Tesla's NACS connector gains support from a bunch of other companies
electrek.co - 1 year, 7 months ago - Read On Original Website
Tesla's NACS connector is gaining support from several other companies, primarily charging station manufacturers and operators.
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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
Following the announcement that both Ford and GM will adopt Tesla's NACS connector in future electric vehicles in North America, EV charging companies have announced that they, too, will support the connector.
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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
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EV owners with CCS will have access to more charging stations
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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
As we reported after the GM announcement, we believe that the support of both Ford and GM will result in a domino effect that should result in the NACS becoming the official standard connector for electric vehicles in North America.
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What is the potential impact of the shift towards NACS on the EV charging industry?
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will now compete with two other main charging port types
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pressure other automakers and the U.S. government to adopt Tesla's charging technology
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it will make adapters available so drivers can still use CCS chargers, as well
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allow it to use Tesla's Supercharger Network
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Tesla's connector has basically become the new standard in North America
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Electrify America's position in the EV charging space is precarious at best
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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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the NACS connector is capable of up to 250 kilowatts of DC fast-charging
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puts three U.S. automakers--Tesla, Ford, and GM--on the same domestic EV charging standard
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could further fragment the country's charging infrastructure
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greater access to chargers
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could 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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positive for EV adoption in the United States
No other automaker has announced support since GM yet, but as expected, charging station companies are quickly jumping on board.
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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
Here are the charging station companies that have announced support for NACS:
ChargePoint is the latest to say that it will soon have NACS connectors on its DC fast-chargers:
ChargePoint's Express 250 (DC), Express Plus (DC), CPF50 (AC) CP6000 (AC), and the award-winning Home Flex (AC) all offer modular connectors for both customer preference and serviceability. ChargePoint will soon be offering a NACS connector option for all of these products, with cost-effective field upgrades available for chargers that are already in service. Thanks to this approach, existing customers can be confident their investment is protected.
More companies are expected to make similar announcements in the coming days.
I would expect more automakers to make similar announcements as Ford and GM, but for now, it makes sense that charging station companies announce first.
With Tesla, Ford, and GM EVs all having NACS connectors, they have to adapt if they want to be able to serve those EV drivers.
The big one missing from the list is Electrify America, which has yet to comment on NACS, but the company doesn't manufacture its own chargers, and its suppliers, like ABB and Tritium, are on the list.
Now I expect more automakers announcing a transition to NACS for their EVs in North America.