NEW MODEL Y VERSION REPORTEDLY COMING SOON

EV Channels Review

This report details a potential new version of the Tesla Model Y originating from China, featuring an "M3P" battery developed by CATL. This new battery chemistry, an LM FMP (Lithium Manganese Iron Phosphate), reportedly offers a 15% increase in energy density over current LFP batteries at a comparable cost. If implemented in the Model Y, this could significantly boost the range of the standard range variant, potentially bringing it close to the current long-range model's CLTC rating. The report suggests these batteries could be supplied in Q4 with deliveries starting next year. The video also touches upon Tesla's new ownership loyalty program in China, offering incentives for trade-ins, and updates on the Solar Roof V3.5 testing and the resumption of Model S/X orders in Europe. While the new battery technology is the highlight, the reviewer notes the uncertainty around how Tesla will position this upgraded standard range model within its lineup, or if it might replace the long-range variant altogether.