GM Adopting NACS Tesla Charge Ports on Its Vehicles Starting 2025!

[AlexD]

doesn’t it kind of run both directions?

this also means others will be building chargers with NACS connectors

difference between (A) Tesla giving access to Tesla-branded super chargers, and (B) other vehicles using NACS connectors

the NACS patents are open.

Yes and no. Tesla are the ones with the factory building charging stations. Look at the stats on new charging stations coming online. Tesla produce so many more charging stations than all the others so, just like in EVs, the others are trying to play catch-up with a runaway train. Tesla won't have a monopoly on charging stations but they will certainly be the big dog for sure.

 

[ÆCIII]

IMHO Tesla better be getting paid adequately for supercharger use by other brands, because otherwise it would be a slap in the face and unfair to the Tesla community who's purchases helped to create this Tesla supercharger network to start with.

Only good thing is that non-Tesla brands are not yet that numerous in EVs. I don't like the notion of trusting that other brands will pay Tesla fairly, when they're already strapped with a business model that has dealer networks and MSM advertising leeching their revenue.

I want assurances they will not become a parasitic brand of the Tesla supercharger network. With the money they've been giving to the MSM and dealer networks over the years, they could've already built their own supercharger networks and more EV progress to rival Tesla's by now, so I still see some potential problems with trust in these 'partnerships'.

- ÆCIII

 

[AlexD]

IMHO Tesla better be getting paid adequately for supercharger use by other brands, because otherwise it would be a slap in the face and unfair to the Tesla community who's purchases helped to create this Tesla supercharger network to start with.

Only good thing is that non-Tesla brands are not yet that numerous in EVs. I don't like the notion of trusting that other brands will pay Tesla fairly, when they're already strapped with a business model that has dealer networks and MSM advertising leeching their revenue.

I want assurances they will not become a parasitic brand of the Tesla supercharger network. With the money they've been giving to the MSM and dealer networks over the years, they could've already built their own supercharger networks and more EV progress to rival Tesla's by now, so I still see some potential problems with trust in these 'partnerships'.

- ÆCIII

"Tesla better be getting paid adequately for supercharger use by other brands"

Yes they are.
They are getting a fortune in Federal funds to expand the existing charging network.
We are getting the network hugely enlarged by courtesy of Federal funding.
Yes, we will have to share with other brands but there will be hugely more Super Chargers as a result of the Federal funding.
In the bad old days we had to share gas stations with other marques.
Tesla will score a massive revenue stream from the new vastly expanded Super Charger network and we, as Tesla owners, will still get a preferential tariff.
Also, every other EV owner will get the Tesla name in their face, be exposed to Tesla cars up close and personal and when they get their next EV, Tesla will be in the forefront of their minds.
Look at the big picture and don't be obsessed with just sharing our Super Chargers.

 

[Crissa]

You're right, and any new chargers built by other brands will now benefit Tesla. But do we really see any other entity building anywhere near as many chargers as Tesla? Why would they, when Tesla is now basically forced to massively expand their own network.

No one is, but if you count the massive number of level 2 J1772 charging points out there, Tesla chargers are still outnumbered.

So we need to hope the next thing we see is solid support from the other charging networks to adopt NACS. GM currently ships the most BEVs after Tesla; GM is next in line.

And no, GM and Ford were far too far back to build out their own networks. It's much too late for that as a sales tool. They could do it, sure, but choosing a proprietary connector would only hinder their cars.

-Crissa

 

[cybrtrk]

titanic news - love it

 

[charliemagpie]

Tesla will be producing ~3 million cars next year, and in addition apparently tells suppliers to plan for 375,000 CT's. Two new Megapack factories will be scaled up, and a Mexico factory on its way.

Besides the fact the charging nework is already generating some funds, overall the cost of building this nework out at the speed of light is relatively chicken feed.

Tesla's tech is better, and they can scale cheaper. With a growing network of installers they will scale up progressively faster.

 

[CyberGus]

One might think VW and Toyota are next…

I didn’t know that Superchargers could dispense hydrogen

 

[CyberGus]

titanic news - love it

maybe not the best adjective

 

[cvalue13]

I didn’t know that Superchargers could dispense hydrogen

But methane…

 

[DMC-81]

Good news! GM is following Ford in adopting the NACS standard developed by Tesla.

Sarcasm on
This is more proof that GM led the improvement of the climate and electrified the entire automobile industry.
Sarcasm off

 

[scottf200]

supercharge.info

 

[cvalue13]

IMHO Tesla better be getting paid adequately for supercharger use by other brands, because otherwise it would be a slap in the face and unfair to the Tesla community who's purchases helped to create this Tesla supercharger network to start with.

Said before but bears repeating:

• for a decade, federal and state regulatory credits have generated as much as 1/2 a billion dollars a quarter for Tesla - at times the differ nice between survival and extinction - all of which was paid for by non-Tesla buyers; there have been many years that regulatory credit sales (100% net profit) were greater than Tesla’s net income from all business units (vehicle sales, solar, etc.).

• Federal purchase credit incentives for EVs paid for by all of us (in US), for years

• more recently and for the next several years, Tesla is seeking more Federal funding under the IRA for supercharger buildout, requiring it to capitulate to including CCS chargers to receive the credit - and this move to “share” supercharger stations may provide a path for Tesla to receive far more IRA funding for supercharger build-out

• meanwhile, there will be a modest profit margin (Musk has said 10%) on these non-Tesla users

• meanwhile, the large fast charge networks in the US -some individually and all collectively larger than Tesla - including EA, EVGO, ChargePoint - and this shift by Ford/GM mean that Tesla just dealt them all a huge blow

In no way am I judging Tesla for any of these opportunistic funding strategies. but it seems to open a can of worms to say “because I’ve contributed some nominal (if unclear) portion of my vehicle purchase price to supercharger build-out, I’ll feel slighted by non-Tesla owners at super chargers.

at the same time, I can empathize with a sense of loss of exclusivity on the part of long-standing Tesla owners.

I’m just not sure that the sense of loss is properly framed as a loss from having disproportionately “paid” for this infrastructure, or a bad business decision for Tesla.

Probably more important:

in any event, that other manufacturers are changing to NACS does not mean other manufacturers will only have Tesla superchargers available for charging.

It means Siemens, and other who actually manufacturer the chargers themselves, will begin bending heavily towards NACS.

providing many more Charging/charger options for Tesla owners.

 

[ReddykwRun]

Good news! GM is following Ford in adopting the NACS standard developed by Tesla.

Sarcasm on
This is more proof that GM led the improvement of the climate and electrified the entire automobile industry.
Sarcasm off

Ford and Guberment Motors Bend the Knee.

 

[AlexD]

Said before but bears repeating:

• for a decade, federal and state regulatory credits have generated as much as 1/2 a billion dollars a quarter for Tesla - at times the differ nice between survival and extinction - all of which was paid for by non-Tesla buyers; there have been many years that regulatory credit sales (100% net profit) were greater than Tesla’s net income from all business units (vehicle sales, solar, etc.).

• Federal purchase credit incentives for EVs paid for by all of us (in US), for years

• more recently and for the next several years, Tesla is seeking more Federal funding under the IRA for supercharger buildout, requiring it to capitulate to including CCS chargers to receive the credit - and this move to “share” supercharger stations may provide a path for Tesla to receive far more IRA funding for supercharger build-out

• meanwhile, there will be a modest profit margin (Musk has said 10%) on these non-Tesla users

• meanwhile, the large fast charge networks in the US -some individually and all collectively larger than Tesla - including EA, EVGO, ChargePoint - and this shift by Ford/GM mean that Tesla just dealt them all a huge blow

In no way am I judging Tesla for any of these opportunistic funding strategies. but it seems to open a can of worms to say “because I’ve contributed some nominal (if unclear) portion of my vehicle purchase price to supercharger build-out, I’ll feel slighted by non-Tesla owners at super chargers.

at the same time, I can empathize with a sense of loss of exclusivity on the part of long-standing Tesla owners.

I’m just not sure that the sense of loss is properly framed as a loss from having disproportionately “paid” for this infrastructure, or a bad business decision for Tesla.

Probably more important:

in any event, that other manufacturers are changing to NACS does not mean other manufacturers will only have Tesla superchargers available for charging.

It means Siemens, and other who actually manufacturer the chargers themselves, will begin bending heavily towards NACS.

providing many more Charging/charger options for Tesla owners.

Your second point " • Federal purchase credit incentives for EVs paid for by all of us (in US), for years" refers
I don't understand the point you are trying to make. The previous incentive to which you refer applied only for the first 200000 vehicles sold. Both GM and Tesla passed this mark many years ago and were therefore excluded from this tax incentive.
We had the absurd situation where your and my tax $ were being spent subsidising non-USA manufacturers to the detriment of USA companies'!!!
I really, really resented that. Talk about shooting yourself in the foot!
That was the most absurd situation and thank God the present incentives changed all that.

 

[Tinker71]

And just imagine the virtual power network Tesla could have with all those vehicles. Instead of EVs being a problem for the grid, they could be adding to the grid.

Tesla power will probably exceed Tesla auto sales at some point says Elon. If Tesla makes $.05 on each kWhr in and out of each vehicle just to run software that will really add up.