Consumers prefer NACS to CCS. And Electrify America failed, spectacularly, to deliver a working product. (As someone put it bluntly, NACS exists. CCS does not. You bet on the horse, not the unicorn.)

The auto industry is standardising around NACS because it will eventually force the standard into the open. That, in turn, enables antitrust questions about the Tesla/Supercharger tie-up. (In the meantime, everyone avoids the wastefulness of a meaningless standards battle.)