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Tesla Model Y first deliveries expected in February, Performance variants first

Tesla Model Y (Credit: Teslarati)

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Tesla Model Y deliveries will reportedly start next month with customers who ordered the Performance variant of the much-awaited electric crossover getting the first dibs. The Long Range All-Wheel Drive version will arrive in March or April, and deliveries of the full lineup set to be completed by Q3 this year.

The latest Model Y news was shared by Redditor u/Quaf4 who got a call from an employee at Tesla Oakville in Ontario, Canada on Tuesday.

“I just received a phone call from an employee at Tesla Oakville, ON who was calling to guide me through the upcoming delivery process for my Model Y. I asked when to expect delivery and he told me that the Performance variant will start deliveries next month, and that I could expect my LR AWD in March/April,” u/Quaf4 wrote. “Interesting to hear it officially from an employee, rather than pure speculation from media sources. NEXT MONTH.”

UPDATED: Tesla $TSLA shares soar following confirmation of Model Y first deliveries and breakout Q4 2019 results

With this confirmation from a presumed Tesla employee, it appears Tesla CEO Elon Musk and his team underpromised and will over-deliver in terms of the Model Y production schedule. The electric crossover was first set to hit production in Fall 2020 and it was later moved up to Summer 2020. And now, it seems Model Y buyers will get their units sooner than expected.

Every Tesla Model Y sighting so far: Subtle refinements from unveiling event to today

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If Tesla indeed delivers soon, the Silicon Valley-based electric carmaker might have hit a jackpot in terms of production efficiency. Elon Musk said during a recent Gigafactory 3 event in China that they use advanced manufacturing technologies for the Model Y.

“Model Y will also have some advanced manufacturing technology that we will reveal in the future. I think it will be exciting to show the kind of manufacturing technology associated with the Model Y and it will be exciting to learn about these technologies,” Musk said.

There have been Tesla Model Y rumors recently that deliveries will happen in two weeks and this latest information from a soon-to-be Tesla Model Y owner seems to corroborate that earlier report. Coincidentally, the Tesla Q4 2019 Financial Results and earnings call is set for 3:30 PM PST on Jan. 29 and the electric vehicle community might officially hear an announcement they have been waiting for from Elon Musk and his team about the imminent Model Y delivery.

The confirmation from the Tesla employee is also consistent with the estimate that the Model Y Performance version will be delivered soon following the publication of its certificate from the California Air Resources Board (CARB) on Jan. 9. Tesla fans recalled that the first deliveries of the Model 3 in 2017 also happened less than a month after its CARB certificate was published. Likewise, the VINs have also been registered by Tesla with the National Highway Traffic Safety Administration (NHTSA), another hint that Model Y deliveries are really happening soon.

The recent sightings of Tesla Model Y units that are almost production-ready could have been a big clue that the next big thing of Tesla will soon officially hit the road. Perhaps imminent delivery could also be the reason why a Tesla employee allowed a Tesla Model 3 owner to check out the interior of the Model Y while Supercharging in San Luis, Obispo California over the weekend.

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Tesla’s Fremont factory will produce the Model Y units but the carmaker is also getting ready for its production at the Gigafactory 3 in Shanghai. Once operational, the Gigafactory 4 in Germany will also produce about 150,000 Model Ys during its initial phase of production.

A curious soul who keeps wondering how Elon Musk, Tesla, electric cars, and clean energy technologies will shape the future, or do we really need to escape to Mars.

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Tesla FSD earns high praise in South Korea’s real-world autonomous driving test

As per the Korea Expressway Corporation’s report, the FSD test was conducted on December 15, 2025, from 10 a.m. to 6 p.m.

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Credit: Grok Imagine

Tesla’s Full Self-Driving (FSD) has received a bullish assessment from the Korea Expressway Corporation following a real-world autonomous highway driving test. 

A report of the test, shared on Naver Cafe, showed high praise for the system’s safety, capabilities, smooth maneuvers, and confidence.

South Korean highway test

As per the Korea Expressway Corporation’s report, the FSD test was conducted on December 15, 2025, from 10 a.m. to 6 p.m. Four people were in the Tesla that was tested, including the head of the mobility department. All four FSD driving modes were tested, from “Sloth” to “Mad Max.”

To test FSD’s performance, the system was tasked to operate on highways such as Gyeongbu, Cheonan, and Cheonan-Nonsan, as well as city areas in Dongtan New Town, Sejong Special City, and Daejeon Metropolitan City, among others.

Since FSD is only available for the Tesla Model S and Model X that are imported to South Korea from the United States, the system was not tested in a Model 3 or Model Y, which comprise the majority of Teslas on the country’s roads today. 

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Highway test results

Results showed FSD performing well, both in inner-city roads and on highways. In inner city roads, the testers noted that FSD was capable of autonomous driving at a level that already exceeds that of general human drivers, except in very few areas, such as unprotected left turns and work zone intersections. 

In highways, the testers described FSD’s performance as “excellent,” though the system still showed frequent cases of violations in local bus lanes and max speed limit rules. These, however, could hopefully be addressed by Tesla in a future FSD update without many issues. The testers also noted that in some parts of the test, FSD seemed to be driving autonomously in accordance with traffic flow rather than strict traffic rules.

테슬라 Fsd 고속도로 자율주행 테스트 결과 보고 by Simon Alvarez

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Tesla claims nearly 20% market share as Norway sets new car sales record

Tesla captured roughly one in five new cars in Norway, highlighting its dominance in the world’s most EV-friendly market.

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Credit: Grok Imagine

Norway shattered its all-time new car sales record in 2025, and Tesla emerged as the clear winner. A year-end rush ahead of higher EV taxes pushed registrations to nearly 180,000 vehicles, with electric cars accounting for 96% of sales. 

Tesla captured roughly one in five new cars in Norway, highlighting its dominance in the world’s most EV-friendly market.

Norway’s EV rush

As noted in a CarUp report, Norway’s electric vehicle sales in 2025 surged, thanks in part to buyers rushing ahead of a post–new year VAT increase of roughly 50,000 kronor on many new electric cars. This ended up pulling demand forward and setting a national record with almost 180,000 registrations in 2025.

The result was unprecedented. From the vehicles that were sold in 2025, 96% of new cars sold were fully electric. And from this number, Tesla and its Model Y made their dominance felt. This was highlighted by Geir Inge Stokke, director of OFV, who noted that Tesla was able to achieve its stellar results despite its small vehicle lineup.

“Taking almost 20% market share during a year with record-high new car sales is remarkable in itself. When a brand also achieves such volumes with so few models, it says a lot about both demand and Tesla’s impact on the Norwegian market,” Stokke stated.

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Tesla domination

Tesla led all brands in Norway with 34,285 registrations, which is equal to a 19.1% market share. These results place Tesla well ahead of Volkswagen and Volvo, which held a 13.3% and 7.8% market share in 2025, respectively. 

On the model chart, Tesla’s strength was even clearer. The Tesla Model Y topped all vehicles with 27,621 registrations, accounting for 15.4% of the entire market. The Tesla Model 3 also ranked among the top five, accounting for 3.7% of Norway’s entire auto sales in 2025.

Other strong performers included Volkswagen’s ID.4 and ID.7, Toyota’s bZ4X, which commanded 4.9%, 3.9%, and 4.1% of Norway’s total sales in 2025, respectively. 

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Tesla China sees 2nd-best month ever by selling 97,171 vehicles wholesale in December

The results mark Tesla China’s second-highest monthly result on record, trailing only November 2022’s 100,291 units.

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Credit: Grok Imagine

Tesla posted a sharp year-end rebound in China last month, with December’s wholesale figures climbing to their second-highest level to date.

The surge capped a late-year recovery for the electric vehicle maker, even as full-year wholesale figures still finished lower year over year. Still, the data highlights how Tesla China’s offerings still resonate with customers in the world’s most competitive electric vehicle market. 

Tesla China’s December surge

Tesla China sold 97,171 vehicles wholesale in December, as per data from the China Passenger Car Association (CPCA). The results mark Tesla China’s second-highest monthly result on record, trailing only November 2022’s 100,291 units, based on data compiled by CNEVPost. The details of Tesla China’s December results, such as its domestic sales and exports, are yet to be released. 

December’s wholesale results represent a 3.63% increase from the same month last year and a 12.08% jump from November’s 86,700 units. It also marked the second consecutive month of year-over-year growth, signaling renewed momentum in China. 

Tesla’s late-year momentum is believed to be partly driven by Tesla pulling deliveries forward to allow buyers to take advantage of more favorable purchase tax policies before the calendar year ended. That strategy helped boost monthly performance even as competition in China’s EV market remained intense.

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Tesla China’s FY 2025 volumes

Despite the strong December finish, Tesla China’s wholesale sales declined on an annual basis. The electric vehicle maker’s total wholesale figures for 2025 reached 851,732 units, down 7.08% year over year. This could have been due to a variety of factors, from intense competition in the domestic Chinese market to Giga Shanghai’s changeover to the new Model Y in the early part of the year. 

Tesla Gigafactory Shanghai continues to play a central role in its global operations, producing the Model 3 sedan and Model Y crossover for both Chinese customers and export markets. The efficiency of Gigafactory Shanghai has allowed it to become Tesla’s largest factory by volume, as well as the company’s primary vehicle export hub. 

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