NEW 2022 Tesla Model Y And More

Today Tesla just released their 2020 impact report detailing everything from life cycle emissions to efficiency and battery longevity, among everything else you could imagine.

The shorter summary report starts with the quote, “In 2020, Tesla customers helped accelerate the world’s transition to sustainable energy by avoiding 5 million metric tons of CO2 equivalent emissions”.

This chart details the difference in life cycle emissions from a Tesla Model 3 to the average mid-sized premium ice vehicle showing significantly less for a Model 3 even when grid charged.

They are honest about manufacturing here, saying that the manufacturing process of a Model 3 currently results in slightly higher GHG emissions than an equivalent combustion engine vehicle.

However, based on the global weighted average grid mix, a Model 3 has lower lifetime emissions than equivalent ice after driving 5,340 miles. So for most people within the first year, they’ll already be reducing emissions by buying a Tesla, even when including manufacturing.

Then for the electricity that charges, a Model 3 uses less energy than any other electric car because it is the most efficient EV available.

The standard range plus model 3 is the most efficient electric vehicle on the market, but even with the Model Y, you can see a big difference in miles per kilowatt-hour between the VW id4 and ford mustang Mach E.

The biggest and most important part of this report is that Tesla says that battery packs will see 92% reuse of raw metals.

Quote: A Tesla battery pack is designed to outlast the vehicle itself. Because of this, few consumer Tesla batteries, even those from our nearly nine-year-old Model S cars, have been decommissioned to date.

In preparation for the future, our battery factories have already begun implementing an in-house closed-loop recycling system that will ensure 100% of Tesla batteries received are recycled and up to 92 percent of their raw metals reused.”

Tesla went into more details about their own battery recycling facilities, which they first began deploying last year.

Quote “in the fourth quarter of 2020, Tesla successfully installed the first phase of our cell recycling facility at gigafactory Nevada for in-house processing of both battery manufacturing scrap and end-of-life batteries.

While Tesla has worked for years with third-party battery recyclers to ensure our batteries do not end up in a landfill, we understand the importance of also building recycling capacity in-house to supplement these relationships”.

This chart right here shows the details of how they recover over 92 percent of raw materials.

This is huge if Tesla comes through and can scale this process once all of these millions of battery packs reach the end of their lives.

But Tesla also detailed battery retention, showing that those packs stayed around 90% of full capacity on the Model S and X after driving 200,000 miles on average.

Of course, there will be corner cases where degradation was far worse, but their averages show very impressive retention over the long haul. This is huge for the future of EVs and recycling as many people are concerned that we are creating a worse problem when battery cells die and end up in a landfill. According to Tesla, this will not occur.

Last up from this report comes the latest details about Tesla safety autopilot safety and fire safety. Quote “When active safety features are engaged, Tesla vehicles have around 4.5 times lower collision rate than other vehicles.

Tesla vehicles with autopilot engaged experienced just 0.2 accidents per million miles driven while the US average was around nine times higher at two accidents per million miles driven”.

This data continues to be impressive, showing that while not perfect, autopilot continues to save lives and avoid accidents. Then if an accident occurs, all Tesla vehicles have a five-star rating across the board.

For fire safety data shows that fire incidents are around 11 times lower for Tesla vehicles. For example, quote “from 2012 to 2020; there has been approximately one Tesla vehicle fire for every 205 million miles traveled.

By comparison, data shows that in the US there is one ice vehicle fire for every 19 million miles traveled”.

This entire report looks to dispel some of the biggest lasting myths surrounding electric vehicles.

Now that range is long enough, and Tesla has a great charging infrastructure.

The repair costs are proving lower the lasting arguments say that they’ll catch fire more, cause more emissions over the lifetime of the vehicle, and will end up in a landfill causing worse of a problem than gas emissions.

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Tesla is showing here with real data that none of these things are actually coming true.

Tesla is thinking about every aspect of a sustainable future, and hopefully, we see these reports just get better and better each year.

There’s a ton more to read about in the full report, and if you’re interested in Tesla’s environmental impact, it’s definitely worth the read.

The Model Y is one of Tesla’s most popular cars, if not their most popular.

The Model Y has held at its highest starting price ever of fifty-three thousand nine hundred ninety dollars, with a delivery estimate of December showing just how popular this car is right now.

The HEPA filter with bioweapon defense mode has become standard on all Model Y’s now, and first photos of what it looks like in the US are popping up from owners.

It’s a great feature to have in your car, especially in areas with bad air quality at certain times of the year.

I know this is a feature it will definitely want for fire season in California. However, according to sawyer merit, Tesla will offer HEPA filter retrofits for Model Y’s that don’t have this new filter.

This would be every Model Y built before July first of this year, and we’ll hear more about a timeline of this retrofit later this year.

I hope that this feature does come as an optional retrofit, but we’ll have to see how much Tesla decides to charge for it.

At the same time, the Model Y is being updated. Tesla is hard at work on two separate factories that will build the future next-generation Model Y, as Elon Musk calls it.

This is the next generation Model Y because it brings a lot of innovation at Tesla’s battery day into their first real product.

For one, the new Model Y will feature their new 4680 battery cells that should bring cost savings, improved energy density, and more to improve range and performance.

Additionally, those cells will be put into a structural battery pack. Tesla revealed that they have successfully completed crash testing on a structural battery pack with these cells at their latest earnings call.

Quote “Internal crash testing of our structural pack architecture with a single piece front casting has been successful.”

Production at these factories is getting very close over in Berlin. About nine different Model Y bodies were spotted on-site, and there could have been more in unopened boxes near them.

These were likely shipped there for factory machine calibration or made there as pre-production models for calibration.

A day after these were spotted, they were gone signaling that Tesla is already beginning this pre-production process inside.

According to Teslarati Quote, “This should allow Tesla to test the assembly line and paint shop in Giga berlin’s phase 1 facility”.

Some recent footage of that factory was also posted online, showing how much is in place inside, even though this video is likely a few weeks old over in Texas.

It is being reported that Giga Texas will be starting the first batch of test pre-production y’s this week.

Again these are test cars for calibration and training and will not be sold. Tesla’s goal is to begin initial production in early October.

He said, “so we expect to be producing the sort of new design of the Model Y in both factories in limited production later this year.”

So it’s looking very likely that both factories could be delivering this new next-generation Model Y by the end of this year or early 2022 at the latest.

The one interesting thing to see is what Tesla plans to do with initial production batteries.

Again this should feature Tesla’s new advanced batteries, but on the Q2 earnings call, Elon detailed that there is still more work to be done before these cells can be successfully scaled.

He said, “While substantial progress has been made, we still have work ahead of us before we can achieve volume production.”

According to Elon Musk, a backup plan could be what may happen in both of these factories to deal with this issue.

Quote “we’re also aiming to do a structural pack with 4680 cells which is a mass reduction and a cost reduction, but we’re also not counting on that as the only way to make things work.

We have some backup plan with a non-structural pack and 2170s”.

That means that the Model Y from both factories initially would feature the same cells as Fremont and Shanghai.

But there would still be a few improvements. For example, while it may not be the next-generation Model Y initially, both should feature the new front cast and rear cast.

Right now in Fremont, the Model Y features a rear cast body but no front cast. The front cast brings more, quote, “Substantial improvements to manufacturing simplicity could improve safety and would reduce cost.”

The bigger improvement that would be noticeable to customers will come with the build quality.

Tesla’s build quality remains one of their biggest hurdles with this new factory technology implemented in Berlin and Texas. However, Tesla is expected to improve build quality massively.

According to Elon Musk, “Tesla is quote aiming for extreme precision with next-gen Model Y microns, not millimeters.” This would be an incredibly welcomed upgrade for all of Tesla’s vehicles.

Over at Tesla’s newest factory in China, their build quality has been ranked exceptionally well, and Berlin and Texas should only see further improvements.

First will be the Model Y, then eventually Tesla’s other vehicles. The 2022 Model Y out of Berlin and Texas is coming, and it should bring some big advancements no matter if they are simply building quality or brand new battery cells.

I’ll be sure to keep you posted on the latest for that car, and there will be a lot to come soon.

The Model Y is seeing even more delays, and it appears that Tesla is finally truly getting caught up in the supply shortages affecting the entire industry.

We still don’t know the full reasoning on Tesla’s end, but the industry has been massively affected by chip shortages that many are predicting could last into 2023.

Tesla announced the refresh version of the Model s back in January of this year, and the first deliveries didn’t occur until June.

Still, a very limited number have been delivered. In addition, customers have noticed their delivery dates changing all over the place, and the delivery estimates on Tesla’s website have pushed back incredibly far.

If you ordered today, the long-range Model S isn’t estimated to deliver until March or April of 2022.

Plaid is their more expensive prioritized Model, and even that is predicted for January or February.

I ordered a plaid Model S about a month ago, so I’ve been watching the delivery estimates the same as everyone, and Tesla finally gave a little communication as to what is going on.

While their note doesn’t say much, it at least acknowledges the situation. The note sent to all Model S order holders says, quote.

“We’re contacting you regarding the timing of your Model S delivery as we recently updated your Tesla account to reflect the most accurate estimate. As a result, you may see a delay with regards to your delivery timeline.”

Funny enough, mine is still blank with no estimate, but many have seen their October estimates slip as far as February.

Tesla goes on to say quote “we understand this may be disappointing and apologize for any inconvenience this may have caused.

Please continue to check your Tesla account for any changes to your timing which should remain updated to represent our best estimate. Again, thank you for your ongoing patience, and we look forward to delivering your Model S as soon as possible.”

Interestingly, most people who said they are plaid reservation holders and sawyer merit noted that quote. “Tesla seems to be having trouble getting white interiors, carbon fiber trim, etc. The white plaid interior with carbon fiber trim orders seems to have the farthest out dates.”

The white interior is extremely popular in vehicles, so it’ll be very interesting to see what happens from here on out.

For Model 3 and Y, Tesla has been navigating supply issues by pivoting to new controllers from different suppliers.

In their Q1 earnings report, they said quote “In Q1, we were able to navigate through global chip supply shortage issues in part by pivoting extremely quickly to new microcontrollers while simultaneously developing firmware for new chips made by new suppliers.

Our electrical and firmware engineering teams remain hard at work designing, developing, and validating 19 new variants of controllers in response to ongoing semiconductor shortages.”

It’s still speculation as to the root cause of the Model S and X delays, but most feel that Tesla has focused on navigating chip issues for the Model 3 and Model Y.

Now that the Model S and X have an updated PS5 level GPU with a fast screen, they can’t pivot in the same way, causing these delays.

This report also mentioned port congestion as an issue, so there may be a lot going on that is causing Model S delays.

When responding to an article about Giga Shanghai’s production rate Elon said quote “important to bear in mind that production is as fast as the parts in a car.”

While he is responding to an article about Giga Shanghai, he’s likely referencing exactly what’s going on with the new Model S and X as Tesla continues to push more Model 3’s and Y’s out the door to customers who are also seeing some delays.

Hopefully, we’ll get more information on this soon, and Tesla can figure out a way to navigate supply issues for the new Model S as they have with the Model 3 and Y.

Next up are a few updates about the Tesla cyber truck first. It has been pretty obvious for a while now that the cyber truck is going to be delayed.

On Tesla’s earnings call, when asked, Tesla didn’t confirm that it won’t come until 2022, but they said it would come after their Model Y at Giga Texas.

As we’ve seen, the Model Y is still at the very early stages of initial trial production over at Giga Texas. It’s clear that even if it comes this year, the cyber truck won’t have time to get production going this year as originally announced.

Tesla has now officially updated cyber truck production to 2022 on their order page; it now says quote, “You will be able to complete your configuration as production nears in 2022”.

Previously this still listed late 2021, and sawyer merit commented on this, saying quote “This won’t be much of a surprise, but I’ve been told designs were just recently finalized for the cyber truck.”

On the Q2 earnings call, Tesla said that cyber truck is at a stage where we finished basic engineering of the architecture.

After that, we’re moving into the beta phases later this year. That’s what Tesla told everyone on the call, and now it has been somewhat confirmed by a source as well, showing that the design is truly locked in for the cyber truck.

Around the same time, Tesla posted a new short video of the cyber truck on their Instagram story.

It’s a very short clip, but it’s the first glance of the cyber truck off-road, even though it’s a fairly smooth off-road path.

We should be seeing more cyber truck bodies coming out of Giga Texas soon and prototypes being tested as Tesla near 2022 production for
this crazy truck.

Last up today is a quick update about the Tesla semi, which is now supposed to come in 2022.

Many argue that the Tesla semi won’t work because its range is a prediction without payload. Additionally, many have said that they’ll be too heavy on roads.

According to the environmental report that we talked about earlier, Tesla said quote” with both the US and EU had approved higher weight allowances for heavy-duty electric trucks.

We expect the payload to be at least as high as it would be for a diesel truck.”

Tesla also noted that quote “when fully loaded the Tesla semi should be able to achieve over 500 miles of range achieved through aerodynamics and highly efficient motors the truck will be able to reach an efficiency of over 0.5 miles per kWh.

This is great news for the Tesla semi and will be great for the trucking industry as a whole as a large part of emissions come from there.

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