White House throws some cold water on Tesla's NACS victory
electrek.co - 1 year, 7 months ago - Read On Original Website
The White House decided to rain on Tesla's victory parade for its connector, NACS, becoming the charging standard in North America. The government still wants some CCS connectors to be included in order to get funding.
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What is Tesla's North American Charging Standard (NACS)?
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Charging Connector
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Supercharger Network
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charging sockets
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EV charging plugs
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connector
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charging connector and charge port
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dominant charging technology in North America
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electric-vehicle charging
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will integrate those ports into its electric vehicles from 2025
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Superchargers throughout North America
After Ford and GM both announced that they plan to adopt NACS as the new connector in their future electric vehicles, Tesla's connector has basically become the new standard in North America.
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Which charging companies now support NACS?
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GM and Ford
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Ford and GM
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Tesla
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Tesla charging partnerships with Ford and GM
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Tritium and ChargePoint
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Tesla Superchargers
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Tesla, Ford, and GM
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ChargePoint, Flo, FreeWire and ABB E-Mobility
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General Motors
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General Motors Corp. GM and Ford Motor Co
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list
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EVgo, Blink Charging, ChargePoint and the Australian-based Tritium
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Supercharger stations
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ABB, Autel Energy, Blink Charging, Chargepoint, EVPassport, Freewire, Tritium and Wallbox
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Ford
Both GM CEO Mary Barra and Tesla CEO Elon Musk said as much during the announcement yesterday.
We reported this morning that it is creating a domino effect where all the charging station manufacturers are announcing that they will offer their stations with NACS connectors; more automakers are expected to follow.
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What is the reaction of NACS's competitors?
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scramble to keep up
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pledging to adopt NACS
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they have to adapt if they want to be able to serve those EV drivers
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said it would listen to customers and continue to evaluate the market
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still use the CCS charging standard and have not announced any plans to change
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rallied more than 5%
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adding a second set of charging cables to product lines
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Tesla has modified its EVs in Australia rather than introduce NACS
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signaled support and shared plans to make NACS connectors available
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would feel squeezed
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up
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Ford and GM, whose switch to NACS indicates they believe access to a broader charging network is more important than maximum charging speed
But there's one group of people that don't seem to be completely on board: the White House.
White House spokesperson Robyn Patterson said in statement regarding the new development with NACS in the last few weeks (via Reuters):
Earlier this year, we developed minimum standards to ensure publicly funded EV charging is accessible, reliable, and affordable for all drivers, and we required interoperability to promote competition. Those standards give flexibility for adding both CCS and NACS, as long as drivers can count on a minimum of CCS.
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What are the benefits to EV consumers of having standardized charging ports?
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access to more charging stations
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they will gain access to double the number of chargers that they had before
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NACS is half the size and twice as powerful compared to CCS
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expanded charging networks
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greater access to chargers
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greater confidence the technology is here to stay and that they'll be able to find places to top up their batteries
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alleviate the difficulty of finding a public charger
It sounds like it is not willing to let CCS die just yet. It will require that charging stations have a "minimum of CCS" in order to qualify for federal funding.
The federal government has made $7.5 billion available to advance EV charging infrastructure in the US.
I think the government is a bit misguided here. I understand wanting to protect existing EV owners with CCS, but this is not the right approach.
The right way to look at it is that you want the best experience possible for as many EV owners as possible in order to increase adoption. No matter what, CCS EV owners will not have a worse experience than they do now.
NACS doesn't completely kill CCS since Tesla plans to make an adapter available for EV owners with CCS plugs. On the contrary, EV owners with CCS will have access to more charging stations.
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How could Tesla's deal with GM and Ford impact the wider EV industry?
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muddle standard
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Good for EVs and Bad for EV Charger Firms
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reignites the charging standard war
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trigger domino effect
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pressure other automakers and the U.S. government to adopt Tesla's charging technology
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add an extra $3 billion to services EV charging revenue
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allowing their electric cars access to its charging infrastructure
electrek.co
Tesla's connector has basically become the new standard in North America
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make the NACS connector standard on their vehicles starting in 2025
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will be able to charge their EVs at many of Tesla's charging stations
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GM's electric vehicles would be able to charge using Tesla (TSLA)'s charging network
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risks upsetting existing and future owners, who will soon have to contend with more competition for charging space
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puts three U.S. automakers--Tesla, Ford, and GM--on the same domestic EV charging standard
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opening up the Supercharger Network to legacy automakers
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to access its electric vehicle-charging infrastructure across North America
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allow drivers of GM electric vehicles to charge at 12,000 Tesla Superchargers throughout North America
The goal of making NACS the standard is to simplify the EV experience and make it more efficient going forward with a unified standard at-the-ready for when the real volume of electric vehicles hit the market, which is undoubtedly starting to happen now.
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How could this impact the wider adoption of EVs?
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pressure other automakers and the U.S. government to adopt Tesla's charging technology
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consumers should gain more charging options
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add an extra $3 billion to services EV charging revenue
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EV owners with CCS will have access to more charging stations
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3% per trip, on average, due to increased traffic congestion and additional travel to and from charging stations
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triggering a domino effect from charging networks and suppliers
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change the electric vehicle (EV) charging landscape
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put Tesla's North American Charging Standard (NACS) on the path to be the dominant charging technology in North America
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risks upsetting existing and future owners, who will soon have to contend with more competition for charging space
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further fragment the country's charging infrastructure
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It's a sign that carmakers don't think faster charging is the way forward for EVs
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give consumers pondering an electric vehicle greater confidence the technology is here to stay and that they'll be able to find places to top up their batteries
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access to the company's fast-charging network could be considered an advantage that would cause a consumer to choose a Tesla over other EVs
But it's the government, after all, and they are always a bit behind the market.