NEW 2023 Tesla's Start Production | Here's What We Know?

NEW 2023 Tesla’s Start Production | Here’s What We Know?:- Today we’re getting into the latest Tesla news including Tesla’s 2023 vehicle lineup, Cybertruck updates, first deliveries of Tesla’s latest vehicle, and more, so let’s get into it.

First up today, Tesla’s supercharger network, one of its biggest advantages, is constantly growing. This week, they updated their supercharger map as they do each quarter, adding new locations and estimated opening dates for upcoming chargers.

This time though, they briefly published their entire list of “coming soon” locations, and many had exact addresses. They were removed a few hours later but saved before that by a few blogs. People have even made a map of all these leaked locations.

There were 347 new locations listed as “coming soon” and scrolling through shows you a ton of info. It’s pretty remarkable how many chargers Tesla has planned at this moment. Within California alone, where I live, I see around 85 new locations, many in areas that I will be utilizing.

The complete list is on drive Tesla Canada if you’re interested because there are very likely some new locations coming your way soon. It looks like 37 states in the US are getting multiple new locations, but Tesla also revealed the exact locations of superchargers in Canada.

That list is also pretty extensive. Likely, these chargers will take quite some time to truly get built and put online, but it’s amazing to see Tesla’s expansion here. It’s necessary for the number of cars they are selling each quarter, and it’ll be interesting to see how they handle supercharger exclusivity, versus opening up superchargers to any EVs.

Next up today, Tesla has finally updated their Model Y website to reflect at least one big design change for the interior. For a while now, Tesla has been shipping a different interior, with trim extending from the dash into the door panels on the Model 3.

The Model Y didn’t yet see the change, but when I took delivery of my Model Y 3 weeks ago, it has this change. It got rid of the large white panels on the side of the doors, in favor of this very small white piece extending from the dash.

At the time, I didn’t entirely realize this, because Tesla didn’t announce this, and their website still showed the old renders. This change meant the white panels previously in the rear doors, are straight black as well. Some people like the design change, while others prefer the older design, but Tesla finally updated their website yesterday with the change.

If you click through to configure a Model Y, you’ll see the view from the rear of the car, with a white interior, featuring the same black doors as the black interior. When you look at the black, or white interior, you can also see the updated doors.

For most people, this is a small update, but Tesla’s website hadn’t matched what they were shipping for a bit. Now it matches. I think it’s a bit more uniform in the front compared to the old design, but I also liked how much more present the panels were previously, especially in the rear.

Now it’s just a very thin line in the front and removed in the back. Next up today, a few updates about the Cybertruck. The Cybertruck was announced back in 2019 and has been heavily delayed. A lot of the delays have to do with supply shortages, but also, Tesla’s focus on Model Y production.

Battery supply doesn’t seem to be as much of an issue for Tesla lately, but 4680 cells are assumed to be required for the Cybertruck. Those are still in the scaling process. In any case, a big part of the Cybertruck, and Tesla’s goal of getting its pricing down, is the Giga Press.

Their 9000-ton Giga Press is being made by IDRA, and Elon Musk confirmed this back in May when IDRA posted a video assembling this press for the first time. Now, IDRA has posted an updated video announcing the completed build and testing of this 9000-ton press.

That should mean that it’s validated, and the next steps are to disassemble it and ship it off to Giga Texas. There, it will likely take a long time to be assembled, and then Tesla will be in the process of testing initial Cybertruck bodies.

There’s a lot ahead still to get to Cybertruck production, but this is a big step. The press to make the car is ready. As for the latest features of that truck, Elon Musk recently hinted at it being able to serve as a boat. He tweeted “Cybertruck will be waterproof enough to serve briefly as a boat, so it can cross rivers, lakes & even seas that aren’t too choppy.

Needs be able to get from Starbase to South Padre Island, which requires crossing the channel”. As noted by electric, crossing that channel would mean it needs to travel through water for at least 360 meters, of 1,100 feet. It’s a bigger goal than a wading depth for the Cybertruck, but Elon added a bit more here.

Someone was speculating about what the speed of the Cybertruck would be, and Elon said “You’d need an electric propeller mounted on the tow hitch to go faster than a few knots. There might be a creative wheel hub design that can generate meaningful thrust.”.

If this truly came true, it would be a crazy extra feature of the Cybertruck. I know many would opt to get that Cybertruck Propeller on the rear, but like many of Elon’s tweets about products, it’s unclear if we’ll ever see this. When asked in 2021 if the roadster could fly, he said “A little”.

He even detailed the capability of the Roadster to briefly hover. None of this has been seen, so maybe the latest Cybertruck boat rumors fall into this category, or maybe they’ll end up shipping both. That remains to be seen, and as always, I’d love to be proven wrong with my doubts here.

Cybertruck production should begin in mid-2023 if all goes well with this 9000-ton press that IDRA has completed. Next up today, Tesla has officially begun producing their 2023 Model year vehicles. This applies to cars built at Fremont for the time being and is expected to expand shortly to Giga Texas.

Interestingly, the first two cars they are moving to Model Year 2023 on are the Model X and 3. The Model X began with the 2023 production on October 3rd, while the Model 3 began on October 4th. For the time being, the Model S and Y are still produced as the model year 2022, and the date for them switching over to 2023 is yet to be confirmed.

With most manufacturers, the switch to a new model year brings changes to the vehicle. They advertise each new year’s model as “the all-new 2023 Telluride”, for example. Manufacturers usually wait a year to make changes so that the new model stands out from the previous year in some way.

For Tesla though, this is just a formality. On rare occasions do they align vehicle updates and changes with the model year? The last time I remember this happening was with the 2021 Model 3.

They switched to black trim, updated the center console, added a power trunk, and more for the 2021 model year, but other than that instance, Tesla changes their cars whenever they can or want to. A good example is the removal of radar from their vehicles.

This happened in mid-2021. So there are plenty of 2021 Teslas with radar and plenty of 2021 Teslas without. I just got a 2022 Model Y with the interior changes I talked about earlier. It also has a cargo cover. There are plenty of 2022 Model Ys that didn’t have these changes.

This time around, as Tesla shifts over to its 2023 Model Year, it appears that any rumored changes have already occurred. The only change that will somewhat lineup, up is the removal of ultrasonic sensors. They are replacing these sensors with Tesla vision, and have done so beginning with the Model Y and 3 built-in in October before the 2023 Model Y is officially “released” out of Fremont of Giga Texas.

Features that have been rumored on the Model Y, that in theory, could come with a 2023 update, are air suspension, cooling seats, and the removal of Stalks. When Tesla updated renders for the Semi, they showed the new steering wheel.

It’s round but uses touch buttons to remove stalks around the wheel as they did with the refreshed Model S and X. For now, the Model 3 and Y still have stalks, but in August, Chris Zheng, a reliable Tesla source tweeted saying “The 2023 Model 3/Y will also remove the left and right paddles, sliding gearshift, and touch turn signals”.

That’s the change I would say has the most possibility of coming to these cars, but considering Tesla is already shipping the 2023 Model 3, I don’t see it lining up with the 2023 Model year. The rest of those rumors are mostly rumors, that would add cost to Tesla’s production.

Tesla is all about cost-cutting as long as their cars keep selling, so I doubt those will come any time soon either. So it’s a funny thing how different Tesla is here. For some companies, it really will matter if you get the 2022 or 2023 Model year.

For Tesla, there is likely going to be no change, but they are starting to produce official 2023 models. Next up today, Tesla has officially announced the launch date of their latest vehicle. Back in December 2017, Tesla unveiled the Semi with production set to begin in 2019 [24:52].

Several things about this truck were impressive as announced, but of course, it has taken 3 extra years from the original announcement to be released. There have been many rumors of Tesla Semi production ramping up, but now, Elon Musk tweeted saying “Excited to announce the start of production of Tesla Semi Truck with deliveries to Pepsi on December 1st!”.

He added and confirmed that it has a “500-mile range” and is super fun to drive. That range is pretty great for a Semi, and we’ll have to see what these are like in practice when they’re being utilized by companies like Pepsi. Based on what Tesla has announced, they should bring reliable range, very fast charging with Mega Chargers, and a variety of operational savings over a traditional Semi truck.

As for those mega chargers, Tesla says “Recover up to 70 percent of range in 30 minutes using Tesla’s Semi Chargers.”. Back on Tesla’s Q1 2021 update, they said “Tesla Semi deliveries will also begin in 2021.”, but that was pushed back in Q2 2021 report when they said, “To better focus on these factories, and due to the limited availability of battery cells and global supply chain challenges, we have shifted the launch of the Semi truck program to 2022”.

Due to these various delays, many are doubting Elon’s tweet here, but Pepsi themselves tweeted saying “We can confirm our first electric Tesla Semis Dec. 1, 2022, supporting our Frito-Lay plant in Modesto, CA, + our PepsiCo beverages plant in Sacramento.

We’re looking forward to this next step in our Pepsi Co Positive journey and will provide more details once we have taken delivery.”. Tesla Megachargers are already in place at their Frito Lay Facility in Modesto, so this lines up.

They aren’t just taking delivery, but have the infrastructure ready to truly put these into full use. We’ll have to see how many they take delivery of this year, and how quickly Tesla fulfills Pepsi’s initial order of 100 electric Tesla Semis.

The efficiency of the Semi is expected to be less than 2 kWh per mile, which would mean that at $0.20 per kWh, it’s about $0.40 per mile to operate the Tesla Semi. That’s around half the cost of a diesel truck, so the savings can add up if delivered as promised.

Also to note, these are driving estimates when towing 80,000 pounds. The batteries for the Semi, at an efficiency of 2kWh per mile for 500 miles of range, are likely around 1000 kWh. That would be the largest battery Tesla has shipped by about 10X, so it’ll be super interesting to see this truck ship, get utilized by the company, and learn about Tesla’s tech inside of it.

We were expecting it to need 4680 cells, but it’s unclear if it has those or not. Next up today, Tesla’s Model Y continues to dominate the markets it gets introduced to. I reported recently about the Model 3 selling more than the Toyota Camry in Australia for 2022.

The Model Y has already been beating Model 3 sales in September as well, but now, The Model Y beat all other cars in Norway. In Norway, 89.1% of vehicle sales last month were EVs, and 77.7% of those were full BEVs.

So already, electric cars are beating other cars, but in September, the Model Y sold 3,063 units. The next most sold car was the VW ID.4 with 903 total sold, so the Model Y had a big edge in September.

Interestingly, this is skewed a bit, since it appears Tesla did a big delivery push in September. For the full Q3, Tesla sold 3,443 Model Y’s, and VW sold 2,991 ID.4s. Not as big of a difference, but the Model Y is beating out other cars nonetheless.

People really can’t seem to get enough of the Model Y. Next up today, Tesla has officially been upgraded to investment grade long-term credit rating by S&P Global Ratings. In the past two years, Tesla has had nothing but profit but has been rated as a “junk bond” by companies like S&P Global Ratings.

Earlier this year, there were hints at these companies changing their ratings, and now Tesla has been raised from BB+ to BBB, known as Investment grade.

“Sufficient ability to meet monetary responsibilities, however more dependent upon antagonistic financial circumstances”. They said of this change that “We currently view Tesla’s credit profile all the better since it keeps on showing market authority in electric vehicles (EVs), with strong assembling productivity that upholds solid EBITDA edges and supported positive free working income (FOCF), over our recently settled potential gain triggers”.

Concerning the future, they accept Tesla will keep up with low obligation, and be productive saying “The steady viewpoint mirrors our assumption that Tesla will keep up with low obligation levels as it supports its strong portion of the overall industry, benefit, major areas of strength for and in the midst of a debilitating economy and an undeniably cutthroat climate for EVs.”

This rating doesn’t matter too much to the average investor, but it is a big change for funds that would avoid investments with lower ratings. This could help Tesla’s stock investment long term, but we’ll have to see how everything lines up.

Last today, I reported in my last video that Toyota was having a terrible time with the bz4x. They were all recalled because the wheels were falling off, and as result, registered 0 sales last month. They hadn’t found a fix, but Now, Toyota has announced that they found a fix for the defect.

They are resuming production and gradually resuming bz4x shipments. This also should lead to the official launch of the Subaru Solterra, which is based on the platform of the bz4x. I was hoping this would lead to a larger relaunch of this vehicle since it performs so poorly with DC Fast charging in cold weather, but that is not the case.

Reportedly, Toyota also found another potential problem with the airbags in the bz4x, and that has been fixed. Over at Honda, they officially announced the Prologue. This is their first true EV offering, and as most companies are introducing it, it’s in an SUV shape.

This car is co-developed with GM, so it’s built off of the Ultium platform and is expected to function much like the Chevy Blazer. “Honda today offered the principal take a gander at the outside and inside styling of the all-new Honda Preface battery-electric SUV that will come to showcase in North America in 2024.

The Introduction configuration includes spotless and basic “Neo-Rough” outside and inside styling and adequate inside space that is prepared for an undertaking inside and outside as far as possible.”

They shared several exterior, and interior photos, showing the updated interior design that’s a mix of buttons and dual screens. As for the size “Prologue will have a wheelbase of 121.8-inches, and is about 8-inches longer and 5-inches wider than the all-new 2023 Honda CR-V.”.

Unfortunately, for now, Honda has not revealed actual specs for this car, and it’s not expected until 2024. Then, they’ll be introducing their own EVs, built on their platform in 2026. Over at Ford, they are facing supply, and demand issues on their two electric offerings.

For the Mustang Mach-E, the demand issue is too much popularity for their Select model. They no longer list the base model trim as an option, because they are facing higher-than-expected demand for it. Now, you can only choose three trims, the Premium, California Route 1, and GT trims.

This is similar approach Tesla has taken with the Model Y in the US, eliminating a standard range option. Likely, it’s much less profitable for them to produce the select model, and they have enough demand for the long-range model, that it makes more sense to prioritize those.

That car now starts at $54,975 for the premium model with a range of 247 miles EPA. The long-range California Route 1 Model costs $63,575, just a bit less than the Model Y today.

For the Ford F150 Lightning Pro Model, Ford is facing price increases. According to Reuters, due to “ongoing supply chain constraints, rising material costs and other market factors”, Ford is raising the price of the Lightning Pro by $5000, bringing the base price up to $51,974.

This comes after Tesla, and Rivian has raised prices throughout the past year, and it’s finally catching up to companies who are truly scaling EVs.

It’s always unfortunate to see price increases, but these should be able to level off in the future as battery production not only gets cheaper but more plentiful as well. Over at Polestar, they have delivered 30,000 EVs so far in 2022, and are still planning to hit a goal of 50,000 units total for the year.

Polestar’s Chief said “most of Polestar 2 vehicles set for conveyance in Q4 are prepared and advancing toward our clients in 27 business sectors all over the planet, with the final quarter set to be our most grounded on record yet. I’m sure we will meet our objective of 50,000 vehicles during the current year.”. That is noteworthy, and extraordinary to see from Polestar.

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