Lucid Motors is the latest to adopt Tesla's NACS in North America
Tesla
Lucid Motors has revealed that by 2025, its customers will be granted access to Tesla's Supercharger network, thanks to the adoption of the North American Charging Standard (NACS). This move signifies unity in the electric vehicle industry, with Lucid joining a growing list of manufacturers embracing Tesla's ecosystem to benefit EV consumers across North America.
With over 15,000 Tesla Superchargers spread throughout the continent, Lucid drivers will enjoy the ease of charging up at these stations via an adapter for current CCS-compatible vehicles and direct access to new models starting in 2025. Lucid's integration of NACS is a strategic pivot aligning with Tesla's vision of facilitating broader EV adoption by offering high-voltage charging options, heralded by the deployment of their next-generation V4 Superchargers.
NACS Still has Holdouts
Remember your old buddy who refused to give up his Betamax for VHS? That may be aging myself. How about HD DVD for Bluray? Alright, CDs for streaming? That old buddy is now Volkswagen and Stellantis.
These two massive automotive groups have yet to commit to integrating NACS into their vehicles. Their reluctance highlights the challenges and complexities of establishing a universal charging infrastructure despite the apparent benefits of such a standard.
Keeping Pace with Tesla
Lucid's CEO, Peter Rawlinson, emphasized the importance of this step, asserting that "Adopting NACS is more than just a technical integration; it's about providing Lucid owners with expansive, reliable, and convenient charging solutions, embodying our commitment to a sustainable future."
The announcement also underscores Lucid's ambition to keep up with the industry's pace set by Tesla, enhancing the practicality and appeal of EVs. As the network of high-voltage, fast-charging stations expands, the American consumer's switch to electric vehicles is expected to accelerate, driven by convenience and efficiency.
Lucid now joins a roster of forward-thinking automakers that have recently adopted NACS. This list includes industry giants such as Ford, GM, Rivian and European stalwarts like Volvo, Mercedes-Benz, and the BMW Group, including Mini and Rolls-Royce. Including Korean manufacturers Hyundai and Kia, along with Japanese titans like Nissan, Toyota, and Subaru, signals a global endorsement of Tesla's charging standard.
Super Growth of Superchargers
Tesla's growth in charging infrastructure has been unwavering. Last month, the company celebrated the installation of its 50,000 Supercharger station, along with the introduction of its V4 Superchargers, which offer charging capacities up to 350 kW. This expansion is expected to continue, with Tesla leading the charge in preparing for a future where electric vehicles are the norm.
Lucid's recent production struggles are no secret, with the company likely to fall short of its production targets for 2023. Nevertheless, the recent price reductions for the Lucid Air sedan in North America indicate a strategic shift to boost sales and market penetration. Lucid's announcement regarding Supercharger access may be the catalyst needed to elevate consumer confidence and demand for its luxury EV offerings.
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It was a rainy April 1st when a news-searching author went on a delve into the depths of April Fools to find fact from falsehood. And while we found a lot of fantastic jokes, we also found some good ideas.
So, with a shoutout to MarcoRP on X, whose April Fool’s Joke gave us a good run for our money for a couple of minutes, we thought to ourselves - what would a Cybercab Charging Station / Cleaning Hub really look like?
Cybercab Wireless Charging Sites
Now, before continuing, we’d like to point out that the image up top is a joke from Marco - it isn’t an accurate or real site map submission from Tesla. However, it gave us the impetus to think critically about what is required for a Robotaxi fleet, based primarily on the Cybercab, to be able to service a city.
Requirements
Tesla will likely need to charge a small fleet of Cybercabs at a single time and in a single place. That means that the site needs to be large enough to cover a major metro area while also still being compact enough to not cost too much money to build out.
In addition, we need to factor in charge times. The Cybercab is likely to launch with a battery around 50 kWh, which will result in a range of approximately 300 miles. With that much range, the average Cybercab may not need to charge more than once or at all during daytime shifts, so instead, most of the vehicles will charge overnight.
MarcoRP
Math and Charge Times
The overnight charging means that most of these vehicles could be charged slowly. When we did some back-of-the-napkin math last year, we determined that Tesla’s wireless charger will likely peak around 17 kWh (for comparison, Tesla’s Wall Connector at 32 amps charges at about 7 kWh). If we scale Tesla’s wireless charger down slightly to 10 kWh, accounting for some energy loss and the potential size of the site, that means a Cybercab will be able to charge in about 5 hours.
Tesla’s upcoming V4 Supercharger unit can currently handle 1.5MW per cabinet, but this slower-speed charging is A/C, not DC, which means there is a step-down loss of about 3-5%. Let’s make that a comfortable 10% for any other overages, but we can estimate around 1.35MW of power. That 1.3MW will easily handle charging up to 100 Cybercabs at once - all wirelessly, using Tesla’s unique beam-forming and beam-steering technology to keep efficiency high at every single stall.
Within about 5 hours, a whole fleet of 100 Cybercabs could be charged overnight when electricity rates are cheaper and still be out in time for the morning commute.
While this is all just hypothetical, it really does make sense that Tesla will be establishing these sites that won’t require much space or a ton of energy.
Tesla recently curtained off a large section of the parking garage at Giga Texas, as well as some of their chargers on the eastern end of the facility, leading us to believe they may just be testing this at scale internally.
There’s a lot to look forward to with Tesla’s V4 Supercharger deployment coming this year and with Robotaxi launching in just a couple of months.
Tesla released its Q1 2025 delivery and production numbers this morning, reporting 336,681 vehicles delivered and 362,615 produced—marking the company’s weakest quarter since 2022. Deliveries declined 13% year-over-year and fell well short of Wall Street estimates, which ranged from 360,000 to 370,000. Some analysts had forecast as many as 407,000 units.
Despite the shortfall, Tesla stock is actually up about 4% this morning, not only suggesting the market had already priced in weaker performance, but that this may be seen as the low point for the company. Tesla began delivering its refreshed Model Y in March, and production across all four Gigafactories was impacted by several weeks of downtime as Tesla retooled lines to accommodate the newer model. However, there’s no doubt that there is some brand impact from Elon Musk.
Comparing Numbers
Most of the deliveries—323,800 units—came from the Model 3 and Model Y lineup, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries. That’s a 31% drop for Model 3/Y and a sharper 45% drop for the Other Models category compared to the previous quarter. However, comparing it to a more applicable Q1 2024, these numbers are only down about 13% for the Model 3/Y and down about 24% for the Model S/X and Cybertruck.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but said the ramp is “going well.” This still leaves a large gap between production and delivery numbers, although they may not be as large as many had feared.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Cybertruck
One major weak point in Tesla’s numbers seems to be Cybertruck deliveries. While Tesla previously expected the Cybertruck to sell more than 250k units per year, we’re already seeing a decline in numbers. This is likely due to several factors, including the higher-than-expected price point of the truck, the unavailability of the RWD model, and the Cybertruck’s polarizing design, which may attract unwanted attention right now.
While the Cybertruck was ramping up production in 2024, making the lower numbers reasonable, the deliveries for Q1 2025 dropped drastically compared to the previous quarter. Cybertruck deliveries are estimated to be in the 5- 6k unit range for the quarter.
The good news to take away here is that the Single Motor variant of the Cybertruck appears to be nearing release. The price of the RWD version is expected to be about $60k USD before any incentives.
Q1 Earnings Call
Tesla announced their quarterly numbers this morning and posted on social media that they’ll live stream their Earnings Call on April 22nd.
This post was later edited to change “Q1 Earnings Call” to “Q1 Company Update.” It’s not clear whether there’s any significance in this change, but it could mean that Tesla has more to announce during the call.
The Company Update will occur on April 22nd at 2:30 PM PT / 5:30 PM ET. The standard Q&A session with executives and Musk is expected to follow the release of additional financial results for the quarter.
Tesla is set to launch its long-awaited Robotaxi service in June, and a cheaper, mass-market model is also planned for this year. With delivery numbers coming in soft and the refreshed Model Y just hitting the road, all eyes will be on forward-looking commentary during the update.
