? Rivian Adopts Tesla NACS Standard! (Adapters in 2024, Standard Charging Port in 2025)

[UnsungZero_OldTimeAdMan]

As quick as this adoption is happening without it already being a recognized standard first is pretty worrying.

Even if I'm forced into the change by a standards body, I'll still likely avoid using the Tesla stations unless I have to. Competition is good and Tesla is doing what any good corporation would do by attempting to position themselves as the only game in town.

Market forces and majority adoption will make it the de facto standard. There is no need for government intervention to make it official. The government bureaucracy is too slow and behind the curve on expertise anyway.

Sponsored

 

[theyoungone]

Just because of a plug style ? You can use an adaptor available in 2024....

I haven't even configured so there was no chance I was taking delivery of an R1S this year. Chances are it was going to be Q2 or Q3 of 2024. I see zero reason to delay and push it off an extra 6-8 months, save more money, and have a better vehicle in the meantime.

 

[Dark-Fx]

Market forces and majority adoption will make it the de facto standard. There is no need for government intervention to make it official. The government bureaucracy is too slow and behind the curve on expertise anyway.

Standards bodies are not "government". Defacto standards are a bad thing because there is no advancement without the approval of the organization that controls the "standard" without abandoning it.

 

[McBogey]

Disagree. RANs are just as good as superchargers. Potential revenue stream in the future

RAN is good investment for Rivian still. One analyst valued Tesla’s supercharger network at as much as $100B! And while it’s not truly an apples-apples comparison, there are currently about 160,000 gas stations in the US, far more than charging stations. So there’s plenty of room for more, probably a more steady revenue stream, and Rivian can control the experience rather than rely on unreliable third parties. (Hi, EA!)

Personally, would like a CCS on driver side, and NACS on passenger. Have no idea how easy/cost effective this would be, but adapters are a PITA in the long run. I can see Tesla walking away from the Magic Dock for this reason, and put it on the customer to bring and manage their own adapter.

 

[SamDoe1]

My hunch is that Tesla is working on a universal adapter to be used by all non-Tesla manufacturers, and they will be dropped at the same time. There probably needs to be some sort of identification chip embedded in the adapter tied to your VIN to communicate with the the SC when you plug-in.

This isn't needed at all. The vehicle already communicates with the charger to authenticate itself and start the charge, the adapter can be a dumb one that just has the right wiring inside.

 

[MDH]

Don't say that until you see the cost of supercharging a non-Tesla vs a Rivian using the RAN network.

You always have Chargepoint, EVgo and many others if SC pricing is

I wonder what the cost will be and what the adapter will look like?

Does it matter? It makes your Rivian more valuable because you can go more places far easier. That's easily worth $500 to me but I don't care what it cost. I'm buying on day 1.

 

[FrankieJ]

Because all of us existing owners now have a truck that is worth less…. Thanks Rivian.

That’s an overreaction. Using an adapter for an occasional road trip is no big deal. This should have zero impact on the value of existing Rivians.

 

[Martyr]

Reuters

Exclusive: EV maker Rivian to adopt Tesla's charging standard

SAN FRANCISCO, June 20 (Reuters) - Electric vehicle maker Rivian (RIVN.O) said it has agreed to adopt Tesla's (TSLA.O) charging standard, giving customers access to the biggest U.S. charging network and adding momentum to Tesla's bid to set the industry standard.

Customers of Rivian, which has its own small network of fast chargers, will be able to access 12,000 Tesla Superchargers with adapters in the United States and Canada as early as spring 2024, the company said. Rivian also said it would make a Tesla-style charging port standard on its vehicles, starting in 2025.

Tesla has struck comparable deals in recent weeks with General Motors (GM.N) and Ford (F.N). While other automakers get access to Tesla's charging network, Tesla stands to profit from selling power to a bigger group of electric vehicle drivers.

Shares of Irvine, California-based Rivian rose about 3% in premarket trading. Tesla shares, which are up more than 40% since late May when the leading U.S. electric carmaker announced its deal with Ford, were 0.5% higher.

Automakers need access to reliable charging to allay customers' fears of being stranded when a battery runs out of power, but most, with the exception of Tesla, have stayed away from building their own networks.

Installing a network of chargers - and maintaining them - requires substantial investment for still-limited returns because of the relatively small number of EVs automakers other than Tesla have on the road, analysts have said.

Tesla's Superchargers account for about 60% of the total fast chargers available in the United States, according to U.S. Department of Energy.

Services and other revenue, which includes the fees for using Tesla's Superchargers, made up just under 10% of revenue in the past quarter. The company does not break out charging revenue alone.

Rivian CEO RJ Scaringe said in a statement the deal would let buyers of Rivian electric pickup trucks and sport utility vehicles "leverage Tesla's expansive Supercharger network."

Tesla has made major strides in displacing a rival standard known as the Combined Charging System (CCS) that had the earlier backing of the Biden administration, which is offering $7.5 billion in funding to speed the deployment of EV chargers in the United States.

Qualifying for some of that federal money had required Tesla to open up its network for charging.

Tesla's charging standard had been proprietary until November, when it made the design and specifications public and rebranded the technology as the North American Charging Standard (NACS).

"It's great to see the industry coming together to adopt the North American Charging Standard," Tesla's senior director of charging infrastructure, Rebecca Tinucci, said in a statement.

Manufacturers and operators of CCS chargers such as ABB E-mobility North America, a unit of Swiss industrial firm ABB (ABBN.S), Tritium DCFC (DCFC.O), EVgo (EVGO.O) and FreeWire have raced to announce the addition of NACS plugs to their charging stations since the Ford and GM announcements.

Rivian, which makes the R1T pickup truck and the R1S SUV, will continue to expand its own charging network, the company said. The company had previously said it plans to build more than 3,500 charging stations.

China, the world's largest market for electric vehicles, has its own charging standard. Automakers in Japan such as Toyota (7203.T) and Nissan (7201.T) have pushed another standard known as CHAdeMo.

What will they do to work around the problem of having to park in the adjacent stall to use a Tesla charger? This

 

[jjswan33]

That’s an overreaction. Using an adapter for an occasional road trip is no big deal. This should have zero impact on the value of existing Rivians.

You go to the 'dealer' lot and there are two R1Ts. One has a NACS port and one has a CCS port and both are the same cost, which one do you buy if all else is equal?

It's not complicated... its all about perceived convenience or obsolescence

 

[Grabs10]

RAN is good investment for Rivian still. One analyst valued Tesla’s supercharger network at as much as $100B! And while it’s not truly an apples-apples comparison, there are currently about 160,000 gas stations in the US, far more than charging stations. So there’s plenty of room for more, probably a more steady revenue stream, and Rivian can control the experience rather than rely on unreliable third parties. (Hi, EA!)

Personally, would like a CCS on driver side, and NACS on passenger. Have no idea how easy/cost effective this would be, but adapters are a PITA in the long run. I can see Tesla walking away from the Magic Dock for this reason, and put it on the customer to bring and manage their own adapter.

There are way more EV charging stations than gas stations…. I got 2 in my garage. Many people have home charging stations which is essentially just private gas stations.

The amount of gas station vs public charging stations is an irrelevant argument as you don’t need remotely close to the number of public charging stations as you do gas stations. You combine Tesla and the other public fast chargers you don’t need a huge amount more of them.

 

[Ronimal]

https://www.investors.com/news/tesla-stock-charge-up-after-rivian-signs-off-on-supercharger-deal/

Rivian added Tuesday it will also adopt Tesla's charging port, the North American Charging Standard (NACS) connector, in its electric vehicles beginning in 2025.

 

[MDH]

So, I am assuming that Tesla will ditch the "Magic Dock" !!!

Yes they will. No point in proceeding.

 

[Zorg]

Market forces and majority adoption will make it the de facto standard. There is no need for government intervention to make it official. The government bureaucracy is too slow and behind the curve on expertise anyway.

With major EV manufacturers moving to NACS, there is zero incentive to move NACS to a standard body.

 

[Gavinmcc]

Good news. I also agree with that Rivian should keep going with RAN; but only in National Parks and State Parks or similar areas.

For New Mexico: White Sands needs a RAN immediately. Elephant Butte too. For the Northern part, Navajo Lake and Chaco Canyon. Carlsbad Caverns in the far south.

 

[kayabusa]

I haven't even configured so there was no chance I was taking delivery of an R1S this year. Chances are it was going to be Q2 or Q3 of 2024. I see zero reason to delay and push it off an extra 6-8 months, save more money, and have a better vehicle in the meantime.

I agree with you on this

Sponsored