The announcement that Ford will build the Tesla connector into its future EVs rocked the industry; it’s smart for a lot of reasons.
That means any missed revenue from the customer who drove an EV to a charger only to find it broken is irrelevant. And very few incentives exist to keep stations in working order. So Ford's deal with Tesla immediately puts huge pressure on Electrify America, EVgo, ChargePoint, and smaller networks that offer public charging. In effect, Ford can say, "If you don't bring your network up to Tesla standards, we can always direct our customers to Tesla—which we know works properly.
And dropping the CCS connector would mean using a separate, much larger adapter to charge at any of the tens of thousands of charging stations using it, to be paid for by $5 billion of National Electric Vehicle Initiative funds the federal government is distributing through all 50 states.
I suspect that at least initially, Ford will add the Tesla connector alongside CCS/J-1772 in its new generation of EVs. That would allow it to say, “Not only can you charge your EV at any charging site in the U.S., but . . . you can do it without carrying a single adapter."
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