In a significant move for the EV industry, SAE International, formerly the Society of Automotive Engineers, is to set performance standards for Tesla's NACS (North American Charging Standard) connector.
To expand the compatibility of the proprietary charger network beyond Tesla vehicles, this move has the potential to redraw the boundaries of the EV charging ecosystem. Until now, Tesla's exclusive NACS connector was engineered for its global Supercharger network, consisting of approximately 17,800 Superchargers in the US alone.
SAE's Role in Ensuring Standardization and Compatibility
In response to the significant shift towards NACS, SAE has decided to set the stage for this connector's future. The standards proposed by SAE will dictate how the plugs interface with charging stations, establish charging speeds, and set requirements for reliability and cybersecurity. Although the decision seems to potentially mark the end of the road for new CCS1 charger plugs, the thousands of existing CCS-enabled EVs guarantee this design won't disappear soon.
A spokesperson for SAE has clarified that the organization is not choosing the NACS connector over CCS but responding to its widespread adoption. The goal is to ensure that the most popular charging system is standardized and compatible with a wide range of EVs.
Consumer Demand Drives Major Shift in Charging Standards
Interestingly, the transition toward standardizing the NACS connector appears to be primarily consumer-driven. The number of NACS-equipped vehicles on the road significantly outweighs those with CCS connectors, nearly two to one. Given the technical challenges and infrastructure issues encountered by alternative charging networks such as Electrify America, ChargePoint, and EVgo, it's no wonder that most EV owners favor Tesla's reliable Supercharger network.
Reacting to this trend, major automakers, including Ford and GM, have announced their plans to align with Tesla's charging system by manufacturing EVs equipped with NACS connectors. This week, Volvo made a similar announcement, signing an agreement to join Tesla's Supercharger network starting in 2025. It's important to note that while automakers won't be charged a licensing fee for adopting NACS, EV owners will still have to pay to use Tesla's charging stations.
This new chapter in the EV charging story signifies a more unified future that is not just about driving electric vehicles but about making electric driving more accessible to all.
