Moff’s Monthly: Insights into the UK and German EV Markets – February 2025

Welcome to the latest edition of Moff’s Monthly, where I break down the biggest trends shaping the UK and German EV charging landscape. February has already brought fresh developments in sales trends, policy shifts, and CPO investment strategies. Here’s what you need to know this month:

UK’s EV Market Slows Despite Infrastructure Expansion

The UK’s EV market saw a 2.1% year-on-year increase in new electric vehicle registrations in January 2025—significantly lower than the 21% growth rate seen throughout 2024. While the number of EVs on UK roads continues to rise, growth is slowing due to persistent concerns over charging accessibility, high electricity costs, and uncertainty over long-term government incentives.

On the infrastructure front, investment in high-power charging hubs is helping ease range anxiety. The government-backed Rapid Charging Fund has accelerated motorway charging installations, with GRIDSERVE and Osprey Charging leading the rollout of new ultra-rapid hubs. Despite this, charging reliability remains a top issue for fleet operators and private consumers alike.

Source: SMMT (Society of Motor Manufacturers and Traders), February 2025 report on UK EV sales.

Germany’s EV Sales Rebound Following Fleet Demand Surge

After months of sluggish sales due to the end of government subsidies in 2023, Germany’s EV market rebounded in January 2025 with a 14% rise in battery electric vehicle (BEV) registrations compared to the previous month. This surge has been driven largely by fleet operators and company car purchases, as corporate incentives remain strong.

Private consumer demand, however, is still muted. The lack of direct purchase incentives has made EVs less attractive for individuals, leading to a growing divide between commercial and private adoption rates.

Source: KBA (Kraftfahrt-Bundesamt), February 2025 vehicle registration data.

CPO Investment in High-Speed Charging: UK vs. Germany

Charge point operators (CPOs) are ramping up investment in ultra-fast charging infrastructure across the UK and Germany, but with different approaches:

• Germany: 18% increase in ultra-fast chargers (150kW+) installed in January alone, supported by Bundesnetzagentur’s push for public-private partnerships.
• UK: Expansion led by GRIDSERVE’s motorway charging upgrades and Osprey Charging’s rollout of high-power charging stations in urban areas.

Both markets are prioritising high-speed charging accessibility to support the growing number of EVs, but challenges remain regarding grid capacity constraints and uneven charger distribution.

Sources:?Bundesnetzagentur (Germany’s Federal Network Agency) and Dodona (the UK EV charging database), February 2025.

New Policy Moves: UK ZEV Mandate Enforcement & Germany’s Charging Expansion Fund

Governments in both the UK and Germany are taking bold policy steps to accelerate EV adoption and infrastructure growth:

• UK: The government has begun enforcing the Zero Emission Vehicle (ZEV) mandate, which requires 22% of all new cars sold in 2025 to be electric. Manufacturers failing to meet this quota will face fines of ￡15,000 per non-compliant vehicle. This has already led to aggressive pricing strategies from major automakers.
• Germany: The Federal Ministry for Digital and Transport (BMDV) has allocated €1.8 billion for rural charging infrastructure expansion, targeting areas underserved by existing networks. This funding is expected to add over 50,000 new public chargers by the end of 2026.

Sources: UK Department for Transport (DfT) & German Federal Ministry for Digital and Transport (BMDV), February 2025.

Personal Insights & EV Charging Opportunities (Dodona Integration)

One of the biggest challenges in EV infrastructure development is finding high-potential charging locations. Recently, I posted on LinkedIn about an EV charging opportunity in a prime UK location:

“Exciting EV Charging Opportunity in the UK

Located in a prime area with 30,000 daily traffic flows, next to a well-established chain, offering high utilisation potential.

Keen to speak with anyone who’s looking to expand their EV network.”

This post gained 10,000+ impressions and over 20 leads, highlighting the demand for data-driven site selection insights.

Dodona Analytics provides this exact type of analysis.?With our platform, businesses?can generate thousands of high-traffic charging site locations within minutes,?helping CPOs, investors, and fleet operators?identify the most profitable expansion opportunities.

Final Thoughts: The Road Ahead

The UK and Germany are approaching EV adoption from different angles—with the UK enforcing stricter sales mandates while Germany focuses on expanding charging infrastructure. However, both markets share common challenges:

? The UK must address private consumer hesitation, ensuring home and public charging access improves.

? Germany needs to reignite private EV demand, potentially through new incentives or tax benefits.

With?rapid shifts?in policy, infrastructure, and consumer behaviour, 2025 is shaping up to be a defining year for?the EV market's growth in Europe.

Stay tuned for next month’s insights, where I’ll track new policy developments, infrastructure trends, and investment shifts across the UK and German EV sectors.

Best,

Moff