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Volkswagen AG has announced that all four of its car brands will switch to the NACS charging interface standard for new cars that will be launched later in North America. Starting in 2025, Volkswagen, Audi, Porsche and Scout Motors, which have not yet released new cars, will reportedly adopt Tesla's NACS charging interface standard for new cars launched in North America.

Tesla has almost become a competitor to global electric car companies. Why choose to cooperate with Tesla?

At present, in addition to Tesla NACS standard, the charging standards for electric vehicles in the global market also include CCS in Europe and America, CHAdeMO in Japan, GB/T in China, etc. However, Tesla has developed electric vehicles from the beginning, Tesla's NACS standard has become the largest market share in North America.

Compared with Tesla NACS standard, Tesla NACS charging plug size is smaller, weight is lighter, charging speed is twice that of CCS1, energy supplement efficiency is higher, while many European and American automobile enterprises are forced to use CCS1 standard, but in terms of the number of overcharging piles and charging experience of fast energy supplement, Tesla NACS lags behind Tesla NACS.

As charging stations and charging service companies cluster to support Tesla NACS standards, the number of charging stations covered is increasing. ChargePoint and Blink in the United States, Wallbox NV in Spain and Tritium, an Australia manufacturer of trolley charging equipment, have announced support for the NACS charging standard, and Electrify America, the second-largest market share in the United States, has joined the NACS program, with more than 850 charging stations and about 4000 fast-charge chargers in the United States and Canada.

It is understood that Tesla first opened its charging network in the Netherlands in 2021, and then expanded to Norway, France, Britain and other countries. In April, Tesla announced a pilot opening of its charging network in China, with the first pilot opening of 10 supercharging stations for 37 non-Tesla models.

Ford is the first car company to partner with Tesla's charging network. In early June, GM CEO Mary Barra and Tesla CEO Musk announced on Social networks that starting in 2024, their electric vehicles would use more than 12,000 Tesla Supercharging stations in the United States and Canada and install Tesla's North American Standard Charging Port (NACS) on future electric vehicles.

On June 28, Volvo announced its support for Tesla's electric vehicle charging standard (NACS) and has signed an agreement with Tesla to enable Volvo electric vehicles to use Tesla's 12,000 overcharged piles in North America starting next year and to begin equipped with Tesla plugs, becoming the first European carmaker to access them. On June 30, Polar Star announced access to Tesla Electric Vehicle Charging Standard (NACS).

In terms of timeline, 22 automakers, including Ford, Rivian, Volvo, Polar Star, Mercedes-Benz, Nissan, Honda/Acura, Jaguar, Hyundai/Kia, BMW/MINI/Rolls-Royce, Toyota/Lexus, Subaru, Lucid and Volkswagen (including Volkswagen, Audi, Porsche and Scout), have announced their participation in Tesla charging standards, covering both traditional car giants and new forces. The industry believes that Tesla, as the world's largest car company by market value, as the world's leading electric vehicle company, more and more mainstream brands accept Tesla charging interface standard, if not join, it will be isolated, and for electric vehicles connected to Tesla charging interface standard, the appeal to consumers will also be improved.

As Volkswagen moves closer to Tesla's charging agreement, the North American market is largely unified by Tesla, leaving only Stellantis Group, whose car brands include Jeep, Dodge, Citroen, Maserati, Fiat, Chrysler and Peugeot. In addition, Renault Group has not announced its participation.

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