[Micele]

Ford steunt Tesla met NACS (laadstandaard van Tesla) en Tesla Suc-laadnetwerk, beide aandelen gaan serieus omhoog vandaag:

https://www.teslarati.com/ford-tesla...rger-analysis/

Ford’s adoption of Tesla NACS could change the EV charging landscape [Opinion]

Ford recently announced it would add Tesla’s North American Charging Standard (NACS) port to its future electric vehicles (EVs). The move may change the EV charging landscape in North America.

TESLA NACS BACKGROUND

In 2022, Tesla opened its EV connector design to the world, providing other electric vehicle automakers access to it. The company renamed the technology the North American Charging Standard, with the intention to make it the standard charging connector and charge port in the EV charging landscape.

The leading EV maker enumerated several reasons the NACS was an ideal standard. First, Tesla pointed out that NACS’ AC charging offers up to 1 MW DC charging, providing twice the power of the conventional Combined Charging System (CCS) connectors in a neat slim package.

In addition, the Model Y producer emphasized that NACS is used in the most expansive EV charging network: the Tesla Supercharger network. Tesla also mentioned that Network operators planned to incorporate NACS into their chargers, increasing its reach.

Despite its intention to make NACS the standard charging connector and charging port, Tesla also rolled out the Magic Dock. The Tesla Magic Dock provides non-tesla EVs with CCS ports access to the Supercharger Network.

TESLA SUPERCHARGER GROWTH WITH FORD’S SUPPORT

Ford EV drivers will gain access to 12,000 Tesla Superchargers across the United States and Canada, which is excellent news for both companies. With NACS equipment, Ford EV owners can access Tesla’s Superchargers. At the same time, Tesla’s NACS technology gains support from a notable leader in North America’s automobile industry.

“This is great news for our customers who will have unprecedented access to the largest network of fast-chargers in the U.S. and Canada with 12,000+ Tesla Superchargers plus 10,000+ fast-chargers already in the BlueOval Charge Network,” said Jim Farley, Ford president and CEO. “Widespread access to fast-charging is absolutely vital to our growth as an EV brand, and this breakthrough agreement comes as we are ramping up production of our popular Mustang Mach-E and F-150 Lightning, and preparing to launch a series of next-generation EVs starting in 2025.”

Ford’s move might encourage other EV automakers to use Tesla NACS technology. EV makers using the NACS standard would support the expansion and use of the Supercharger Network across North America. Tesla’s Supercharger revenue might increase as more EV automakers adopt the NACS design since more electric vehicle owners would likely use Superchargers.

FORD’S EV MARKET SHARE WITH TESLA NACS

On the other hand, Ford using the NACS standard might make the veteran carmaker’s EVs more attractive to Tesla customers.

Analysts always discuss EV market share and which automaker is leading the charge. Thus far, Tesla’s innovations have gained tremendous support from the EV community. There is an ongoing narrative that other automakers are trying to get a piece of Tesla’s pie.

However, analysts often don’t consider that some drivers purchase more than one vehicle from different brands. So producing electric cars doesn’t necessarily mean an EV maker is taking Tesla’s market share.

Tesla customers are familiar with the benefits of the Supercharger Network. Charging will always be one of the top factors EV buyers will consider during their purchase. If a Tesla driver were to purchase another vehicle, they might consider buying from Ford now, considering its access to the Supercharger Network.

Ford remains one of the most iconic automobile makers in the world. Its legacy alone makes it a formidable player in the growing EV industry. Meanwhile, Tesla is building a legacy of its own. Ford and Tesla might have enough influence to make the NACS the standard across North America.

https://www.marketwatch.com/articles...=mw_quote_news

Ford, Tesla Collaboration Supercharges Stocks. Investors Like It.

Published: May 26, 2023

Tesla has agreed to let owners of Ford Motor electric vehicles use Tesla’s extensive network of superchargers in the U.S. beginning in 2024. Investors love the idea. There are good reasons for that.

The charging collaboration was announced by Ford (ticker: F) CEO Jim Farley and Tesla (TSLA) CEO Elon Musk Thursday evening on Twitter Spaces. The pair talked about the deal and EVs for about 30 minutes and took a few questions, too.

Ford drivers using Tesla chargers “will not be cost-prohibitive,” said Musk at one point, adding that only an adapter is needed for Ford to plug into Tesla charging stalls. Farley said he was open to other areas collaboration between the companies, including EV-related software.

In midday trading Friday, Ford stock was up almost 7.3% to $12.21. Tesla stock had gained 6.5%, to $196.50. The S&P 500 and Dow Jones Industrial Average were up about 1.2% and 0.9%, respectively; the Nasdaq Composite was up 2.1%.

The U.S. auto industry is famously competitive. It is common for Ford and General Motors (GM) to refer to each other as the “other” car company in Detroit, and not by name. That isn’t the case with Tesla and Ford. Musk said he had respect for Ford, and Farley praised Tesla’s leadership in EVs, adding “it’s super hard what Tesla has done.”

“The announcement conjures up the proverb: The enemy of my enemy is my friend,” says Battle Road Research analyst Ben Rose. “Tesla and Ford see common enemies in both GM and Hyundai-Kia in North America…GM will be facing a lot of questions regarding fast charger access as it begins to ship new models.”

A Ford/Tesla detente isn’t why the stocks are up though. In the case of Ford, more-reliable chargers make it easier for people to buy Ford EVs. U.S. charging infrastructure lags behind other countries.

Charging infrastructure can be a barrier to EV adoption in the U.S.

The U.S. has about 37,000 of the fastest chargers, according to BNEF, the new energy research arm of Bloomberg. Tesla owns about one-third of those.

That works out to about 55 EVs on U.S. roads per fast charger. That number compares with less than 40 in Europe and about 13 in China. Including slower chargers, the kind U.S. drivers might see at a commuter train station, China has about five EVs per charger.

Tesla, for its part, gets a lot of free advertising. Ford EV owners will be staring at the Tesla logo for potentially hours over the course of a year. They will also be downloading the Tesla app and getting used to Tesla systems. That isn’t a bad deal for Tesla.

Importantly, Tesla also gets more money from its charging network. It’s a “win/win,” says Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber. “Tesla’s supercharging network becomes a real business.”

The win for Ford is charging access. The auto maker, of course, offers BlueOval Charge Network—84,000 chargers run by partners, including access to over 10,000 fast-chargers similar to Tesla’s superchargers. Ford has also said its dealers will add roughly 1,800 public-facing fast-chargers by early 2024.

And Tesla, of course, will have to make sure it doesn’t get to the point where Tesla drivers are waiting for Ford drivers.