SAE has voted unanimously to form a task force to expedite its NACS standardization process, and thinks that this process could finish by the end of the year – much earlier than we expected. We spoke with the chair of the task force for some insight on what the process might look like.
Tesla released specifications of its charging connector in November 2022. It called it the “North American Charging Standard,” which was somewhat of an absurd name at the time, given that Tesla was the only company using it.
However, Tesla’s argument was that most of the cars and most of the DC charging stations in America already used Tesla’s connector, so it should be considered a de facto standard anyway.
So now that we have what looks like a standard, the professional engineering organization which develops industry standards has taken up the flag of creating a real, independent standard that is no longer in the hands of Tesla.
This is an important move because many governments and companies would understandably have an issue with a single company having control over a standard that, at this point, it seems like everyone is planning to use.
NACS standard could come this year, named “J3400”
We talked to Rodney McGee, Ph.D., of the University of Delaware, who is chairing SAE’s NACS task force.
The most important thing he told us is that the SAE Task Force aims to publish its work by the end of this year, only around six months after the start of the standards process. This is significantly faster than we thought it would take to complete the process.
McGee said that SAE is the only standards-setting organization that would be able to publish NACS this quickly, because the timelines for meetings and consensus in the ISO and IEC, two other standards organizations, are much longer due to the complex document processes used by these international organizations.
Another reason for this quicker timeline is because the NACS connector already exists on millions of vehicles, and makes up the majority of the installed base in the US. Since their stations are listed to UL standards and have been proven in the real world, many questions are already answered.
The standard will likely take the official name “J3400,” similar to the name of the current J1772 plug used in SAE CCS chargers. Though it could colloquially be known as J3400, NACS, or even “the Tesla plug,” depending on which name the EV-owning public seizes on.
But McGee told us that this his interest in NACS isn’t just on the DC side of charging, where most of the public’s imagination has focused, but on AC charging where the vast majority of actual charge sessions occur. It turns out that NACS is superior to J1772 for AC charging in one significant way – it can use an input voltage of up to 277 volts, whereas J1772 uses 208-240V.
This not only enables faster AC charging due to higher voltages, but more importantly makes for easier setup on commercial electricity supplies, which is often supplied as 480-volt three-phase power, of which a 277-volt single-phase circuit can be used for charging. This could make public AC charging – in parking garages for apartment buildings or workplaces, for example – cheaper and easier to install since commercial customers won’t need to install their own transformers.
McGee said that Tesla has been very helpful with the process in the last two weeks since SAE proposed making NACS a real standard, and is leaving the future of NACS up to a consensus-based standards process.
Plug & Charge, a colloquial name for the ISO 15118 standard which allows simple “plug in & walk away” operation of public charging stations, has had a long and difficult implementation process. For years charging station providers have promised it’s just around the corner, but it seems to never materialize.
This is part of why Tesla leads in charging experience satisfaction, because plugging into a Supercharger is a simple process that takes seconds, whereas other chargers might require a subscription, a payment app, swiping a credit card, or at the very least waiting the better part of a minute for authentication to occur before charging initiates.
Besides these user experience issues, McGee pointed out one of the lesser-discussed reasons the standard has been hard to implement in the US, and how the SAE has been working on that problem since before NACS, and sees NACS as a opportunity to further its effort.
Plug & Charge requires a Public Key Infrastructure on the back-end to authenticate vehicles and payments. Public keys are a cryptographic mechanism that allow for secure authentication – one example is website certificates, so your computer can know that it is looking at a legitimate website.
In Europe, this PKI is provided by a company called Hubject, which verifies charging sessions on European public chargers.
But in the US, nobody has coalesced around a single company or organization to provide these certificate services yet. McGee said this is a major obstacle to Plug & Charge in the ISO 15118 standard, first published in 2014, since it is a technical standard did not initially prescribe solutions that were practical for the market.
SAE participants see the wider efforts around the NACS process as an opportunity to solve this problem going forward. Since the industry is shifting to NACS, this disruption could serve as the right time to solve this problem. It is engaging with industry (through SAE-ITC) to create a PKI for NACS which will hopefully solve this problem going forward.
Electrek’s Take
We were surprised to hear that NACS could be certified as a standard by the end of this year.
In the past, standards have taken much longer to develop – in fact, that’s why we even have the Tesla plug in the first place.
When Tesla was building the Model S, there wasn’t a standard that could do both AC and fast DC charging in the same plug. The rest of the industry – and the SAE – was slowly working out the CCS standard, but Tesla couldn’t wait any longer and went its own way, building the Tesla plug and later revealing the Supercharger network.
Now, more than a decade later, that Tesla connector looks likely to become the main charging standard in North America.
So the idea that this could be approved by the end of the year definitely raised our eyebrows, given the history of charging standards implementation and sometimes-long timelines involved.
And we’ve had a lot of questions about Plug & Charge and how long it has taken to implement in the past, so the conversation with McGee was enlightening on that front. It’s good to hear that a solution might finally be around the corner.
But this is a bit of a double-edged sword – while the NACS disruption gives an opportunity to solve the Plug & Charge problem for NACS, increased focus on the new charging standard might mean that nobody bothers to fix it for CCS, as it rapidly becomes considered a “legacy standard” the likes of CHAdeMO.
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Tesla has started to offer discounted financing on Cybertruck as the electric pickup truck undoubtedly turns out to be a flop.
Tesla claimed over 1 million reservations for the Cybertruck, and CEO Elon Musk said he could see Tesla producing 500,000 units per year.
However, that was before Tesla announced that the production version would be much more expensive and have a shorter range than what was initially announced.
The Cybertruck has now been in production for a year and a half, and it looks like Tesla would be lucky to sell about 10% of Musk’s goal of 500,000 units.
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The automaker doesn’t report Cybertruck sales, but it is estimated that Tesla delivered roughly 40,000 Cybertrucks in 2024, and it is expected to have even more issues selling the truck this year.
It is very possible that Tesla can’t sell more than 10,000 Cybertrucks this quarter, which would extrapolate to 40,000 units per year or less than 10% of what Elon said he would see Tesla delivering.
Now, the cheaper single motor Cybertruck should help, but by how much? It could bring Tesla to 20-30% of the volume Elon saw possible?
I think it’s fairly clear that the Cybertruck is a flop.
Tesla launched a single new vehicle in the last 5 years and it is a flop.
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Toyota looks to grab a bigger share of the world’s largest EV market as it takes aim at BYD and other low-cost leaders. On Thursday, Toyota launched its cheapest EV in China, the bZ3X, starting at roughly $15,000. The new electric SUV crashed the server with over 10,000 orders in an hour.
Meet Toyota’s cheapest EV in China, the bZ3X
The bz3X is Toyota’s “first 100,000 yuan-level pure electric SUV” in China and its cheapest EV to hit the market so far.
Toyota’s Chinese joint venture, GAC-Toyota officially launched the “Bozhi 3X,” or bZ3X for short, in China on March 6. Shortly after, the company said orders for its new electric SUV were “so popular that the server crashed” after revealing prices start at just over $15,000 (109,800 yuan).
After securing over 10,000 orders in just one hour, Toyota boasted again that “the server is overwhelmed.” The launch comes after blind pre-orders opened in December, starting at just under $14,000 (100,000 yuan).
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The bZ3X is available in two versions, with or without its full-scenario smart driving tech. The non-smart tech model starts at 109,800 yuan ($15,000) with five trim options while the smart driving model starts at 149,800 yuan ($20,500).
Toyota launches its cheapest EV in China, the bZ3X (Source: GAC-Toyota)
For 159,800 yuan ($22,000), the range-topping “610 Max” trim provides up to 610 km (379 miles) CLTC range from a 67.92 kWh LFP battery. The base “430 Air” gets up to 430 km (267 miles) from a 50.03 kWh LFP battery pack.
Toyota said the interior provides “a mobile space that is comfortable as home,” with front and rear seats that can fold down to provide nearly 10 feet (3 meters) of space.
Inside, the electric SUV has a 14.6″ infotainment screen with voice recognition and an 8.8″ driver display. It also includes a two-spoke multi-function steering wheel.
Toyota’s new bZ3X is its first vehicle with the Momenta 5.0 Intelligent Driving System. Powered by NVIDIA Drive AGX Orin X, it comes with 25 ADAS features, such as parallel parking, remote control parking, high-speed pilot, light traffic assist, and blind spot monitoring.
GAC-Toyota claimed it will be “one of the first automakers in the world to realize a one-stage end-to-end intelligent driving model.” With human-like intelligence, the vehicle “gets smarter and better with use.”
At 4,600 mm long, 1,875 mm wide, and 1,645 mm tall, Toyota’s cheapest EV in China is about the size of BYD’s Yuan Plus (Atto 3) at 4,455 mm long, 1,875 mm wide, and 1,615 mm tall. Starting at 115,800 yuan ($16,000), Toyota’s new bZ3X slightly undercuts BYD’s electric SUV.
What do you think of Toyota’s new electric SUV? Would you buy one for around $15,000? We’ll keep dreaming.
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It’s been a big day for big reveals with the all-new Volvo ES90, a new compact electric city car from Volkswagen, plus a pair of new, over-the-top EVs from General Motors that perfectly exemplify American excess. All this and maybe the dawn of the long-awaited “Tesla Killer” on today’s revealing episode of Quick Charge!
GM is practically daring the competition to build a bigger, badder EV with a new, bigger $133,000 Cadillac Escalade and 1,100 hp off-road special in the form of the new Chevrolet Silverado EV ZR2. Finally, you guys are never happy … try to enjoy this episode, anyway!
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news.
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