Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug
theverge.com
theverge.com
One still major unsolved problem is the lack of agreement on a standard for payment/powerline communication from the EVSE to the vehicle. OCPP 2.0.1 and ISO 15118 is supposed to bring "Plug and Charge" capabilities -- this, in theory, would allow drivers to simply pull up to a station, plug in, and charging start right away. i.e. No more fiddling with multiple different manufacturer's apps, no more being SOL if your phone battery is dead.
While we're seeing agreement on the physical standard for the shape and size of the conductors, there's still progress to be made on the protocol between vehicles and charger. Tesla refuses to implement OCPP because they have a great walled garden right now and don't want to release the stranglehold on the payments.
I agree that having a different app for every brand of charging station would be annoying, but what about just accepting a credit card the way we do with gas stations now?
Just last month was a new app at McDonalds in Sweden, that one asks me to, in the freezing cold, scan a dirty QR code sticker, which takes me to a website I’ve never heard of that wants me to manually enter credit card info, like a phishing attack smorgasbord.
It’s the one thing I miss from a gas car: just let me fill up.
All of the chargers I've used had apps, but they also allowed using a credit card, which seems like it would have solved your problem just as well. And that's already a solved problem, even if not every charging network uses it.
Just give me website god damn it.
The charger requires an app, ok fine. Downloaded the app, had to setup the whole account with my address(UK address was allowed as my address), verify my email, verify my phone number(UK one was accepted), fine, done.
Went to add my payment card - nope, the billing address has a pre-filled country field set to Germany, can't change it. It says ring this number in case of any problems. I ring the number just to hear:
"Sorry, our customer service operators are not available on Sunday. Call back on Monday after 9am".
Imagine if filling up with petrol was such a lottery.
If fuel stations are essential(as in allowed to be open on Sundays), then with the EVs becoming the norm so should be the support for these stations.
I have to wait until end of month so my subscription actually expires, then make sure family sharing is disabled (which already screwed up location sharing). Oh and about 2.5TB of entire generation photos are up to be deleted by Apple if I screw up.
It amazes me that for such a progressive and forward thinking company as Apple, that the very thought that their customers might actually move countries with their device and account seems to have been relegated to 'edge case'.
The only opposition I've heard is "uwu but charge costs are lower so CC fees add up".
IMO websites and/or open API's are way to go - allows third parties to build integrations, automations and superapps that enable all sort of benefits for users.
Think I'd try to solve that by having the customer register the car/payment once at the kiosk and then handle plug-and-charge-and-bill though your service. Then you don't need to wait for an external solution and can advertise convenience as your added value in the meantime.
If you just send the payment info via the charging plug, now you have to worry about the payment info being stored in the car and potentially stolen if the car has any security vulnerabilities, including in the charging port.
If you use some kind of tokenization or similar then you're inserting third party payment processors into the system and they'll be wanting a cut.
Just put a card reader on the charger and be done with it.
Sure, they can steal the car AND the key, but more often, it's the car alone.
It is customary when borrowing someone's ICE car to pay for the gas used by returning the car with as much gas as it had when you borrowed it, or even with a full tank. I'd expect people will want to continue that custom when the car is an EV.
Nonetheless with an EV you could just hit a button saying “friend has taken possession” or “loaner mode” similar to valet mode. Upon returning the car and disabling that mode the car could present you with an accurate dollar amount of exactly what to pay your friend.
Hypothetical standard: Charger lets car open a low bandwidth internet connection. Car uses it (or cellular) to open an encrypted channel to a 3rd part service (Tesla/Visa/whatever) saying it’s VIN, password, and the charger’s ID. Charger gets payment from 3rd party.
PS: I would rather chargers just had working credit card readers, but individual chargers don’t do many transactions per day so apps are a cost saving thing.
You're fundamentally trying to transfer your money to the operator of the charger, but they aren't standing around to give cash to, so you want something digital. Alright, so your bank should do this -- you authorize your car's private key to make withdrawals from your bank account at charging points and we're all set. Except that banks suck at this sort of thing, which is why we have the credit/debit network to create some kind of standard. Except the standard is credit cards, not public key cryptography.
You wanted to give your money to the charging point operator but instead you have to give it to your bank to give it to Visa to give it to the charging point operator. Now we're going to add "Tesla/whatever" to the chain? This needs to stop. You stick with the card reader until you figure out how to get banks, using some kind of standard, to support the public/private key thing and we can remove a middle man instead of adding one.
Following a recent trip I had a bunch of ~1€ transactions from buying single bus/metro tickets from machines.
Visa credit 0.65%, debit 1 pence. Mastercard credit 0.80%, debit 1 pence + 0.5%.
https://www.whatdotheyknow.com/request/costs_to_tfl_for_cont...
In Europe, sure because the fees are capped. In the US you pay a fixed fee + x% which makes small transactions like this prohibitively expensive
Worse case, if someone steals that key (or the hardware that stores it), they can steal electricity with it. Which also means they'll be caught approximately tomorrow.
If you have that level of access/capability, there's better things to do than using it to get 50 dollars worth of electricity and probably being picked up by police as you siphon it.
Besides, there's easier and stealthier ways to get free electricity.
The process for EV and gas refuelling is then identical:
Lift thingamabob -> tap card -> plug into car -> leave
Easy.
Please make it clear where, exactly, the near-field antenna is. Behind the screen? Behind the logo that looks like WiFi? Somewhere inside a separate hockey-puck device? And indicate when the reader is active, too. Light up something.
One place I visit regularly had a POS system which worked perfectly. They recently switched it out for a Clover unit with much lower read reliability and a worse customer-facing UI.
Besides dumb inconsistent terminals, the main thing holding it back is (A) customers don’t use it because they either don’t know it’s much faster than our garbage chip readers, or they have been burned by hunting for the right spot to tap. And (B) even the clerks don’t use it because until about this year there was a significant fraction of cards out there without NFC and who wants to hunt for the logo instead of just always shoving it in the (stupid slow) chip reader. There still might be plenty if you count debit cards which I never use but are very popular.
So usually, I just use the chip to save time.
Lowe's and Home Depot? Walmart, still?
Companies still hoping to silo people into their own apps or antiquated payment method, which might give them a slight cc processing fee reduction that boosts their margins... at the cost of being a usability nightmare for anyone who doesn't shop there frequently. I expect that frequent shoppers will live with whatever a store does, and set up a custom app, if any, or accept using a physical card.
It's easy to see that their approach is petty, because Costco, which has fanatical customers and is members-only—there are no casual infrequent shoppers—got on board with nfc (card and smartphone) payments years ago. If any business could've gotten away with having their own app and special payment processing deals to save money, it's Costco.
The only time I'm confused is when there's an unusual card reader, usually a low-budget all-in-one type with a touchscreen, as it's not always clear where the NFC reader is. This is maybe 1-2% of transactions.
Every so often a machine makes the "dur dur" noise and I have to use the chip and my PIN. I'm not sure if this is every Nth transaction, or after spending ¤X. Either way, it's to avoid a lot of contactless payments being made if the card is stolen. (And maybe this is irrelevant in the USA, without PINs?)
"8 out of 10 card payments now contactless in the Nordics" [2]. 54% in the whole EU [3], only 34% in the USA [4].
[1] https://www.intelligenttransport.com/transport-articles/1153...
[2] https://www.nets.eu/Media-and-press/news/Pages/8-out-of-10-c...
[3] https://data.ecb.europa.eu/blog/blog-posts/contactless-payme...
[4] https://ktvz.com/stacker-money/2023/08/01/american-consumers...
I as a frequent shopper just like the way I can scan my code at any point and then push one button to check out, and that they allow credit cards to back it. For a while before its launch I think it was rumored that Walmart Pay would require an ACH or debit, which would have made it a hard no for me.
I still think that we've seen major progress. For instance, the huge Kroger chain got on board sometime in the past 2 years after being NFC or Apple Pay laggards. CVS a couple years before that, I remember them being particularly prickly about never taking Apple Pay and they came around.
(I believe there are some limitations on tap-to-pay transactions to prevent a merchant presenting the transaction with a different value after actually tapping the card.)
I think a lot of "pay at pump" fuel stations require a full insertion of the card to pre-authorize a large amount, then release it as a partial refund once the amount of fuel dispensed is known.
Would this be a barrier to EV charging, if you need a way to communicate this upfront, or have to effectively replicate out EMV infrastructure on totally unmonitored terminals with PIN readers (and likely the next card skimming scandal brewing)?
Also, how would contactless-only work for cards that get soft locked to be inserted for a PIN check? Would there be a way for EV chargers to be exempted from this? Or would people end up stuck and unable to charge as there's no available place with a PIN reader they can use to unlock their contactless payments?
In terms of PIN check, the card is just declined with an appropriate error message because you can’t insert it and the next time you use a contactless machine it asks for the card to be inserted and a PIN entered.
For petrol (gas) pumps in the UK it generally auths either £1 or £99.
I guess the issue then becomes relying on contactless (only) without the hardware for full EMV with PIN, as then someone whose card has been used contactless one too many times can't charge, and potentially ends up stuck there.
It does feel like contactless is a good convenience measure, but probably isn't ideal as the only mechanism on a reader for charging infrastructure.
Unrelated to this, but not being able to initiate charging without internet access (for online auth of cards, and the ones that can only be used online) also is likely to become an issue in rural areas, as well as give quite a few resilience issues if cloud infrastructure isn't available, or internet backhaul from the area is disrupted. Even once power is restored after a storm, if comms are down (like with Storm Arwen), this doesn't sound ideal for EV charging...
If the pump pre-authorizes an amount (many non-Costco gas stations I go to make you choose an amount to authorize) it simply never captures more than was actually used.
Now why would any of this be fundamentally different for EVs? You have a rough gauge for how much "fuel" i.e. "juice" you need, pre-authorize enough money but only capture what actually got used. Done. Why do EVs need to be special?
It's easy. You select the max amount (up to NZ$200), tap your card, and it's done. Pick up the right fuel nozzle, refuel, and go. Exactly the same can be done on EV chargers.
The process card-side is not a charge-and-refund as refunds have fees to the merchant. Rather it's a pre-authentication and finalisation. Pre-auth holds the funds for a set time (determined by the merchant agreement with the bank) and the vendor can finalise the charge up to the pre-authentication amount. Most hotels and car rental places do this for security deposits as well, if they don't charge or explicitly cancel your bank will release the fund hold at the end of the holding period.
Not that there's likely to be any real repercussions in many places given a lack of criminal enforcement around theft/fraud, but EV charging requires the user of the stolen card to stick around in a given area to charge the car, so it's likely lower risk than other places where a stolen card can be used for a large transaction in a short period of time.
I imagine you'd eventually get some people going around offering people "cheap" EV charges for free (for cash), and then tapping a stolen card on the reader, but there's always going to be someone trying to exploit stolen cards in innovative ways.
Is being able to ask your car to make a long drive across long distances on its own actually something people want to do? Or is it a solution in search of a problem?
(Disclaimer, I live in the UK and not the US. It's possible there are cultural reasons I've missed.)
I agree, that's the way to go. Charging an EV has to be just as easy as filling up a gas car. Pull up, tap you card, plug in. There's zero reason for having to fiddle with apps and memberships and qr codes and whatever else bullshit.
Ignoring their pervasive station reliability problems, their app is pretty bad and only barely functions.
* I've had to skip a perfectly functioning station because the app thought I was still charging from the previous time and wouldn't change its mind about it.
* Their Carplay app has literally never worked for me, not once (usually it shows me still charging from a session >1wk ago even when the regular app doesn't, sometimes it doesn't boot, sometimes it shows me as not logged in. The main screen has never once rendered.).
* One of their level 2 stations (which tend even less reliable) existed in the app on about 50% of refreshes.
* The app requires a pretty solid signal to work at all since it seems to consult their API to query for stations near where you are and then you guess at which one it is ("is this the target one or the mall one? it's the target that's in the mall?") which is pretty silly when you're parked at the station so it's in range of your hands and eyes.
* I eventually figured out that I can add the EA plan to my Apple Wallet and tap the phone instead of ever opening the app, but that seems to randomly select between the "free" plan (rather, included in the purchase price of my car) and the $10 balance that they make me maintain for god-knows-why when at California electricity prices no charge has ever been below $10.
* The stations have credit card readers which I've never tried to use but almost always when I see somebody having trouble at a station it's because they're fighting with that thing. I assume EA's response would be "just use the app, it's so much better"
That's all just one app, not a slew of them for every charging network in my area (which also includes at least evgo & chargepoint just to cover the big ones). The sooner this app bullshit can die the better.
Unless we have some universal payment processor which all the charging networks agree to use I will still need register through an app or something when I encounter a new brand of charger on a road trip.
It seems like the real solution is a law which requires the stations to accept a more universal payment system like credit cards. I think there is already a law like this in California IIRC.
No shit, Sherlock? In the UK a lot of fuel pumps have credit/debit card readers built in, and if not cards are accepted everywhere for payment already. But yes electric charging companies here are still wierd about accepting such standardised payments, and we did just introduce a new law about it [0] promising "most" but not all chargers will accept cards.
[0] https://www.gov.uk/government/news/new-laws-to-make-charging...
Plus, ultimately we want to make charging as cheap as possible and having to pay the $.30 interchange fee each time a user plugs in would add a ton of overhead to our cost model.
But I agree, DCFC need to all accept credit cards like gas pumps. Fortunately NEVI funding requires it.
Every gas pump has looked/functioned largely the same since the widespread adoption of cashless payments around the world. Until governments mandate a standard payment interface, I think it's more likely that companies will continue to find ways to mine data from consumers through shitty apps.
Oh, and that's not even to mention the companies that include some amount of "free charging" credits with the purchase of the vehicle. Not only is that cost baked into the cost of the car, you're also disincentivized from using the network at all because of how crappy it is. /tinfoilhat
Or maybe another solution would be like WeChat Pay in China, something that’s so ubiquitous that all stores just have a QR code you scan to pay for anything nowadays. I’m surprised nothing like that has taken off in the US, it’s crazy convenient.
I once charged at an L2 in Canada that involved a QR code, and then payment via a web form. In that case, a POS would make the setup too expensive compared to just putting power out there with a networked microcontroller.
Cant' the car do it?
That was my cynical take on it.
> This final rule establishes a requirement that charging stations must provide a contactless payment method that accepts major credit and debit cards and accept payment through either an automated toll-free phone number or a short message/messaging system (commonly abbreviated as SMS). Payment methods must be accessible to persons with disabilities, not require a membership, not affect the power flow to vehicles, and provide access for those that are limited English proficient.
With all the EV goals that various countries are making, this seems like a foundational part of it. Consumers aren't going to buy into EVs in mass until charging in a solved problem.
1. numbskulls who hate EVs because they believe that being able to add 400 miles of range in their F150 in 5 minutes (ie gasoline) is the only okay way to do energy for every vehicle.
2. People with a good point that EVs are very expensive and why should poorer people subsidize the rich when the poors can’t even afford an EV.
Yeah it is a pain, I have an electric car, but only because they force you to use their broken apps. All they have to do is let you pay with a bank card and it'll be just as easy as buying petrol.
So having an electric car requires an smartphone, one on which you can install random software, where you want to install random software, and have internet (cause I suppose there's no WiFi at those bornes) and you have a CC (also not true for many).
Good to know that this isn't for me.
A friend of mine has a card with which he can charge at certain places, but definitely not all (so he has some anxiety over that, in new places you never can be sure it actually works). Is such a card an option at those places that 'require' and app?
And what's even the reason for this? Those unmanned fossil fuel stations debit your card with some largish amount before you can take fuel. Why would things need to be more complex than that when charging electrons?
It does tho, even before getting into the reliability issues I don’t want to have to install random applications.
You may have been used to that process so it seems more fluid, but Tesla charging is truly "plug and charge" at superchargers
Imagine needing to negotiate a credit card with your wall outlet before recharging your phone every night, and you'll get an idea why people would hate needing to pull out their credit card for every EV charge.
So some hoop-jumping should also be required.
That means you can trivially clone them. Not hugely exciting for access to a (common) hallway in a large building. If cloning someone else's fob gets you free car charging, the incentive is there to clone them. Also, not all buildings will use unique fobs per "unit" (and you'd likely need to support per-resident/tenant fob uniqueness... And something for guests!) -- sometimes it's a single hardcoded value for the whole block or door zone that the fob opens...
You can, of course, build something proper using NFC (and a smartcard running a smartcard applet), which is effectively like your own custom mini "chip and PIN" EMV system -- you would have to design and implement the wire protocol to authenticate the card etc etc, and all the security design around that, but it could be done. That would at least let you have something more than simply shouting your tag ID number into the air like a super basic NFC tag (or RFID keyfob).
i have cloned keyfobs for like 5 building at a local laundry. Never met a fob they couldn't clone
There are absolutely some unclonable (without massive expenditure on defeating CC EAL 5+ smartcards) access control systems, but those are never the cheapest, so they don't get adopted outside of (very) high security environments.
I wondered if we'd see a shift once the Flipper Zero hit the ground, but it's probably still a bit too early on that.
A lot of hotels used to use insecure (and pretty easily cloned with an Android app) Mifare Ultralight NFC on room keys, but I've not seen one of those recently - most seem to be Mifare classic now, which is secure if your keys aren't compromised.
I feel like no matter what you’ll need to accept credit card payments in these sort of shared environments.
Having said that, something like an NFC card + QR code support would be good enough, IMO. The main thing would be to keep the app as simple and fast as possible.
They could also put the QR on a small screen to make it harder to fake. A little epaper display wouldn't add much to the cost.
i don't own an EV, so maybe my preconceived ideas of only charging when necessary may be what needs updating??? however, regular battery maintenance routines suggests daily charging might not be the best for the battery.
In practice, I don't think EV owners are seeing a meaningful difference between repeatedly doing charges from 70 to 80% vs periodically doing bigger charges (eg, 20-80%).
So why not have a full-enough pack every morning? It is one of the big conveniences of an EV. Obviously this will be different if they don't have home charging or have a less than convenient setup.
It feels like this whole "scan the QR code" is a reverse of the ideal paradigm that is (obviously) very easily exploited by scammers and opportunists, especially if payment information is requested! We spent long enough trying to train users to not enter usernames, passwords, and payment details into random web pages when asked... Now they're being asked to do it!
I don't think a QR on a small screen is the answer - people will just cover it with their sticker. If that's not good enough, they'll make a sticker that looks like a small screen with some frame around it.
We need to treat the charger itself as an untrusted piece of infrastructure, and do discovery the other way around. If a user knows they are going to an "ABC Corp" charger, there is presumably a route for them to use a relatively trustworthy discovery platform (i.e. an app store, their EV charging map already knowing where they are headed) to navigate the user to the genuine interface.
For the issue of "which charger to activate", I'm not an EV user, but this feels like if the car communicates any form of usable information to the charger, this could be used to help the user. Easy (and private) paradigms like unlocking a given charger by a map view wouldn't be intuitive for people with reduced spatial awareness (or at night when nobody has a clue where they are in relation to things on a map), but at a small enough charging station you could just ask the user to confirm if they are using "charger 3" (like gas station pump numbers), since that's the only port with a car not yet enabled to charge. For larger places, surely it's easier to use "pump numbers".
(Which is effectively what you are suggesting with a short code, but I think the QR part is a potentially bad paradigm we should try to kill off before it sticks around!)
By collecting lots of info about you, they get a lower processing rate because the transaction is lower risk vs a swipe/tap.
They can save on transaction fees if they consolidate charging sessions; say you do 2-3 charging sessions in one day.
They want all the personal data they can collect on you constantly if you have the app installed, and to spam you with marketing notifications.
They want resistance to using a different charging network. Charger Company A's charger is $1/minute and Charger Company B's charger is $1.10, and they're on the same block? Obviously you're going to go to the cheaper one if you can just swipe your credit card.
If you have to download an app (using your mobile data, and it might be quite slow), register an account, etc - then you not going to bother with the cheaper station.
Though public utilities are typically even worse, than the current landscape of charging apps :(
Consumers are going to demand it, and it may be necessary before EV's become ubiquitous, assuming they do. One thing that has helped their case in the US is that payments have historically been a pain in the ass anyway, compared to many other countries. That is changing though.
I’d go to the one that accepted my credit card and didn’t have an app.
Plus, ultimately we want to make charging as cheap as possible and having to pay the $.30 interchange fee each time a user plugs in would add a ton of overhead to our cost model.
I’d happily pay $0.30 per charge session to just use standard NFC or chip payments.
Also, why in god’s name would I have authentication on my home charger?
Not everyone in the US lives in a single family home
As an added bonus, when you have family or friends visiting they can pay to charge as normal (at presumably a slightly less attractive rate).
I usually bring 10x the dollar value of the charge in booze and food, so it doesn’t matter.
Also, they don’t have to stress out over trying to figure out how to pair my car to their house and charge me $5 while they’re trying to plate dinner and deal with their kids.
If they cared about the $5 (or if I had a hummer and they had a DC fast charger, so it was $20-50) I’d happily pay cash or apple pay or venmo or really any option other than authenticating with their landlord.
How do you handle for example visitor spots (e.g. one off charge) in a multi-family unit?
It took them the better part of a decade just to bring Apple to the table on USB. I don't have the same faith you do they're going to be able to even partially repeat this success in a much more diverse ecosystem like vehicles.
IMHO, the EU should have done this yester-five-years-ago. It's absolutely baffling they haven't already, considering they're going to outlaw ICE cars in just 6 years time, yet we don't yet have friggin EV charging regulations in place to ensure it always just works for evryone.
I assume politicians are too busy with the inflation/CoL, wars, migration and how to win the upcoming elections in 2024, to worry that we'll be caught wither our pants down on the EV infrastructure side in a few years, because they've been asleep at the wheel.
Mark my words, come 2029, and everyone's gonna freak out, there will be outcry from the voters, and the ICE ban will be postponed for 5 more years so we can get charging infrastructure sorted.
I wouldn't expect any standard becoming a legal requirement until one with open specification becomes available and a significant part of the industry has switched to it.
Which is the reason why about no one took on the offer, it is a legal minefield for not that much value. NACS became a thing only after they truly released the standard.
The communication and payment protocol is still proprietary.
I am bearish on universal PnC being practical to implement. Every EV manufacturer has to make agreements with every EVSE operator to use the same root CAs and same billing system. If you think of an EVSE like a vending machine, there really is no interoperability precedent for this kind of payment. Tesla is special case because they operate both the cars and charging network. But if Pepsi owned and operated all of their vending machines, we probably would have seen the same walled garden.
/edit2 the proposal uses certificate exchange between the car and the charging station. No app.
[1] e.g. "The Plug and Charge protocol tells the charging station what kind of EV you're plugging in and conveniently bills you." from https://www.caranddriver.com/news/a35044132/plug-and-charge-...
Upside: Every day is a school day and now I have something fun to read in to!
Electrify America has supported P&C for DC fast charging on Ford vehicles, for example, but it required setup beforehand, and came with downsides (like not supporting EA’s member-discount charge rate).
Payment done by the car automatically seems like a solution looking for a problem.
I got frustrated with dealing with all these charger manufacturer's lousy apps, and that's what led Starlight to focus on building a seamless plug-and-charge experience. No apps required, just plug it in and go.
I’m confused. I have limited expressive with EVs, but when I used a Supercharger, it seemed exactly like a typical gas station experience, other than payment and time spent. Why can’t the payment model be adapted? What am I missing?
Edit: I get it now. It’s aimed at residents, not visitors.
Manufacturers want in because of all the potential $.
Even something as simple as charging control via control-pilot/proximity signals is already problematic with some vehicles.
Maybe because I'm an engineer and not a business guy, I do not understand why not implement the bare minimum that works and leave advanced cases for later.
Plug in
See cost per kWh on the display
Tap contactless card
Charging starts. Status shown on screen.
Optional QR code to a website to monitor charge status
Exactly the same method as buying gas. No need for apps or accounts or anything.
So perhaps they will actually end up losing more revenue than gaining.
In practice, I don't think any company is meaningfully splitting up their battery pack to take advantage of "better" packaging logistics elsewhere in the frame/body. I know in this example, they could still likely be loosely attached in the same plane, but with less density under the cabin, but I think my point holds.
That's true in my experience. Though it is interesting that cars look more and more similar over time rather than different.
- People generally like their vehicles to look different but not too different. Design of everything is a fashion industry.
- Fuel efficiency, practicality, and safety requirements all lead to a certain level of convergence.
Charging networks are IMHO not a viable long term business model. Building out a "platform" to sell commodity electrons is utterly stupid. Nobody wants the stupid app, they want to charge at McDonalds along the highway while they grab something to eat.
Sort of like gas stations weren't a viable long-term business model?
> Nobody wants the stupid app, they want to charge at McDonalds along the highway while they grab something to eat.
So you should put your chargers near convenient amenities... like a convenience store... like a gas station?
In cities I think we will see less chargers as most people just go home to charge. However in poor areas they will be at places like grocery stores so you those who don't have at-home charging can charge and shop.
As an American, it was really eye opening!
If you only sell gas and nothing else you can only compete on price. Good luck with that.
I do think any Tesla owner will tell you the charging infra is always scales behind demand and there are often delays waiting for an available spot. Hopefully a universal standard means more operators will participate. I just hope the payment experience can remain seamless.
Perhaps I'm misinterpreting your statement, but the Model Y has become the best selling car in the world. That includes ICE vehicles, not just EVs. If you exclude trucks, I think it has also recently become the best selling car in the US, overtaking the Rav4.
That doesn't directly correlate to marketshare. The MY is going to need many many quarters of being the best selling car to have marketshare equal to many other ICE models.
https://www.autoweek.com/news/industry-news/a44600661/is-tes...
Tesla has much different goals than the other car manufacturers. Although energy sales are only around 5% of total revenue, Tesla expects that to change going forward.
This lets them pivot to something where they have a huge moat.
Walmart has had 25 years to outcompete Amazon, and is still clueless. Phone makers have had 15 years to beat Apple, and the competition is still not as polished.
(Personally, I don't prefer Teslas or iPhones.)
Fragmentation of the charging infrastructure puts a hard limit on EV adoption, they will never replace ICE vehicles unless the infrastructure becomes as ubiquitous as gas stations.
And while it's a good thing that everyone has adopted the same charging standard, branding is just as important. Gas at gas stations is fungible. EV chargers are most certainly not. Right now Tesla's charging network is the only option that is fast and reliable.
Gas stations can choose from 3-10 grades of gas (octane, ethanol content, road tax) to sell, and 2-6 grades of diesel (cetane, gel point, road tax) depending on what the distributor offers - no station sells them all (at least not that I'm aware of), and getting the wrong fuel can be fatal. Stations also can choose their own additive package which can make a difference.
Note that in almost all cases there is only one distributor you can buy from. Electric is generally a legal monopoly, while gasoline the closest supplier generally has a pipeline and thus can offer much cheaper prices so while it is legal to buy elsewhere it isn't practical.
Only for the subset of the population that owns a home with off street parking. People in denser neighborhoods, appartments buildings or who rent their property will be looking to top off while running errands or at work.
That may be your perspective, however I have family members who owned a plugin hybrid, had no at home charging capabilities, and found the experience superior. I suspect this is a use case that will become more prevelant at the regulatory incentives begin ramping up.
I don't realistically see us being able to rollout sidewalk chargers on the scale needed to provide home charging at the sidewalk for people without driveways or garages.
Either way, I think it’s terrific business. Would you rather have a dependable advantage that helps you stay further ahead of competitors in one industry, or have slightly less of an advantage (when you’re already in the lead) and get to dominate a whole second industry too (gas stations, for which superchargers have no peers in the EV world).
Tesla is already working on deals to sell their super/ultra-fast chargers to others like EG Group and BP. Expect the number of those deals to grow.
I would argue that this will benefit those with with Teslas. As Tesla scales up to meet the demand for their charging hardware, the cost should drop while availability increases.
Moreover, as the number of independent networks that use Tesla's charging hardware grows, there will be additional pressure/leverage/lobbying on the government, electric companies, etc to provide the behind-the-scenes infrastructure that theses charging locations require. Tesla has on numerous occasions asserted that this is one of the most difficult parts of growing their charging network in places that have the greatest demand.
https://www.reuters.com/business/autos-transportation/uk-pet...
https://www.prnewswire.com/news-releases/bp-boosts-ev-chargi...
> With Tesla now having a fleet of millions of vehicles using the network and opening it up to EVs from other automakers, financial analysts are starting to see the Supercharger network has a massive business that is going to partly replace gas stations, and they want to value it.
> Wedbush Securities analyst Dan Ives, who has been covering Tesla for a long time, came out with a new note to clients today in which he stated that he believes the Supercharger network will represent 3% to 6% of Tesla’s total revenue or $10 to $20 billion in revenue by 2030.
https://www.sae.org/news/2023/12/sae-j3400-tir-released
Access to Tesla's charging network is a separate issue, but the connector itself is a published standard.
That being said, if any of these legacy companies who were not willing to invest in a charging network decide they want to finally step up and install some chargers of their own (I’m not holding my breath for any at scale), I’m pretty certain there will be no requirement for Tesla branding. Elon has said he doesn’t give a shit about branding.
It’s more important people will see the Tesla product and witness the features of Tesla cars first hand.
But people will be able to compare how fast Teslas charge, and how Teslas are able to just plug in without using an app or swiping a credit card, and how the owners can watch YouTube or Netflix while charging. Things like these will be the real eye opener, not the brand exposure.
Also, every other automaker can make cars that qualify. In fact, many already do!
Also note Tesla do not make a single PEHV, so in fact plenty of automakers make vehicles that qualify and Tesla doesn't.
Here's the lists:
EVs: https://electrek.co/2023/11/07/which-electric-vehicles-still...
PEHVs: https://electrek.co/2023/11/07/which-electric-vehicles-still...
You're technically correct, when limiting to first order effects of the rebate. It would be equally technically correct to state farmers don't get any money from SNAP (it goes to the customer!), and yet SNAP is "surprisingly" (to pendants) included in the Farm bill.
Your assertion that Tesla doesn't get any money from subsides is radical because it suggests that either subsidies don't work, or the do work with none value making it's way to the upstream industry the government explicitly set out to support with subsidies. Either one of these positions need supporting evidence.
Did the government set out to subsidise an upstream industry, or did they set out to incentivise consumers to purchase certain products? i.e. EVs not ICE.
> Either one of these positions need supporting evidence.
Interesting that mine do, and yours don't.
It's both. If you want customers to buy certain products in large volumes, there has to be capacity to manufacture said products in large volumes.
> Interesting that mine do, and yours don't.
Me asking you for evidence does not preclude you from asking the same of me. If you want evidence that government subsidies and incentives do work, I can readily provide that[1] - it seems pretty self-evident to me considering history, and international trade complaints about subsidies.
1. https://www.mdpi.com/2071-1050/15/1/534, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10131743/, cash for clunkers, etc
The IRA EV grants can be found here: https://www.atlasevhub.com/materials/the-inflation-reduction... and if you think Tesla is not going to apply (amd receive) most of the $7 billion for infrastructure, I don't know what to tell you (I'm willing take the other side of your bet in this though). Earlier this year, most in the industry assumed CCS networks would get the money because the law was written with a requirement for interoperability (3 or more makes).
Time line of events:
2014: Tesla opens up its charger patents
[Crickets]
2022H2: IRA signed with billions available to fund interoperable charging networks (i.e. CCS at tine of signing)
2022 November: Tesla renames standard to NACS.
2023: Tesla signs agreements with other manufacturers to use it's network.
Do you suppose it was a coincidence that Tesla's standardization and agreements came within months of billions of federal money being put in the table? Billions that would have gone to an competing charging networks/competing standards?
God I hope that day is long long in the future given the current ecosystem surrounding this crap. The last thing I want to add to my car is the multi-variant USB-C, thunderbolt, lightning adapter bullshit with accounts and subscriptions. It's the very worst of tech bro culture applied to critical infrastructure. What if the car makers owned and/or could strike deals with specific gas stations is an idea that only sounds good in a shareholder's mind.
Every day as car companies try to turn cars into toasters with subscription bread I'm happier with my ICE car / ebike setup. Gas used almost every day, 0. Range anxiety, 0. Using infrastructure that has been stable for longer than my parents have been alive, priceless.
I guess this very much depends on your driving patterns.
Even if the EV was the choice, a lot of people will fly (or take a train) for longer trips and so never hit the limits.
"It's like a horse and buggy, but much faster and heavier."
"But it'll know somehow how to avoid other vehicles and pedestrians and trees and houses and such?"
"No, the driver has to pay continuous attention or it'll veer wildly and hit whatever's in front of it."
"Shouldn't it run on rails? Or between protective barriers?"
"Painted lines."
In today's safety obsessed world, cars are a terribly unsafe anachronism. Somehow tech people are more afraid to run an non-sandboxed tab in a browser than drive a 3-ton vehicle 1 painted line away from similar vehicles going the other way with a speed differential of 100 miles per hour.
That fair, I guess, since physics aren't part of a JS-bootcamp.
Use whatever words you'd like if you don't like tech bro as the colloquium. But the intersection of this behavior of end-to-end control and things labeled "tech" and headed by "tech people" is very nearly a sphere.
For the people whose whole shtick is building autonomous systems we are remarkably bad at letting go and letting those systems be autonomous when it benefits the customer.
It's like we all watched Robocop, a film about how terrible it would be if an autonomous system created for the improvement of society at large was programmed to always obey the will of its creators for their personal gain and said, "That's a great idea, I could productize that."
Tesla's supercharger network is a loss leader whose purpose is to sell their cars [1], whose margins are also under pressure.
There's no significant barrier to entry for EV supercharging other than perhaps having a profitable business to pair it with. The NACS connector and the exclusivity of its charging stations was a moat, one that Tesla traded for tax credits.
It's mostly a real estate game. Shell is already adding EV chargers at key stations. Others will follow.
1. https://www.canarymedia.com/articles/ev-charging/major-autom....
We are all better off just biting the bullet now and changing everything over to the Tesla plug.
Compare that to the Supercharger network, where providing a great experience is a huge selling point for Teslas.
I might despise Musk, and I'm not a fan of Tesla lately, but you do really have to hand it to them: they were prescient and put in all the hard work of building out the best fast charging network, so good for them for reaping the benefits.
I didn't know that. Do you have some documentation about that. Would be fun reading material for the holidays
> I might despise Musk, and I'm not a fan of Tesla lately, but you do really have to hand it to them: they were prescient and put in all the hard work of building out the best fast charging network, so good for them for reaping the benefits.
Same boat club.
I’m getting sick of this tiptoeing in every thread that mentions Tesla. No ones going to come to your house and beat you if you say something positive, un-hedged, about Tesla
You should probably thank the government, too. When the feds decided they were going to put billions in subsidies to a national charging network, the original regulations basically required CCS, because that was really the only cross-platform game in town - Tesla was proprietary and not open to other automakers. In a brilliant bit of chutzpah, in response Tesla renamed their charging system the "North American Charging Standard" and started coaxing other auto companies to get on board, which most other companies were OK with because Tesla has by far the best fast charging network. But it was really the government subsidies, and the threat that Tesla would be left behind if everyone else went with CCS, that sparked the opening up of NACS in the first place.
Google has absolutely none of the expertise required to put such a connector together. It requires a very specific set of skills in chip design, signal integrity, and connector design which Google has none of.
But 9to5 Mac did some sleuthing and it seems that, in the case of Apple, it’s not entirely truthful: https://9to5mac.com/2015/03/14/apple-invent-usb-type-c/
Google also doesn’t seem to have fulfilled a bigger role than Apple did.
Connector design like this is a delicate balance between signal integrity (wants biggger) and mechanical integrity (wants bigger) and size (always smaller).
As for signal integrity: A lot of the signal integrity was papered over by having complex interface chips. This is why there is so much training and negotiation in USB-C.
As for mechanicals: The whole point of USB-C was to take failure-mode data from the previous generations and design a connector that avoided those. USB-C, in spite of how many people bitch about it, was designed so that the the most probable failure modes (which they learned from prior things like mini and micro USB) occur in the cable--ie the replaceable part.
None of this design expertise is inside Google.
I have never encountered an iPhone with a dead lightning port, it’s always the cable that wears out. There’s tons of laptops and android phones with worn out USB-C ports
Intel had the most, as well as the editor position.
All the Comms should have been done via an OFDM-like scheme rather than just a binary sequence over a twisted pair, giving far more throughput and allowing for compensating for conductive dirt in the plug causing crosstalk.
Overall, I believe such a design would have reduced costs, since there is no longer a need for such precision on cable and plug manufacture, which more than compensates for a tiny OFDM 'modem' inside the USB phy.
Maybe in another 30 years we’ll get a properly symmetrical design with something approaching lighting’s durability.
A combined CCS2 plug is chunkier and might be a bit heavier, but not compared to, say, using a fuel pump.
Really? I don't doubt that Tesla's plugs are smaller and lighter, but it always seemed a bit caricature-ist about people saying how horrible the CCS plugs are and that they weigh like a million pounds or something. They certainly never seemed heavier or harder to manipulate to me compared to a gas pump, so I just never understood this complaint.
Parking lot style EV chargers mean that I'm frequently pulling the charging cable across the front of my car and trying to plug the cable in straight while the tension on the cable is pulling it sideways. It frequently means it's a two hand job, one on the cable to keep in straight and the other guiding the plug in to the port.
I recently tried the ones at Esso in Canada, it literally feels like 4x the weight.
I've never needed 2 handles to manipulate a gas pump or Tesla charger, but with the CCS I had to use both hands and my body weight to sorta force it around. It was wild.
I’ll take my chunky connector with 22kW over your sleek one with 7kW :)
I submit a counterexample of the huge network of Tesla superchargers that can do the job quite well with the NACS connector.
maximum power output of 600 kW and a maximum current of 615A at 1,000V
https://www.notateslaapp.com/news/1269/tesla-v4-supercharger...The practical limits are based on the cars and their batteries, not the charge port.
What was the problem again?
You want to charge as slow as possible for your need, but needs do vary.
> What was the problem again
Why would I want to wait for more than I have to? e.g. I forgot to charge during the night and need to go on a trip in a few hours. Now I need to find a fasts charger and pay for it instead of charging at home, why exactly?
You're referring to DC fast charging. For AC charging the NACS is limited to single phase. This is a charge port thing, not the car or battery.
Which doesn't matter much in the US, but it does in Europe.
That does make it useful to charge it in a few hours in the afternoon, instead of having to wiat the night.
All houses have triphasic power (usually 35A per phase, sometimes 63A), and all apartment buildings with electrics from the last 2-3 decades provide triphasic power to each apartment as well.
Our ovens and cooktops expect triphasic power, with a two-phase downgraded configuration for backup.
Same for Sweden I believe.
I have a 22kW CCS charger at home and it is seems perfectly fine.
The cost of the supercharger isn't really relevant either, most US homes are gonna max out at 200 amp service which is a max of 48kw, but realistically probably half that due to your house needing electricity and a single custom circuit unlikely to be over 100 amps.
If you get the DC cable, you have conductors on the pilot pins and the DC pins, and the AC pin positions are just empty.
If you get the AC cable, you have conductors on the pilot pins and the AC pins, and the DC part of the connector isn't there at all.
I have to admit I haven't used Tesla plugs, but there is already a slight difference between the cable from a 50kW charger and a 350kW charger.
Esso in Canada has free DC charging for a while through their Journie app.
It is like manhandling a pressurized firehose, and I'm a 30 year old male who works out. I had to actually put my phone away and use both hands to force it around, I'm accustomed to the Tesla connector I easily one-hand.
And despite how big and thick it was, it was still so weirdly heavy I had to double check it wasn't somehow secured to the ground as well.
There is a 0% chance either of my elderly parents would be able to get that plugged in.
https://insideevs.com/reviews/516438/tesla-supercharger-comp...
A similarly-sized ICE vehicle could have possibly done the trip without a stop, or required a quick 5-minute top-up depending on conditions.
I've done lots of long road trips in ICE vehicles and we usually stop to walk around and stretch for about the same amount of time and with the same frequency as charge stops call for.
If you're trying to shave every minute off of a trip you'd come out behind, but IMO you're a glutton for punishment if you're trying to race through a 1000+ mile road trip without stopping for more than 5 minutes at a time.
As a gas driver I like the fact there's a gas station in remote areas and it takes me three minutes to fill my tank and go.
When do we think as interested EV driver will my driving experience match my gas car diving experience and needs? Are we there yet?
In five to ten years we'll see if indeed there are more EV chargers everywhere like there are currently gas stations. An infrastructure that's over a 100 years old.
I'm all for new tech but as a UX professional new tech needs to provide an even better experience which personally something like a key fob (can be RFID hacked, you lose the fob you have to get your car towed to dealer and pay additional / hundreds for a new key fob)is a terrible UX compared to just a metal key (can't be hacked.. can easily drive to dealer to have a metal key made).
I haven't done a super long road trip in an EV, but for drives with 1-2 charging stops it doesn't feel that different than ICE cars, especially if have passengers and invariably end up waiting for everyone to go to the bathroom, get a snack, etc. Only exception is places like quartzite where there can be a long line of EVs waiting to charge.
I don't know if there is a charger there today, but it is an obvious place where one is likely to be added sometime.
(Of course, to the extent they get funding from the government or other manufacturers to offset the capex required for building out more stations and chargers, that's great for Tesla & anyone.)
10-80% on a Model S/X is 70kwh. Rate billed to customers will vary from 30-50c/kwh at time of charge. Spot in Texas typically ranges from 5c to 15c/kwh. Assuming charge equipment is fully depreciated all they need to pay is maintenance and network cost, which is marginal across a bank of 20 chargers.
70kwh x 25c = $17.50.
Since the Tesla-Supercharging business is running at break-even, you're looking at something like $8.40 for a non-Tesla adding 70kwh.
There may be outlier locations, but overall Supercharging is not a big profit center for them. Maybe it'll improve with scale.
Since the Tesla-Supercharging business is running at break-even, you're looking at something like $8.40 for a non-Tesla adding 70kwh. So that's pretty close to your gas vehicle estimate.
I think the reality is that uncertainty about charging away from home pushed a lot of people towards Tesla who might otherwise have considered a different make/model. With that gone, a moat vanished. That being said, competition in the US EV market is still weak. Maybe the added charging revenue outweighs that for now, but long-term, it seems like it will undoubtedly be a negative.
They are averaging 1.5 charging stations installed per day over the last year in North America. Each of those stations has at least 8 chargers, some of them have 24, 40, or more.
They have moved to pre-fab construction where a row of 8 chargers are all installed in a concrete slab that can be dropped into a site and commissioned in a very short time period.
Basically nobody else is keeping up with them at charger deployment in the US and that creates a market opportunity for Tesla and a need to make some return on all of that construction by increasing utilization rates.
No it isn't. Most level 3 chargers are 3x-4x the price of electricity.
[1] https://www.pge.com/tariffs/electric.shtml [2] https://electrek.co/2022/09/28/tesla-hikes-supercharger-pric...
https://www.reddit.com/r/TeslaModelY/comments/17bls7u/woke_u...
With US population ~14x that of Aus (~350m vs ~25.5m), the ratio of chargers in the US is over double ours, plus your build output is way higher too.
We share that the non-Tesla chargers are largely useless.
1) https://teslamotorsclub.com/tmc/threads/growth-of-supercharg...
When the National Electric Vehicle Infrastructure plan, it became clear that CCS would become the dominant charging standard in the US - unless Tesla acted fast. Tesla's port would go from an advantage to a disadvantage. Tesla has 12,000 US chargers today. Maybe the company would make that 25,000 by 2030. The NEVI pushes for 500,000 chargers by 2030 with the CCS port. Toward the end of the 2020s, Tesla would feel pressure to switch to CCS because the majority of chargers in the US would be CCS. Tesla owners would complain that their Tesla vehicles used a different port from 95% of the public chargers.
By pushing the industry to adopt the Tesla charger, they ensure that chargers built using the NEVI money will most likely have Tesla ports. They could even argue that the administration should drop the CCS requirement given that the industry has moved to the Tesla port.
Tesla's port would have gone from an advantage to a hinderance. If Tesla didn't move the industry to the Tesla port, they'd eventually have to move to CCS. People would want their cars to be compatible with 95% of the chargers out there. When Tesla announced a switch to CCS, sales of current vehicles would likely crater. With Tesla abandoning their port, people would want to wait for the new model. Tesla might need to offer steep discounts to get people to take the "old" port. Instead, by moving the industry to their port, they put the uncertainty on competing vehicles; they make potential punchers of competing vehicles more likely to buy a Tesla or delay their competing purchase. That either adds to Tesla sales or makes competing companies question their EV commitment.
It's not that Tesla wanted to give up their moat. It's not that Tesla wants a bit of charging revenue. It's that if 95% of the chargers in the US become CCS, that moat is trapping Tesla in rather than keeping competitors out. Yes, having Supercharger exclusivity would still be an advantage for a few more years - and it will still be given that it'll be a couple years before competitors have Tesla's port on their vehicles. However, Tesla doesn't want the situation where their port becomes the odd one out where Tesla owners need to fumble with CCS adaptors. Maybe Tesla gives up a year or two of Supercharger advantage, but they ensure that it doesn't become a disadvantage.
PS Did NEVI (or IRA) actually mandate CCS, or did it simply mandate an open standard, which CCS was the only option to satisfy at the time?
They were never going to corner the EV market long term. But they actually do have a chance of being the dominant charging supplier for every car on the road.
Now that everybody is in Tesla supercharger, Teslas are losing its appeal to me now.
I just need to wait until 2025 when everybody actually uses NACS. lol.
(No specific comment on the quality of each of the charging standards.)
The estimates are somewhere around 10B $ of revenue (not profit !) per year by 2030, and that's an optimistic scenario. Base case scenarios are much worse. And even that hypothetical 10B$ is hardly a 'massive' revenue stream for a company projecting to sell 10 million cars by that time (I would put their chances of achieving that goal at 0.01%). As usual with Tesla - it's all about projections, hyperboles etc, while usually ignoring actual numbers (not a shot at you, just an observation).
There is a fair point to be made though, that this is a big loss for Tesla, as their charging network was pretty much the sole remaining advantage over their competition.
> a company projecting to sell 10 million cars by that time
At their latest investment day they very clearly said their goal is 20 million cars a year by 2030.
Yeah, infinite demand for sure ! That's certainly why they were cutting prices aggressively.
The Model Y is now the second best selling vehicle in the US, and the number one in the world. They're selling every single vehicle they can make, right on 2 million vehicles this year.
So far, demand continues to exceed production.
As far as we know, the factories are not operating at full capacity and the inventory increased considerably lately. And this is despite the price cuts.
But this is one thing the EU just nailed the hammer into the wood immediatly, and rightly so.
I can't even remember the time it was. Maybe 2013? 2014? They just set a standard and everyone, even Tesla, adopted it.
Every single EV can plug into every charger. Whether it's a public one, a private at the office, a Tesla supercharger or a home charger at your home. Plug and go!
Glad to see NA finally agrees on a standard now. This can only help EV adoption. Especially given the sorry state of other chargers than Tesla's over there.
And plug is bigger partially because it needs to support 3 phases, which isn’t a thing in USA houses (while common across the whole world) but is a thing at industrial locations. Tesla plug doesn’t work with 3 phases.
CCS2 used in Europe (and elsewhere) supports three phase.
Thicker + heavier cables too (not sure if that's required by CCS or just an implementation difference w/ NACS). Together that makes CCS much more unwieldy than a gas pump.
The NACS latching mechanism is a lot better- latch failures are a big part of why so many J1772 chargers are broken and unusable.
In the end the most important thing it that you can charge when you want to. So I'm glad there's now a standard in NA. And congrats to Tesla, they've earned it.
On top of that many cars will now need adapters to charge at public infrastructure.
And in the meanwhile many people still can't charge at every public charger because they have CCS or Chademo or Tesla and the charger has another one.
I don't have any skin in this game (not American, currently own a Petrol car in SEA and a Diesel in Australia), but isn't the move to NACS almost entirely driven by manufacturers wanting (customer) access to the better-maintained and faster charging network, rather than some intrinsic benefit of the plug itself?
The reason it's bigger is because it supports 3-phase power, which NACS does not. 3-phase power is a big thing in Europe.
But I kind of doubt it will go anywhere when they've been forcing CCS2 on everyone.
I'd also like to point out that that's really only true with cables designed to carry currents that can't be supported by J1772 anyway...
Nit picking, but there's a bunch of Nissan Chademo still around. Like my Leaf. I'm a bit perplexed that Nissan is still selling new Chademo cars here, since it's on the way out. I very rarely need DC charging though, and there's still lots of Chademo locations if I do. That aside, the Leaf is a wonderful car.
Seems like the billing issues at non Tesla chargers in the US were a large part of the issues..
My only problem with it is that the app that comes with my company's card is total crap (often won't start to charge, and then sees the charging port as being in use for like 5-10 minutes, so you have to wait that long for a second attempt. It's HORRIBLE.)
Usually you either just plug it in (first party charger) or just scan the QR code with your favorite charging app which will handles the billing (third party charger).
Prepaid debit cards? Or otherwise charging at home / workplace.
Public charging would be far down the list there.
They have moved the EV future forward by at least a decade.
The biggest issue is the amount of current involved.
USB C can charge at 5v, 10v, 20v, etc. When you plug in a device to the charger a hand shake happens between the charger and device and they choose the voltage and amperage that makes sense. A macbook pro can take 100W over USBC but obviously your headphones or phone aren't going to.
Making my 2015 S70D that had a Type 2 connector work with CCS2 was a 300 USD conversion. I can't see any reason why converting from NACS to CCS2 would be any more difficult or expensive.
For chargers 3 phase gains nothing. For induction motors 3 phase is useful - but in the modern world even where you have 3 phase you often will run the power through a VFC just so you get control of RPM. For a few other things 3 phase is nice because there is always one phase that isn't near zero to draw power from, but where that matters you can work around it with a few capacitors.
There is no such thing as two-phase power, there is single-phase or three-phase. Since three-phase is better than two-phase.
Lots of european homes have 3-phase service. I have 3-phase 400V in my flat.
Now you want more power, to keep the math simple, let's say 13800W (3x the power above).
With a one phase system, for 3x the power, you need 3x the size of wire, so 7.5mm^2, ie. 3x the amount of copper (since all wires, neutral and PE have to be that size too).
With a three phase system, you can get the same power with 3x2.5mm^2 live wires (+1 neutral + 1 PE), so instead of 3x the amount of copper, you only need 5/3's of copper to get 3x the power.
PE is protective earth, grounding wire. Usually you need PE and neutral lines separate for FID (GFCI) protection.
Around here, it’s usual for the utilities to limit residential services to 80A per phase (commercial properties can get a lot more).
So for a residential property you can literally get three times as much power by upgrading from single phase (which is common for small houses) to three phase (less common around here but available) due to this limit.
In theory I could just get a single phase service of three times the current, but in the real world the utility won’t give me that and makes me upgrade to three-phase.
This is by policy, since it helps balance the phases in the grid back to the local transformer, which the utility wants, so they also limit, for example, how much solar export you can do per phase for residential property - theoretically I should be able to export 15 kW on a single phase, but they don’t let me, so in the real world I am limited to 5 kW per phase, meaning I can only export 5 kW on single phase or 15 kW on three phase.
So in terms of pure electrical theory you are correct, but when thinking about real world policies of electrical utilities due to how power grids are designed, you do get a lot of benefit from three-phase.
https://electrek.co/2023/12/19/audi-puts-big-ev-push-on-the-...
https://electrek.co/2023/11/16/volkswagens-ev-woes-worsen-ov...
VW owns Audi, Seat and Skoda.
(On a side-note, I own a VW EV and love it)
NACS / J3400 is a different connector but still uses CCS communication protocols. So there isn't a huge market differentiation border in swapping CCS Combo 1 to NACS.
There is an additional requirement with NACS that the vehicle needs to route both AC and DC charging over the same connector pins.
Buying a car without that plug now is a bit like buying a Betamax player right after everybody announces they'll soon only support VHS.
There's no number. They won't have to pay Tesla a dime. It's an open standard now.
Volkswagen group with itself belongs to the Porsche SE holding. The Porsche SE holding is the biggest owner of Volkswagen shares (with 1/3rd of all the shares) and holds the majority of the shares with voting rights.
And the Porsche SE holding shares are mostly held by the two Porsche and Piech families.
So, in the end, Porsche the car manufacturer belongs to the VW group which itself belongs to the Porsche SE holding which itself belongs to the Porsche (and Piech) families.
The reporting around this has been so poor. NACS is CCS with Tesla's plug on the end.
What's happening is that CCS has won the EV charging protocol wars, Tesla's plug is being standardized as CCS type 3 (aka SAE J3400), and Tesla's chargers will use the CCS protocol (like they already do in Europe and elsewhere).
To use NACS chargers older Teslas will need a CCS retrofit:
https://electrek.co/2023/02/28/tesla-ccs-adapter-retrofit-pr...
The Tesla port is vastly superior to the CCS type 1 port. They should get credit for making it an open standard.
Tesla's charging standard is being dropped and CCS will be used by everyone. It's a shame North America still has years of plug incompatibilities and adapter fiddling to look forward to.
Europe really got EV charging standardization right. The European EV infrastructure is much further advanced than the North American infrastructure thanks in part to sensible standardization.
Not really, Tesla has over 24k charging stalls in the US. The second biggest is Electrify America, and they have only 3,800 charging stalls. There really aren't a lot of EV chargers that are non-tesla in the US, unlike the EU.
https://afdc.energy.gov/fuels/electricity_locations.html
It's plugs on chargers and inlets on cars. It'll be a slow and tedious process.
I think that currently holds the record for the slowest DCFC in the country. :)
Wow! You'd get a better charge from a standard 15A 110V AC plug.
A 15A 110V outlet can supply 1500W continuous (1.5kW). A 4kW DC charger is almost three times higher power than this.
I was referring to the L3 superchargers / fast chargers or equivalent. The majority of the ones you linked are L2 chargers are are not that useful outside of destination charging.
The opposite is happening. Tesla is opening their network to other brands. Ford and a few other car makers have already agreed. In new cars made from 2025, you can go to the only properly working charging network, plug in the car, and leave with no credit card hustle. Basically, like Tesla had forever.
It's a shame other brands didn't adopt a much better Tesla adapter as a standard. It's much more convenient and light.
I've seen how adapters work; they work badly and are glitchy. So, if someone buys a car with an old port in 2024, they will start to see lots of pain in 2025.
By implementing CCS. How do you think it works in Europe right now? They all use CCS, both cars and chargers. Tesla included.
Tesla will use their protocol and support CCS on chargers.
What Tesla offers to other brands in North America is much more advanced.
New cars will be able to see on the map how many stalls are available etc.
Payments integration etc.
It's a far more deeper integration and I guess that's the real big deal that needs to be standardized.
Tesla got the best-in-class charging experience, and finally, in 1 year, other brands can have somewhat matching capabilities.
Yes, it's just a plug on the end of a CCS charger.
> What Tesla offers to other brands in North America is much more advanced.
They're offering CCS. It's how it works whether you like it or not.
In the picture, you see a dead charger adapter converted into a new Tesla standard one. It's a major pain for other brand EV owners
In 1 year, almost at every charging station, you will have to deal with plugging converters in snow, rain, etc, making sure communication works.
No, they won't need a new ECU because they are already CCS cars. They'll need a dumb adapter if they can't get a new inlet installed.
Also, whatever water cooling magic keeps the charger plug and its terminals cool won’t cool the adapter.
Even the little charge-a-J1772-car-off-a-Tesla-level-2-charger hack adapters are generally dumb adapters designed for 40A or so and are not safe if connected to a full-spec 80A EVSE.
Or is the issue trusting people to buy the right one?
No, that's done by the car. The adapter just changes the shape of the plug.
The car controls the charge curve.
Exactly. If a car uses an 800V battery and can charge at 500A, and the charger can supply 500A at 800V, and the adapter is only rated for 150A, something needs to tell the car not to draw more than 150A. Similarly, an adapter rated at 400V that is used with an 800V car needs to tell the car or charger not to charge at 800V (which may mean not charging at all).
If your car can pull 500 amps then you should get an adapter rated for 500 amps. Here's an example:
I plug my $9000 2013 Nissan Leaf into an ordinary 120V extension cord each night so I can commute to a neighboring city for work, and the electricity costs me $20/mo. I also have a 1986 Toyota pickup like on Back to the Future that I had to gas up every other week, using 30 gallons of gas per month and costing over $100. So the operating cost of an EV is about 3-5 times lower than a gas vehicle.
My friend has an EV charging dongle that we jokingly call the octopus, which has a dozen adapters for plugging into every kind of 120/240V outlet like on ovens and dryers. So he charges his car in 4 hours out of whatever outlet is available, for the same $20/mo that I pay.
So convincing the public that everyone needs to buy a $500-1000 charging station for their EV was a social engineering campaign to slow the adoption of EVs.
The real engineering work to let us plug EVs into any outlet has not been done yet. But it would look like this:
* Level 2 J1772 chargers have a resistor that tells the EV how much wattage to draw. But that just passes the buck to the user, who now must ensure that the outlet can provide that wattage. A better system would have a smart power manager that senses current saturation or voltage drop near the point where the circuit breaker trips. We also need smart breakers that add noise/harmonics/phase as they approach their limit, which EVs would detect to self-regulate. And we need breakers that trip for a nominal time like 1 second or shorter, or however long power supplies can continue to operate uninterrupted, so that a tripped breaker isn't a showstopper.
* Nearly all US portable battery power stations come in only 120V with a 30A TT-30 plug normally used for RVs, with no 240V option unless you connect two stations for twice the price. If we want a 5000Wh/240V station so we can charge our EVs on solar power, we'll have to go to Europe or Alibaba to get it.
* Battery chargers, BMSs and inverters are notoriously finicky. They often won't charge below a certain voltage threshold, causing some solar installations to spend part of the day off. We need 95% efficient 10kW rectifiers/inverters that can take any AC/DC voltage from 0-500V and output standard 12/24/48/96/120/240/480V in all phases without requiring configuration from the user, for under $1000.
If we had these ubiquitous power tools, then choice of NACS/CCS/CHAdeMO would be moot.
Edit: I forgot to add that before Google fell, they held their Little Box Challenge in 2014 to develop a high-efficiency low-cost 95% efficient 2 kW inverter similar to the one I mentioned, so the tech has been available for almost a decade now: https://en.wikipedia.org/wiki/Little_Box_Challenge
I had a 240V outlet installed in my garage and plug that in there to charge. I also bring it with me if I go to cottages, etc. I've used that with questionable sockets and extension cables and the charging speed automatically switches to lower amps if it can't draw the full 12A. You install a dedicated charger if you want 80A or to mount it outside (it's weatherproof)
What am I missing?
https://audiovideo2go.com/nissan-leaf-charger/ $385 since discontinued, used to be ~$200
https://www.vevor.com/portable-ev-charger-c_11497 $115 and up
My point though was that EVs should come with cords like every other appliance. Ideally the car itself would be able to take up to 480V AC/DC and "just work", no charging standard needed. But external power supplies like these have the advantage of being easily replaced.
Another gripe I forgot to mention is that pretty much no EV can charge while driving, which prevents putting solar panels on the roof. There's no engineering reason for this, so I think it's another plot to slow the inevitable designs which Aptera and Lightyear are pursuing. Thankfully there's an adapter to make it work:
https://us.ecoflow.com/products/portable-power-station-groun...
Unfortunately it only works with EcoFlow's power stations, and they're one of the companies trying to get people to buy two at 2x cost to reach 240V.
But the charger does power a heater to keep the batteries around freezing, so you're right, it's better to charge in a garage. And cold weather causes additional losses, but I would expect no more than 20% or so. I lose 10% range just by running the dashboard heater.
wouldn't it be way less work for the homeowner to figure out how much current their wiring is rated for, and use an adapter that reports a static current? Why introduce complexity by making current negotiation dynamic?
More manufacturers may be moving to NACS, but it’s not like chargers are moving away from CCS. If anything, the CCS infrastructure is growing.
I do expect them to stop eventually though. IMO, part of the reason they exist is that it lets them collect real world data on supercharger and adapter usage before the bigger rollouts next year.
This isn't actually the case; while the tech press made a big deal about the project when announced, hardly any Super Charger sites have the Magic Dock. As of this month, it's only at ~50 Super Charger locations. I also think with widespread NACS adoption the rollout will slow down even more - what is the point of the project if almost all new EVs sold in the US will have NACS? There are over 2000 Tesla Super Charger locations in the US.
I have never seen a Magic Dock in the wild personally, for what little additional it's worth.
> https://www.teslarati.com/tesla-magic-dock-supercharger-inta...
https://electrek.co/2018/11/14/tesla-model-3-ccs-2-plug-euro...
I personally don’t mind using CCS vs NACS. I didn’t feel super inspired by the flex I felt when inserting a supercharger’s plug into a Model 3 but clearly it works fine in practice.
My guess is that Electrify America with NACS plugs will still be just as problematic if they’re unreliable in your area. Plug vs Network vs Hardware are being conflated in this discussion. Adding CCS to Superchargers would have worked just as well but that’s not how America works in this case.
Interestingly, the new NACS standardization process seems to be encouraging that as well.
NACS does everything CCS1 does in a more compact package with an internal vehicle locking mechanism similar to what CCS2 uses. It also doesn't support 3-phase AC charging but this isn't very common in light commercial or residential service in the US.
NACS / J3400 will likely stay a North American standard though, or maybe migrate to a few other markets like S. Korea which have also used CCS1. That lack of 3-phase support makes it a non-starter in Europe and CCS2 works perfectly fine there.
In contrast, in Europe 3 phase AC is the standard, so it makes sense to support that advantage (especially the 400V across the legs) in charging vehicles.
Where it isn't the default, it's generally available for an extra fee, and may well be the default for buildings slightly larger than a house — a shop, mechanic, etc.
My home, built in 1971, had 1 phase connected to it but the power company already buried the 2 extra copper wires for 3-phase hookup, requiring only a new meter for 3 phase to be installed.
Our transmission grid (that actually extends even down to Africa and parts of Asia!) is already three phases, we're not sparsely settled to require SWER anywhere, so it doesn't save the utilities any money to not lay three-phase AC to every building by default.
> Though a part of the continent of North America, Greenland has been politically and culturally associated with Europe.
I guess in my head I grouped Latin America with South America which wasn’t correct.
Do any of really think, especially given the track record, that most of the auto-industry is going to be able to do any of this alone? I imagine that eventually it will come down to a choice between partnering with a bunch of disparate tech/manufacturing companies or Tesla.
We all know there is disruption to come in general, but it's going to hit the incumbent auto-manufacturers like a brick if they don't wake up soon.
Then, if you need a charge, you pull over to a battery exchange, swap out batteries in a few seconds, and go on your way.
I have seen this in China with electric scooters, and it seems like it could scale well for cars too.
Would require a complete architectural shift. Also, they would be incredibly heavy and difficult to swap. Would require multiple smaller batteries. People would abuse them. Would require huge inventory of batteries all over the place. Imagine going on a long road trip, you wouldn't bring batteries with you. You'd swap them along the way. What if a particular vendor/station is out of batteries for the day? Or doesn't have your particular flavor of battery because (like we have seen with charging ports in this exact story) manufacturers couldn't agree on the interface/size? Or the batteries they have are abused and low quality / at end of life? This is very common with scooters. It would be a shit show.
On the other hand, electricity is essentially fluid. It does not require a container. As battery tech improves and as high voltage charging becomes more commonplace, plugging in to charge won't be so bad.
* Batteries are really expensive and have a limited life. If my batteries were wearing out, could I go to one of these swaps and hope for a fresher set?
* Different sized cars require different battery capacities (EV Ford F150 vs Nissan Leaf). Not a problem with charging cables, but a big issue with battery swapping.
* Battery swapping stations would be orders of magnitude more expensive than charging stations.
* This is not really useful for many (or maybe most) users. If you are driving around town or commuting, charging overnight at home should be good enough for most people. (The main hurdle here would be convincing landlords of the importance of charging).
* It is a lot easier to standardize on a charging port, than to standardize one a battery pack. A standardized battery pack would dictate how the car is structured.
* It would make innovation harder on battery packs. It could make it impractical to try a new battery chemistry or capacity, whereas these are fairly easy changes to make without changing the charging port.
In fact, Tesla's Head of Design and VP of vehicle engineering discussed this very topic just a few days ago in Jay Leno's video on the Cybertruck [0]:
[0]: https://youtu.be/BGDOKD7ZZqI?si=TR7Txex7qg5VGYar&t=3158
Nobody could use it. It was by invite-only. EV bloggers contacted them to ask if they could try it and were stonewalled. They only reason they built it was to get subsidies from a CARB program for cars that supported battery swap so they could technically say the Model S supported battery swap.
(now personally I don't think battery swap is ever going to be a solution for consumer cars [maybe for stuff like taxis or buses] but the Tesla effort did not appear to be done in good faith - I don't think they ever believed in it even when they were building it)
It would require a large increase in battery energy density combined with a large improvement in thermal efficiency to be successful on a large scale. Plug in chargers make way more sense. Solid state batteries are on the horizon that will charge as quickly as filling a gas tank.
Battery swapping exists in the forklift industry but it is complicated and dangerous. Forklift batteries are about a thousand pounds (less than car batteries) and often open cell lead acid (which has additional challenges that lithium doesn't like spills, watering, and gas discharge). In the type of forklifts I occasionally see, the batteries sit on rollers with a side access door and lockout. the tunnel the battery lives in is a little wider than the battery, has a gate that must be reinstalled, and the battery slides around a little during operation. Battery is connected to the system with a flexible connector.
Despite the electric forklift battery swapping industry being a lot smaller than the car charging industry it seems to be a reasonably dangerous affair. there are significant OSHA regulations, and a nonzero number of yearly injuries.
If you were going to operate a car battery swapping lot, you would probably need: powered battery swapping trucks manned by professional operators, a very flat well maintained driving surface, an indoor charging room, a standardized car battery placement, access system, tie down system, and battery size. you would need to worry about things getting caught in the battery doors, the battery - car cable getting severed, making sure you were perfectly lined up with the access door, and about doing some sort of tie down routine.
It's doable but it would be a LOT of work to get right. Batteries aren't as fungible as tanks of gas so you'd probably only use such a system for corporate vehicle fleets or special lease pools.
Second link isn't great and is selling batteries but it seems to cite useful figures
https://www.osha.gov/etools/powered-industrial-trucks/types-...
https://www.onecharge.biz/blog/lithium-batteries-get-the-top...!