Heat Pumps, Fast Charging & Energy Supply Shifts
Heating, transport, and energy supply are all shifting at speed. From heat pumps overtaking gas in Germany to ultra-fast EV charging, changing gas flows in Europe, grid transformation in Denmark, and growing mineral dependencies tied to AI, these stories highlight how electrification and supply chains are reshaping the system.
🔥 Heat Pumps Overtake Gas Boilers in Germany
For the first time, heat pumps outsold gas boilers in Germany in 2025. They made up 48% of new heating systems, while gas dropped to 39%. A decade ago, heat pumps held just 7% market share, marking a rapid shift toward electrified heating.
⚡Ultra-Fast EV Charging Expands to Europe
BYD has launched its flash charging technology in Europe, capable of charging EVs from 10% to 97% in around 9 minutes. With peak charging above 1 MW, supported by on-site storage, the rollout builds on thousands of existing stations in China and signals intensifying global EV competition.
🛢️ EU Gas Imports Shift Amid Global Tensions
The EU has increased purchases of Russian LNG, with imports rising 17% amid disruptions linked to Middle East tensions. Around 5 million tonnes were imported, highlighting how geopolitical events continue to reshape energy trade flows.
🌍 Denmark’s Grid Has Been Transformed
Denmark has shifted from roughly 15% to 92% renewable electricity in 25 years, effectively replacing its fossil-based system. Wind has led the transition, supported by solar growth, interconnection, and grid flexibility—demonstrating a full-scale system transformation.
🖥️ AI Boom Exposes Critical Mineral Dependence
The rapid expansion of AI data centres is increasing demand for critical minerals used in semiconductors. The U.S. is fully import-dependent on several key materials, including gallium and rare metals, highlighting supply chain vulnerabilities at the core of the digital economy.