Posted on 06/12/2023 7:29:26 AM PDT by RoosterRedux
General Motors is going all-in with Tesla’s fast-charging EV network in a new partnership announced last week. The move, which follows a similar news piece from Ford last month, will see GM’s EV range fitted with Tesla chargers and give GM customers full access to the Tesla network.
The second announcement in favor of Tesla’s charging network in less than a month sent rival companies’ shares spiraling on Friday. It’s likely an overreaction, given there’s plenty of room for growth in the sector, and a standard charger is better for consumers, even if it means short-term pain for those in the biz.
[...]
In a Twitter Spaces event, GM CEO Mary Barra revealed the company would be partnering with Tesla to provide its customers with access to Tesla’s Supercharger EV charging stations. Tesla has the largest US infrastructure for fast EV charging, with around 17,000 ports currently operating.
GM will also follow in Ford’s footsteps and adopt the Tesla charger shape for all of its vehicles going forward. This now marks three of the significant EV suppliers in the US using one standard charging hardware design - Tesla, Ford and GM account for around 70% of the US EV market share.
At the live Twitter Space, Tesla CEO Elon Musk said the Supercharger network “will be an even playing field ... The most important thing is we advance the electric vehicle revolution." Barra commented that EV charging “just got a little better”.
The news comes after Ford announced in May it would also be collaborating with Tesla to take advantage of the latter’s EV network. It’s a bold move for rivals to work together, but ultimately if these companies can standardize their infrastructure, it’s another feather in the cap of boosting EV sales.
(Excerpt) Read more at forbes.com ...
Tesla once again outsmarts the competition and the US government that was pushing its own charger standard.
The Tesla charger port will become the standard despite the US gov’t pushing the J1772 port.
Oh, Tesla was making big money from other automakers buying carbon credits from them.
That source of revenue is going away, so the chargers will be the new source of that revenue....and much more.
Elon is the richest man again as well.
Now if they could just collaborate with each other on cup holder size and include the cup industry into it life would be even better.
There is money to be made in building infrastructure for this stuff. Elon will make more billions by selling the EV version of “razor blades.”
Gillette makes much, much more money selling razor blades than they do razors.
This is really about the CCS level 3 fast charging standard, not the J1772 level 2 slower charging standard (like at home or some hotels). If I understand it correctly, this will require an adapter to allow charging a CCS car with the Tesla Supercharger, much like a Tesla Tap adapter lets you charge a non-Tesla at a hotel with a Tesla level 2 charger. The only difference being, until now, the Tesla super chargers' computers were configured to not activate unless is was talking to a Tesla.
US Gov’t ==> Sony Betamax
Tesla ==> VHS
The percentage of EVs compared to overall vehicles, is still around 2%. The government is going to have to move fast to get the rest of the vehicle users to convert to EVs, if they want to attain anywhere close to 80% by 2035. All indications are that, Evs won’t even get close to 10% of the market, and perhaps not even 5% by 2035.
I’ll keep my ICE car, thank you.
On top of that, it allows Tesla to build up even more face carbon credits to sell to companies who are trying to get out of EPA purgatory. For example, for every gallon of gas a refinery makes they have to pay a carbon tax on it, unless they offset their "pollution" by buying carbon credits from Tesla or someone else. IIRC, it's about 75 cents for every gallon of gas made.
I wonder how Tesla owners feel about this - their wait times for charging stations could increase considerably as cars by other makers start filling Tesla charging stations.
It sounds like the automakers are not going to use the cell phone company charging cable business model. Think of all the money they are going to be losing out on selling adaptors and new chargers every model year change.
“Think of all the money they are going to be losing out on selling adaptors and new chargers every model year change.”
Samsung has been using USB-3 for 9 years.
Both GM and Ford will be using the CCS adapter on vehicles starting next year.
The Tesla Superchargers software can be re-written remotely. Problem solved.
You would think YETI would make an insulated travel cup that would fit into the cup holder of my Toyota truck, but NOOOOO.
On the other hand, this move by GM and Ford may mean that there will be a more rapid build-out of Tesla charging stations nationwide.
What about the 20 years before that. I got a drawer full of different cables.
I was pleasantly surprised that my new S23 used the same cable as my S8.
GM and Ford EV's have been using the CCS protocol since they first started making Mach-e's and Lightning's.
How did GM ever become so stupid? I think it was on Obama’s watch. He cast a spell and left a curse on them. They’ve got nothing to be proud of except for some of their history. Go on, get outta town!
Is GM going to attach a generator to the back bumper as well?
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