Tesla and Ford Forge New Partnership: Ford To Incorporate Tesla Charge Port (NACS) in Future EVs

By Kevin Armstrong
Ford will add a Tesla (NACS) port to its future EVs
Ford will add a Tesla (NACS) port to its future EVs

In a move that attests to Elon Musk's words on fostering industry collaboration over competition, Tesla and Ford have announced a partnership to enable the latter's electric vehicles access to Tesla’s extensive Supercharger network.

Ford's Green Light to Tesla's Charging Technology

Contrary to earlier speculations that Tesla's move to open its proprietary charging connector might be a futile attempt at standardization, Ford has embraced the North American Charging Standard (NACS) - Tesla's charging system. With this, Tesla’s charging plug design, known for some advantages over the current CCS standard, might start gaining traction across the North American EV sector.

This agreement with Tesla allows Ford EV owners to enjoy the expansive Supercharger network through an adapter named “Magic Dock,” which is being deployed at Superchargers. Starting early next year, Ford EV customers will have the luxury of charging at more than 22,000 stations — 12,000+ Tesla Superchargers and 10,000+ DC fast-chargers already part of the BlueOval Charge Network.

Ford EVs to Directly Integrate Tesla's Connector

Signaling a significant step in EV charging standards, Ford plans to incorporate Tesla’s NACS connector into its future electric vehicles starting in 2025. This will allow Ford EVs to access Tesla Superchargers without needing an adapter directly. More importantly, it could allow Ford vehicles to charge at more Superchargers, which do not have the Magic Dock adapter. Jim Farley, Ford's president and CEO, expressed enthusiasm about this breakthrough agreement, hailing it as vital for Ford's growth as an EV brand.

The impressive reliability of Tesla’s Supercharger network was a major factor in Ford's decision to facilitate the use of the network for its EV owners. Tesla's Superchargers have a near-perfect uptime rate of 99.95%, offering a dependable solution to the charging needs of Ford's EV customers.

Evolution of the BlueOval Charge Network

Ford's existing charging network, the BlueOval Charge Network, already boasts over 84,000 chargers. The addition of Tesla Superchargers will bolster its infrastructure, significantly reducing range anxiety for Ford customers. In tandem, Ford plans to add approximately 1,800 public-facing fast chargers to the BlueOval Charge Network by early 2024.

Elon Musk’s Supportive Approach to Industry Collaboration

This partnership exemplifies Musk's commitment to industry collaboration over annihilating competition. Following a precedent set by Henry Ford's assembly line revolution, Tesla's continuous advancements in EV technology and strategic price reductions have led to questions about the future of other automakers in the EV market. However, unlike Ford's competitive approach a century ago, Tesla's actions aim to accelerate the advent of sustainable transport by enhancing access and efficiency of charging for all EVs.

This partnership is a significant milestone in the EV industry, setting a course toward a collaborative and innovative future. While it brings a superior charging experience for customers, it also propels the world’s transition to sustainable energy, emphasizing the shared goal of all players in the EV sector.

Tesla's Supercharger Team Shakeup: Firings, Rehiring, and Future Prospects

By Karan Singh

Tesla recently fired the entire Supercharger team, including Tesla’s head of charging – Rebecca Tinucci, after she pushed back on the extreme layoffs that took place right before the cut.

The Supercharger team consisted of over 500 employees, at least after the initial layoffs. In the following days and weeks, Tesla began to rehire some of the employees that it had fired.

Some Damage Done

In the immediate aftermath of the firing of the Supercharger team, contractors and site planners were left bewildered, with no contact from the Supercharger team that was responsible for payment, planning, and decision-making.

As this has played out, new Supercharger deployments have been reduced – stations that were already being built are being completed, but no new announcements have been made since t

It was dire news at the time - but it isn’t all bad.

Returning Employees

Now, more and more of the employees that were fired are beginning to return to Tesla, some of whom are announcing that they were asked to return to Tesla in their previous capacities.

George Bahadue, Senior Manager of Site Acquisition and Business Development commented on LinkedIn:

“Two weeks ago, I was asked to return to Tesla in my previous capacity heading up the business development and site acquisition for Tesla charging – I accepted.”

His reasoning to accept the position was a quote from Rebecca Tinucci:

“You work at Tesla because you hope to have at least a small impact on our collective future – aspirationally, to leave the world better for our children and grandchildren and their children and grandchildren – by accelerating the transition to sustainable energy. And that mission is too important to allow any distractions.”

New Stations Could be Coming Soon

With the restaffing of the Supercharger team, especially with the return of George Bahadue, we can expect that new Supercharger sites may be announced in the coming weeks, as the ripple effect from the layoffs begins to settle.

The rehiring of experienced staff suggests that Tesla and Elon Musk are still committed to the vision of maintaining and expanding its Supercharger network – the largest and most reliable charging network in North America, which is crucial for the mission to move the world to renewable energy.

Tesla Cuts Model Y Output in China – Economic Slowdown and Anticipated Project Juniper Launch

By Karan Singh

Tesla recently cut Model Y output in China, according to data from the China Association of Automobile Manufacturers (CAAM), Tesla’s production of the Model Y in China experienced a decline of approximately 18% in March, and 33% in April, versus the same time last year.

Output Cuts

These output cuts can be attributed to Tesla’s recent decision to reduce production of the Model Y at Giga Shanghai by at least 20% from March to June 2024. This was attributed to an unnamed Spokesperson by Reuters last week.

This decision could be multifaceted – the primary reason being an economic slowdown in China as price wars continue to be waged between EV manufacturers, including Tesla. On the flipside, Tesla has continued its production of the updated 2024 Model 3, colloquially referred to as the Highland, with an increase of 10%.

Project Juniper?

The second reason for this slowdown could be the incoming arrival of the Model Y refresh – also known as Project Juniper. Tesla China has already introduced an updated Model Y with a unique cloth dash with similar ambient lighting as the Model 3.

The Model 3 Highland was also introduced in China before its introduction to other markets, including North America and Europe.

Juniper Upgrade Speculation

Not much has been seen about Project Juniper at this time, but we can expect a similar suite of upgrades that match the updated 2024 Model 3 Highland – including a new front fascia design, updated doors and dynamics, steering updates, improved control arms, ambient lighting, new seats, and improved range.

There is a continued expectation that Tesla is pushing back its Model Y refresh – its best-selling vehicle – to make a bigger splash. This could include newer features – like the Cybertruck’s Steer-by-Wire, front camera, or other upgrades and changes – like the lack of stalks on the rest of the Tesla line-up.

Tesla previously confirmed we’re not seeing the Juniper Y this year, this could be the time needed to retool and upgrade lines to prepare for its introduction sometime next year.

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