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Elon Musk explains Tesla’s LFP Battery strategy for US Model 3 SR+
Tesla is giving Model 3 Standard Range Plus reservation holders the opportunity to get their vehicles sooner. For early delivery, Tesla owners can opt to receive a Model 3 SR+ equipped with a lithium-iron-phosphate (LFP) battery pack instead.
As of this writing, January is the estimated delivery date of the Tesla Model 3 SR+ in North America. However, base Tesla Model 3 reservation holders could receive their vehicle as early as September if they opt to take delivery of a Model 3 SR+ with a battery pack similar to those produced in Gigafactory Shanghai.
The one difference between the base Model 3 made in Tesla’s Fremont Factory and Tesla China’s Model 3 would be their battery packs. Fremont’s Model 3 SR+ is equipped with Tesla’s nickel-based battery cells, while Tesla China’s Model 3 uses an LFP pack.
The battery packs have slightly different range estimates, which reservation holders may want to consider before taking Tesla up on its offer. The US-made Model 3 SR+ has an EPA-estimated range of 263 miles per charge, while the MIC Model 3 with an LFP battery has an estimated range of 253 miles per charge.
Elon Musk elaborated on Tesla’s decision to start offering base Model 3s equipped with LFP batteries.
“Our intent with this pack is that product experience is roughly equivalent between nickel & iron,” he said. “I’d personally slightly opt for iron pack, as it wants to be charged to 100% whereas nickel prefers ~90%,” Musk wrote.
The slight charging differences Musk mentioned between the packs may make up for the differing range estimates between the Model 3’s nickel-based battery packs and those using iron-based cells.
There is a 10-mile range difference between the two battery packs, but the fact that the LFP cells are best charged to 100% means that owners could frequently get their vehicles’ maximum range. In comparison, Tesla notes that vehicles with nickel-based batteries are best charged to about 80%.
During the last earnings call, Musk also suggested a preference for iron-based lithium-ion cells over those with a nickel base.
“I think probably there is a long-term shift more in the direction of iron-based lithium-ion cells rather over nickel,” Musk noted.
“I think probably we’ll see a shift — my guess is probably to two-thirds iron, one-third nickel, or something on that order. And this is actually good because there’s plenty of iron in the world. There’s an insane amount of iron. But nickel, there’s much less nickel, and there’s way less cobalt,” he said.
As more automakers transition to manufacturing electric vehicles, the demand for raw materials to make battery cells to power EVs has increased. As such, EV makers want to secure their raw material supply chain in advance. Tesla’s shift from nickel-based to iron-based cells, which use zero cobalt, could help it avoid supply issues in the future.
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Tesla Semi just got a huge vote of confidence from 300-truck fleet
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
The Tesla Semi is moving closer to broader fleet adoption, with Keller Logistics Group wrapping up a key pre-production planning session with the electric vehicle maker’s team this week.
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
Keller’s pre-production Tesla Semi sessions
Keller Logistics Group, a family-owned carrier with over 300 tractors and 1,000 trailers operating in the Midwest and Southeast, completed the session to assess the Tesla Semi’s fit for its operations. The company’s routes typically span 500-600 miles per day, positioning it as an ideal tester for the Semi’s day cab configuration in standard logistics scenarios.
Details remain under mutual NDA, but the meeting reportedly focused on matching the truck to yard, shuttle and regional applications while scrutinizing economics like infrastructure, maintenance and incentives.
What Keller’s executives are saying
CEO Bryan Keller described the approach as methodical. “For us, staying ahead isn’t a headline, it’s a habit. From electrification and yard automation to digital visibility and warehouse technology, our teams are continually pressure-testing what’s next. The Tesla Semi discussion is one more way we evaluate new tools against our standards for safety, uptime, and customer ROI. We don’t chase trends, we pressure-test what works,” Keller said.
Benjamin Pierce, Chief Strategy Officer, echoed these sentiments. “Electrification and next-generation powertrains are part of a much broader transformation. Whether it’s proprietary yard systems like YardLink™, solar and renewable logistics solutions, or real-time vehicle intelligence, Keller’s approach stays the same, test it, prove it, and deploy it only when it strengthens service and total cost for our customers,” Pierce said.
News
Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
News
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Tesla Semi just got a huge vote of confidence from 300-truck fleet
Tesla extends FSD Supervised ride-alongs in Europe by three months
