News
Tesla Model Y from Giga Texas is just one EPA approval away from first deliveries
Hundreds of Tesla Model Y all-electric crossovers have been spotted in the lots of Gigafactory Texas in the past few weeks, with some being spotted on haulers to be driven to destinations not known. However, haulers will likely be back soon for another logistics mission: to pick up the “Austin-made” Model Ys and take them to customers for delivery.
Tesla will be able to begin delivering units of its Austin-made Model Y all-electric crossover from Gigafactory Texas following the EPA approval of the vehicle, the agency told Teslarati. Currently, the Model Y from Gigafactory Texas is being produced with Tesla’s newest 4680 battery cells and new structural battery pack, has not gained its Certificate of Conformity, a document needed for a vehicle to be introduced into commerce.
Certificates of Conformity are effectively approval by the EPA that a vehicle can enter the stream of commerce. If it is introduced into commerce, the vehicle must have a Certificate of Conformity. The certifications are valid for a single model year, and new model year vehicles make their way to the EPA’s testing facility in Ann Arbor, Michigan every year to confirm they align with the EPA’s emissions standards.
“Prior to offering a vehicle for sale, all carlines in the Light-duty sector must be certified and Fuel Economy test data representing each model type must be submitted to EPA,” the EPA said to Teslarati in a statement. “EPA can confirm that Tesla has received a Certificate of Conformity for the 2022 Model Y Long Range AWD, Model Y Performance AWD (Test Group NTSLV00.0L2Y) and a Certificate for the Model Y RWD (Test Group NTSLV00.0L1Y).” These test groups were certified by the EPA last year, with the 2022 Model Y Long Range AWD and Performance variants gaining their Certificate of Conformity on November 1, 2021. It does not expire until December 31, 2022. The 2022 Model Y RWD, which is the variant that Tesla ultimately did not sell, gained its Certificate of Conformity from the EPA on September 28.
(Credit: Jeff Roberts)
Tesla’s Model Y made in Austin will also be a 2022 Model Y, which would mean it would technically align with the EPA’s Certificates of Conformity, especially as the geographic location of manufacture does not determine whether a vehicle conforms to the EPA’s standards or not. “EPA does not use the build location as a descriptor for a new test group or Certificate of Conformity,” the agency said. Instead, updates in the vehicle’s battery pack can prompt the EPA to consider certifying a vehicle again, even if the changes occur to a car in the same model year. However, the changes made to the vehicle prompted the EPA to certify the Austin-made Model Y separately.
In its 2017 document titled, “EPA Test Procedures for Electric Vehicles and Plug-in Hybrids,” the agency says that Confirmatory Testing for vehicles with the same model year is determined on a case-by-case basis, and the EPA can make a choice to certify a vehicle based on the changes:
“Currently, EPA performs confirmatory testing on all new light-duty electric vehicles and plug-in hybrid vehicles at EPA’s emission testing laboratory in Ann Arbor Michigan. If the manufacturer makes changes to an EV or PHEV that was previously tested at EPA, EPA will decide on a case-by-case basis whether additional EPA confirmatory testing is needed.”
What were the changes Tesla made exactly? The EPA confirmed to us that it could not comment on the status “of preproduction vehicles that are pending new emissions certification until manufacturers introduce them into commerce,” which means the Model Y’s changes are confidential until the car earns its Certificate of Conformity. Tesla did not respond to our inquiries to clarify why the vehicle needed to go through the EPA’s conformity procedure once again. However, Tesla’s most recent Earnings Call provided plenty of color to what the changes that prompted a new certification process likely are, and it has to do with Tesla’s 4680 battery cell.
The Battery Pack likely required the EPA to certify the Model Y once again
During the Q4 2021 Earnings Call, Tesla said that “after final certification of Austin-made Model Y, we plan to start deliveries to customers.” Additionally, during the Earnings Call CEO Elon Musk stated that Tesla was “building the Model Ys with the structural battery pack and the 4680 cells, and we’ll start delivering after final certification of the vehicle, which should be fairly soon.” Read More.
Previous builds of the Model Y, even 2022 model year vehicles, which were built at the Fremont Factory, have not yet used Tesla’s 4680 battery pack or the structural battery pack. Instead, Model Ys built at Fremont in the United States have used the automaker’s previous cell chemistry, the 2170 cell. When the EPA certified Tesla’s 2022 model year vehicles in August 2021, the certifications were for the previous battery pack. Read More.
Tesla Model Y from Giga Texas will equip Structural Battery Pack, 4680 cells
The 4680 batteries differ significantly from the 2170 cell in power, range, and efficiency. Therefore, the Model Y from Texas will have ratings that are substantially different from previous builds from Fremont. The Model Y from Austin needs eMPG ratings for FuelEconomy.gov and Monroney stickers.
Once Tesla is granted a Certificate of Conformity for Model Ys that are set to be produced at Gigafactory Texas, the automaker will be able to deliver the vehicles to customers.
Documents obtained by Teslarati show Tesla’s application to have the Model Y’s AWD and Performance variants certified together, while the RWD build of the car was certified separately. The documents state that each variant of the car conformed with California Air and Resource Board (CARB) standards, as well as Federal Emissions Standards that States which do not align with the CARB standards utilize. Texas withdrew its intentions to adopt CARB standards in 2007, State documents revealed.
States that have adopted CARB standards are New York, Massachusetts, Vermont, Maine, Pennsylvania, Connecticut, Rhode Island, Washington, Oregon, New Jersey, Maryland, Delaware, and most recently, Colorado, which adopted the standards this year.
How long until the Tesla Model Y from Gigafactory Texas is approved by the EPA?
The EPA cannot predict the timing of the certification process, and it varies from vehicle to vehicle. Rough timeframes are available by determining when Tesla submitted an application for a vehicle and when the vehicle gained its Certificate of Conformity.
Tesla’s application for the 2022 Model Y Long Range AWD and Performance variants is dated for October 21, while the Certificate of Conformity is dated November 1. However, this vehicle had a previous model year and utilized the same battery pack. The timeframe may be quicker as the 4680 pack has not been previously tested by the EPA for a passenger vehicle.
When Tesla submitted its application for the 2021 Model Y, it was the first certification process for the vehicle. Tesla submitted the application on December 13, 2019, with the Model Y gaining its Certificate of Conformity about a month later on January 8.
If Tesla submitted its application for the new Model Y on January 26 when it announced it was awaiting certification, deliveries could be approved within the coming days.
4680 Battery Cell
In September 2020, Tesla held “Battery Day” to unveil a new cell and manufacturing design that would increase vehicle safety and structural integrity. Musk unveiled the 4680 cell, a new electric vehicle battery capable of more range, power, and performance while offering a longer life cycle. Tesla has been producing the cell in volume at a facility known as Kato Road near the company’s Fremont factory in Northern California. Until now, no customer has driven a Tesla vehicle equipping the 4680 cell. The Model Y built at the Texas factory will be the first Tesla vehicle to utilize the new 4680 battery pack. Read More.
The vehicle will also utilize Tesla’s structural battery pack, the automaker confirmed. The structural battery pack uses engineering similar to an aircraft wing to use negative mass to increase structural integrity and density. The packs will also use a structural adhesive and flame retardant, attaching cells to the floor and ceiling of the pack, increasing stiffness and preventing major deformation in the event of a crash. Read More.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
News
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
News
Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
News
Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
