GM Embraces Tesla's Charging Connector: The North American Charging Standard Is Now True to Its Name

GM announces the adoption of Tesla's NACS charging standard

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A monumental shift is happening in the electric vehicle industry as General Motors announces the adoption of Tesla's North American Charging Standard (NACS). It seems fitting to say that the North American Charging Standard is now... the North American Charging Standard. This significant change, which could solidify the NACS as the unified EV charging standard, follows on the heels of Ford's similar decision just weeks prior.

General Motors Announces Adoption of Tesla's Charging Connector

General Motors broke the news last Thursday, confirming plans to integrate Tesla's sleek NACS charging ports into its future EVs starting in 2025. Tesla's charging ecosystem currently boasts over 12,000 Superchargers in Canada and the US and 45,000 worldwide, offering EV owners broader access to high-speed charging infrastructure.

Before this integration, GM and Tesla planned to extend Supercharger access to existing Ford EV owners in early 2024 via a CCS to Tesla adapter. Like the Ford announcement, whether owners will be charged for these adapters remains unanswered. As a part of its commitment to a seamless transition, GM will provide a NACS to CCS adapter for its EV owners to charge at CCS fast-charging stations.

Integration and Expansion: GM's Vision for the Future

GM aims to ensure a smooth charging experience for its customers by incorporating Supercharger network details like location and availability data into its EVs and mobile apps. Mary Barra, GM Chair and CEO, expressed that this strategic collaboration is a key component of their plan to fast-track mass EV adoption. The goal is to create a broad ecosystem of EVs across various categories and price points while simultaneously expanding access to fast chargers.

The partnership has already shown positive signs, with Tesla's shares rising following the announcement. With two of North America's biggest automakers now endorsing Tesla's charging standard, the future of the CCS (Combined Charging System) in North America looks increasingly uncertain.

This significant decision by General Motors represents more than just a strategic partnership. It is a significant leap towards the unification of EV charging standards in North America, further paving the way for a single, seamless charging experience for all EV owners. As GM and Ford transition to Tesla's NACS, we can expect other automakers to follow suit, strengthening the adoption of this standard.

The North American Charging Standard is indeed becoming the North American Charging Standard. By embracing the NACS, automakers like GM are making strategic business decisions and contributing to a broader vision - one where electric vehicle charging is universal, seamless, and efficient for all.

Tesla Stock Surges on Delivery Numbers and Record Energy Deployment in Q2 2024

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Tesla has provided information on its delivery and production numbers for Q2 2024 today.

One of the biggest things of note is the 9.4GWh of energy storage products - Megapacks and Powerwalls - deployed in Q2, which is the highest deployment in a single quarter. Tesla deployed 4.05GWh last quarter, so this more than doubles their deployments compared to Q1.

Vehicle Numbers

Tesla produced approximately 411,000 vehicles and delivered 444,000 in the second quarter of 2024, with the vast majority being the Model 3 and Model Y, as expected. This largely beat analyst expectations and TSLA was up 10.20% on the day.

There was a slowdown in production, seen in China, and during the tooling-up phases for Cybertruck and the Model 3 Performance. With Semi also entering High-Volume Production, and work ongoing for a new supercomputer cluster, Tesla has been making quite a few capital expenditures that have impacted vehicle productivity.

See the chart below for specifics on vehicle production and deliveries.

Tesla's production and deliveries breakdown.

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With the general cooling of the EV Market, Tesla has managed to have one of their best quarters ever. Q2 of 2024 ranks as Tesla’s third-best quarter. Only in Q2 of 2023 (466k vehicles) and Q4 of 2023 (485k vehicles) has Tesla delivered more vehicles. The stock has surged, passing the $230 mark for the first time since early January.

Investors are taking the news well, and Tesla expects to continue its growth as the leading EV manufacturer based on Elon Musk’s words during the 2024 Shareholder Meeting, with a big focus on autonomy.

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Tesla Patents Robotaxi Sanitization System - Reveals How It Will Work

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A new patent claimed by Tesla has revealed some additional details on the upcoming Robotaxi’s Sanitization System – which will automatically sanitize enclosed spaces. It discusses how Tesla expects to use this system, including some hints on the upcoming Robotaxi app. Rimac also recently announced their upcoming robotaxi, which looks a lot like what we may see in Tesla’s Cybercab.

Most interesting is that this patent isn’t strictly based on some specific systems in the Robotaxi itself but is rather based upon an overall routine and process for sanitizing enclosed spaces that are shared among multiple people, particularly around vehicle interiors. This means it is likely applicable to all of Tesla’s vehicles.

You can view the entire patent here, although we went through it all so you wouldn’t have to.

Sanitization

The sanitization patent is focused on observing and analyzing the conditions of the closed space and then generating a sanitization routine based on the conditions, and then finally executing it. This essentially means that the system will scan a vehicle, determine what kind of cleaning is required, and then conduct that cleaning.

Analysis - Interior & Exterior

Let’s take a look at the analysis portion first. There are a few key detection parameters – ambient temperature, humidity, the presence of pathogens or unclean air, and the presence or absence of certain conditions in the enclosed environment. Using a multitude of sensor data, including some from the vehicle itself, the system will create a sanitization plan.

The robotaxi's interior

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The sanitization plan doesn’t just include the interior of the vehicle – but can also consider external parameters like weather and vehicle usage history. Rain, snow, and mud could be some pretty big factors for a Robotaxi cleanup, and taking these into account is essential.

How It’ll Clean

Once the plan is generated, the system will utilize various sanitization routines, based on the plan that was generated. This can include using the HVAC systems, using UV lighting, using steam generators, and a few other processes. The system can also take into account whether the sanitization process can be accomplished by the resources available – e.g. if there is a human or humanoid robot available to accomplish some of the tasks.

There are a few basic methods described in the patent on how Tesla expects to sanitize vehicles, including blowing warm air toward the steering wheel, doors and windows, and the central display to sanitize. It also has a method to expose various parts of the vehicle, including the seats and seatbelts, to a sanitizing UV light.

There are some interesting and unique methods – using active or passive elements to create heat and sanitizing surfaces like the central touchscreen. That’s not all – the patent also talks about tilting the vehicle’s central display to reflect the sanitizing UV light around the vehicle. Tesla has some unique ideas on how to implement its automated sanitization process.

If there’s additional sanitization needed, the system can cooperate with external service robots (possibly Tesla’s Optimus), to sanitize the interior and exterior of the vehicle. It can also direct the Full Self Driving system to adjust the vehicle’s orientation, exposing certain parts of the interior to sunlight.

When and Where to Sanitize

Tesla expects this sanitization routine to begin running immediately after a passenger exits the vehicle, reducing downtime as much as possible between potential passengers. If the sanitization system identifies that deeper cleaning is needed, the system will redirect the vehicle in need of cleaning to a cleaning location, while another vehicle will be directed to the next potential passenger.

There are some Robotaxi-unique features, such as a disinfecting spray system and special disinfecting UV light that are not present in any of Tesla’s current vehicles. Whether these current vehicles will receive a refit or a refresh to include these features remains up in the air at this time, however, the patent did notably use the Model Y as the figure vehicle.

Some other features, such as using humidity, temperature, seatbelt retractors, seat adjustment motors, and motorized vents – are already in every Tesla vehicle.

Killing Germs

One of the most unique things about this patent is Tesla has looked at various airborne pathogens – such as SARS-CoV-2 (COVID-19), amongst others, and identified what temperatures and humidities will kill these off. It will use this information to change the ambient environment in the vehicle to one unsuitable for pathogens to survive, helping to prevent illnesses from transferring from one passenger to the next.

We’re going to see some unique things at Tesla’s Robotaxi unveiling on 8/8, and some more details of how this system functions will probably come up then. Sanitization of Robotaxis is absolutely one of the key steps that will help to build Tesla’s ambitious Robotaxi fleet – and we’re hoping to see more on how they expect to charge Robotaxis in the upcoming weeks.

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