- Tesla, Inc. has opened up its network and charging standards for other automakers to use, initially to Ford Motor Company and General Motors Company, but likely to all others in due course.
- Tesla’s charging network had already been open to all other automakers in Europe for some time.
- Tesla’s EV market share in Europe is also materially lower than in the U.S. Is the open network a material contributor to this? We can’t say for sure.
- In the U.S., Tesla’s network was widely perceived by the consumer to be its dominant advantage in the U.S. market. Now, that is gone.
- For the U.S. consumer of this persuasion, there is, therefore, no longer any reason to stick to Tesla despite any other misgivings with the brand (quality, service, etc.).
In the last month, Tesla (NASDAQ:TSLA) has cut deals with both Ford (F) and General Motors (GM) that seem similar, based on the information they made available: Ford and GM get access to a part of Tesla’s charging network, and starting in 2025 they will also start to include the same charging standard that Tesla has been using since the introduction of the Model S in 2012.
Before the Model S, Tesla had been using a proprietary connector in the Roadster (2008-2012). Most of the rest of the automotive industry had previously rallied to make almost all of their new electric vehicles (EVs) conform to other standards for AC and DC charging connectors. Plug-in hybrid EVs, or PHEVs, typically used the J-1772 standard, and battery-electric vehicles (BEVs) typically used the CCS standard, which basically adds DC support in addition to the AC functionality of the J-1772.
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