松野博 Hiroshi Matsuno

Xpeng GX

EV charging infrastructure is usually identified as the key obstruction to high EV adoption. There’s some truth in that, but it’s also heavily mixed with ignorance, outdated assumptions and outright disinformation. The reality is far more nuanced. Norway, the country now sitting at ~99% EV sales and roughly 40% EV fleet penetration, ranks lower than many expect not because infrastructure failed, but because EV adoption exploded so hard that charger utilisation became extremely high. Home charging also absorbed much of the demand. The Netherlands took the opposite approach and massively overbuilt public charging early due to dense cities and apartment living. Then there’s China. Maintaining roughly 1 public charger for every 8–9 EVs at 40+ million NEVs is infrastructure deployment at an almost incomprehensible scale. This isn’t simply about EV adoption anymore. We’re watching entire transport and energy systems being rebuilt underneath the old world in real time.