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Why Ford’s Tesla Charging Adapter is Good for Tesla, Ford and the EV Business


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An Open, Dependable, Excessive-Velocity EV Charging Community Paves the Manner for EV Adoption

A couple of days in the past, Ford CEO Jim Farley teased us with an image of a Ford Mustang Mach-e EV charging at a Tesla Supercharger, Farley promised “extra particulars coming very quickly.” As we speak, the corporate formally introduced that its Tesla adapter is offered for retail clients to order freed from cost till June 30, 2024. After that date, it would value $230. This implies house owners of Ford EVs, together with the Mustang Mach-e and F-150 Lightning, will be capable of use Tesla Superchargers to cost their EVs at excessive pace.

Technically, the adapter is an “NACS to CCS” adapter or “SAE J3400 to CCS” adapter (the brand new normal names), however everyone knows it because the Tesla plug as a result of Tesla invented it and opened it up in 2022 to change into a public normal. And it’s the plug we discover at over 25,000 DC quick chargers within the Tesla Supercharger community in North America. Ford is asking it their “Quick Charging Adapter.”

Ford's "Fast Charging Adapter" enables Ford EV owners to charge at over 15,000 Tesla Superchargers in North America.
Ford’s “Quick Charging Adapter” allows Ford EV house owners to cost at over 15,000 Tesla Superchargers in North America.

Beforehand, Ford EV house owners have been restricted to CCS (Mixed Charging System) chargers for high-speed charging. Somewhat than constructing out its personal community of chargers, Ford partnered with third get together charging networks together with Electrify America to kind what they name their “BlueOval” charging community. As of at this time, Ford lists Tesla as certainly one of their BlueOval charging companions and states that their clients now have entry to “over 110,000 chargers, with extra on the way in which.” Why would Ford companion with a competitor? To promote extra vehicles, after all. However they’re not the one beneficiaries.

Ford CEO Jim Farley chargest his Mustang Mach-e EV at a Tesla Supercharger in February, 2024.
Ford CEO Jim Farley fees his Mustang Mach-e EV at a Tesla Supercharger utilizing a CCS/NACS adapter (February, 2024).

CCS vs. NACS: Not All Quick Chargers are “Tremendous”

Like Tesla Superchargers, CCS quick chargers permit an EV to regain as much as 80% of its vary in about 15–half-hour. This makes long-distance highway journeys sensible in an EV. However even after a number of years constructing out their networks, no single high-speed charging community but approaches Tesla’s in dimension. Utilizing knowledge offered by the US Division of Vitality, Electrify America, the second largest community within the US, presently has 918 CCS quick charging stations with 4,133 ports within the US and Canada. In the meantime, Tesla has 2,393 Supercharger areas within the US and Canada with 26,515 charging ports. Even when we take a look at the sum of all CCS chargers within the US and Canada, there are presently solely 16,995 CCS charging ports: Tesla has nearly 40% extra high-speed chargers than all of the CCS charging networks mixed. There are presently extra CCS charging stations (8475 vs. 2407) however fewer precise charging ports.

However extra necessary than the variety of stations is the efficiency and reliability of those charging stations. CCS charging networks like Electrify America have been plagued with efficiency and reliability points. EA chargers are often non-functional or are “de-rated,” which means they ship energy at a lot decrease charges than they need to. This unreliability has led to an general insecurity within the high-speed charging networks from EV house owners and potential EV consumers. Though there are indicators that that is enhancing, the injury has been carried out. In the meantime, Tesla’s Supercharger community enjoys the highest reliability and satisfaction scores of any high-speed charging community. Typically talking, Tesla Superchargers are quick and dependable, and that’s essential for EV drivers, notably these touring removed from residence.

How Ford — and Ford Prospects — Profit from Entry to Tesla Superchargers

The profit to Ford clients is obvious: entry to Tesla Superchargers permits Ford EV house owners to cost on the nice majority of DC quick charging stations within the US and Canada. This enables Ford EV drivers to journey lengthy distances with confidence. It additionally provides Ford EV house owners with out the flexibility to cost at residence or at work extra handy charging choices.

To benefit from this new functionality to cost at Tesla Superchargers, Ford EV house owners must request the Tesla/NACS to CCS adapter from Ford at ford.com/FastChargingAdapter. The adapter is free for retail clients till June 30, 2024, or $230 after that date. The shopper then must create an account on Ford’s BlueOval charging community and activate the “Plug & Cost” characteristic. Tesla Superchargers will help Plug&Cost with Ford EVs. This implies clients merely need to plug in and charging will mechanically begin, with fees managed via FordPass. That is much like the way in which Tesla house owners presently cost at Superchargers.

Ford house owners can have entry to all of Tesla’s V3 and V4 Supercharging stations, which presently account for about 75% of Tesla’s Supercharger stations in North America. All the new Supercharger stations Tesla is rolling out now are Model 3 or Model 4, so these ought to all be eligible to be used by Ford and different non-Tesla EVs utilizing an adapter.

Ford additionally introduced that present clients can now use the FordPass App or the Cost Help (quickly to be “Public Cost”) App on the automobile touchscreen to find all chargers identical to earlier than, however this now contains Tesla Superchargers. Integration of Tesla Superchargers into the automotive’s built-in routing will include a future software program replace.

How Tesla — and Tesla Prospects — Profit from an Open Supercharger Community

By opening the Tesla Supercharger community to Ford EV drivers and different non-Tesla house owners, Tesla is ready to enhance its Supercharger income, which then funds the development of extra Supercharger stations. Non-Tesla clients are charged a better charging charge than Tesla clients, with a view to accommodate the upper value related to supporting third get together automobiles. Non-Tesla house owners who want to cost on the decrease Tesla proprietor charge can join a month-to-month Supercharging subscription (presently $12.99/month). This subscription possibility will result in extra income for the corporate.

An extra profit to Tesla clients is that by Tesla opening the Tesla/NACS plug to change into an business normal — and by having the entire main EV makers undertake this normal — the “Tesla plug” will even begin being included in third get together DC quick chargers. All the main DC quick charging networks — together with Electrify America, ChargePoint, and EVGo — have introduced that they are going to be including NACS plugs to present and new quick charging stations. This implies Tesla drivers will quickly have tons of, maybe even 1000’s, of extra non-Tesla quick charging stations out there to them with out the necessity to buy a CCS adapter. In my case, my Mannequin 3 is just too outdated (2018) to help CCS charging and not using a retrofit, so I’m trying ahead to having extra high-speed charging choices out there.

Gained’t This Result in Traces at Tesla Superchargers?

Some Tesla house owners are involved that opening up the Tesla Supercharger community will result in congestion and lengthy strains at Tesla Superchargers, and whereas that is attainable, it’s unlikely. It’s necessary to needless to say Tesla remains to be the dominant participant within the US EV market. Tesla offered extra EVs within the US in 2023 than all of its rivals mixed. Tesla’s EV market share in 2023 was 55%. In the meantime, Ford’s EV market share within the US in 2023 was 5.5%. So, for each 10 Teslas offered within the US in 2023, 1 Ford EV was offered. This isn’t a major enhance in Supercharger demand. Whilst different EV producers like GM and others start providing CCS adapters, the rise in Supercharger demand won’t spike in a single day. Most EV house owners cost their vehicles at residence or at work and solely want entry to high-speed chargers whereas touring.

Supercharger in Coeur D'Alene, Idaho.
Many Tesla Superchargers, like this one in Coeur D’Alene, Idaho, are working nicely under capability at most instances.

With just a few exceptions, Tesla has managed to remain forward of the demand for Supercharger stations, constantly constructing out the Supercharger community in order that Tesla clients can use their vehicles for long-distance journey with out incurring pointless delays. I just lately accomplished a 6000-mile highway journey from New York Metropolis to Tacoma, Washington, and again in my Mannequin 3 and located myself alone (or near it) at dozens of Supercharger stations throughout the US. In some main cities and round main holidays (notably in chilly climate), some Tesla drivers have needed to wait to cost their vehicles, however that is the exception, not the rule.

With Tesla’s charging port changing into an business normal, it has change into simpler for the corporate to qualify for federal grants to construct out the nation’s EV charging infrastructure as a part of the Bipartisan Infrastructure Legislation. Tesla just lately secured $17 million in authorities grants to construct out 41 extra Supercharger stations in the USA alongside main journey corridors. With this inflow in infrastructure funding, Tesla ought to be capable of sustain with elevated Supercharger demand.

Additionally, Tesla drivers nonetheless have unique entry to round 25% of the Tesla Superchargers in North America. With the intention to open up Tesla chargers to CCS-equipped automobiles, Tesla needed to modify the “signaling protocol,” which is the communication between the automobile and the charger. This alteration was solely made within the firm’s V3 chargers and above. Tesla’s V1 and V2 Superchargers don’t help vehicles with CCS cost ports (with or with out an adapter). V2 chargers are restricted to a most charging pace of 150 kW (in comparison with V3’s 250 kW max), however that is nonetheless quick sufficient for highway journeys for most individuals, or good for the occasional native top-off when wanted. Transferring ahead, all Tesla Superchargers are prone to be V3, V4 (and past), however the 870 V1 and V2 Supercharging stations in North America won’t be accessible by non-Tesla automobiles any time quickly.

How Opening the Tesla Charging Customary to All Helps the North American EV Business

One of many solely remaining — and considerably authentic — criticisms of current-generation electrical automobiles is that they don’t seem to be appropriate for highway journeys. This has by no means been my private expertise in six years and 65,000 miles proudly owning a Tesla. I really don’t thoughts stopping slightly extra often than I used to in my fuel automotive, and I’ve by no means had an issue discovering an out there Supercharger alongside my journey routes. However for EV drivers who don’t personal a Tesla, the dearth of dependable high-speed charging choices has restricted their automobiles’ general utility. Now, Ford EV house owners — and shortly others — can have the identical piece of thoughts that I and thousands and thousands of different Tesla house owners have when driving lengthy distances in our EVs. Vary anxiousness has left the constructing.

The Backside Line

With the adoption of the NACS charging port by all main EV producers, and the opening of Tesla’s intensive and dependable high-speed Supercharger community to non-Tesla EVs, present and potential EV house owners can really feel extra assured that they are going to at all times have entry to chargers when and the place they want them. This removes one of many final remaining obstacles for a lot of automotive house owners to buy an EV. With growing EV demand and continued private and non-private funding in increase the charging infrastructure, the US is on a transparent path to changing dangerous ICE automobiles with emissions-free EVs.

Obtained ideas on how this impacts the EV market or your personal private EV journey? As at all times, tell us within the feedback.

Associated studying:

Why is Making a Dependable EV Charging Community So Arduous?

Electrify America’s Charging Community Does Appear to be Getting Higher

EV Charging Stations within the US Ranked (2023)

Ask an Skilled: Can You Cost a non-Tesla EV at a Tesla Charging Station?

 


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