No, we don't. As DC fast chargers are not the only way to "fuel-up" an EV.
What we need is hundreds of thousands of L2 EVSEs. And amazingly most EVs come with one. (Tesla being an exception.) And the BIL funding is planning to put in ~450k L2 EVSEs where people need them most: Apartments...
All that points out is that DC fast charger manufacturers are greatly overbuilding capacity. Each one of them is building enough capacity to produce all of the CCS chargers for all 5 years of the NEVI funding every year. That isn't going to end well for them. (Maybe they mis-read the...
I agree, but a big issue that I haven't seen anyone bring up here: Tesla is currently in the process of suing Rivian for, alleged, IP theft. I somehow doubt that Tesla is going to be open to an agreement with Rivian until that case is settled.
I created an account just to counter this false information. There is only ~$3.5B of NEVI funding for CCS charger installation. The remaing BIL funding is mainly targeted at L2 charger installations.
And no, $3.5B isn't going to get you "hundreds of thousands of CCS chargers". Not even a...