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

[Zoidz]

ahh the butt hurt.

love it.

elon deserves this, and the haters equally deserve this. Perfection

Sorry that your butt is hurt.

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[Zorg]

Oh you sweet summer child..... Tesla didnt open its super charger network to rivian out of the goodness of their hearts. And while yes we pay for the actual charge. you better bet your bottom dollar that rivian paid a pretty penny to get its customers access to the SC network. Otherwise youd be looking for a magic dock at the 4 available stations.

Except that no one on this board knows what the deal is. All we know is that Rivian management found it to be a good deal for the company. Rest is speculation. Tesla doesn't really need to sell the access anymore. The increase utilization rate at its SCs may be enough financial incentive to do the deal. Non Tesla charges are mostly incremental revenue and margin that will help offset the fixed demand charges.

 

[Tahoe Man]

Between you, me, and everyone else on this forum put together, versus RJ and the management team at Rivian, I would bet that the vast majority of the knowledge and experience about how to evaluate and monetize the Rivian brand and keep the company afloat rests within those (few dozen?) people in the Rivian management team. I'm sure that you must have expertise in something, but I doubt that Rivian is desperately in need of your forecasting ability.
I have my disagreements with RJ, but I don't doubt that he understands the company better than I do.

P.S. if they put chargers in remote locations where Rivian owners want to go, and where there aren't any other chargers, Rivian could (probably) still make a profit (as well as burnish the brand). They might need to charge a premium at those remote locations, but if it eased the range anxiety, allowing EVs to go there, people would pay it.

Sure, the insiders always know what's best LOL, how many failed business projects, side projects or even entire businesses went belly up, this year alone...lots. Many times the insiders don't have a clue either, but Rivian can go ahead and populate the world with RAN chargers. IMO it's not going to convince anyone else other then the occasional Rivian diehard to buy Rivian trucks and SUV's. Putting them in remote locations so the owner can go on his yearly "adventure trip" is meaningless to the companies bottom line.

As this side of the world moves to NACS, they just lost their RAN business, now it's time to put it out of it's misery. Just because they had a grand plan yesterday, doesn't mean it's relevant today, business stay afloat when they adapt to changing conditions and RJ is no Elon.

 

[Acoustic71]

Winning!!!

Nah. True winning is moving to a town on the Oregon coast that just happens to have a brand new RAN with 6 charging stations within spitting distance of 8 Tesla Superchargers. Someone had enough foresight to install the Tesla chargers so they are next to your vehicle, and not on the curb. So, my only challenge here is did they make the lanes wide enough to comfortably back into a space. How long the charge cables are will also be a factor. When Rivian makes the adapter available I will try it out at this location. It's only 2 miles from my house, so no matter what happens I will be OK. I did the same thing on a local Tesla Destination Charger here in town as well, just to get the feel of what to expect in the wild before we took out first long, multi-day trip. I had purchased the Lectron adaptor based on information provided by one of our own on this forum. That test run proved to be time well spent.

The Tesla infrastructure appeared at least four years ago, well before I had ever heard of Rivian. The RAN went live in late January of this year. Luck of the draw? Maybe, but I've only used this particular RAN a half-dozen times. Mostly when we have been out and about all day and I am below 25-30% SOC. I have the Rivian charger installed in my garage, but hey, free is free. I know that won't be the case forever.

The two first long trip we took in October, 2022 depended solely on EA and Tesla Destination Chargers. EA was fairly convenient, and the Tesla Destination Chargers were necessary since we chose to go a route I knew well from the town of Mt Shasta, CA all the way to Sparks, NV. Without the Tesla Destination Chargers I would have had to taken a much longer route that would have chewed up a lot more time. It was concerning knowing that not much was out there between those two towns, but it all worked out well.

The second journey was this past May of 2023. I knew I could mostly count on EA, but the Tesla Destination Charger situation was not the same. More people using the free Tesla stations, and less graciousness all around. What pleasantly surprised us was that EA changed most, if not all of the chargers at the Springfield, OR Target. The set-up is still odd with tight corners, but they put in the new Signet units, that have only one 350kW connection each, avoiding the ridiculous situations we have seen repeatedly with folks not understanding that two vehicles cannot use the charger station at the same time. The new units worked flawlessly for several vehicles both times we were there.

 

[Cavalryscout18]

And how much will the Adapter be for those of us Rivian Early Adapters? I know there are after market converters out there, and will these be ones that Rivian recommends or will they require a Rivian to Tesla adapter?

Free.

 

[Goose]

Everyone saying RAN is a waste of money now is only partially correct. The original RAN dream of building chargers at trail heads and in remote locations is actually real now, they can forgoe building chargers at random downtown REI's. For instance, the Outer Banks of NC have VERY limited charging, if Rivian puts chargers at the VA and NC end of the northern OBX that would be huge. Especially as other manufactures start to build more adventure oriented EV's.

 

[Yossarian]

Come on, nobody is going to get rich selling electricity, it's like selling bottled water out of a vending machine.
. . .

Maybe so, but a number of Wall Street types seems to think that the revenue from increased use of the Tesla charging network could be substantial.

Wedbush’s Dan Ives writes:

“We estimate Ford and GM combined could add another $3 billion to services EV charging revenue for Tesla over the next few years in another accretive poker move by Musk & Co. From the GM perspective, this strategic move will also aid the company’s objective to expand charging access to more than 134,000 chargers available to GM EV drivers today through the company’s Ultium Charge 360 initiative and mobile apps.”

Evercore ISI estimates that Tesla could generate between $4B and $6B, according to Seeking Alpha. $1.1B of this could come from non-Tesla customers.

Doron Levin of Better Investing and Seeking Alpha also indicates Tesla’s Supercharger strategy with GM and Ford could act “in a sense of free-standing advertisements,” as rival automakers will be utilizing the company’s stalls for effective and dependable charging.

 

[COdogman]

ahh the butt hurt.

love it.

elon deserves this, and the haters equally deserve this. Perfection

What are you talking about? Elon deserves what? And ”the haters” deserve what? Be specific. The NEVI bill still requires any charger funded by it to include CCS. Even Elon agreed to this.

You would probably be the first one here wondering WTF happened if Tesla is allowed to keep the controller patents then screws everyone over down the road.

Bragging about wanting Elon to control every aspect of your life without question doesn’t make you appear smart or tough. It’s just pathetic.

 

[Zoidz]

Maybe so, but a number of Wall Street types seems to think that the revenue from increased use of the Tesla charging network could be substantial.

Wedbush’s Dan Ives writes:

“We estimate Ford and GM combined could add another $3 billion to services EV charging revenue for Tesla over the next few years in another accretive poker move by Musk & Co. From the GM perspective, this strategic move will also aid the company’s objective to expand charging access to more than 134,000 chargers available to GM EV drivers today through the company’s Ultium Charge 360 initiative and mobile apps.”

Evercore ISI estimates that Tesla could generate between $4B and $6B, according to Seeking Alpha. $1.1B of this could come from non-Tesla customers.

Doron Levin of Better Investing and Seeking Alpha also indicates Tesla’s Supercharger strategy with GM and Ford could act “in a sense of free-standing advertisements,” as rival automakers will be utilizing the company’s stalls for effective and dependable charging.

Let's assume they make a 2% net profit on charging. $60M of consistent, recurring profit to the bottom line is not too shabby.

We can also assume that Telsa wil continue to grow the network, which is a branding/selling point to sell more Teslas. "A Tesla Supecharger on every corner!" goes a long way for brand marketing and sales.

And lastly, perhaps Telsa might even sell/spin off the charging network over the long term? Less likely, but possible.

 

[Tahoe Man]

Maybe so, but a number of Wall Street types seems to think that the revenue from increased use of the Tesla charging network could be substantial.

Wedbush’s Dan Ives writes:

“We estimate Ford and GM combined could add another $3 billion to services EV charging revenue for Tesla over the next few years in another accretive poker move by Musk & Co. From the GM perspective, this strategic move will also aid the company’s objective to expand charging access to more than 134,000 chargers available to GM EV drivers today through the company’s Ultium Charge 360 initiative and mobile apps.”

Evercore ISI estimates that Tesla could generate between $4B and $6B, according to Seeking Alpha. $1.1B of this could come from non-Tesla customers.

Doron Levin of Better Investing and Seeking Alpha also indicates Tesla’s Supercharger strategy with GM and Ford could act “in a sense of free-standing advertisements,” as rival automakers will be utilizing the company’s stalls for effective and dependable charging.

When you're the Walmart of selling electricity, especially connected to a product you also sell, sure you'll make money. Rivian isn't close to that.

 

[Autolycus]

Remember how Tesla always referred to the Supercharger network as a marketing expense? It's the same for the RAN. If they can come anywhere close to break even on cost, it's a massive win for them to have their logo on reliable fast chargers in convenient locations, whether that's a downtown REI (I've heard that people who like adventure shop at those) or whether it's near Moab or Robbinsville, NC where there isn't a single reliable DCFC but there's lots of potential for adventure.

Beyond that, fully ceding one of the critical functions of your product to a direct competitor is a really bad idea. A month ago Rivian couldn't rely on EA, EVGo, or any other network to compete with Tesla's supercharger network, and they can't now. They need someone other than Tesla building reliable chargers where Rivian drivers want to go -- and again, yes, that includes at a downtown REI and along every major interstate.

 

[strdg]

Forgive me if this has been asked before, but is there any indication on which stations would be opened up? From some quick googling, it looks like there are 17,000 Supercharger stalls in the US, and the announcement said 12,000 will be opening? Do we think that every station will open with only a few stalls having open access, or will some stations be completely closed to other manufacturers?

 

[Insight75]

Everyone saying RAN is a waste of money now is only partially correct. The original RAN dream of building chargers at trail heads and in remote locations is actually real now, they can forgoe building chargers at random downtown REI's. For instance, the Outer Banks of NC have VERY limited charging, if Rivian puts chargers at the VA and NC end of the northern OBX that would be huge. Especially as other manufactures start to build more adventure oriented EV's.

There is a Tesla Supercharger in the outer banks. I've used it a ton.

 

[TXR1S]

Forgive me if this has been asked before, but is there any indication on which stations would be opened up? From some quick googling, it looks like there are 17,000 Supercharger stalls in the US, and the announcement said 12,000 will be opening? Do we think that every station will open with only a few stalls having open access, or will some stations be completely closed to other manufacturers?

Should be the V3 stations. Any station listed at 250kw. This is really close to the 12,000 number.

 

[Goose]

There is a Tesla Supercharger in the outer banks. I've used it a ton.

Yeah, I've seen that one. I meant one in Corolla so you charge up and air down to drive all the way up to False Cape State Park.

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