Sunday, October 8, 2023

Electric Vehicles: Who Has Signed Up To Use Tesla's Charging Ports? (the North American Charging Standard, NACS)

From MotorTrend, October 6:

The Great NACS Migration: Who Is Switching to Tesla's Charging Port?
This is where every major automaker stands on making the switch to Tesla's NACS charging port in 2025.

You may not have noticed it yet, but there is a major shift happening in the automotive industry right now. The EV revolution is coming. Love it or hate it, every major automaker is making major plans to electrify half—or more—of their vehicle line ups by 2030. California and New York have already put legislation in place to prohibit the sale of new ICE vehicles by 2035. If you are of those who believe that switching nearly all new car sales to EVs will be a help to the environment then this is all great news, but there is a problem with infrastructure that manufacturers need to overcome, and many are now looking to rival Tesla for help.
Infrastructure Woes
The EV charging infrastructure in the United States is definitely not ready to handle mass EV adoption. There just aren't enough chargers and many of the existing ones suffer from reliability and user experience issues. The one shining exception is Tesla's Supercharger network. Though, because the Supercharger network uses Tesla's North American Charging Standard—or "NACS"—ports. Non-Tesla EVs use Combined Charging Standard—CCS—ports which makes them incompatible with Tesla's Superchargers. Some Tesla Superchargers are equipped with adapters to allow other EVs to use them but it isn't the smoothest experience.

Rather than wait for CCS charging to get better, some automakers like Ford and General Motors have decided to start a partnership with Tesla to license out NACS ports for their vehicles in 2025. So eventually, the Ford Mustang Mach E can pull up to a Tesla Supercharger, plug in, and start charging right away with no adaptors needed. Since Ford and General Motors announced the move other automakers have followed suit. Here's all of the automakers that have announced a migration to NACS ports, and where other major automakers stand on the issue when we asked.

Fisker
In August 2023, Fisker Automotive announced that it had signed an agreement with Tesla to bring NACS charging ports to its models in 2025. However, one major difference between Fisker and the other automakers who have signed on is the timing of providing adapters. Most of the other partner automakers will start providing NACS adapters in 2024. Fisker won't get adapters out to its customers until Q1 2025 with built-in NACS ports coming later. Fisker is already delivering its Ocean SUV to global customers, and has plans for the Alaska EV pickup and Pear EV SUV to launch by the end of 2025. 

Ford
Ford was the first major automaker to announce that it will be switching to Tesla's NACS ports in 2025. During a Twitter Spaces event with Elon Musk, the automaker's executives detailed that in early 2024 it will start offering adapters for its current EVs with CCS ports so that they can use Tesla Superchargers. Starting in 2025, Ford's EVs like the Mustang Mach E, F-150 Lightning, and E-Transit van will come standard with the NACS port equipped on the vehicle....

....MUCH MORE (it's a slide deck)