News
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
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
