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The adapter is facilitating broader accessibility to Tesla Superchargers for the general public. It might now become entangled in trade-related conflicts.

In 2023, when Ford signed an agreement with Tesla to embrace its charging protocol for electric cars, it marked a pivotal point for the American automotive sector. Subsequently, each significant automobile manufacturer joined this trend, providing their electric vehicle owners with entry to the premier charging infrastructure, known as the Tesla Supercharger network.

However, at least one supplier that manufactures NACS-to-CCS adapters is now entangled in the web of tariffs.

Christopher Maiwald, who serves as both the CEO and founder of the charging station company Lectron, stated InsideEVs The adapters are manufactured in China. The U.S. has implemented 104% duties on all products from China, while China has responded with 84% tariffs on items coming from America. Lectron intends to shift part of its manufacturing operations to Vietnam by the third quarter; however, the Trump administration has also enforced a 46% duty on Vietnamese goods.

The $200 Ford-branded NACs adapter is available on the automaker’s website With as little as two to three days of shipping time, the essential add-on for electric vehicle owners might get pricier if these tariffs remain in place.

Despite being assembled in China, some of the resins used for our plastics originate from an American supplier," Maiwald stated. "Will these also increase in cost now?

Photo by: Ford

The adapter allows Tesla’s charging cable to connect to electric vehicles equipped with CCS ports. Various manufacturers produce these adapters. Tesla manufactures them at their Buffalo Gigafactory, A2Z produces after-market options, and Lectron stands as one of the biggest original equipment manufacturer (OEM) providers besides Tesla, producing such adapters. Ford , General Motors , and Mercedes-Benz .

Lectron also offers its own product known as the Vortex, however, the adaptors they create for automotive manufacturers adhere to stricter standards when it comes to durability and design.

Even though it’s a rather dull and unremarkable piece of equipment, the NACS adapter turned into a sought-after item last year. demand frenzy was initiated due to restricted availability at first. During the initial stage of the launch, both Ford and Rivian electric vehicle owners were eager to receive their vehicles enabling them to travel extensively without worries. Additionally, an earlier set of adapters produced by Tesla was part of this scenario. ended up being defective , as Ford informed its electric vehicle owners to cease usage pending replacements. The company stated it would expand its adapter supplier network by bringing in Lectron.

"When people tweet 'Where’s my adapter?' twenty times a day, it creates immense pressure," Maiwald stated.

Photo by: Ford

If manufacturing expenses increase in China and duties push up import costs in the U.S., electric vehicle purchasers might face higher prices, potentially dampening demand.

"It's premature to determine the exact impact," Maiwald stated. "We are currently examining this issue. However, it will undoubtedly lead to higher costs." This is unfortunate for the shift away from environmentally harmful gasoline vehicles.

So far, Lectron has dispatched approximately 200,000 NACS-to-CCS adapters—primarily to the U.S., with some going to certain areas of Canada, according to Maiwald. This encompasses both their Vortex adapter and the ones supplied to vehicle manufacturers. Even with the tariffs in place, he anticipates an increase in business for this year; however, he does not predict any changes in demand levels.

We might dedicate numerous hours to making forecasts, only for an announcement from the policy side to come out. Then, we end up spending another week revising our predictions," Maiwald stated. "That’s not really positive news, huh? However, let's wait and observe how things unfold.

Got a tip? Reach out to the author: suvrat.kothari@insideevs.com

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