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Tesla may underpromise and overdeliver with the Model 3 Highland in the US

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Tesla has not really “underpromised and overdelivered” since it started deliveries of the Model Y crossover earlier than expected in March 2020. At the time, Tesla had maintained that Model Y deliveries were due in Fall 2020. This same thing may be happening with the upgraded Model 3, better known in EV circles as the Model 3 Highland, in the United States. 

The upgraded Tesla Model 3’s Rear Wheel Drive (RWD) and All Wheel Drive (AWD) versions were unveiled in late August 2022, but it soon became evident that the vehicle would only be available in territories that are supplied by Gigafactory Shanghai. The United States, which gets its Model 3 sedans from the Fremont Factory, still received the previous generation Model 3. 

Reports also emerged then that the United States would not be getting the Model 3 Highland for a notable amount of time. Optimistic predictions from Tesla watchers suggested a release date for the upgraded vehicle sometime in 2024, while those who were more conservative suggested that the Model 3 Highland could arrive in the US even later. As of late, however, it is starting to seem that Tesla may be ready to release the upgraded Model 3 sooner than expected. 

Over the past weeks, sightings of fully uncovered Model 3 Highland vehicles have been reported on social media. The vehicles are quite unique, as they feature a Tesla badge written in Chinese characters, making them seem like they were produced at Giga Shanghai. Observations of the Model 3 Highland units’ VINs suggested that the cars were produced in the Fremont Factory, however. Interestingly enough, some of the upgraded Model 3 units were marked as engineering vehicles. 

What is immediately noticeable from the vehicles that have recently been spotted in the United States is the fact that they are already very finely made. This suggests that if the vehicles are indeed manufactured in the Fremont Factory, the facility is already producing upgraded Model 3 units that are ready for customer deliveries. If this were indeed the case, it would not be surprising if customer deliveries of the Model 3 Highland in the United States start earlier than expected, perhaps as early as Q1 2024. 

A hint at such a timeline may have been dropped by Tesla in late November. At the time, Tesla Australia chief engineer and Model 3 program veteran Daniel Ho reportedly remarked that a revamped Model 3 Performance would make its way to Australia in the first half of 2024. The comments suggested that serious developments could be expected in the Model 3 program in early 2024. One of these may very well be the start of the revamped vehicle’s production at the Fremont Factory. 

Tesla has been accused of overpromising and underdelivering as of late. Elon Musk’s FSD promises have proven inaccurate time and time again; the Model S Plaid+ was canceled before it was released; the next-generation Roadster is still nowhere to be found; the Semi is still not ramped; progress on Giga Nevada’s expansion and Giga Mexico has been practically nonexistent; and the Cyberbeast’s range is significantly lower than expected despite its notable price hike. If Tesla manages to release the Model 3 Highland earlier than expected in the United States, it could prove that the company can still exceed expectations, especially when it quietly executes on its goals. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla rolls out new Supercharging safety feature in the U.S.

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tesla's nacs charging connector
Credit: Tesla

Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.

It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.

The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.

With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:

“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”

The feature was first spotted by Not a Tesla App.

This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.

For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.

Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.

This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.

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LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report

Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.

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Credit: Tesla Optimus/X

A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.

Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.

Humanoid robot battery deals

LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.

China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.

LF Energy Solution vs rivals

According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.

LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.

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Tesla receives approval for FSD Supervised tests in Sweden

Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden in a press release.

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Credit: Grok Imagine

Tesla has received regulatory approval to begin tests of its Full Self-Driving Supervised system on public roads in Sweden, a notable step in the company’s efforts to secure FSD approval for the wider European market. 

FSD Supervised testing in Sweden

Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden following cooperation with national authorities and local municipalities. The approval covers the Swedish Transport Administration’s entire road network, as well as urban and highways in the Municipality of Nacka.

Tesla shared some insights into its recent FSD approvals in a press release. “The approval shows that cooperation between authorities, municipalities and businesses enables technological leaps and Nacka Municipality is the first to become part of the transport system of the future. The fact that the driving of the future is also being tested on Swedish roads is an important step in the development towards autonomy in real everyday traffic,” the company noted. 

With approval secured for FSD tests, Tesla can now evaluate the system’s performance in diverse environments, including dense urban areas and high-speed roadways across Sweden, as noted in a report from Allt Om Elbil. Tesla highlighted that the continued development of advanced driver assistance systems is expected to pave the way for improved traffic safety, increased accessibility, and lower emissions, particularly in populated city centers.

Tesla FSD Supervised Europe rollout

FSD Supervised is already available to drivers in several global markets, including Australia, Canada, China, Mexico, New Zealand, and the United States. The system is capable of handling city and highway driving tasks such as steering, acceleration, braking, and lane changes, though it still requires drivers to supervise the vehicle’s operations.

Tesla has stated that FSD Supervised has accumulated extensive driving data from its existing markets. In Europe, however, deployment remains subject to regulatory approval, with Tesla currently awaiting clearance from relevant authorities.

The company reiterated that it expects to start rolling out FSD Supervised to European customers in early 2026, pending approvals. It would then be unsurprising if the company secures approvals for FSD tests in other European territories in the coming months. 

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