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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.

For a few months not many people took this seriously, until Ford shook up the industry by announcing it would adopt the NACS plug on upcoming vehicles. Soon after, GM made the same move, and now basically everyone else has.

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.

This has helped to allay some concerns across the industry, especially in Europe, which was skeptical that NACS could be a protectionist move. Europe has mandated non-proprietary charging connectors before and recently wasn’t happy about EV protectionism in the US Inflation Reduction Act, so this recent groundswell of support for a standard controlled by one American company was met with some skepticism. Having a standards-setting organization in control of the future of NACS makes it much more palatable (and might have led to Mercedes’ announcement to adopt it last week).

Why Plug & Charge is broken and how to fix it

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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CA judge rules Tesla lied about FSD, must fix marketing within 60 days

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CA judge rules Tesla lied about FSD, must fix marketing within 60 days

A California judge ruled late Tuesday afternoon that Tesla engaged in “deceptive marketing” in reference to its Full Self-Driving system, and that Tesla’s license to sell and produce cars in the state should be revoked for 30 days.

However, the California DMV has said it will give Tesla 60 days to comply and fix its marketing before going through with the suspension.

The ruling is big news in a case that has been ongoing for years now.

Tesla has been selling level 2 driver assist software since 2016 which it calls “Full Self-Driving” (FSD), despite that this software did not (and still does not) make its cars capable of driving themselves.

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This name has attracted much consternation over the years, becoming more absurd as each of Tesla’s predicted deadlines for the advent of full autonomy blow by.

Tesla also provides software under the name “Autopilot,” another term that evokes some level of autonomy, though perhaps not as explicitly as the aforementioned FSD. Tesla long held the position that this word is meant to evoke airplane-like systems that still require a pilot, but can just do most of the work for them.

So eventually, in 2021, the California Department of Motor Vehicles (DMV) officially started an investigation into Tesla’s marketing claims, to determine whether the company had lied to consumers.

California found that the company was saying different things to the public than it was saying to the DMV.

The DMV then sent an official inquiry to Tesla in 2022, asking for it to respond to the claim that it was creating incorrect perceptions about the capabilities of its system. Tesla’s response stated that it had been allowed to lie about FSD for so long that it should get to keep going, which was apparently not persuasive enough to the courts, and the case was then slated for trial.

During this time, the California legislature got involved as well, passing a law that specifically banned automakers from deceiving consumers into thinking vehicles have more autonomous capabilities than they do.

Well, after all these investigations and waiting, we finally have an an answer, and the judge’s ruling makes it quite clear: Tesla lied to consumers about its autonomous capabilities.

California court rules Tesla lied about autonomy

The court looked at Tesla’s marketing claims and also at surveys of people exposed to those claims and their opinion of whether a Tesla would be able to drive itself, given the marketing messages put out by the company.

It found problems both with the word Autopilot and the phrase Full Self-Driving.

The word “Autopilot” was not found to be “unambiguously false,” but the court said that its use “follows a long but unlawful tradition of ‘intentionally (using) ambiguity to mislead consumers while maintaining some level of deniability about the intended meaning.’” The court found that a reasonable person could believe that a car on Autopilot doesn’t require their constant undivided attention, which is incorrect as the driver is still fully responsible for the vehicle.

On “Full Self-Driving,” the court was even more harsh. It found that this feature name is “actually, unambiguously false and counterfactual” (comically, Tesla tried to argue here that “no reasonable person” could believe that Full Self-Driving actually means Full Self-Driving).

The court noted other language used by Tesla, including marketing copy that said “the system is designed to be able to conduct short and long distance trips with no action required by the person in the driver’s seat,” and suggested that “legal reasons” are the only things holding Tesla back from full autonomy. Tesla tried to say that this was a statement of future intent, but the court found that its use of the present tense shows otherwise.

Tesla has repeatedly changed its wording around FSD, first calling it Full Self-Driving Capability, then changing that to Full Self-Driving (Supervised) to emphasize the need for a driver to supervise the vehicle. The court noted these changes, and then said it would not be a burden to force Tesla to change its marketing further to clarify that its cars do not drive themselves.

The DMV could now shut Tesla down for 30 days if it does not comply

Which leads us to the proposed legal remedy: the court said that the DMV could suspend or revoke Tesla’s licenses for 30 days, stopping its ability to sell or build cars in the state.

Tesla’s first factory is in Fremont, California, where it still builds around half a million vehicles a year and employs some ~20,000 employees. Tesla says this remedy would be “draconian,” but the court said that without this option, there’s no reason to believe Tesla would stop its misrepresentations to the public.

The court also examined the possibility of financial restitution, but deemed that inappropriate. Since the case did not establish any quantifiable financial harm done by Tesla’s misrepresentation and noted the impracticality of accounting for that harm.

This ruling does not yet mean that Tesla can’t sell cars in California, which is its largest market in the US by far. The court noted that the DMV has the option of suspension or revocation, which the DMV can do at its discretion. And the DMV has said that it will allow Tesla 60 days to comply with the order before it takes action, and that it would focus on Tesla’s dealer license rather than its manufacturing license.

This would mean, specifically, that Tesla not refer to a level 2 driving system as “Autopilot” or using language that suggests these vehicles are autonomous. It will have to change its marketing materials and stop making public statements misleading the public about its autonomous capabilities.

Tesla said after the ruling that “sales in California will continue uninterrupted.” But we’ll see what happens in 60 days, and what sort of changes Tesla does or does not make to its deceptive marketing.

Tuesday’s ruling is just one of many legal cases against Tesla right now, specifically having to do with FSD. One relevant case is a class action lawsuit in California claiming Tesla misled customers about its cars self-driving capabilities. This ruling could provide fuel for that lawsuit, given a California judge has already gone on the record with an official determination that Tesla misled the public about FSD.


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Rad Power Bikes files for bankruptcy, hoping to sell the company

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Rad Power Bikes files for bankruptcy, hoping to sell the company

Rad Power Bikes has filed for Chapter 11 bankruptcy protection, marking a dramatic turn for one of the most recognizable names in the US electric bike industry. The Seattle-based company entered bankruptcy court this week as part of a plan to sell the business within the next 45–60 days, while continuing to operate during the process.

Court filings show Rad listing roughly $32.1 million in assets against $72.8 million in liabilities. A significant portion of that debt includes more than $8.3 million owed to US Customs and Border Protection for unpaid import tariffs, along with millions more owed to overseas manufacturing partners in China and Thailand. The company’s remaining inventory of e-bikes, spare parts, and accessories is valued at just over $14 million. Founder Mike Radenbaugh remains the largest equity holder, with just over 41% ownership.

The bankruptcy filing comes less than a month after the US Consumer Product Safety Commission issued a rare public warning urging consumers to immediately stop using certain older Rad lithium-ion batteries, citing fire risks, particularly when certain batteries are exposed to water and debris. Rad pushed back on the agency’s characterization, stating that its batteries were tested by third-party labs and deemed compliant with industry safety standards, and touting its SafeShield batteries – another, more recent version of Rad’s battery introduced last year that is likely one of the safest e-bike batteries in the industry.

Financial pressure had been building steadily on the company. In early November, Rad Power Bikes issued a WARN notice to Washington state officials, indicating that up to 64 employees could be laid off in January, and warning that the company could shut down entirely if additional funding was not secured. That notice now reads as an early signal of the restructuring that has followed.

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Chapter 11 bankruptcy is not the end of a company, and in this case, it allows Rad to continue operating while restructuring its debts under court supervision, pausing most litigation and collection efforts through an automatic stay. The company says it plans to keep selling bikes and supporting customers during the process as it works toward a sale.

The filing caps an unfortunate fall from grace for a brand that raised hundreds of millions of dollars in several funding rounds during the pandemic years. After years as a dominant force in the direct-to-consumer e-bike market, Rad now faces an uncertain future shaped by tightening margins, regulatory scrutiny, and unresolved legal and financial challenges.

via Bicycle Retailer

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Sunrun + NRG launch a virtual power plant to ease Texas power demand

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Sunrun + NRG launch a virtual power plant to ease Texas power demand

As Texas braces for tighter power margins and record demand on the ERCOT grid, Sunrun and NRG Energy are transforming home batteries into a giant virtual power plant. The two companies are integrating more home battery storage into the grid and tapping those batteries when the state needs power the most.

The solar + storage provider and energy company announced a new multi-year partnership aimed at accelerating the adoption of distributed energy in Texas, with a focus on solar-plus-storage systems that can be aggregated and dispatched during periods of high demand. The idea is simple: use home batteries as a flexible, on‑demand power source to help meet Texas’s rapidly growing electricity needs.

Under the deal, Texas homeowners will be offered a bundled home energy setup that pairs Sunrun’s solar and battery systems with retail electricity plans from NRG’s Texas provider, Reliant. Customers will also get smart battery programming designed to optimize when their batteries charge and discharge. As new and existing Sunrun customers enroll with Reliant, their combined battery capacity will be made available to support the ERCOT grid during times of stress.

“This partnership is a major step in achieving our goal of creating a 1 GW virtual power plant by 2035,” said Brad Bentley, President of NRG Consumer. “By teaming up with Sunrun, we’re unlocking a new source of dispatchable, flexible energy while giving customers the opportunity to unlock value from their homes and contribute to a more resilient grid.”

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Sunrun, which has one of the largest fleets of residential batteries in the US, will be paid for aggregating the capacity, and participating Reliant customers will be compensated by Sunrun for sharing their stored solar energy.

The arrangement gives Texas households a way to earn money from their batteries while also improving grid reliability in a state that continues to see rapid population growth, extreme weather, and rising electricity demand.

Read more: The US’s first residential V2G power plant is running on Ford F-150 Lightning trucks


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