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.
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Energy
Tesla Energy gains UK license to sell electricity to homes and businesses
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
Tesla Energy has received a license to supply electricity in the United Kingdom, opening the door for the company to serve homes and businesses in the country.
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
According to Ofgem, the license took effect at 6 p.m. local time on Wednesday and applies to Great Britain.
The approval allows Tesla’s energy business to sell electricity directly to customers in the region, as noted in a Bloomberg News report.
Tesla has already expanded similar services in the United States. In Texas, the company offers electricity plans that allow Tesla owners to charge their vehicles at a lower cost while also feeding excess electricity back into the grid.
Tesla already has a sizable presence in the UK market. According to price comparison website U-switch, there are more than 250,000 Tesla electric vehicles in the country and thousands of Tesla home energy storage systems.
Ofgem also noted that Tesla Motors Ltd., a separate entity incorporated in England and Wales, received an electricity generation license in June 2020.
The new UK license arrives as Tesla continues expanding its global energy business.
Last year, Tesla Energy retained the top position in the global battery energy storage system (BESS) integrator market for the second consecutive year. According to Wood Mackenzie’s latest rankings, Tesla held about 15% of global market share in 2024.
The company also maintained a dominant position in North America, where it captured roughly 39% market share in the region.
At the same time, competition in the energy storage sector is increasing. Chinese companies such as Sungrow have been expanding their presence globally, particularly in Europe.
Elon Musk
Elon Musk shares big Tesla Optimus 3 production update
According to Musk, Tesla is in the final stages of completing Optimus 3, which he described as one of the world’s most advanced humanoid robots.
Tesla CEO Elon Musk has stated that production of Optimus 3 could begin this summer. Musk shared the update in his interview at the Abundance Summit.
According to Musk, Tesla is in the final stages of completing Optimus 3, which he described as one of the world’s most advanced humanoid robots.
“We’re in the final stages of completion of Optimus 3, which is really going to be by far the most advanced robot in the world. Nothing’s even close. In fact, I haven’t even seen demos of robots that are as good as Optimus 3,” Musk said.
He also set expectations on the pace of Optimus 3’s production ramp, stating that the initial volumes of the humanoid robot will likely be very low. Musk did, however, also state that high production rates for Optimus 3 should be possible in 2027.
“I think we’ll start production on Optimus 3 this summer, but very slow at first, like sort of this classic S-curve ramp of manufacturing units versus time. And then, probably reach high volume production around summer next year,” he said.
Interestingly enough, the CEO hinted that Tesla is looking to iterate on the robot quickly, potentially releasing a new Optimus design every year.
“We’ll have Optimus 4 design complete next year. We’ll try to release a new robot design every year,” Musk stated.
Tesla has already outlined broader plans for scaling Optimus production beyond its first manufacturing line. Musk previously stated that Optimus 4 will be built at Gigafactory Texas at significantly higher production volumes.
Initial production lines for the robot are expected to be located at Tesla’s Fremont Factory, where the company plans to establish a line capable of producing up to 1 million robots per year.
A larger production ramp is expected to occur at Gigafactory Texas, where Musk has previously suggested could eventually support production of up to 10 million robots per year.
“We’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk said previously.
The comments suggest that while Optimus 3 will likely begin production at Fremont, Tesla’s larger-scale manufacturing push could arrive with Optimus 4 at Gigafactory Texas.
Elon Musk
Tesla showcases Optimus humanoid robot at AWE 2026 in Shanghai
Tesla’s humanoid robot was presented as part of the company’s exhibit at the Shanghai electronics show.
Tesla showcased its Optimus humanoid robot at the 2026 Appliance & Electronics World Expo (AWE 2026) in Shanghai. The event opened Thursday and featured several Tesla products, including the company’s humanoid robot and the Cybertruck.
The display was reported by CNEV Post, citing information from local media outlet Cailian and on-site staff at the exhibition.
Tesla’s humanoid robot was presented as part of the company’s exhibit at the Shanghai electronics show. On-site staff reportedly stated that mass production of the robot could begin by the end of 2026.
Tesla previously indicated that it plans to manufacture its humanoid robots at scale once production begins, with its initial production line in the Fremont Factory reaching up to 1 million units annually. An Optimus production line at Gigafactory Texas is expected to produce 10 million units per year.
Tesla China previously shared a teaser image on Weibo showing a pair of highly detailed robotic hands believed to belong to Optimus. The image suggests a design with finger proportions and structures that closely resemble those of a human hand.
Robotic hands are widely considered one of the most difficult engineering challenges in humanoid robotics. For a system like Optimus to perform complex real-world tasks, from factory work to household activities, the robot would require highly advanced dexterity.
Elon Musk has previously stated that Optimus has the capability to eventually become the first real-world example of a Von Neumann machine, a self-replicating system capable of building copies of itself, even on other planets. “Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet,” Musk wrote in a post on X.
Tesla Energy gains UK license to sell electricity to homes and businesses
Elon Musk shares big Tesla Optimus 3 production update
