You won't find a multibillion-dollar headline or glitzy product introduction news in this newsletter—and that's a good, healthy thing. The EV sector's various players are adjusting to the post-incentives phase of their journeys and we're focused here on what their blocking and tackling looks like. Among other things, it means more powerful charging, the rollout of solid-state batteries, and a stronger and smarter grid. Our bet: It won't be long until we can say the industry has definitively moved past today's transition period.

—Geert De Lombaerde