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The charging pile market in the United States ushered in a big change

The charging pile market in the United States ushered in a big change

2023-02-17

On February 15th, local time, the Biden administration issued a statement on the White House website, saying that all electric vehicle charging piles subsidized by the US Infrastructure Act must be manufactured in the United States, and the final assembly of any iron or steel charger shell or shell, as well as all manufacturing processes, must be carried out in the United States, and the above plan will take effect immediately. By July, 2024, more than 55% of the components of electric vehicle charging piles need to be produced in the United States.

The statement also mentioned that the United States will establish a nationwide network along highways and communities, including 500,000 electric vehicle charging piles; By 2030, electric vehicles will account for at least 50% of new car sales; By 2050, American roads will achieve zero net emissions.

The Biden administration said that the United States will invest $7.5 billion in charging piles for electric vehicles, $10 billion in clean transportation, and more than $7 billion in battery components, key minerals and materials for electric vehicles. At the same time, the United States will also provide more tax credits for the purchase of electric vehicles and the installation of charging infrastructure.

Biden's government hopes that the new regulations will push the US electric vehicle charging network to usher in a new pattern, and seek to allow consumers to use the ever-expanding national electric vehicle charging station network, including Tesla's super charging station.

The new regulations require that companies using federal funds to build charging piles must adopt the main charging connector standard in the United States, namely "Combined charging System" (CCS).

The Biden administration said that Tesla, the largest electric vehicle manufacturer and charging company in the United States, plans to adopt CCS standards and expand its products beyond its proprietary connectors.

The national network of electric vehicle charging stations is the core part of Biden's plan to deal with climate change. He plans to convert 50% of new cars in the United States into electric vehicles by 2030, and plans to install 500,000 electric vehicle charging piles nationwide in the next few years. Advocates believe that the lack of electric vehicle charging stations on American roads has greatly dragged down the growth of electric vehicle sales and its positive impact on the environment.

Regarding the plan of producing charging piles in the United States, relevant manufacturers warned before the release of the new regulations that premature localization of parts may inhibit the expansion of the charging network.

In their comments to the US Department of Transportation, American states and enterprises warned that the global demand for electric vehicle charging piles is putting pressure on the supply chain, which makes it difficult to meet American manufacturing standards and accelerate the construction of new charging piles.

Ali Zaidi, National Climate Adviser of the White House, said that under the leadership of Biden's government, the number of electric vehicles provided to consumers has doubled, and the number of charging stations and sales of electric vehicles have also doubled.

Tesla Open Super Charging Network

White House officials said on the same day that as part of the plan, Tesla will open the super charging network to competitors, which has been promised by Tesla. This move makes Tesla eligible to share the $7.5 billion provided by the federal government to build a national electric vehicle charging network.

At present, Tesla has nearly 1,650 super charging stations in the United States. Tesla said that by the end of 2024, at least 7,500 publicly available charging piles will be provided in the United States for any electric vehicle with compatible interfaces. Tesla will also further expand its super charging network.

However, Tesla also told the Ministry of Communications that the plan is "radical" and "considering the speed and scale of deployment, it may lead to insufficient number of available compliant charging stations".


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