06.30.23
Obviously, the excitement is about Car companies converting from CCS completely to NACS in the US/Canada by 2025 after Ford and GM announcements. In the following weeks, Rivian, Volvo, and Polestar joined as well. This makes up around 80% of BEV cars sold in the US in 2022.
What car company will be next? would some companies resist and support CCS exclusively till their end? Hyundai/Kia, VW/Audi/Porsche, Stellantis, Jaguar, BMW, Nissan, Honda, Daimler, Mazda, and Toyota haven't blinked yet. Just a matter of time, IMO.
Lucid recently announced a non-convincing reason why they are not yet joining... Tesla supports up to 500V DC architecture for their 400V cars and up to 250KW, while Lucid is capable of up to 1000V on their 900V cars and up to 350KW. Interestingly, although there are some CCS1 chargers that do support 1000V, they are few and rare, most CCS1 are up to 150KW-200KW.
Tesla is probably shifting into 1000V DC charging on the Semi, Cybertruck, and NextGen, through V4 Supercharging.
But what about Charging companies? will they follow next? Charge point, Blink, EVgo, EA, and others. will they adopt Tesla's more reliable, simple, cheap, small, NACS standard? will they adopt the Magic port combined with CCS1? ChargePoint and EA did say they will add the NACS.
The government insists CCS1 is still the US standard although at least 80% of EVs now are committed to NACS. This means, in order for Tesla or any other DC Charger to qualify for the Commercial incentive, It needs to include the Bulky, Expensive, Unreliable, soon-to-be-discontinued CCS1 charger for every stall. I am sure Tesla would be glad to License them the IP, which will still end up cheaper than current CCS1 equipment. #Tesla, #CCS, #NACS, #Ford, #GM, #IRA
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