy-Duty Electric Vehicles ▲Supply
ATP30.BK · Demand · Positive Shareholders approved expanding business objectives to sell electricity from commercial Solar Roof & Smart Charger stations, with first commercial charging service opening October 2026 to create additional revenue.
ATP30.BK · Supply · Neutral Flooding forced temporary closure of some routes in Prachin Buri and Rayong, though ATP30 says impact is short-term and it can switch to diesel buses.
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XPENG Delivers 41,256 Vehicles in September, 118,390 in Third Quarter
XPENG delivered 41,256 vehicles in September 2026, a 5% increase over the prior month, with monthly deliveries of the XPENG L03 exceeding 10,000 units. For the third quarter of 2026, the company delivered a total of 118,390 vehicles, marking a 15% increase over the previous quarter. On September 17, 2026, XPENG officially launched the G9L, a premium flagship SUV featuring its latest technologies, in China, with a global launch set for Paris, France, in October. On September 22, 2026, XPENG began rolling out XOS 6.3.0 in China, powered by the latest version of its VLA 2.0 model. As of September 30, 2026, XPENG's self-operated charging network in China covered more than 430 cities and comprised over 4,000 stations, including more than 3,510 ultra-fast charging stations, with over 22,200 charging piles in total, and on September 15, XPENG opened its first-ever X-Energy megawatt ultra-fast charging station in Hong Kong.
About megatrends
Electrification & Mobility › Charging Infrastructure & Networks ▲Demand
Electrification & Mobility › Passenger EV OEMs (BEV / PHEV) ▲Demand
Electrification & Mobility › China NEV Leaders ▲Demand
Robotics & Physical AI › Autonomous Vehicles & Robotaxi Demand
9868.HK · Demand · Positive XPENG delivered 41,256 vehicles in September and 118,390 in Q3, with L03 monthly deliveries exceeding 10,000 units.
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IONNA Tops JD Power EV Charging Study as Network Passes 180 Sites
IONNA, the charging network founded by eight of the world's leading automakers, announced it has surpassed more than 180 live charging sites nationwide, more than doubling the size of the network since the beginning of 2026. The growth comes alongside a first-place ranking among DC Fast Chargers in the JD Power 2026 U.S. Electric Vehicle Experience Public Charging Study, earned in IONNA's very first year of eligibility, and the company says it is the largest 400kW charging network in the US. Since announcing its strategic partnership with Circle K earlier this year, IONNA has brought 40 Circle K charging locations online, doubling usage at those locations following upgrades to IONNA operations. Supported partner apps have grown to 19 with new integrations across Presto, ChargeHub and EV Connect, while Plug & Charge is newly enabled for Volvo drivers and Toyota and Lexus support is anticipated in October; Hyundai and Mercedes-Benz have joined BMW and GM in offering charging discounts through their apps and Plug & Charge. IONNA also founded a Driver Advisory Council co-captained by Kyle Conner of Out of Spec and Tom Moloughney of State of Charge, whose first priority will be gathering feedback on the newly launched Driver's Dashboard. "The industry has treated charging scale and charging quality as a tradeoff," said Seth Cutler, CEO of IONNA. "Our growth and first-place customer satisfaction ranking show that drivers can and should expect both."
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Electrification & Mobility › Charging Infrastructure & Networks ▲Supply
IONNA LLC · Demand · Positive IONNA surpassed 180 live charging sites, doubled its network since early 2026, and ranked first among DC Fast Chargers in the JD Power study.
0HTP.LSE · Demand · Positive Plug & Charge is newly enabled for Volvo drivers on IONNA's growing network, improving the charging experience for Volvo EVs.
7203.JP · Demand · Positive Toyota and Lexus Plug & Charge support is anticipated in October on IONNA's expanding network, improving charging for Toyota EVs.
Alimentation Couche-Tard Inc · Demand · Positive IONNA's Circle K partnership brought 40 Circle K charging locations online, doubling usage at those locations.
005380.KO · Demand · Positive IONNA, co-founded by Hyundai, surpassed 180 charging sites and ranked first in JD Power; Hyundai also offers charging discounts and Plug & Charge through its app.
BMW.XETRA · Demand · Positive BMW is a founding IONNA automaker and offers charging discounts through its app, benefiting from the network's expansion.