Stellantis has announced that it will adopt the North American Charging System (NACS) for a select group of battery‑electric vehicles, giving those models access to more than 28,000 Tesla Superchargers worldwide. The integration will begin in early 2026 for North American models and in 2027 for vehicles sold in Japan and South Korea, with the Jeep Wagoneer S, Dodge Charger Daytona, and the 2026 Jeep Recon among the first to benefit.
The move comes as Stellantis reports a rebound in its 2025 results: net revenue rose 13 % year‑over‑year to €37.2 billion and consolidated shipments increased 13 % in Q3 2025, after a 27 % revenue decline and a €2.3 billion net loss in the first half of the year. By leveraging Tesla’s extensive charging network, Stellantis aims to accelerate the adoption of its electric lineup and reduce range‑anxiety for customers, a key driver of BEV sales growth.
Strategically, the partnership aligns with Stellantis’ “freedom of choice” philosophy, allowing owners to charge on a network that already covers 90 % of the United States and a growing portion of Asia. The company’s multi‑energy platform strategy, which includes dedicated BEV‑native platforms such as STLA Small, Medium, and Large, is designed to give customers flexibility in how, where, and when they power their vehicles. Integrating NACS eliminates the need for Stellantis to build its own charging infrastructure, speeding deployment and lowering capital outlay.
Financially, the integration is expected to have a modest upfront cost but delivers long‑term benefits by expanding the appeal of Stellantis’ BEV models. While the announcement does not immediately affect earnings, it positions the company to capture a larger share of the growing EV market, supporting its 2030 targets of 50 % BEV sales in the U.S. and 100 % in Europe. The move also serves as a tailwind against headwinds such as inventory reduction pressures, intensified competition from Chinese manufacturers, and foreign‑exchange volatility.
The EV landscape is rapidly evolving, with competitors building proprietary networks or partnering with third‑party providers. Stellantis’ decision to adopt NACS places it on par with peers that have already secured access to Tesla’s network, thereby strengthening its competitive position and reinforcing its commitment to electrification.
Overall, the NACS integration marks a significant operational milestone for Stellantis, enhancing charging convenience for its customers and supporting the company’s broader electrification strategy. The partnership is expected to accelerate BEV adoption, improve customer confidence in long‑distance travel, and help Stellantis meet its ambitious sales targets in key markets.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.