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Updated: Tesla Model Y specification discrepancy has experts scratching their heads
Update: 5/3 12:40 pm est: Tesla has updated the specifications of the Model Y RWD in North America. See para. 3
A discrepancy in the Tesla Model Y’s specifications leaves experts and fans confused and wondering what will come to the United States.
Tesla has always been at least a little tight-lipped about its engineering and design, and this pseudo-secrecy certainly isn’t aided by its lack of a communications team. However, this has come to a head recently as fans have discovered a discrepancy in the specifications of Tesla’s newest offering, the rear-wheel-drive single-motor Model Y, which currently is only sold in select markets.
The Tesla Model Y spec discrepancy was first identified by Mathias Føns on Twitter, who pointed out that the Model Y RWD sold in North America is significantly heavier and charges substantially faster than its counterpart abroad.
The??Tesla Model Y RWD that recently launched has head-scratching specs
It weighs 319kg more than the??MY LR
Furthermore, it weighs 389kg more than the??MY RWD, has 47% higher max supercharging capabilities & ~15 km lower range (WLPT→EPA)
Did Tesla stealth launch new MY tech? pic.twitter.com/tYqoow7x4e
— Mathias Føns (@FonsDK) May 2, 2023
Since its discovery, Tesla has updated its website, decreasing the weight listed in North America to match the global model. However, the Model Y RWD outside of North America still charges at 170kW, while its North American counterpart charges at 250kW. Tesla has not publically addressed this disparity.
Looking at the spec sheets posted on Tesla websites worldwide, the heavier and faster charging Model Y RWD is only being sold in North America, including both Canada and Mexico, though the vehicle is not yet available in the States. In contrast, models sold in Australia, Europe, and Asia are lighter and charge significantly slower. Specifically, the North American model is 389kg (857.6 lbs) heavier than its global counterpart and charges almost twice as fast, 250kW vs. 170kW. The listed weight of the model sold in China is 2kg heavier than the one sold in Europe, but it has the same recorded charging speed.
The two models also seem to differ slightly in estimated range, though they aren’t precisely comparable considering they use entirely different testing schedules; EPA in North America, WLTP in Europe and Australia, and CLTC in China.
Strangely, this discrepancy continues when comparing the Model Y RWD with the Model Y Long-Range AWD sold in the same market. According to the Tesla Canada website, the RWD is 319kg (703.3 lbs) heavier than the LR AWD, though they charge at the same speed, 250kW.
While some have hypothesized that this weight difference has to do with how the weight is measured in each country, the more likely difference, which could also explain the dramatic difference in charging speed, is battery chemistry. Tesla does not list this difference on its website. Still, using lithium iron phosphate (LFP) batteries in North America would explain the incredible weight difference and the charging speed increase, that is, if the global model is using a lithium nickel manganese cobalt (NMC) battery.
Tesla CEO Elon Musk has previously noted that the automaker plans to switch all of its lower-priced offerings to the cheaper-to-produce LFP battery, further adding credence to the battery chemistry hypothesis.
With Tesla expected to continue to grow the reach of each of its product lines, many anticipate it will only be a matter of time before the RWD variant of the Model Y makes its way to Tesla’s home market, the United States. And with the rest of North America already using the heavier, faster charging model, Americans should expect access to this variant instead of the global version.
Along with the charging speed bump, the LFP battery would provide significantly improved durability and battery lifespan compared to those sold in Europe, Asia, and Australia.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla needs to come through on this one Robotaxi metric, analyst says
