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Re:Tesla stock drops 29% in first quarter as global dominanc... by bobthepanda on Sunday March 31, 2024 @06:34PM (#39888725)
With the recent NACS deals they have basically also become the charging network of choice in North America, which is certainly worth something.
Re:Tesla stock drops 29% in first quarter as global dominanc... by peutetre on Sunday March 31, 2024 @06:38PM (#39888776)
With North America slowing working toward a common EV plug and CCS winning the charging standard war, North American EV charging will become more like Europe. Charge any brand of EV on any brand of charging network, just as nature intended. No more vendor lock in.
Re:Tesla stock drops 29% in first quarter as global dominanc... by ta1243 on Sunday March 31, 2024 @06:45PM (#39888850)
The lockin is at the charger level. Fill up with petrol? Drive up, tap your card, fill up. At some places you fill up then go into the shop and tap your card.

Electric? Drive up, work out which of the dozen of apps there are, try to download it, hold your phone in the other hand to try to get a signal, finally download it, then register, sell your personal data, then finally you can try to work out how to charge your car.

Re:Tesla stock drops 29% in first quarter as global dominanc... by peutetre on Sunday March 31, 2024 @06:53PM (#39888927)
More sensible infrastructure regulation in Europe. They're mandating contactless payments on charger. No app required: https://www.fleetnews.co.uk/news/latest-fleet-news/electric-...

Even on Tesla's newer dispensers: https://www.youtube.com/shorts/yflZN0dLT8s

It's true that North America still has a long way to go on EV infrastructure, but it will get there eventually.

Re:Tesla stock drops 29% in first quarter as global dominanc... by ta1243 on Sunday March 31, 2024 @07:14PM (#39889100)
Damn government, making things better for everyday people. How can honest corporations abuse their captive audiences when the government keeps restricting their abilities?
Re:Tesla stock drops 29% in first quarter as global dominanc... by xref on Monday April 01, 2024 @02:26PM (#39897394)
We need less/more/same regulation, whichever one satisfies my desires at any given moment!
Re:Tesla stock drops 29% in first quarter as global dominanc... by bobthepanda on Sunday March 31, 2024 @07:03PM (#39889018)
Who else right now manufactures NACS chargers?
Re:Tesla stock drops 29% in first quarter as global dominanc... by peutetre on Sunday March 31, 2024 @07:06PM (#39889044)
All CCS charger manufacturers. NACS is CCS with a different plug on the end. It's CCS type 3.

It's a very simple change for all manufacturers.

Here are interviews with various charger makers:

https://www.youtube.com/watch?v=xbPa6nO6GyM

https://www.youtube.com/watch?v=mfyO-o85U-8

Alpitronic and Kempower make the best chargers.

Re:Tesla stock drops 29% in first quarter as global dominanc... by seanmcdirmid on Sunday March 31, 2024 @06:43PM (#39888829)
NACS is winning, not CCS.
Re:Tesla stock drops 29% in first quarter as global dominanc... by peutetre on Sunday March 31, 2024 @06:45PM (#39888840)
NACS is CCS. It's CCS type 3. It's why older Teslas can't charge on NACS chargers without a retrofit. They can't talk CCS without upgrades.

Don't get confused by the branding.

Re:Tesla stock drops 29% in first quarter as global dominanc... by seanmcdirmid on Sunday March 31, 2024 @07:11PM (#39889077)
They are CCS with a proprietary connector (well, soon to be SAE J3400), so it still means we (CCS1 cars) can’t use their chargers without an adapter, even if they let us.
Re:Tesla stock drops 29% in first quarter as global dominanc... by peutetre on Sunday March 31, 2024 @07:21PM (#39889172)
It won't be proprietary. It is SAE J3400. It is CCS. That's why other manufacturers are willing to support it.

It's true that North America should have standardized a plug and charging standard a long time ago so drivers aren't in a situation where they have to waste money on adapters just to charge their car.

Europe has much better EV infrastructure today in part because manufacturers have been able to build to a common standard and have it work across all brands. That standardization has driven investment, development, and deployment.

Re:Tesla stock drops 29% in first quarter as global dominanc... by seanmcdirmid on Sunday March 31, 2024 @08:14PM (#39889521)
It didn’t help that Tesla seemed to be much better at setting up charging infrastructure than VW. Electrify America is kind of a joke now, with busted chargers being the norm rather than the exception.