On Tuesday, electric carmaker Rivian announced it will adopt Tesla’s North American Charge Standard, or NACS. The move follows similar announcements from Ford and GM in recent weeks; Hyundai is reportedly mulling a shift, too. Allowing non-Teslas into the extensive Tesla charging network will be a boon for the company: the flurry of new deals could add some $3 billion to Tesla’s revenue in 2030, and more than $5.2 billion in 2032. It could also give one company and its mercurial, right-wing CEO enormous sway over how and where infrastructure critical to decarbonization gets built. As Jeff St. John noted at Canary Media, the switch won’t be so quick. Ford and GM won’t start making NACS-compat
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