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Tesla Model 3 named as vehicle with ‘lowest probability of injury’ by the NHTSA
The National Highway Traffic Safety Administration (NHTSA) has dubbed the Long Range RWD Tesla Model 3 as the vehicle with the lowest probability of injury among all cars that the agency has tested so far. The Model 3’s low likelihood of injury rating was given after the vehicle went through the NHTSA’s New Car Assessment Program, which involves a series of crash tests determining the likelihood of serious passenger injury for front, side, and rollover crashes.
The Model 3’s stellar rating from the NHTSA could be seen as yet another testament to the quality of Tesla’s all-electric cars. Immediately following the Model 3’s scores, after all, are the Model S and Model X, which are currently the vehicles considered by the NHTSA with the second and third lowest probabilities of injury. In a blog post announcing the electric sedan’s safety ratings, Tesla noted that it expects the Dual Motor AWD Model 3 to perform just as well in the NHTSA’s tests as its Long Range RWD sibling.
Part of the reason why the Model 3 is so safe is due to the vehicle’s all-electric design. Tesla opted to place the Model 3’s battery pack, the heaviest component of the vehicle, right at the car’s center of gravity. This gives the Model 3 performance and handling that is almost similar to that of mid-engine vehicles, while allowing the electric sedan to have a near 50/50 weight distribution. Other subtle design tweaks, such as the rear motor being placed slightly in front of the axle, further improve the Model 3’s weight distribution, as well as its overall agility and handling.
Model 3 provides superior safety with its front crumple zone which is optimized to absorb energy and crush upon impact https://t.co/RJEn0LlVNi pic.twitter.com/foF7CXPCc0
— Tesla (@Tesla) October 8, 2018
In true Tesla tradition, the Model 3’s all-electric architecture comprises of a sturdy, rigid passenger compartment, a fortified battery pack, and a low center of gravity. Just like its larger siblings, the Model S and X, the absence of an internal combustion engine in front and a fuel tank at the rear give the Model 3 extra large crumple zones, which are optimized to absorb energy and crush more efficiently in the event of an accident.
In the event of a frontal crash, the crumple zone at the front of the vehicle controls the deceleration of occupants, while the Model 3’s advanced restraint systems keep occupants safe in place. Passenger airbags are even specially designed to protect an occupant’s head in the event of an angled or offset crash, while active vents enable the vehicle to adjust the internal pressure of the frontal airbags when deploying. These systems optimize protection based on the specifics of an accident.
The Model 3’s energy-absorbing lateral and diagonal beam structures help occupants safe during pole impact crashes. These structures include a high-strength aluminum bumper beam, a sway bar placed close and forward in front of the car, cross members are the front of the steel subframe that are connected to the main crash fails, as well as diagonal beams in the subframe that distribute energy back to the crash rails when they are not directly impacted. An ultra-high-strength martensitic steel beam is further fitted on the front of the suspension to absorb crash energy from severe impacts.
Tesla also designed the Model 3 with a patented pillar structure and side sills to absorb as much energy as possible in a short distance. Coupled with the vehicle’s rigid body construction and fortified battery architecture, these design elements enable the Model 3 to reduce and prevent compartment intrusion in the event of an accident, while allowing its side airbags to have more space to inflate and cushion occupants.
Just like the Model S and Model X, the Model 3’s low center of gravity plays a key role in keeping the vehicle safe from rollover crashes. That said, even if a rollover does occur, Tesla notes that internal tests have shown that the Model 3 is capable of withstanding roof-crush loads equivalent to more than four times the electric sedan’s weight, far more than the NHTSA’s standards that require cars to withstand three times their own weight.
.@NHTSAgov will post final safety probability stats soon. Model 3 has a shot at being safest car ever tested.
— Elon Musk (@elonmusk) September 20, 2018
The Model 3 was recently given a flawless 5-Star Safety Rating in all categories and subcategories by the NHTSA. In a follow-up tweet to the NHTSA’s Model 3 results, Elon Musk noted on Twitter that the electric sedan has a shot at being the “safest car ever tested” by the agency. With the Model 3 being dubbed as the vehicle with the lowest probability of injury by the NHTSA, it appears that Musk’s statement has proven to be accurate.
Model 3 has the lowest intrusion from side pole impact of any vehicle tested by @NHTSAgov https://t.co/RJEn0LlVNi pic.twitter.com/ZvGCC82rEX
— Tesla (@Tesla) October 8, 2018
It’s not just the NHTSA that has given the Model 3 its approval, either. Earlier this year, the Insurance Institute for Highway Safety (IIHS), a nonprofit funded by auto insurers aimed at reducing accidents on the road, gave the Model 3 a “Superior” front crash avoidance rating. During the course of its testing, the Model 3 performed well in the crash avoidance and mitigation category, thanks to the vehicle’s Forward Collision Warning, its low-speed autobrake, and its high-speed autobrake systems. The Model 3 was also given a “Recommended” rating by Consumer Reports, after an over-the-air software update reduced the vehicle’s braking distance.
Tesla’s electric cars are known for their performance and their safety. The Model X, for one, also received 5-Star Safety Ratings in all categories and subcategories during the NHTSA’s tests. The Model S, on the other hand, performed so well during the NHTSA’s safety evaluation that the agency’s crash-testing gear broke while it was testing the electric sedan.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
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