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First look at Tesla Model S and X front ‘megacasting’ from Fremont Factory
A recently leaked image from the Fremont Factory has provided what could very well be the first look at the Tesla Model S and Model X refresh’s front “megacastings.” Provided that the leaked images are accurate, it would appear that Tesla’s updated flagship vehicles would feature some of the company’s most advanced casting technologies.
The pictures of the Model S and Model X refresh’s front “megacast” was posted on Twitter by Tesla owner-investor @Ray4Tesla, who noted that they were shared by an anonymous source familiar with the electric car maker’s operations. Two images were provided in the leak: one taken beside the megacasted component and another one featuring a look inside the front casting itself.
As per the information provided by the source of the leaked images, the Model S and Model X refresh features two castings in the front underbody and two in the rear underbody. This means that the flagship vehicles’ front underbody is now tied together by the dash and central underbody. The rear underbody, on the other hand, now features two castings linked together by stamped and welded aluminum. With such a system in place, there could be one megacast for each of the flagship vehicles’ wheels.
Interestingly enough, the source also remarked that so far, the Model 3 does not utilize any megacastings in its body to date. This was something that was observed by auto teardown expert Sandy Munro, who is currently in the process of analyzing the 2021 Model 3. The Model Y, for its part, reportedly doesn’t utilize a megacast for its front underbody yet, despite featuring a single-piece megacast for its rear underbody.
Tesla’s use of two primary megacasted components for the Model S and Model X refresh’s front underbody echoes the company’s strategy during the Model Y’s initial rollout. During the first months of the all-electric crossover’s production at Fremont, Tesla’s Giga Press machines were yet to be installed, which meant that the company could not build the vehicle with single-piece rear megacasts as intended. Tesla addressed this issue by forming the Model Y’s rear underbody with two linked megacasts instead, allowing the company to ramp the vehicle’s production even before the Giga Presses were fully built.
Tesla’s use of megacasts for the Model S and Model X refresh was teased in the company’s official webpages for the updated vehicles. Just hours after the updated webpages went live, eagle-eyed members of the EV community pointed out that Tesla now depicts the body-in-white of the Model S and Model X with components that look very similar to the Model Y’s megacasts. Considering the contents of this recent leak, it appears that Tesla may really be going the megacast route for its vehicle lineup.
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Elon Musk
The Boring Company wins key approval for Nashville Music City Loop
The approval allows The Boring Company to use state-owned right-of-way along Tennessee’s highway system.
Tennessee Gov. Bill Lee announced that the Tennessee Department of Transportation (TDOT) and the Federal Highway Administration (FHWA) have jointly approved The Boring Company’s lease application and enhanced grading permit for the Music City Loop.
The approval allows The Boring Company to use state-owned right-of-way along Tennessee’s highway system, clearing a key hurdle for the privately funded tunnel project that aims to connect downtown Nashville to Nashville International Airport in approximately eight minutes, the Office of the TN Governor wrote in a press release.
“Tennessee continues to lead the nation in finding innovative solutions to accommodate growth, and in partnership with The Boring Company, we are exploring possibilities we couldn’t achieve on our own,” Gov. Lee said in a statement.
“The Boring Company is grateful for the leadership and hard work of federal, state, and local agencies in bringing this project to a shovel-ready point,” The Boring Company President Steve Davis said. “Music City Loop will be a safe, fast, and fun public transportation system, and we are excited to build it in Nashville.”
With lease and permitting approvals secured, The Boring Company will move forward with the Loop system’s construction immediately. The first segment of the Loop system is expected to be operational by the end of the year.
The Music City Loop will run beneath state-owned roadways and is designed to connect downtown Nashville to the airport, as well as lower Broadway to West End. The project will be 100% privately funded.
“The Music City Loop shows what’s possible when we leverage private-sector innovation and American ingenuity to solve transportation challenges,” said U.S. Transportation Secretary Sean Duffy. “TDOT’s lease approval will help advance this ambitious project as we work to reduce congestion and make travel more seamless for the American people.”
The Boring Company described the Loop as an all-electric, zero-emissions, high-speed underground transportation system that will meet or exceed safety standards. The Vegas Loop, for one, earned a 99.57% safety and security rating from the DHS and the TSA, the highest score ever awarded to any transportation system.
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Tesla China extends its 7-year financing promotion once more
The move marks Tesla’s second extension of the program this year.
Tesla has extended its seven-year ultra-low-interest and five-year interest-free financing programs in China once more, pushing the offers through March 31, the end of the first quarter.
The move marks Tesla’s second extension of the program this year. The financing plan was first introduced on January 6 as a strategy aimed at offsetting higher ownership costs ahead of China’s planned 5% NEV purchase tax in 2026.
The original promotion was set to expire at the end of January but was extended to the end of February. This has now been extended again through March.
The repeated extensions reflect growing competitive pressure. Tesla’s 2025 retail sales in China totaled 625,698 units, representing a 4.78% year-on-year decline, as per data compiled by CNEV Post. That being said, this decline is partly caused by the Model Y’s changeover to its new variant in Q1 2025, which resulted in lower sales during the quarter.
In early 2026, the Model Y also lost its position as China’s top-selling EV in January to Xiaomi’s YU7, though this was also a month when Tesla primarily exported vehicles to foreign territories, which pushed local delivery numbers lower.
During January 2026, Tesla China exported 50,644 vehicles, roughly 1.7 times higher than the same month a year ago and more than 15 times higher than December’s level.
Tesla’s financing push has not gone unanswered. BYD this week introduced its own seven-year low-interest plan across its Ocean lineup and Fang Cheng Bao sub-brand, also valid through March 31. Other competitors including NIO, XPeng, Li Auto, and Geely Auto have already rolled out extended-term loan programs as well.
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Tesla China focuses on local deliveries as Q1 enters final month
Tesla’s estimated delivery times for all variants of the Model 3 and Model Y in China were listed at just one to three weeks.
Tesla’s delivery wait times in China have dropped to some of their shortest levels in years, an apparent hint that Giga Shanghai has largely cleared its order backlog and currently has strong production capacity.
As of February 26, estimated delivery times for all variants of the Model 3 and Model Y in China were listed at just one to three weeks, as per observations of Tesla China’s official webpages by CNEV Post.
That marks a notable shift from the several-week or even two-month waits seen late last year.
The one-to-three-week delivery window suggests that Giga Shanghai is likely focusing on the local market, at least for now as the company enters the final month of the first quarter. Tesla China typically spends the first half of the quarter catering to markets that import vehicles from Giga Shanghai.
Historically, when Tesla’s wait times in China compress to their shortest levels, the company often follows with fresh market actions.
In past cycles, shortened delivery timelines were followed by promotional activity. After delivery windows narrowed to one to three weeks in early 2024, for example, Tesla later introduced an RMB 10,000 instant discount on Model Y final payments that year.
To spur local demand, Tesla recently extended its seven-year ultra-low-interest and five-year interest-free financing offers through March 31. This marks the second extension of the policy this year.
So far, posts from the Tesla community suggest that interest in the company’s vehicles among consumers in China is still strong. Videos of busy delivery centers across China have been shared on social media.
China’s competitive EV landscape has evolved as of late. With regulators discouraging aggressive price wars, automakers are increasingly leaning on financing incentives instead of direct price cuts. Major players including BYD, NIO, XPeng, and Li Auto have introduced similar loan extensions and promotional financing packages.
The Boring Company wins key approval for Nashville Music City Loop
Tesla China extends its 7-year financing promotion once more
