Tesla's success story with the NACS connector is truly remarkable, considering that just a year ago, its adoption as the new American standard for charging electric vehicles seemed improbable. Which prominent companies are yet to align with the California-based automaker?
Elon Musk’s victory with the connector
Tesla’s strategic maneuver raised doubts and apprehension among many. It appeared inconceivable that major automobile manufacturers like Ford or Toyota would ever find common ground with Tesla. Surprisingly, a change in tides occurred. Early in 2023, when Tesla inked a deal with Aptera to equip them with its North American Charging Standard (NACS) connector, the unlikely pact began to unfold.
However, the tide quickly shifted. Toward the end of May, Ford’s decision to adopt the NACS connector was made public, offering drivers access to Tesla Supercharger stations across North America by 2024. Subsequently, GM and Rivian joined in. Following suit were Volvo, Polestar, Mercedes-Benz, Nissan, Fisker, Honda, Acura, Jaguar, Hyundai, Kia, and BMW.
The Last Two Brands Standing
Recently, Tesla achieved yet another milestone by securing agreements with Japanese automakers Toyota and Lexus. The holdouts that have not yet embraced the NACS system are Volkswagen and Stellantis. So far, these manufacturers seem to be on the fence about striking an agreement with the California-based automaker.
The advantages of access to an extensive charging station network are inarguable. Moreover, the agreement would be immensely beneficial for owners of vehicles under Stellantis brands such as Peugeot, Chrysler, and Jeep, as it would significantly enhance their travel experiences.