I recently visited a fast-charging hub in Paris.
It reminded me of a discussion I had almost 10 years ago with ENGIE about fast charging for fleets in Germany.
The idea was right then.
We were just too early.
The vehicles were not there yet.
The operating model was not there yet.
Now both are starting to come together.
That is why I think urban fast charging matters much more than most people still assume.
For years, the debate was framed as if charging had only two answers:
home charging
motorway charging
But that ignores a big part of reality:
fleets without depot charging
urban professionals
delivery operators
vehicles that need energy during the working day, not just overnight
That is why projects like E-lutetia matter. They currently do this with passenger cars of Stellantis, Volkswagen and Tesla, but they claim they have other brands and types in their plans.
They point to a different logic: charging as part of an urban operating model.
And that is also why I am becoming more doubtful about the long-term merit of battery swap eg of NIO in many professional urban use cases.
Not because swap is impossible.
But because if fast charging becomes fast enough, reliable enough, and urban enough, the case for swap gets much weaker.
Today, the vehicles are finally here.
And in many use cases, the combination of the right vehicles and the right charging model is what makes BEVs commercially viable.
So who is actually building the urban charging layer for professional mobility?
And if urban fast charging becomes real, does battery swap still solve a major problem - or a shrinking one?