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In the past year, traditional automakers began partnering with Tesla to enable their vehicles to use the Supercharger network, which has helped to establish a standardized NACS connector across the United States. However, the process is progressing slower than expected, as Tesla appears to be falling behind in fulfilling its commitments to support other manufacturers in utilizing the Supercharger stations.
According to The New York Times, the delays are attributed to two main factors: the manufacturing of CCS-NACS charging adapters and the development of necessary compatibility software on Tesla’s end. The report suggests that Tesla may be hesitant to expedite the Supercharger licensing agreements, which compromise the exclusivity that has been a significant part of Tesla’s brand identity. It is believed that some legacy automakers, who are experiencing frustration due to these delays, are remaining silent to avoid potential conflict with Tesla’s outspoken CEO, Elon Musk.
General Motors is reported to be one of the most affected manufacturers, as their vehicles were expected to connect to Superchargers earlier this year. However, this timeline may have shifted following Musk’s significant restructuring of Tesla’s charging division, which has only seen limited restaffing. GM is reportedly optimistic about gaining access before 2025, though challenges remain.
Earlier this year, Ford acknowledged difficulties in acquiring CCS adapters, with suppliers unable to keep pace. Rivian is now facing similar challenges, and Tesla is not stepping in to fill the gap. Tesla announced via X that they are producing 8,000 adapters weekly, but many awaiting these connectors expect them at no cost, similar to Ford’s offer to its own electric vehicle customers.
This situation may foreshadow greater issues as the required software is developed. Adapters are merely a temporary fix while manufacturers transition to NACS infrastructure, moving away from CCS over the next few years. Additionally, another concern arises as Tesla’s expansion of new charging stations has reportedly decreased in the latter half of 2024, potentially resulting in a lower total than in 2023. With no software, no hardware, and difficulty meeting demand, Tesla may prefer to leave these issues for its competitors to navigate while contending with its own demand shortcomings.
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