Tesla Charging Standard - Assembly - Salesforce Research
Tesla charging rivals scramble to keep up after Ford and GM deals
businessinsider.com - 1 year, 8 months ago - Read On Original Website
Tesla is slowly opening many of its charging stations to vehicles of other automakers.
Ford and GM recently said their cars will be able to use Tesla Superchargers.
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It looks like Tesla's Superchargers are going to win out after all.
After Ford and General Motors both inked deals to let their customers access the sprawling network, several other private charging operators said they would also add compatibility.
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keyboard_arrow_down keyboard_arrow_right What is the reaction of NACS's competitors?
businessinsider.com scramble to keep up
teslarati.com pledging to adopt NACS
electrek.co they have to adapt if they want to be able to serve those EV drivers
autonews.com said it would listen to customers and continue to evaluate the market
cnn.com still use the CCS charging standard and have not announced any plans to change
finance.yahoo.com rallied more than 5%
arstechnica.com adding a second set of charging cables to product lines
thedriven.io Tesla has modified its EVs in Australia rather than introduce NACS
techcrunch.com signaled support and shared plans to make NACS connectors available
masslive.com would feel squeezed
tipranks.com up
thedrive.com Ford and GM, whose switch to NACS indicates they believe access to a broader charging network is more important than maximum charging speed
Tritium, an Australian company that sells the plugs and other equipment to build charging stations, said Monday that it would add a connector option for the North American Charging Standard, or NACS, the plug first designed by Tesla and opened to other automakers in 2022.
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keyboard_arrow_down keyboard_arrow_right What is Tesla's North American Charging Standard (NACS)?
notateslaapp.com Charging Connector
tipranks.com Supercharger Network
autonews.com charging sockets
businessinsider.com EV charging plugs
electrek.co connector
techcrunch.com charging connector and charge port
caranddriver.com dominant charging technology in North America
cnet.com electric-vehicle charging
arstechnica.com will integrate those ports into its electric vehicles from 2025
morningstar.com Superchargers throughout North America
EVgo, which operates one of the largest non-Tesla charging networks in the US, also said it would expand NACS connectors to its network, specifically citing the moves by Ford and GM in its press release.
The two new announcements follow a slew of others in recent months by charger manufacturers to adopt NACS connectivity, according to a roundup by Jaan Juurikas of EV Universe.
Tesla's NACS will now compete with two other main charging port types: CCS and CHAdeMO, which companies like Tritium and EVgo also offer.
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keyboard_arrow_down keyboard_arrow_right What is the potential impact of the shift towards NACS on the EV charging industry?
cnbc.com pressure other automakers and the U.S. government to adopt Tesla's charging technology
businessinsider.com would feel squeezed
cnn.com it will make adapters available so drivers can still use CCS chargers, as well
tipranks.com allow it to use Tesla's Supercharger Network
electrek.co Tesla's connector has basically become the new standard in North America
teslarati.com Electrify America's position in the EV charging space is precarious at best
caranddriver.com put Tesla's North American Charging Standard (NACS) on the path to be the dominant charging technology in North America
thedrive.com the NACS connector is capable of up to 250 kilowatts of DC fast-charging
greencarreports.com puts three U.S. automakers--Tesla, Ford, and GM--on the same domestic EV charging standard
autonews.com could further fragment the country's charging infrastructure
cnet.com greater access to chargers
detroitnews.com 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
morningstar.com positive for EV adoption in the United States
Tesla's chargers are lighter and easier to use -- and the company's Superchargers stations are known for their uptime and lack of issues that plague other chargers. Still, though, Tesla's connector wasn't always the holy grail.
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keyboard_arrow_down keyboard_arrow_right What are the benefits to EV consumers of having standardized charging ports?
electrek.co access to more charging stations
businessinsider.com they will gain access to double the number of chargers that they had before
teslarati.com NACS is half the size and twice as powerful compared to CCS
thedrive.com expanded charging networks
cnet.com greater access to chargers
detroitnews.com greater confidence the technology is here to stay and that they'll be able to find places to top up their batteries
morningstar.com alleviate the difficulty of finding a public charger
Tesla only recently switched to the name "North American Charging Standard" recently, a move that appears to have paid off.
For years, wide swaths of the industry have worked to conform to CCS and CHAdeMO, which is still the default for competitors like Hyundai, Kia, Volkswagen, and others.
If more automakers continue to offer Tesla connectivity, the benefits could be huge for Tesla. Dan Ives, an analyst at Wedbush Securities, estimated the GM and Ford deals could bring in an extra $3 billion in revenue for Tesla over the coming years.
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keyboard_arrow_down keyboard_arrow_right How much could Tesla gain in revenue from non-Tesla vehicle owners by 2032?
detroitnews.com $5.4 billion
tipranks.com $3 billion
cnn.com $2 billion to $3 billion