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Tesla Model S “Refresh” spied track testing
New photos from the Tesla Fremont Factory obtained by Teslarati show the new Refreshed Tesla Model S and its new features, confirming the long-time speculation of whether the company’s flagship sedan would be updated nine years after its initial release. After the Plaid Model S was announced in 2019, slight cosmetic modifications were added to the car to increase aerodynamic performance in a track setting. Some of these new features included a wider body, a rear diffuser, and a spoiler. Tesla has made several changes to the Refreshed Model S, as seen in the photos below. The vehicle was spotted at both the Fremont Test Track and on public roads when the photographs were taken.
For those who are unfamiliar, Tesla operates its own test track behind the Fremont factory for its vehicles. In 2013, three years after Tesla’s purchase of the Fremont factory from GM, the electric automaker bought the 35-acre property that included the test track from the Union Pacific Railroad. It is located adjacent to the Fremont factory, so Tesla can take cars that need to be tested to the track within a few minutes. In the past, Tesla has tested vehicles like the Model Y and the 2020 Roadster at the track prior to their release, indicating that the new Model S that was spotted could be on its way to the company’s Design Studio shortly.
Initial rumors of the Model S refresh emerged in late 2020 after several updates to the Model 3 and Model Y vehicles. While the Model Y underwent several minor updates, like a new center console, new door paneling, and a heated steering wheel in China, the Model 3 was the subject of more noticeable cosmetic revisions. The mass-market sedan from Tesla was equipped with a full chrome delete kit that now comes standard, a new center console design, new headlights, double-paned glass, a powered trunk, and other interior revisions.
On the other hand, the Model S has only undergone one true cosmetic revision since its initial release nearly nine years ago: the removal of the nosecone. Since the vehicle has gone so many years without a real update or any major changes to its aesthetic qualities, Tesla may have decided it was time to “refresh” the car.
Now, photographs of the new Model S have been captured, showing a wider body, revised fog lights, new wheels, and several other cosmetic revisions.
A few of the more notable changes are a new front diffuser, a part that became standard with the newly-designed Plaid Model S. A diffuser displaces air underneath the vehicle’s body, increasing aerodynamic performance and making the flow of air more efficient during travel. Additionally, the front fascia has also been revised slightly. This is the second revision Tesla has made to this portion of the Model S since its release. The new design includes a larger central air intake vent for improved airflow and ventilation to the battery pack. This eliminates the possibility of overheating and improves battery lifetime and performance.
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- The Model S in this photograph shows the revised front fascia, new fog light design, a wider body and new wheels. Photo: Teslarati
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- A second photo shows a head-on view of the Model S spotted at Fremont. Photo: Teslarati
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- Tesla has placed new wheels on the Model S in this photo, reminiscent of the Arachnid wheels that were included in the referral program. Photo: Teslarati
One of the more interesting and speculative details of the new Model S is that there is no touchscreen protruding from the top of the dash. The Model 3 and Model Y center dash screen can be seen from the outside of the vehicle when looking through the windshield. There is no evidence that Tesla is adopting the 3 and Y center touchscreen design for the Model S refresh. We are currently not aware of any modifications to the vertical touchscreen that has been standard on the Model S and Model X.
The fog lights located on the bottom of the front lip have also been modified, bringing a slightly new look to the lower lights. Additionally, new wheels appear to be on the Model S, and they look to be a revised version of the Arachnid wheels that Tesla included as a Referral Program reward back in 2016. Neither the 19″ Tempest Wheels nor the 21″ Sonic Carbon Twin Turbine Wheels that are available with the Plaid Model S matches the wheels that were equipped on the vehicle that was spotted at the Fremont Factory. This appears to confirm Tesla may also be releasing a new wheel design that will be included with the Refreshed Model S design.
It seems the refreshed Model S has adopted more features that are going to be included on the Plaid Model S, due to be released in late 2021. A wider fender design is paired with new, wider wheels. These modifications were first noticed on the Plaid Model S that was spotted running spirited laps at the Nürburgring in Germany in 2019.
Photo: Teslarati
Another interesting note is the side repeater cameras have been adjusted onto the new fenders, but only slightly. It appears Tesla has moved it forward toward the wheel well. This could be to increase visibility when the cameras are activated.
The final noticeable external revision is a new rear bumper design that is more robust than the original Model S design. This could be indicative that the black Model S in the photos we shared could be the Plaid Model S, as it also has a wider rear bumper. However, it does not have a rear diffuser installed underneath, meaning it could just be a refreshed design.
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- Photo: Teslarati
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- Photo: Teslarati
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- Photo: Teslarati
Tesla is holding its Q4 2020 Earnings Call on Wednesday and many enthusiasts believe the company will announce either a refresh to the Model S, or will indicate the Plaid Model S will be on its way soon. With the several external modifications that have been spotted thanks to the pictures above, we know that Tesla is working on a revised design for its flagship sedan. While no details are known about the interior as of yet, details will be shared as they are found.
The Kilowatts spotted some more photos of the unique Model S at Fremont, providing some additional perspective on what changes Tesla made to its flagship sedan.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
