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Notably:
Ford also said it would add over 15,000 Tesla Superchargers to its network, up from its earlier projection of 12,000 chargers. That’s 3,000 more than the initial count from May 2023, when Ford became the first major carmaker to announce a deal with Tesla to grant its EV owners access to the Supercharger network starting next spring.
A few folks around here (including myself) have theorized that the original 12,000 number represented the available field of NACS-compatible V2/V3 chargers. If so, the implication here could be that Tesla has now committed to upgrading the rest of the chargers — presumably, 3000 or so V2 chargers which were previously NACS-incompatible.