Tesla Amps Up: Supercharger Network Welcomes GM and Ford

Tesla’s CEO doesn’t always play nicely with others but the latest partnership between Tesla, General Motors (GM), and Ford Motor Company gives EV users suffering range anxiety over 12,000 new charging spots (if they’re not Tesla owners alread).

Starting in 2024, Tesla’s Supercharger Network, the largest in the US, will open its doors to GM and Ford EVs, marking a significant win for consumers and possibly Tesla itself.

This partnership holds the potential to redefine the EV charging landscape. As part of the agreement, both Detroit-based automakers have decided to adopt Tesla’s EV charging connector, a move that could potentially encourage other automakers to follow suit and provide Tesla with a new and guaranteed revenue stream for years to come.

Tesla’s Supercharger Network commands a significant presence, boasting 17,000 charging plugs across the US. Its stations are renowned for their faster charging, reliability, and convenient locations. Starting next year, EVs from GM and Ford will gain access to 12,000 Tesla Supercharger plugs. With these three companies controlling a large share of the US EV market, other automakers are likely to join the Tesla charging system to avoid falling behind competitively.

However, this integration does come with a small caveat. For now, GM and Ford EV owners will likely need an adapter to connect to Tesla chargers. By 2025, both companies plan to install ports in their new EVs compatible with Tesla chargers, eliminating the need for adapters.

The financial details of the partnership remain mostly undisclosed, but the impact on Tesla and consumers is clear. Tesla will enjoy a boost in revenue as more Ford and GM vehicles utilise their charging infrastructure. Simultaneously, GM and Ford EV owners will have access to double the number of chargers they previously had, enhancing convenience significantly.

While this partnership may put pressure on rival charging networks like ChargePoint and EVgo, it’s important to note that the EV charging industry is still nascent, with room for other competitors to carve out their own space.

The question remains: Is this a US-only venture? The current reports primarily focus on the US market, where Tesla, Ford, and GM collectively account for approximately 70% of the EV market share. Given the significant impact of the partnership on the US EV market, it seems the initial roll-out will primarily target the US.

However, as the EV market continues to grow globally, it wouldn’t be surprising if this initiative expands beyond the US in the future. Hopefully, this exciting partnership represents an important step toward a standardised, interoperable EV charging network.

Photo by Michael Fousert on Unsplash