Quote:
Originally Posted by exxxviii
They did skip GM and went to the next one: Rivian. But then they got corked-up with everyone. Volvo & Polestar were the 4th & 5th to sign, so logic would have expected them to follow. But now it looks like they are behind Nissan, who pulled way up.
I think the next automaker to onboard will help with clues and confidence about downstream timing.
Edit: Here's another perspective... Tesla just made an announcement that they can produce 8,000 adapters/week. This implies that the former production was significantly lower than that. Ford & Rivian have around 220,000 CCS 1 cars on the road. So, it would take Tesla 28 weeks to produce that many adapters at 8K/week. Those two only joined 26 weeks ago. The limited amount of information we have suggests that the adapters are likely one of the bottlenecks. Maybe not the only bottleneck, but it seems pretty significant to me.
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Ok if they skipped GM then I concede that it is very likely GM itself had an issue.
In the end
all the car companies involved are not properly communicating the progress (or lack thereof) with their customers in a clear and transparent way. I wonder if there was something in the agreement that prevents them from disclosing the details...
