E-Mobility | Matthias Speicher

Current work

Product and market strategy in the charging market, focus on electric trucks and commercial vehicles. Current mandate at DRIV-E (driv-e.ch). Independent analyses of the charging market: trust, friction, pricing.

Charging-market thinking

18 June 2026It takes storageThe grid connection just about covers one e-truck. For five it doesn't, and fixed charging infrastructure is too expensive. I have to stay on diesel. 🛢️10 June 2026E-Motion day"I didn't sleep that night," Samuel said, when I asked him on the panel about his first run in an e-truck. Today he smiles about it.4 June 2026Look around you🚛 Read about e-trucks on LinkedIn and it's all range, megawatt charging, long-haul. But look out the window.1 June 2026A nice location⚡ Beautiful charging park. The power output checks out too. Now just pull in enough 🚚 trucks, because that is what fills it. But nobody shows up.27 May 2026Depot to revenueEnergy is just an invoice at the end of the month. With diesel, that was right. With electricity, it's a missed opportunity.20 May 2026Don't be scaredElectrifying heavy-duty transport has surprisingly little to do with electricity. We can deliver it, store it, charge with it and drive on it. But then it really starts...14 May 2026Drill, baby, drillIn Switzerland, no logistics operator drills for oil in their own yard. And nobody builds a little refinery next to the truck garage. Yet that's exactly what independence would look like.12 May 2026More than energyLinkedIn bubbles are a strange thing. Mine keeps explaining how easy the switch to electric trucks is. And then publicly wonders why so few are actually doing it.21 April 2026Energy is changingEnergy has always been a cost factor in trucking, especially diesel. A cost you endure, not a core competence you build. That's changing right now...14 April 2026Time to moveImagine you have been hauling freight since the nineties. Diesel in your blood, every route memorised.11 April 2026A painful lessonThose logistics operators again, why don't they just switch to electric trucks, still not getting it?8 April 2026Listen. Learn. Help.The logistics operator wants to drive, not study energy economics. He wants reliability at a price he knows, not infrastructure he doesn't understand.6 April 2026Safe harbourFor some logistics operators, the depot is the first stop on a long journey. For others, it is the safe harbour that keeps the entire operation running.3 April 2026Charging sounds simpleCharging sounds simple. Plug in, wait, drive off. Until you talk to logistics operators. Then a few kilowatts suddenly become a question of survival.30 March 2026Built for the wrong trucksThere are logistics companies the market builds electrification solutions for. And then there are the others. Mike Ritter calls them the "wild" ones. What he told me changed how I see this market.29 March 2026Who winsThere are charging operators who build for their own requirements. And those who build for the needs of their customers. One of them will win.28 March 2026Not invented chargingThe charging industry didn't invent charging. It electrified refuelling by simply swapping petrol for electricity.27 March 2026Wrong Problem, fasterBYD's newest tech can charge an EV to 97 percent in under 10 minutes. The reaction almost everywhere is excitement. Mine is rather mixed. I think we're solving the wrong problem, just faster.26 March 2026Hammer and NailsEvery charging location looks like a nail when you only have a hammer in your toolkit.24 March 2026Not about roofs"The best charging experience is one you don't notice." It sounds like I have very low standards. 👀 The opposite is true. 💥23 March 2026What about vansDenmark just told us something important about electric vans: 30.9% of all new van registrations in 2025. Up from 15.3% the year before. That's a market moving over its tipping point. And now what?20 March 2026Elton Mobility AppMatthias, you always criticize apps and subscriptions but not all are bad...are they? There must be some doing it right, right?17 March 2026About SubscriptionsYour charging subscription doesn't make loyal customers. It makes them your hostages with a discount trying to escape whenever possible.17 March 2026About AppsEvery charging provider has an app. I call that Appflation. And I think most of these apps exist because those companies believe they need one, not because the customer asked for it.16 March 2026Charging is an amenityCharging is an amenity. Charging does not have amenities.15 March 2026Trust in ChargingFor me trust in charging should be a built in system property and not some fancy marketing words. And sometimes it breaks in real time with real consequences.14 March 2026EAN Podcast 1The first company that understands it's not selling electricity and not building a 'charging experience' but helping people arrive without worry, stress or hassle, that company wins this race.13 March 2026Charger ScreensYour charger screen tells you what's happening. It never tells you why and almost none of it helps you when something goes wrong.8 March 2026Trucks as anchor for HPCHPC (fast charging) utilisation reaches 9.4% in 2025. And everyone is talking about more charging parks for passenger cars. While quietly, the real solution is emerging somewhere else.7 March 2026Cope with itNobody would siphon the diesel out of their car and pour it into their home heating. Even though a combustion engine is basically a giant heater on wheels. An EV is different, but only if we stop sett 5 March 2026Charge like a phoneWe charge our phones in the car and don't even think about it. But charging the car itself? That instantly feels like an annoying chore. Strange, isn't it?4 March 2026Charging should just happenI hear and read it all the time: charging should be like refueling. But I say: no, it shouldn't be. You might ask now: But what should it be instead?2 March 2026Past coverage warsMore chargers won't fix your utilization problem. We are post Coverage Wars. But what now?

Charging infrastructure and electric trucks, in one place