DC fast-charging networks have a very strong incentive to include NACS (SAE J3400) charging connectors at their sites, along with CCS1. It’s simply economics.

At the moment, the vast majority of charging ports operated by non-Tesla DC fast-charging networks are CCS1 (over 32,000), with a small portion of NACS (over 2,000) and CHAdeMO (close to 9,000).

Double The Customer Base

However, the new EVgo Q4 2025 report provides one major reason why non-Tesla charging networks will add NACS as quickly as possible. According to Experian data as of December 2025, the majority of US vehicles in operation (VIO) feature a NACS charging port.

The attached slide indicates that the proportion of NACS to CCS1 in the US is estimated at 57:43. This means that adding the NACS charging option can virtually double the number of potential customers.

At the scale of several million VIO, it matters a lot, especially as many sites are far from being fully utilized.

The process of embracing NACS EVs at non-Tesla charging stations has already started. Additionally, many NACS EV drivers use CCS1-to-NACS adapters. In both cases, the throughput of the charging stations is increasing.

Not So Easy

A simple installation of NACS connectors (or separate NACS chargers) solves the compatibility issue, but it is not enough.

That’s because the vast majority of NACS EVs are Teslas (there are many non-Tesla NACS EV models too), which are accustomed to using the Tesla Supercharging network — the largest DC fast-charging network in the country (over 36,000 stalls).

The general charging networks must compete with the Supercharging network by offering more attractive pricing, locations, charging speeds, or user experiences. Good locations and elevated user experience or amenities are key, as pricing-wise it’s difficult to compete with a larger network (it’s probably not the right time to compete on pricing yet).

NACS Deployment

DC fast-charging networks understand the situation. New networks, such as Ionna, Walmart, and Mercedes-Benz, are already installing NACS connectors at all their sites. The older networks, like EVgo, are retrofitting existing sites with NACS (EVgo plans over 400 new NACS stalls in 2026).

Soon, we might see more NACS installations by non-Tesla networks than by Tesla. The numbers are not that far away. According to the Alternative Fuels Data Center (AFDC), during the first two months of 2026, Tesla deployed over 800 Supercharging stalls, while non-Tesla networks added over 500 NACS stalls.

At the same time, Tesla does not have as much incentive to add integrated NACS-to-CCS1 adapters (aka Magic Dock), especially since non-Tesla EVs with CCS1 ports often come with a NACS-to-CCS1 adapter.