GM and Ford to embrace Tesla’s EV charging technology. What does that mean?
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By TOM KRISHER
yesterday


DETROIT (AP) — Starting next year, owners of electric vehicles made by General Motors and Ford will be able to charge their EVs at many of Tesla’s charging stations

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With GM and Ford joining Tesla’s charging system, the rest of the auto industry may be forced follow suit. If so, it would provide a major victory to Tesla, which would be assured a new and guaranteed revenue stream for years to come.

At present, two main types of EV charging plugs exist: Tesla’s North American Charging Standard and CCS, used by nearly all other automakers.

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With 17,000 charging plugs, Tesla commands the largest network in the United States. Its stations can charge faster than most others. They’re often more reliable, too, and exist in safer locations closer to prime travel corridors. Under the new agreements with GM and Ford, EVs from those companies will be able, starting next year, to charge at 12,000 Tesla Supercharger plugs. Tesla is the top seller of EVs in the U.S., with GM No. 2 and Ford No. 3. Because those three companies control so much of the EV market, analysts say other automakers are likely to sign up with with Tesla to avoid being left at a competitive disadvantage.

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there is a growing network of public stations equipped with CCS connectors — up to nearly 54,000 locations, with roughly 139,000 plugs

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Still, only 7,400 such stations are DC fast chargers, which can provide a significant charge in just minutes.

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“My guess is that what we will see is by 2027, there will probably be no more new EVs built for North America with CCS ports,” said Sam Abuelsamid, an analyst at Guidehouse Insights.

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If other automakers go with Tesla, companies that are developing their own charging networks, such as ChargePoint, EVgo or Electrify America, would feel squeezed. They would have to make sure that all their fast chargers can work with the Tesla plug — or become more competitive by, for example, adding stations in better locations and making them more reliable.


https://apnews.com/article/tesla-connect...90ca22ab0d
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