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.
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News
Tesla ‘Killer’ heads to the graveyard as AFEELA taps out
SHM has officially discontinued development of its highly anticipated AFEELA electric vehicles. On March 25, the joint venture between Sony and Honda announced it would halt the AFEELA 1 luxury sedan and a planned SUV model.
There have been many Tesla “Killers” over the years, all of which have either failed to dethrone the automaker from its dominance in the United States, or even make it to the market altogether.
The Sony Honda Mobility (SHM) project, known as AFEELA, is the latest to make it to the grave, as the company announced its intentions to abandon the project earlier this week, Bloomberg reported.
SHM has officially discontinued development of its highly anticipated AFEELA electric vehicles. On March 25, the joint venture between Sony and Honda announced it would halt the AFEELA 1 luxury sedan and a planned SUV model.
🚗 Tesla Killers Graveyard:
Sony-Honda AFEELA
The sleek, AI-packed luxury sedan with PlayStation integration. Officially cancelled in March 2026 after Honda scaled back its EV plans.Fisker Ocean
Stylish SUV with solar roof promises. Company filed for bankruptcy in 2024 amid… https://t.co/Om14UhISOy— TESLARATI (@Teslarati) March 26, 2026
The decision follows Honda’s March 12 reassessment of its electrification strategy, which scrapped several upcoming EV programs amid slowing demand, high costs, and shifting market conditions.
SHM stated that it could no longer rely on key Honda technologies and manufacturing assets, leaving “no viable path forward.” Reservation fees for early buyers in California are being fully refunded, and the joint venture’s future is now under review.
Launched with fanfare in 2022, the AFEELA was positioned as a tech-forward premium EV blending Honda’s engineering reliability with Sony’s entertainment and AI expertise.
Prototypes featured advanced autonomous driving systems, immersive in-cabin displays, and even PlayStation integration, earning it early media labels as a potential “Tesla Killer.”
Priced around $90,000, the sedan was slated for limited production at Honda’s Ohio plant with deliveries targeted for late 2026. Industry watchers saw it as a serious challenger to Tesla’s dominance in software, connectivity, and premium appeal.
Yet, like many ambitious EV projects, it fell victim to broader industry headwinds: softening consumer demand, persistent high interest rates, and intense competition from established players.
The AFEELA joins a long list of vehicles once hyped as “Tesla Killers” that failed to deliver. In the late 2010s, Fisker’s second act, the Ocean SUV, promised stylish design and solid-state battery tech but collapsed into bankruptcy in 2024 after production delays, quality issues, and financial shortfalls.
Faraday Future poured billions into the FF 91 luxury sedan, touting it as a hyper-tech rival with unmatched performance and features; the company delivered fewer than 100 vehicles before fading into obscurity.
Lordstown Motors’ Endurance electric pickup generated massive pre-order buzz and Wall Street excitement but imploded after exaggerated range claims, a factory sale, and eventual bankruptcy.
Even Lucid Motors’ Air sedan, frequently called a Tesla slayer for its superior range and luxury, has struggled with sluggish sales and missed growth targets despite strong reviews.
Rivian’s R1T and R1S trucks enjoyed similar early acclaim and a blockbuster IPO, yet production ramp-up challenges and profitability woes have prevented it from dethroning Tesla.
The AFEELA’s quiet demise underscores a harsh reality in the EV sector. While Tesla’s first-mover advantage in software, charging infrastructure, and brand loyalty remains formidable, legacy automakers and tech newcomers alike continue to underestimate the complexities of scaling affordable, desirable electric vehicles.
As market realities force tough choices, the graveyard of “Tesla Killers” grows longer, another reminder that innovation alone is rarely enough to topple an established leader.
Elon Musk
TIME honors SpaceX’s Gwynne Shotwell: From employee No. 7 to world’s most valuable company
Time Magazine honors Gwynne Shotwell as SpaceX reaches a $1.25 trillion valuation and eyes its IPO.
TIME Magazine has put SpaceX President and COO Gwynne Shotwell on its cover, and the timing could not be more fitting. Published today, the profile of Shotwell arrives at a moment when the company she has quietly run for more than two decades stands at the center of the most consequential developments in aerospace, artificial intelligence, and the future of human civilization.
Shotwell joined SpaceX in 2002 as its seventh employee and has never stopped expanding her role. She oversees day-to-day operations across multiple executive teams spanning Falcon, Starlink, Starship, and now xAI following SpaceX’s February 2026 merger with Elon Musk’s artificial intelligence company, a deal that made SpaceX the world’s most valuable private company at a reported valuation of $1.25 trillion. A highly anticipated IPO is expected in the second quarter of 2026.
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Her track record is historic. She oversaw the first landing of an orbital rocket’s first stage, the first reuse and re-landing of an orbital booster, and the first private crewed launch to Earth orbit in May 2020. She built the Falcon launch manifest from nothing to more than 170 contracted missions representing over $20 billion in business. Under her operational leadership, SpaceX completed 96 successful missions in 2023 alone and has now flown more than 20 crewed Falcon 9 missions. Starlink, which she championed as a financial pillar of the company long before it was a mainstream topic, now connects tens of millions of users worldwide and provided a critical communications lifeline to Ukraine following the 2022 invasion.
Elon Musk has never been shy about what Shotwell means to him and to SpaceX. When she shared her vision for worldwide internet connectivity through Starlink, Musk responded on X with a simple statement, “Gwynne is awesome.” It is a sentiment that has been echoed across the industry. NASA Administrator Bill Nelson once said of Musk: “One of the most important decisions he made, as a matter of fact, is he picked a president named Gwynne Shotwell. She runs SpaceX. She is excellent.”
Gwynne is awesome https://t.co/tiXtMWJmPE
— Elon Musk (@elonmusk) September 28, 2024
Now, with Starship targeting its first crewed lunar landing under the Artemis program by 2028, an xAI integration underway, and a pending IPO that could reshape capital markets, Shotwell’s mandate has never been larger. She told Time that 18 Starships are already in various stages of construction at Starbase. “By 2028,” she said, gesturing across the factory floor, “these should be long gone. They better have flown by then.” If Shotwell’s history at SpaceX is any guide, they will.
Elon Musk
SpaceX’s IPO might arrive sooner than you think
Musk has hinted for years that an eventual public offering was inevitable, though he has stressed the need to maintain operational focus. Insiders have told outlets that the CEO is pushing for a significant retail investor allocation, reportedly more than 20 percent of shares, and tighter lock-up periods to limit early selling pressure.
Elon Musk’s SpaceX is on the verge of one of the most anticipated Initial Public Offerings (IPO) in history.
However, a new report from The Information indicates the rocket and satellite giant is aiming to file its IPO prospectus with U.S. regulators as soon as this week, or early next week at the latest.
People familiar with the plans told The Information that advisers involved in the process expect the IPO could raise more than 75 billion dollars, potentially making it the largest stock market debut ever and eclipsing Saudi Aramco’s 29.4 billion dollar offering in 2019.
The filing would mark the formal start of what has long been rumored: SpaceX’s transition from a closely held private powerhouse to a publicly traded company.
The timing aligns with earlier signals.
In late February, Bloomberg reported that SpaceX was targeting a confidential IPO filing in March and a possible public listing in June, with a valuation north of 1.75 trillion dollars. At the time, the company’s private valuation hovered around 1.25 trillion dollars.
SpaceX considering confidential IPO filing this March: report
Starlink, SpaceX’s satellite internet constellation, has been the primary driver of that surge, now serving millions of customers worldwide and generating steady revenue. Recent Starship test flights and a record pace of Falcon launches have further bolstered investor confidence.
Musk has hinted for years that an eventual public offering was inevitable, though he has stressed the need to maintain operational focus. Insiders have told outlets that the CEO is pushing for a significant retail investor allocation, reportedly more than 20 percent of shares, and tighter lock-up periods to limit early selling pressure.
A June listing would give SpaceX immediate access to public capital markets at a moment when demand for space-related stocks remains high. It would also allow early employees and long-time investors to cash out portions of their stakes while giving everyday shareholders a chance to own a piece of the company behind reusable rockets, global broadband, and NASA contracts.
Of course, nothing is certain until the SEC filing appears. Market conditions, regulatory reviews, and Musk’s own schedule could still shift timelines.
Yet the latest word from The Information suggests the window has opened. If the filing lands this week, SpaceX’s roadshow could begin in earnest within weeks, setting the stage for what many analysts already call the IPO of the decade.
Tesla lands on Fortune’s 2026 Most Innovative Companies and the Cybercab is why
Tesla ‘Killer’ heads to the graveyard as AFEELA taps out
TIME honors SpaceX’s Gwynne Shotwell: From employee No. 7 to world’s most valuable company
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
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