It’s been more than 16 months since Ford kicked off the auto industry’s switch to Tesla’s North American Charging Standard, and so far, it and Rivian are the only two companies with access. The bottleneck seems to be the lack of adapters — though Tesla recently said it has increased production to 8,000-a-week at its Buffalo gigafactory. But in the meantime, industry heads are getting worried:

The delays have fueled speculation that Mr. Musk was having second thoughts about opening up Tesla’s network, possibly because he was worried that access would help other automakers sell battery-powered models and lure customers from Tesla, which has suffered from declining sales.