Tesla Wins EV Charging: All Car Companies Using NACS

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This week, Stellantis became the last major North American automaker to announce its move to the Tesla-invented charging connector. But there’s still work to do before the US has a truly great charging network.

A big pain point for electric vehicle owners could soon sting less, thanks to an announcement from the Jeep-, Ram-, and Chrysler-maker Stellantis—one of Detroit’s Big Three automakers. This week, the company said that it would add the Tesla-designed charging connection system, called the North American Charging Standard, or NACS, to its electric vehicles by 2025.

It is, symbolically, an acknowledgement from other automakers that its Supercharger network is both the widest ranging and most reliable in the US. It is also a tacit acknowledgement that the more compact design of NACS is superior. Perhaps more importantly, it’s a potential source of revenue—stable “recurring revenue” that could show up quarter over quarter without much fuss—that one analyst has predicted could bring in $20 billion by decade’s end.

 

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