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GM’s Tesla NACS support spells trouble for Electrify America [Opinion]
General Motors’ (GM) support for Tesla’s North American Charging Standard (NACS) might be trouble for Electrify America. With two out of three of the United States’ top legacy automakers supporting Tesla’s NACS, Electrify America’s position in the EV charging space is precarious at best.
A previous Teslarati article theorized that Ford’s adoption of Tesla’s NACS could change the electric vehicle (EV) charging landscape, specifically in the United States and the rest of North America. The theory is gaining some legs now that General Motors has decided to support the NACS.
Tesla has explained why NACS is an ideal charging standard. First, NACS is half the size and twice as powerful compared to CCS. Second, NACS is used in the Tesla Supercharger Network, which has more than 45,000 Supercharger stalls and over 40,000 wall connectors worldwide. In comparison, Electrify America has 3,503 fast chargers and 116 Level 2 chargers in the United States.

Based on user reviews and comments, Electrify America offers a vastly different experience than Tesla Supercharger stations. Some of the criticisms include chargers that constantly break down. There have also been reports of billing failures and other instances where customers found paying at Electrify America stations challenging. The user experience at Electrify America seems cumbersome, making CCS-reliant EV ownership difficult.
The rise of Tesla NACS
In 2022, Tesla emphasized its intention to make the NACS charging connector and charge port the standard in North America as opposed to the conventional Combined Charging System (CCS) connector. Electrify America uses CCS connectors and charging ports.
Support from Ford and GM are steps in the right direction for Tesla’s NACS goal. General Motors and Ford hold a significant market share of the United States auto industry. Statista data from the first half of 2022 showed that General Motors had a 16% market share, while Ford held a 13.4% market share in the United States. While those market share numbers reflect fossil fuel and new energy vehicle sales, they are a good benchmark for the future.
Along with the rest of the world, the United States is starting to embrace battery electric vehicles (BEVs). The Inflation Reduction Act alone has already influenced automakers with businesses in North America to invest in BEV production and battery cell development. Global policies, market, and investor trends all point to BEVs as a mainstay in the global auto industry.

BEV Charging Infrastructure
Building an infrastructure to support BEV adoption is essential to the transition. Tesla knew the critical role charging stations would play as electric vehicles gained popularity.
While the rest of the world still questioned the viability of battery electric vehicles, the question of a universal charging system was also up in the air. However, CCS charging grew popular, resulting in charging networks like Electrify America. Most non-Tesla charging stations support CCS charging because most automakers design their BEVs for it. For instance, Europe decided long ago that CCS would be the standard charging connector for its battery-electric vehicles. With two premier automakers supporting Tesla NACS, though, CCS may lose its hold in North America.
The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.
News
Tesla Germany’s “Giga Train’s” improved service gets rave reviews
As per recent reports, Tesla’s free “train”Giga Train” service will increase its daily trips to six starting this week.
Tesla has expanded its employee shuttle service from Berlin Ostbahnhof East Station to the Gigafactory Berlin-Brandenburg. As per recent reports, Tesla’s free “train”Giga Train” service has increased its daily trips to six starting this week.
The service has so far received positive reviews from the facility’s employees, some of whom noted that the upgraded shuttle train has reduced their travel time by a notable margin.
Giga Berlin’s expanded shuttle service
As noted in a rbb24 report, Giga Berlin’s free shuttle train now operates six times daily, up from one previously. The service also goes directly to the Model Y production facility without stopping at other stations. Tesla employee Dené Schunck described the service to rbb24 in a comment: “The shuttle goes directly to the factory site, without any transfers, which reduces the commute time for our employees by almost half,” Schunck stated.
Operated by Ostdeutsche Eisenbahngesellschaft (Odeg) after switching from Niederbarnimer Eisenbahn (NEB), Giga Berlin’s shuttle train, which also stops at Ostkreuz and Erkner, remains free for all riders, including non-Tesla employees. It has been fully funded by Tesla Germany since September 2023.
Employees praised the changes: One Giga Berlin worker stated that it “definitely makes the journey easier” because employees “used to need two hours for the round trip from Berlin, but now it’s significantly faster.”
Tesla Germany’s previous comments
In late 2025, reports emerged stating that Tesla Germany will be expanding its shuttle train service by adding direct rail trips from Berlin Ostbahnhof to Giga Berlin-Brandenburg. In a comment, Tesla Germany stated that the updated service would mirror the shift changes for the Model Y factory’s employees.
“The service includes six daily trips, which also cover our shift times. The trains will run between Berlin Ostbahnhof (with a stop at Ostkreuz) and Erkner station to the Gigafactory,” Tesla Germany noted.
At the time, Tesla Germany also stated that despite construction being done at Fangschleuse and Köpenick stations, the route of the Giga Train has been optimized to maintain a predictable 35-minute travel time. This should provide Tesla Germany’s employees with a convenient way to travel to and from Giga Berlin.
Elon Musk
Tesla stands to gain from Elon Musk’s rekindled friendship with President Trump
“He’s 80% super genius and 20% he makes mistakes, but he’s a good guy. He’s a well-meaning person.”
Tesla CEO Elon Musk and President Donald Trump are back in each other’s good graces, and after a lengthy period where the two were at odds, the pair seemed to make up back in September.
The two were spotted at dinner at Trump’s Mar-a-Lago estate in West Palm Beach over the weekend, which was followed by a press conference on Air Force One, where the President called Musk, “great.”
He continued:
“He’s 80% super genius and 20% he makes mistakes, but he’s a good guy. He’s a well-meaning person.”
Musk previously had a position in Trump’s White House, as he was in charge of reducing government spending and waste by leading the Department of Government Efficiency (DOGE). Musk stepped back from his role in the government last year to focus on Tesla and SpaceX, as well as other projects.
Trump tonight on @elonmusk: “Elon’s great. He’s 80% super genius and 20% he makes mistakes, but he’s a good guy. He’s a well meaning person.” pic.twitter.com/QUprw06bie
— Sawyer Merritt (@SawyerMerritt) January 5, 2026
However, Musk, back in Trump’s good graces, stands to get some assistance for Tesla from the White House moving forward, especially as he and the President are back to being friends and allies.
Reduced Scrutiny from a Regulatory Standpoint
Tesla has been the subject of several National Highway Traffic Safety Administration (NHTSA) probes, including ones that dive into Autopilot and Full Self-Driving and incidents involving the two.
Trump has already initiated a more relaxed environment for autonomous vehicle oversight. Last January, he proposed a voluntary framework system for self-driving vehicles, which reduced barriers for companies involved with autonomy.
In April, he relaxed crash reporting and exemptions for autonomous vehicles, creating a clearer pathway for companies to innovate and easing compliance burdens.
In September, Transportation Secretary Sean P. Duffy led efforts to update FMVSS, eliminating redundant human-driver requirements. This aimed to create a single national standard, boosting deployment and eliminating much of the bureaucracy that stalls innovation.
Favorable Autonomous Vehicle Framework
Some of the moves that were mentioned previously will assist Tesla in rolling out its Robotaxi network across the country, and although it currently has to go through the process on a state-level, things could become easier for Tesla and other companies exploring self-driving vehicles.
Musk could have a direct line to Trump that would help create fewer regulatory barriers for the companies involved in developing autonomous vehicles, which would directly benefit Tesla, but also its competitors like Waymo.
Protection from International Competition via Trade Policies
It is no secret that the President is focused on domesticating manufacturing, AI efforts, and everything in between. This is enforced by the tariffs the White House enforced last year, which have prioritized U.S.-based companies.
This could shield Tesla from potential foreign competitors, especially ones like BYD, which have been formidable opponents.
Overall, these gains stem from a more aligned political environment, where Musk’s influence could prioritize deregulation over enforcement; this leads to more innovation and relaxed regulations, but there are some risks. However, outcomes are dependent on the depth of President Trump and Musk’s reconciliation.
Long-term benefits to Tesla would require concrete policy actions.
News
Tesla FSD earns high praise in South Korea’s real-world autonomous driving test
As per the Korea Expressway Corporation’s report, the FSD test was conducted on December 15, 2025, from 10 a.m. to 6 p.m.
Tesla’s Full Self-Driving (FSD) has received a bullish assessment from the Korea Expressway Corporation following a real-world autonomous highway driving test.
A report of the test, shared on Naver Cafe, showed high praise for the system’s safety, capabilities, smooth maneuvers, and confidence.
South Korean highway test
As per the Korea Expressway Corporation’s report, the FSD test was conducted on December 15, 2025, from 10 a.m. to 6 p.m. Four people were in the Tesla that was tested, including the head of the mobility department. All four FSD driving modes were tested, from “Sloth” to “Mad Max.”
To test FSD’s performance, the system was tasked to operate on highways such as Gyeongbu, Cheonan, and Cheonan-Nonsan, as well as city areas in Dongtan New Town, Sejong Special City, and Daejeon Metropolitan City, among others.
Since FSD is only available for the Tesla Model S and Model X that are imported to South Korea from the United States, the system was not tested in a Model 3 or Model Y, which comprise the majority of Teslas on the country’s roads today.
Highway test results
Results showed FSD performing well, both in inner-city roads and on highways. In inner city roads, the testers noted that FSD was capable of autonomous driving at a level that already exceeds that of general human drivers, except in very few areas, such as unprotected left turns and work zone intersections.
In highways, the testers described FSD’s performance as “excellent,” though the system still showed frequent cases of violations in local bus lanes and max speed limit rules. These, however, could hopefully be addressed by Tesla in a future FSD update without many issues. The testers also noted that in some parts of the test, FSD seemed to be driving autonomously in accordance with traffic flow rather than strict traffic rules.
테슬라 Fsd 고속도로 자율주행 테스트 결과 보고 by Simon Alvarez