Tesla Inc.'s surprise agreement with rival Ford Motor Co. to provide access to the Tesla Supercharger network opens the door for other automakers to follow suit, analysts say.
With about 17,000 charging connectors, Tesla has the largest and most reliable fast-charge network in the U.S. Ford customers will gain access to roughly 12,000 next year as part of the first such agreement between Tesla and another automaker.
The deal provides Tesla with additional customers and revenue for its coast-to-coast infrastructure of direct-current chargers, which make road trips and long commutes possible. It more than doubles the number of fast-charger plugs available to Ford customers from all charging partners.
"We're all shocked that Ford has announced this," Loren McDonald, CEO of consulting firm EVAdoption, told Automotive News. "But now that Ford has made the decision, it's easier for everyone else. The ice has been broken and now the dominoes can fall."
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