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Plugging in a Lucid Air at a campground was a revelation.

It’s hard to embrace serendipity in an electric car.
Taking a longer journey in an EV means ensuring there are enough charging stations on the route, including on the way home. It means praying none of those chargers are broken — or worse liable to break your car. And it means downloading the right charging app ahead of time so you don’t find yourself searching for cell service when you arrive at the station.
But on a recent 750-mile road trip in an EV, I had a revelation: We’re over-engineering our public charging infrastructure. If we want to speed up the electric car era, we should put aside the apps, doodads, and expensive fast chargers and embrace the cheap dumb plug.
My revelation hit me on a recent trip from Columbus, Ohio, to Fontana Dam, North Carolina, in a Lucid Air Grand Touring I was driving for an assignment.
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When I arrived at Fontana Dam, I discovered that the vast majority of this section of the Smoky Mountains, including its nature-oriented resorts, does not have cell phone service and offers limited Wi-Fi access, meaning there aren’t many places to set up a fast charger in the first place. The nearest DC fast charging station is in Knoxville, about 65 miles away. There is a single Tesla NACS Level 2 charger, but it’s seemingly always occupied by hikers or car enthusiasts seeking a spirited drive at The Tail of the Dragon.
But charging there wouldn’t have been an option for me anyway, because I forgot to bring along a NACS-to-CCS adapter. For a brief moment I feared I was stuck in Fontana Dam — until I remembered the cord in the trunk.
The Lucid Air’s mobile charge cable comes with an adapter that allows its cord to be plugged into any NEMA 14-50 outlet, common at RV parks and campsites all across the country.
I had never used one before, but it was stupendously simple at a nearby campground. I didn’t need a cellphone to open an app to connect to the charger and start my session. I just plugged in the car like I would my iPhone.
Charging wasn’t blisteringly fast — but it wasn’t slow either. Since the car and the cord are both self-limited to avoid overheating the power source, it maxed out at 9.6kW per hour. That's not the 19.2 kW speeds the car is capable of, but it’s still very good, and stronger than the 6.6 kW found at many level 2 public chargers. Even considering the Lucid Air’s large 118 kWh battery, the rate I was charging would have been enough to go from about 15% to more than 80% overnight. An EV with a smaller battery could no doubt recharge completely in a shorter amount of time – the 9.6 KW supplied by that Lucid cord surpasses the AC charging speeds of some modern EVs.
The plug is not unique to Lucid either. Many EVs come standard with mobile charging cords that are capable of matching (or getting pretty darn close to) the maximum AC charging speeds the vehicle is capable of. If they aren’t supplied, it’s not hard to find a portable EVSE that can do so, for a few hundred dollars.
The key thing is that NEMA 14-50 standard outlet.
This is a generic standard, rated for 50 amps worth of service at 240 volts. It resembles the standard 3-pronged (NEMA 5-15), only larger and with two extra prongs. They’re the standard used by most modern electric washers and dryers.
They’re also what most RV campgrounds use. An RV can pull up, plug in, and — voila — it has electrical service.
The NEMA 14-50 outlet also underpins much of our charging technology already, particularly at home. In fact, most home EV chargers are just a spare NEMA 14-50 outlet on a dedicated circuit. You might get a few fancy features, like Wi-Fi or energy monitoring, with the wall-mounted box, but the electricity is probably delivered from a NEMA 14-50. Indeed you can find many threads on Reddit outlining how much you can save by forgoing the box altogether and just going right to the source.
They have a point — and not just at home.
The Biden administration is investing $7.5 billion in EV charging. Currently, the U.S. has roughly 130,000 existing EV charging stations, but the administration estimates that the country will need 500,000 of them by 2030.
Meanwhile, there are an estimated 15,000 RV campgrounds in the United States, many of them strategically located near popular destinations like national parks. If each location averaged just three power outlets, that’s 45,000 charging points that could help ease the huge EV charging deficit.
Now, I’m not saying we should turn every RV campground into a defacto EV charging station; EV drivers shouldn’t muscle out RV and trailer owners who need access to those hookups. But, charging the Lucid Air via the NEMA 14-50 hookup while on a weekend getaway allowed me to think more clearly about the way we’re prioritizing our charging infrastructure.
What we want from our EV charging infrastructure is ubiquity and reliability. Most EV drivers have encountered public charging stations that don’t work or have been out of service for a long time. Some might take too long. Or be too far apart. A bunch of NEMA 14-50 outlets would conceivably be faster to install in more places than more complicated set-ups. They wouldn’t be as quick as a DC fast charger, but, as I previously explained, they have the potential to be quite a bit faster than many public level 2 chargers out there, provided the supplied cord is rated for it.
Being able to just plug in with one’s own supplied cord would simplify the set-up immensely, likely making stations more reliable. A power outlet can be serviced by any common electrician, whereas EV charging stations can be complicated and difficult to repair. When they’re broken, the reason is rarely the power source; why not just make EV drivers responsible for their own power cord, akin to bringing along your own USB-C or Lightning cable for a cell phone?
Paying for the service might be harder to manage without complicated apps. I mean, I can’t picture companies or utilities doling out power without a way to manage or bill drivers. But, the self-supplied cable isn’t even a particularly new concept; in the U.K. it’s pretty common for level 2 “non-rapid charging” to simply be a computer-controlled outlet where the driver must use their own cord to juice up their vehicle. This seems like a small, easily managed hiccup on the road to charging equity.
Installing NEMA 14-50 outlets everywhere could put the EV revolution on the road sooner rather than later.
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Rob talks with McMaster University engineering professor Greig Mordue, then checks in with Heatmap contributor Andrew Moseman on the EVs to watch out for.
It’s been a huge few weeks for the electric vehicle industry — at least in North America.
After a major trade deal, Canada is set to import tens of thousands of new electric vehicles from China every year, and it could soon invite a Chinese automaker to build a domestic factory. General Motors has also already killed the Chevrolet Bolt, one of the most anticipated EV releases of 2026.
How big a deal is the China-Canada EV trade deal, really? Will we see BYD and Xiaomi cars in Toronto and Vancouver (and Detroit and Seattle) any time soon — or is the trade deal better for Western brands like Volkswagen or Tesla which have Chinese factories but a Canadian presence? On this week’s Shift Key, Rob talks to Greig Mordue, a former Toyota executive who is now an engineering professor at McMaster University in Hamilton, Ontario, about how the deal could shake out. Then he chats with Heatmap contributor Andrew Moseman about why the Bolt died — and the most exciting EVs we could see in 2026 anyway.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.
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Here is an excerpt from our conversation:
Robinson Meyer: Over the weekend there was a new tariff threat from President Trump — he seems to like to do this on Saturday when there are no futures markets open — a new tariff threat on Canada. It is kind of interesting because he initially said that he thought if Canada could make a deal with China, they should, and he thought that was good. Then over the weekend, he said that it was actually bad that Canada had made some free trade, quote-unquote, deal with China.
Do you think that these tariff threats will affect any Carney actions going forward? Is this already priced in, slash is this exactly why Carney has reached out to China in the first place?
Greig Mordue: I think it all comes under the headline of “deep sigh,” and we’ll see where this goes. But for the first 12 months of the U.S. administration, and the threat of tariffs, and the pullback, and the new threat, and this going forward, the public policy or industrial policy response from the government of Canada and the province of Ontario, where automobiles are built in this country, was to tread lightly. And tread lightly, generally means do nothing, and by doing nothing stop the challenges.
And so doing nothing led to Stellantis shutting down an assembly plant in Brampton, Ontario; General Motors shutting an assembly plant in Ingersoll, Ontario; General Motors reducing a three-shift operation in Oshawa, Ontario to two shifts; and Ford ragging the puck — Canadian term — on the launch of a new product in their Oakville, Ontario plant. So doing nothing didn’t really help Canada from a public policy perspective.
So they’re moving forward on two fronts: One is the resetting of relationships with China and the hope of some production from Chinese manufacturers. And two, the promise of automotive industrial policy in February, or at some point this spring. So we’ll see where that goes — and that may cause some more restless nights from the U.S. administration. We’ll see.
Mentioned:
Canada’s new "strategic partnership” with China
The Chevy Bolt Is Already Dead. Again.
The EVs Everyone Will Be Talking About in 2026
This episode of Shift Key is sponsored by …
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Music for Shift Key is by Adam Kromelow.
A federal judge in Massachusetts ruled that construction on Vineyard Wind could proceed.
The Vineyard Wind offshore wind project can continue construction while the company’s lawsuit challenging the Trump administration’s stop work order proceeds, judge Brian E. Murphy for the District of Massachusetts ruled on Tuesday.
That makes four offshore wind farms that have now won preliminary injunctions against Trump’s freeze on the industry. Dominion Energy’s Coastal Virginia offshore wind project, Orsted’s Revolution Wind off the coast of New England, and Equinor’s Empire Wind near Long Island, New York, have all been allowed to proceed with construction while their individual legal challenges to the stop work order play out.
The Department of the Interior attempted to pause all offshore wind construction in December, citing unspecified “national security risks identified by the Department of War.” The risks are apparently detailed in a classified report, and have been shared neither with the public nor with the offshore wind companies.
Vineyard Wind, a joint development between Avangrid Renewables and Copenhagen Infrastructure Partners, has been under construction since 2021, and is already 95% built. More than that, it’s sending power to Massachusetts customers, and will produce enough electricity to power up to 400,000 homes once it’s complete.
In court filings, the developer argued it was urgent the stop work order be lifted, as it would lose access to a key construction boat required to complete the project on March 31. The company is in the process of replacing defective blades on its last handful of turbines — a defect that was discovered after one of the blades broke in 2024, scattering shards of fiberglass into the ocean. Leaving those turbine towers standing without being able to install new blades created a safety hazard, the company said.
“If construction is not completed by that date, the partially completed wind turbines will be left in an unsafe condition and Vineyard Wind will incur a series of financial consequences that it likely could not survive,” the company wrote. The Trump administration submitted a reply denying there was any risk.
The only remaining wind farm still affected by the December pause on construction is Sunrise Wind, a 924-megawatt project being developed by Orsted and set to deliver power to New York State. A hearing for an injunction on that order is scheduled for February 2.
Noon Energy just completed a successful demonstration of its reversible solid-oxide fuel cell.
Whatever you think of as the most important topic in energy right now — whether it’s electricity affordability, grid resilience, or deep decarbonization — long-duration energy storage will be essential to achieving it. While standard lithium-ion batteries are great for smoothing out the ups and downs of wind and solar generation over shorter periods, we’ll need systems that can store energy for days or even weeks to bridge prolonged shifts and fluctuations in weather patterns.
That’s why Form Energy made such a big splash. In 2021, the startup announced its plans to commercialize a 100-plus-hour iron-air battery that charges and discharges by converting iron into rust and back again. The company’s CEO, Mateo Jaramillo, told The Wall Street Journal at the time that this was the “kind of battery you need to fully retire thermal assets like coal and natural gas power plants.” Form went on to raise a $240 million Series D that same year, and is now deploying its very first commercial batteries in Minnesota.
But it’s not the only player in the rarified space of ultra-long-duration energy storage. While so far competitor Noon Energy has gotten less attention and less funding, it was also raising money four years ago — a more humble $3 million seed round, followed by a $28 million Series A in early 2023. Like Form, it’s targeting a price of $20 per kilowatt-hour for its electricity, often considered the threshold at which this type of storage becomes economically viable and materially valuable for the grid.
Last week, Noon announced that it had completed a successful demonstration of its 100-plus-hour carbon-oxygen battery, partially funded with a grant from the California Energy Commission, which charges by breaking down CO2 and discharges by recombining it using a technology known as a reversible solid-oxide fuel cell. The system has three main components: a power block that contains the fuel cell stack, a charge tank, and a discharge tank. During charging, clean electricity flows through the power block, converting carbon dioxide from the discharge tank into solid carbon that gets stored in the charge tank. During discharge, the system recombines stored carbon with oxygen from the air to generate electricity and reform carbon dioxide.
Importantly, Noon’s system is designed to scale up cost-effectively. That’s baked into its architecture, which separates the energy storage tanks from the power generating unit. That makes it simple to increase the total amount of electricity stored independent of the power output, i.e. the rate at which that energy is delivered.
Most other batteries, including lithium-ion and Form’s iron-air system, store energy inside the battery cells themselves. Those same cells also deliver power; thus, increasing the energy capacity of the system requires adding more battery cells, which increases power whether it’s needed or not. Because lithium-ion cells are costly, this makes scaling these systems for multi-day energy storage completely uneconomical.
In concept, Noon’s ability to independently scale energy capacity is “similar to pumped hydro storage or a flow battery,” Chris Graves, the startup’s CEO, told me. “But in our case, many times higher energy density than those — 50 times higher than a flow battery, even more so than pumped hydro.” It’s also significantly more energy dense than Form’s battery, he said, likely making it cheaper to ship and install (although the dirt cheap cost of Form’s materials could offset this advantage.)
Noon’s system would be the first grid-scale deployment of reversible solid-oxide fuel cells specifically for long-duration energy storage. While the technology is well understood, historically reversible fuel cells have struggled to operate consistently and reliably, suffering from low round trip efficiency — meaning that much of the energy used to charge the battery is lost before it’s used — and high overall costs. Graves conceded Noon has implemented a “really unique twist” on this tech that’s allowed it to overcome these barriers and move toward commercialization, but that was as much as he would reveal.
Last week’s demonstration, however, is a big step toward validating this approach. “They’re one of the first ones to get to this stage,” Alexander Hogeveen Rutter, a manager at the climate tech accelerator Third Derivative, told me. “There’s certainly many other companies that are working on a variance of this,” he said, referring to reversible fuel cell systems overall. But none have done this much to show that the technology can be viable for long-duration storage.
One of Noon’s initial target markets is — surprise, surprise — data centers, where Graves said its system will complement lithium-ion batteries. “Lithium ion is very good for peak hours and fast response times, and our system is complementary in that it handles the bulk of the energy capacity,” Graves explained, saying that Noon could provide up to 98% of a system’s total energy storage needs, with lithium-ion delivering shorter streams of high power.
Graves expects that initial commercial deployments — projected to come online as soon as next year — will be behind-the-meter, meaning data centers or other large loads will draw power directly from Noon’s batteries rather than the grid. That stands in contrast to Form’s approach, which is building projects in tandem with utilities such as Great River Energy in Minnesota and PG&E in California.
Hogeveen Rutter, of Third Derivative, called Noon’s strategy “super logical” given the lengthy grid interconnection queue as well as the recent order from the Federal Energy Regulatory Commission intended to make it easier for data centers to co-locate with power plants. Essentially, he told me, FERC demanded a loosening of the reins. “If you’re a data center or any large load, you can go build whatever you want, and if you just don’t connect to the grid, that’s fine,” Hogeveen Rutter said. “Just don’t bother us, and we won’t bother you.”
Building behind-the-meter also solves a key challenge for ultra-long-duration storage — the fact that in most regions, renewables comprise too small a share of the grid to make long-duration energy storage critical for the system’s resilience. Because fossil fuels still meet the majority of the U.S.’s electricity needs, grids can typically handle a few days without sun or wind. In a world where renewables play a larger role, long-duration storage would be critical to bridging those gaps — we’re just not there yet. But when a battery is paired with an off-grid wind or solar plant, that effectively creates a microgrid with 100% renewables penetration, providing a raison d’être for the long-duration storage system.
“Utility costs are going up often because of transmission and distribution costs — mainly distribution — and there’s a crossover point where it becomes cheaper to just tell the utility to go pound sand and build your power plant,” Richard Swanson, the founder of SunPower and an independent board observer at Noon, told me. Data centers in some geographies might have already reached that juncture. “So I think you’re simply going to see it slowly become cost effective to self generate bigger and bigger sizes in more and more applications and in more and more locations over time.”
As renewables penetration on the grid rises and long-duration storage becomes an increasing necessity, Swanson expects we’ll see more batteries like Noon’s getting grid connected, where they’ll help to increase the grid’s capacity factor without the need to build more poles and wires. “We’re really talking about something that’s going to happen over the next century,” he told me.
Noon’s initial demo has been operational for months, cycling for thousands of hours and achieving discharge durations of over 200 hours. The company is now fundraising for its Series B round, while a larger demo, already built and backed by another California Energy Commission grant, is set to come online soon.
While Graves would not reveal the size of the pilot that’s wrapping up now, this subsequent demo is set to deliver up to 100 kilowatts of power at once while storing 10 megawatt-hours of energy, enough to operate at full power for 100 hours. Noon’s full-scale commercial system is designed to deliver the same 100-hour discharge duration while increasing the power output to 300 kilowatts and the energy storage capacity to 30 megawatt-hours.
This standard commercial-scale unit will be shipping container-sized, making it simple to add capacity by deploying additional modules. Noon says it already has a large customer pipeline, though these agreements have yet to be announced. Those deals should come to light soon though, as Swanson says this technology represents the “missing link” for achieving full decarbonization of the electricity sector.
Or as Hogeveen Rutter put it, “When people talk about, I’m gonna get rid of all my fossil fuels by 2030 or 2035 — like the United Kingdom and California — well this is what you need to do that.”