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How Volkswagen’s diesel scandal may change the EV charging landscape
As part of its settlement with federal and state regulators over its diesel emissions cheating scandal, Volkswagen has agreed to invest $2 billion in charging infrastructure over the next 10 years. The money is supposed to come in chunks of $500 million every 30 months. Volkswagen is largely free to decide how and where to spend the money, but a good portion of it will be spent in California, the state with the highest concentration of electric cars.
According to Automotive News, the money may be used for EV charging stations and hydrogen fuel stations, brand neutral ad campaigns to boost awareness of EVs, or zero emission car sharing and ride hailing programs. Some see this as the answer to the chicken or egg dilemma that has plagued electric car sales for the past 6 years. People don’t want to buy a car that can’t be recharged conveniently and companies don’t want to invest in charging infrastructure if there aren’t enough electric cars in use to justify the cost.
Nissan has applauded the deal, saying the money VW invests could provide “much needed” funding to EV infrastructure. It urges VW and regulators to put a priority on installing DC fast chargers. $1 billion would be enough to pay for the purchase and installation of 10,000 of those, according to the Rocky Mountain Institute. Nissan also said the projects should be coordinated at a national level to avoid a “patchwork” of initiatives steered by individual states or cities.
Last week, the Obama administration announced a plan to expand the EV charging infrastructure in the US that would create charging corridors on 48 interstate highways spanning nearly 25,000 miles in 35 states. At a minimum, there would be one charging station every 50 miles along major routes. The proposal would require an alliance of states, utilities, charging companies, and automakers. General Motors, BMW, and Nissan have agreed to cooperate to bring the plan to fruition.
“This could be a very big moment in time where we see a shift from internal combustion engine vehicles to electric vehicles,” said Roland Hwang, transportation director at the Natural Resources Defense Council (NRDC). “This could actually be a real game changer.”
When there are two billion dollars on the table, everyone will be anxious to grab a piece of the pie for themselves. Volkswagen is not being entirely altruistic by agreeing to do this. Yes, its investment may benefit its competitors but it will also help Volkswagen sell its own electric cars in America. The company is in the midst of a major pivot away from diesel powered cars to electrics. The money it pays out to settle emissions cheating claims could ultimately work to its advantage.
ChargePoint, the largest private charging network in America, is one of those not pleased with the terms of the deal. It says pumping all that money into charging infrastructure “threatens to destroy the competitive market for ZEV infrastructure” and could create a monopoly for VW. Two Republican lawmakers raised similar concerns in a letter to the EPA last week.
NRDC’s Hwang agrees that the settlement money must be used appropriately. “It’s going to be incumbent upon both the Air Resources Board and the EPA to ensure that VW is investing their money wisely in a way which benefits the entire electric vehicle market and not somehow tuned to assist VW’s business plan.” Expect some wrangling over who gets what to continue.
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LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
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Tesla receives approval for FSD Supervised tests in Sweden
Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden in a press release.
Tesla has received regulatory approval to begin tests of its Full Self-Driving Supervised system on public roads in Sweden, a notable step in the company’s efforts to secure FSD approval for the wider European market.
FSD Supervised testing in Sweden
Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden following cooperation with national authorities and local municipalities. The approval covers the Swedish Transport Administration’s entire road network, as well as urban and highways in the Municipality of Nacka.
Tesla shared some insights into its recent FSD approvals in a press release. “The approval shows that cooperation between authorities, municipalities and businesses enables technological leaps and Nacka Municipality is the first to become part of the transport system of the future. The fact that the driving of the future is also being tested on Swedish roads is an important step in the development towards autonomy in real everyday traffic,” the company noted.
With approval secured for FSD tests, Tesla can now evaluate the system’s performance in diverse environments, including dense urban areas and high-speed roadways across Sweden, as noted in a report from Allt Om Elbil. Tesla highlighted that the continued development of advanced driver assistance systems is expected to pave the way for improved traffic safety, increased accessibility, and lower emissions, particularly in populated city centers.
Tesla FSD Supervised Europe rollout
FSD Supervised is already available to drivers in several global markets, including Australia, Canada, China, Mexico, New Zealand, and the United States. The system is capable of handling city and highway driving tasks such as steering, acceleration, braking, and lane changes, though it still requires drivers to supervise the vehicle’s operations.
Tesla has stated that FSD Supervised has accumulated extensive driving data from its existing markets. In Europe, however, deployment remains subject to regulatory approval, with Tesla currently awaiting clearance from relevant authorities.
The company reiterated that it expects to start rolling out FSD Supervised to European customers in early 2026, pending approvals. It would then be unsurprising if the company secures approvals for FSD tests in other European territories in the coming months.
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Tesla owners in Sweden get direct attention from pro-union groups
As part of their efforts, the group has started distributing informational leaflets to Tesla vehicles across Stockholm, urging them to pressure the electric vehicle maker to sign a collective agreement.
Amid Tesla Sweden’s ongoing conflict with trade union IF Metall, a group of pro-union supporters has begun directing their attention to actual Tesla owners.
As part of their efforts, the group has started distributing informational leaflets to Tesla vehicles across Stockholm, urging them to pressure the electric vehicle maker to sign a collective agreement.
Leaflets on parked Tesla vehicles
As noted in a Dagens Arbete (DA) report, participants of the protest place yellow information slips on parked Tesla vehicles across parts of Stockholm. The slips resemble parking notices that contain information related to the unions’ ongoing strike against Tesla Sweden.
Participants involved in the activity said the leaflets were intended to inform consumers rather than target individual owners. The action was carried out in public areas, with leaflets placed on windshields of parked vehicles. When vehicle owners are present, organizers said they provide verbal explanations of the labor dispute.
Tesla has not commented publicly about the matter as of writing.
Recurring demonstrations against Tesla
The leaflet distribution effort follows weekly demonstrations that have taken place outside Tesla’s workshop and office in Upplands Väsby, where protesters typically gather to express support for a collective agreement. Those demonstrations have included informational outreach to customers and workers and, at times, police presence, according to prior reporting.
In a comment, one of the protesters stated that even Tesla owners must be concerned about the unions’ conflict with the electric vehicle maker. “You may think it doesn’t concern you, as you only drive a car. But it does, as we all have a responsibility for the rules in Sweden.
“We are not looking to hunt down individual Tesla owners. Rather, this is a way to spread opinion and increase pressure on Tesla. It should have some impact if several Tesla owners come in and say that you should sign a collective agreement,” one of the protesters stated.
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Tesla receives approval for FSD Supervised tests in Sweden
