Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Electric Vehicles

Why Tesla Just Traded Away Its Biggest Advantage

The Ford-Tesla partnership is good — and I hate it.

Tesla and Ford logos and charging stations.
Heatmap Illustration/Getty Images

Ford’s Jim Farley sent a jolt through the electric vehicle world on Thursday. In a joint announcement with Tesla boss Elon Musk, streamed on Musk’s own Twitter Spaces, the two CEOs announced a partnership in which Ford EVs would be able to use Tesla’s vast Supercharger network. By early 2024, Fords will be able to power up at around 12,000 Tesla Superchargers.

The move is an obvious boon to the Blue Oval brand, which saw its stock price soar Friday morning on the promise of offering its electric drivers an enormous expansion of charging options. It’s probably a good thing for a nation on the verge of electrification to have a lot of fast-chargers open to everyone rather than competing proprietary networks. Musk said as much during the Ford announcement: “We don’t want Tesla superchargers to be a walled garden.” And it’s a revenue plus for Tesla, which just acquired a new group of customers who’ll pay to use its chargers.

Yet one question lingers: Did Tesla just give away its biggest competitive advantage?

Musk’s company has a huge head start in the American EV space. Even as a new crop of competitors erodes its market share, Tesla still claims six of every 10 new EVs sold in this country. Musk and company built that lead on the desirability of its vehicles, sure. But the brand’s ace up its sleeve has always been the Supercharger network, which includes more stations and overall plugs compared to the independent charging companies like Electrify America and EVgo that serve other brands.

In 2019, when my family was determined to go electric, we bought a Tesla Model 3. Even then there were other electric vehicles (Hyundai Kona EV, Chevy Bolt) that offered similar range at a similar price. The dearth of chargers was the dealbreaker. Only Tesla’s network offered us the capability to use an EV as our only car and still drive nearly anywhere we wanted to go.

Over the past four years, Tesla has entrenched that advantage by filling in the map. As sales skyrocketed here in California, the company opened a slew of new Superchargers in and between the major cities to combat the lines that form on popular travel days and busy times of day. Even so, it’s possible to search for a Supercharger on the car’s center display and see the clock icon that indicates you’ll be waiting for a plug.

And so I have been dreading this day. Superchargers across Europe have been open to non-Telsa EVs for a while now. Stateside, Musk has promised the same thing, though, so far, just a handful of stations have been equipped with the “Magic Dock” that allows cars without the Tesla connector to charge. With the Ford announcement, I can already feel my blood pressure rising in anticipation of plug rage. One day in the not-too-distant future, I’ll pull into a Supercharger in Burbank, Buttonwillow, Berkeley, or Buellton and find there’s nowhere to charge because an F-150 Lightning or Mustang Mach-E occupies the last stall.

This trend cuts both ways, however. It took years, but Tesla now offers an official adapter that would allow its drivers to plug in at stations with the CCS standard that serves current cars by GM, Ford, and other car brands. I wish I’d had that gadget years ago when I tried to cover the expanse between Albuquerque and Gallup, New Mexico. Ignoring the car’s advice — give up and go back to Albuquerque — I puttered at 55 miles per hour on a 65 mph highway to ensure we’d make it. With an adapter, I could’ve stopped at a CCS halfway for a little anxiety-relieving electricity.

Despite my selfish desire to see Superchargers remain a walled garden, it’s better for everyone if the country’s EV infrastructure is open to all. Ford drivers with access to the Supercharger network will find they’re less likely to get stuck waiting for a plug during highway rest stops and, in some states, more able to reach destinations off the beaten path.

But is it better for Tesla? Musk certainly believes whatever sales advantage is lost by loosening the reins on his charging network is made up for not only by selling more kilowatts to more drivers, but also by getting access to a chunk of money from the federal government. The Biden administration’s infrastructure law includes money for companies that build EV chargers, but only if those chargers aren’t proprietary to a particular car brand. Which may explain some of Tesla’s motivation to rebrand its connector as the “North American Charging Standard” and to convince other automakers, like Ford, to use it.

This means Tesla will have one less differentiating factor when buyers choose their EV. But it also means the company will have a bigger revenue stream in its back pocket.

Blue

You’re out of free articles.

Subscribe today to experience Heatmap’s expert analysis 
of climate change, clean energy, and sustainability.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Daily Briefing

Freedom (It Won’t Slow You Down)

Or, the Senate releases its latest attempt at bipartisan permitting reform.

Catherine Cortez Masto.
Heatmap Illustration/Getty Images

Are we getting closer to a viable permitting reform proposal?

At least one part is falling into place: This morning, Senator Catherine Cortez Masto and Senator Tom Cotton released a bipartisan bill that would keep future presidents from messing with already permitted energy projects. The House has already published its version, dubbed the FREEDOM Act — we scooped it in February — and now the Senate has had their go.

Keep reading...Show less
Blue
Electric Vehicles

Charging Reliability Is the Forgotten EV Stat

Like gas stations, electric car chargers just have to work.

Charging a Rivian.
Heatmap Illustration/Rivian, Getty Images

About 14% of American EV drivers experienced a charging fail last year — that is, they stopped somewhere expecting to charge and just couldn’t get the electrons to flow. That number is headed in the right direction, down from 19% just a year prior. Yet it demonstrates how far we have to go. Just imagine the collective rage if it were a yearly occurrence that one in seven gas car drivers pulled into a service station — maybe the only one for miles — and couldn’t get the pumps to work.

For an electrifying nation, it’s not enough to look at the map of high-speed chargers and see enough dots to get you from place to place. Drivers, especially those considering their first try with an EV, need to believe those plugs are going to work seamlessly and without drama. That makes charger uptime the new competition for America’s high-speed charging providers and a crucial concern for carmakers trying to sell electric cars to a still-skeptical general public.

Keep reading...Show less
Green
Climate Tech

America’s Most Hyped Induction Stove Startups Are Suing Each Other

Copper and Impulse Labs have taken their patent fight to court.

Stoves fighting.
Heatmap Illustration/Getty Images, Copper, Impulse

There’s drama in the niche world of battery-powered induction stoves. The two leading companies in the category — Copper and Impulse Labs — are now suing each other, with Copper accusing Impulse of patent infringement and Impulse hitting back with allegations of false advertising.

The dispute formally began in early April, when Copper filed suit against Impulse for willful patent infringement, alleging that its rival not only copied Copper’s proprietary battery-integration technology, but did so knowingly. Both companies sell high-end induction stoves with built-in batteries, a design that allows them to plug directly into standard 120-volt household outlets — the same kind you would use to charge a phone or operate a toaster — rather than the less common 240-volt outlets that electric and induction stoves typically require. That helps customers avoid expensive electrical upgrades that could add thousands to the installation process while also equipping them with a stove that can run off battery power during a power outage.

Keep reading...Show less