The REAL reason Tesla won't sell the Model Y Juniper in America in 2024

The REAL reason Tesla won't sell the Model Y Juniper in America in 2024
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[@poneill65]

Also, if they bring in the Juniper model with CATL batteries, they lose the tax credit because the batteries are foreign made. Probably best to keep selling the version with the 7500 tax credit as long as possible, until they can make these batteries locally.

[@bkanegson]

When the US CATL factory begins production in Nevada (inside a year), US made "Y" will then qualify for the incentive, and current battery "Y" will overnight have resale values slashed. Personally, I'd wait until the CATL version to pull the trigger.

[@Fighter4Street]

@@bkanegson Will the model 3 get these new cells and is it worth waiting on a model 3?

[@poneill65]

@@bkanegson As would I, but most people don't know the nitty gritty of batteries. Heck, even many on this ev/tesla channel don't seem to. So, the holdouts for beter (and US made) batteries will be minimal, but the loss of sales if the 7500 credit goes away just because they bring in the chinese CATL equiped Y, will be large.

[@bkanegson]

@@poneill65 My thinking is, the whole reason for building the CATL factory in the US, instead of simply importing, is to retain the $7,500 credit, which ramps up requirement for US manufacture. If "y" and battery are made in US, these new chemistry "Y"s should continue to qualify.

[@markmiller8903]

There should be no tax credits. I don't want my tax money wasted.

[@alibro7512]

I don't disagree with anything said here apart from "People understand battery chemistry's". NOBODY normal understands batteries, they don't understand that some cars can be charged to 100% regularly while others should only be charged to 80% (regularly). They don't understand there is any difference at all between LFP and NMC, these are just random letters to 99.9% of people.

[@jimp3201]

5y65 up

[@Paul-ow9dd]

But it's easy to be aware of the right way to charge these batteries if you bother to educate yourself. The basic of charging these two types is quite simple to get across. We have an Atto 3 with LFP and soon will also have a Model 3 LR with NMC. I can handle the differences.

[@alibro7512]

@@Paul-ow9dd ask your friends if they understand the difference. Yes it's simple but to say most people know is not correct. Most people still think EV batteries will die in 2 years and need replacing.

[@Paul-ow9dd]

@@alibro7512 Agreed, most don't know. At the very least the salesperson at handover should explain the recommended battery charging recommendation(s) and encourage the owner to seek out more info themselves. LFP for example. Charge to 100% once a week. Any other charges in the week to around 80%. Sure, but also recommended every few months to drain to below 10% - even close to zero and then charge up to 100%. NMC battery up to 80-85%. And to 100% when going on a longer trip. BUT every couple of months to also discharge to below 10% and charge up to 100% - similar to the LFP batteries. Main difference is don't charge the NMC to 100% very often unless on a longer drive. With both batteries don't discharge too low to often. Say to around 20 or 30% most of the time. Except for the deeper discharge every few months.

[@vvvci]

ppl might not understand the chemistry, but they do understand the results! People know that some batteries charge faster than others, that's some batteries have better cold weather performance, and that some batteries have better energy density i.e. range per given battery size, and you can bet people compare those numbers from one model to another and from one car company to another

[@sonicliberation]

It may be easier to ramp up sales of the refreshed Model 3 if Juniper Y does not join the party around the same time in the US market.

[@dr.emilyacevedo812]

I agree. That's the sole reason they aren't releasing the refresh model.

[@thestonksmarket1897]

I preordered a RWD M3 Highland up in Canada and I’m SO curious what the exact battery chemistry will be. I know it will be LFP but will it be old LFP or the new and improved? I heard a rumour that production of the new LFPs would be ramped up by the start of 2024 with no additional cost or production line changes for CATL…

[@scottmcshannon6821]

the model3 3s problem is since it doesnt get the rebate and the model y does, they are selling for the same price.

[@christianolsen9781]

@@scottmcshannon6821 same here in Europe. They are selling a non-faceliftet Y at same price as Highland TM3. Which is fair as I see it. The facelift (Lights, seats, sound proofing, suspension) justifies it.

[@brianbell670]

Great video. Tesla is pushing hard for Model Y sales here in USA, but I can't pull the trigger until LFP batteries are put into the Model Y. Sure hope it happens sooner rather than later.

[@kevinplatt]

Thank you! I've been trying to cobble the information we've been given and what hasn't been said yet, to determine when to purchase a Model Y.

[@dougsphoto]

Then it would be best to lease a model Y or buy a secondhand one until the new Y comes to the US

[@XX-166]

The values have dropped like a rock so shop wisely

[@rickdeckard7470]

Waiting for Juniper here in Spain. CATL C4 LFP are worth the wait . Tried the Highland last week, but not no go with old batteries.

[@Aztasu]

Never going to happen

[@bradh6185]

I was hoping for better news. With the lower prices and Tesla making efforts to to improve cabin noise and ride quality, the Juniper with LFP would probably be my first EV. I've been driving an old truck for a couple of years, waiting for the market to get better. Now that it is getting better, I don't want to wait another year to buy.

[@worldtrav72]

This, plus they still have the NACS advantage this year AND interest rates are still keeping demand down AND they have the Highland and CT as this year’s ’new shiny objects’.

[@josm8063]

Better battery and less sterile aesthetic interior and is already own one. Luckily it's a want and not a need so I can wait till my boxes are checked. Hopefully Lucid releases something to compete with the Y performance in the near future for more options.

[@kellyalexeosmith1259]

It makes sense to wait for the CATL batteries. Fast charging, the ability to charge in cold temperatures and longer battery life are all game changers.

[@bkanegson]

Plus the ability to use the full pack's range. Safely charge to full instead of 80%, run down below 20%. Potentially an added 40% if the pack has the same total capacity.

[@2kMario]

I am waiting , no chance to purchase current Model Y

[@christianolsen9781]

Current LFP is already expected to run past 700.000kms, so longer life is not really needed - the rest of the car will be done by then :)

[@christianolsen9781]

@@bkanegson current LFPs (that sits in the SR models) can already be charged to 100% daily.

[@Ellerich800]

Perhaps they want to add more advantages for the consumer while reducing their build costs. Adding 48V and steer-by-wire may do both.

[@Aztasu]

hhahahaha dream again. Tesla never cared about what customers want and they would never sacrifice profits for that either

[@gregorypoltrack8903]

Maybe they still have an inventory of the old parts for the 3 and Y and want to use them up.

[@hoffbd1]

I'm waiting for Juniper, even though I like the current look better than the Juniper look.

[@kevinreed1885]

Thank you for the info. I too would like to go from my M3LR to a MY Performance model. It would be nice to get it sooner rather than later but from everything I've researched it appears that waiting is the prudent choice.

[@silmarillion3]

Sam - love the channel as I love technology, but to reiterate a comment made several times in this thread, don't miss the forest for the trees. The macro picture is paramount - EV sales growth (i.e. demand) is slowing, after early adopters embraced them. Tesla has rapidly expanded manufacturing capacity and now faces the challenge of sustaining demand to optimize unit manufacturing costs. Most people buy cars based on price, utility, comfort, style, convenience and quality - and don't care less about battery technology. I predict we will see a major increase in Tesla marketing and advertising to appeal to potential customers on these criteria - to increase demand among 'non-techies'

[@gregp.7148]

Love that battery! (CATL’s LFP)

[@ericandeva]

Catl lfp (model 3 higland rwd ) is 10min long charging than byd lfp (model y rwd)

[@prestigeworldwide2851]

The reason why the Juniper is not coming out this year is because there are too many Model Y inventories that are left unsold. Manufacturing the new Juniper would be a gamble for Tesla

[@TheEvilmooseofdoom]

Nonsense.

[@selmersaxman1]

two weeks ago I could have gotten a long range dual motor model Y for 39k American dollars out the door on inventory models. They're around 40k or 41k right now in NewJersey (we pay no tax and we get the 7500 at signing). But if China and Berlin start making the "Juniper" model in June let's say, Americans like me will get really pissed off having to wait so long. I think they're telling people this so they don't sit on the fence waiting and pull the trigger on the current Y. At these prices, it's hard to go wrong. Time will tell but somehow, I think they'll make some changes like ventilated seats and possibly structural changes. Just my take.

[@audience2]

Ireland 🇮🇪 is also RHD

[@scottmcshannon6821]

they allow the irish to drive? since when?

[@petermoran9561]

My vehicle has several years of useful life so, I can wait.

[@ThatTimeTheThingHappened]

The battery rules in the USA get stricter each year. It’s gotta be a long game move. The current model y can get the rebate so keep it in place. And then when you can output a model that’ll still get the rebate in 4-5 years and be the only vehicle that is doing that, that’s a huge advantage. Also, have control of your lithium supply chain so also sell a car that has recycled lithium battery (model 2) they will fully capitalize on the situation where no other company can do it

[@ShinnySilver]

When the longer range batteries are available for Tesla, I suspect that less batteries will be used for each car, so the range will NOT be improved much, if at all. I hope that I am wrong.

[@asommer518]

I hope your wrong too about the rangbe, However my concern is battery life and robustness. These new formulas appear to be way better than the old tech. I even heard an Elon interview where is stated the new LFP batteries are good for 3000 cycles vs up to 1500 for the old batteries.

[@tleo3333]

I hope that competition using catl batteries will force Tesla to upgrade their range.

[@lumtavon1952]

They cannot produce enough 4680 batteries. First priority is cybertruck, second the semi truck and thereafter model Y. Then from a development point of view the small Tesla is absorbing all resources in Texas thus waiting for a revamp Y . Last but not least : there is no China competition in America so better to compete in China, Europe etc. to reduce risk of loosing volume outside America

[@danharold3087]

Tesla is working to produce more 4680s in the US. The lithium refining plant and cathode production factory are in construction. They will have 8 4680 lines at GigaTexas alone for the CyberTruck. Nevada will be building 4680s for the Semi. 100GWh of capacity. I really don't see 4680 production going into the Y unless they have a surplus of them, as they can build these cars with other cells.

[@davidbrayshaw3529]

The 4680 is an overhyped dud. Watch it quietly disappear silently into oblivion. NCM chemistry should be banned for automotive use, anyway. Tesla cooked the goose on this one.

[@danharold3087]

@@davidbrayshaw3529 While the 4680 currently uses NCM it is chemistry agnostic platform.

[@larryevans6739]

​@@davidbrayshaw35294680 represents a massive subsidy haul. $45 per kwh in battery production tax credit, almost the same as the unsubsidized cost in China. And there are supply chain subsidies. And subsidies for manufacturing facilities. Massive subsidy haul, more than any other country, are the justification.

[@KP-xi4bj]

LFP is fine for base Model Y. Model Y Long Range and Performance are better with NMC batteries.

[@Hurkie]

US vehicles don't qualify for the $7500 incentive if they stick any non US made part in it

[@BlazerRox]

ding ding ding! Now that's the real reason. If they used CATL batteries now, the tax rebates wouldn't apply, and people are less likely to buy if they aren't saving $7500

[@danharold3087]

That is incorrect. $4000 is for the car and the $3500 is for the battery. Could be the other way around. EDIT effective January 1, 2024) Battery Components: The minimum threshold for battery components will increase to 60%. Critical Minerals: The minimum threshold for critical minerals will remain at 75%.

[@asommer518]

Thats why the batteries will be made in the US using technology (equipment) from CATL.

[@BlazerRox]

@@asommer518 Right, but they aren't yet ready to do that, the cathode plant is still under construction

[@bartl.7390]

Let's not forget that "BETTER" is a relative term. NMC has a much higher energy density so longer range, 99% won't need a million mile battery and many don't live in a cold climate. I would rather chose a higher density battery with longer range, those can still be occasionally charged to 100% especially right before the departure.

[@ctuna2011]

I wonder what battery pack will go in the LR and performance versions

[@frankcoffey]

If there is no front bumper camera and power frunk there is nothing for me. I don't need a rear display.

[@justinr9753]

Do you have a disability or something? I don't understand why that would be deal breaker

[@christianolsen9781]

TM3 owner for 3 months now - front bumper camera is not missed at all since Vision park assist was updated.

[@mateobravo9212]

As well as battery chemistry, the BMS is as important. More videos on that?

[@avgjoe5969]

Very nicely done. I think you've nailed it.

[@electricviking]

Thank you very much!

[@ivannavi8154]

Another week, another (alleged) new battery technology … sigh..

[@iAbby_]

Will the refresh model Y drop with performance at release or is it coming later like the 3 just came with long range and standard

[@ChicagoBob123]

What is going on with the new catl lfp battery? Is it any good? In use? Cheaper?

[@anthonybrown4874]

More telling will be the Model 2 and its battery chemistry as the Y nice though it is, is just too expensive and there is significant downward pressure to produce small hatchbacks for European markets as if they don't get into the segments Chinese companies will.

[@sowireless]

Understanding batteries, and how LFP is superior to NMC is analogous to understanding different kinds of motors in ice vehicles. That information is out there now, and people that are aware of the difference are going to hold off until they can get this CATL battery. And if it takes Tesla all year to do it, they will wait, as will I.

[@blackgold754]

Isn’t the model y juniper the one with 310; miles?

[@sonysony18]

As we focus on the battery more than ever, what about the motor? Is there any improvement on motor tech to make thing smaller, lighter, more reliable and efficient? If so, could you shed some light on that? Thank you

[@Aztasu]

Mercedes-Benz is working on axial flux motors, which are masively more compact and therefore lightweight while also being more powerful at the same time than a standard electric motor. Efficiency is slightly better (if you take size and weight into consideration) but it is not the main advantage.

[@joseansoroa514]

I agree with you Sam. I hope for EU they will import this super batteries. I'm like you, waiting for Juniper. Many thanks for your valuable information.

[@DanielCurtis-y4e]

When you go to buy a Tesla, how hard is it to find out which batteries you are getting with different vehicles?

[@matt3054]

Not hard. The salesperson at the dealership will know. Also a Google search will tell you. Currently in the US, only model 3 base trims have LFP, and I forget what year that started in

[@DanielCurtis-y4e]

Tesla is using batteries from catl, Panasonic, byd, and self manufactured. Can someone track which ones are doing the best? I bet Tesla sure is.

[@selmersaxman1]

not hard at all. Just ask google with the model and year.

[@nas4apps]

Aha, until it gets cold, lfp seems ok .... but range and charging speed tanks in the freeze.... unless somebody changes something ....

[@christianolsen9781]

I think those issues are highly overstated. I have been driving a Highland through the winter here in Scandinavia and had zero issues from the cold.

[@stormsj]

You really need to link sources and be more transparent on what the sources are actually saying with videos like this. All the articles on this matter claim it has nothing to do with the cars and is for the energy storage and megapack stuff that already uses mostly LFP. Not to mention all the sources are very cagey as Tesla isn't saying much and is avoiding saying much and suggesting funny things as far as CATLs involvement so as to stay out of trouble with US authorities since most are getting in trouble trying to make deals to have the Chinese help them build batteries here.

[@thisplayer01]

You might be well spot-in, thanks! - Carlo

[@electricviking]

You're welcome!

[@jonforsythe374]

Almost ALL Americans do not understand anything other than a AA or AAA battery.

[@ericgregori]

Most Americans cannot spell "battery". Americans understand shiny.

[@jonforsythe374]

@@ericgregori LOL. I had to see if I speeled battary correctly.

[@miguelozorio3658]

This is a really funny joke ever I had ever heard!!😆😆

[@jamesvandamme7786]

They replace lead acid batteries in two years, and drills with NiCADs can't get replacements. So they think battery science never advances. And they're made from slave labor in Africa, they aren't recyclable, they will pile up in landfills etc.

[@bestofUS_90]

We can give you a visa and bring your sorry arse to work here if we feel necessary and i bet most of you jump for it.. thats how we treat you “not Americans”😊

[@pedipedi9559]

I absolutely agree. But the problem Tesla has is the following: - The current Y are being discounted to a point that anyone who bought one a year or more ago feel like they've been kicked in the teeth. The residual value of a 2nd hand Tesla's will not be enough to cover a 3 to 4 year lease. This means keeping the vehicle longer or just taking a loss. Will those customers consider a Tesla, I don't think so. - Anyone wanting replace their 4 year Tesla Y will wait it out for the new model and that is going to hurt sales. - Margins this year are going to suffer as Tesla try bolster sales with price cuts. - Competition, which is great for the EV market. Tesla have relied on one Model for most of it's revenue and just don't have enough diversified VOLUME models to transition between major updates/refreshes. At the moment, a Model Y is cheaper than a Model 3. Model 3 is a sedan and sedan's just don't sell well compared to SUV's.

[@nextechsolutions5955]

What’s going on with Samsung and their battery business?!?

[@dyworking]

Tesla shares are going to drop more this year. tesla 4680 batteries suck. And their old LG ternary batteries suck too.

[@user-ek8iw4ut7w]

Should I cancel my Australian order for a base model (dynamic) BYD Seal because their blade batteries will no longer be state of the art?

[@bardz0sz]

As with any tech, the later you buy the better, but you gotta decide when

[@brandonvernet]

Honestly, if u want and need now.. buy it. Tech is always evolving and the latest thing is always going to be around the corner. Enjoy the technology and you can buy again in 3-5 years time when ur lease/payment is up.

[@Paul-ow9dd]

Not at all. BUT the Seal has lower ground clearance. I had to cancel my Seal order as I only had 2 centimetres clearance on my steepish driveway under the front edge of the bumper. I've ordered a Model 3 LR which has 4 centimetres more clearance at the same problematic area. Just make sure you'll be OK with the Seal's lower clearance on driveways and speed humps etc. Other than that it's quite a good car. I probably would have gone with the AWD if it wasn't so damn low!

[@Nelson-HaHa]

Whenever you buy there will always be something better coming soon. Think of it like upgrading your phone. You buy at some point, hold for a while, sell and buy the best that's available then. Repeat.

[@matt3054]

I hear a lot of "these new LFP batteries are just better" and "you wouldn't want to buy a performance model without one of these," but no explanation about the definition of "better." Yes, they have much better cycle life and degradation, and it sounds like now cold charging as well, but energy density, which has traditionally been the biggest downside to LFP, was not at all addressed in this video (nor was power density). You would NOT want a long range or performance trim with LFP if it decreased your range and increased your 0-60 time.

[@AlbertZonneveld]

The LPG batteries allow for fast charging and lower temperatures but these batteries hold less energy per kg. That means heavier cars and/or reduced range

[@christianolsen9781]

Less than LFP?

[@KP-xi4bj]

The new LFP battery factory in Sparks, NV is to make the batteries for the base Model Ys. Currently, Tesla has to import LFP batteries from China which is why the base Model Y does not qualify for the $7.5K federal EV rebate.

[@MyUniversalUniversity]

I disagree!! LFP is great but so are 4680 and the other batteries Tesla makes. LFP does not work for long range vehicles!! One issue with them.

[@stevennelson7518]

Battery technologies march forward, Range and energy density improves and costs keep falling. We can all breathe easier as ICE dies.🎉

[@martinp7841]

They are wasting time on the niche Cybertruck vs producing this volume seller. No reason to buy current Y if you can wait knowing it will be obsolete in a year.

[@lystfiskerlars]

Optimistic to think juniper will get to right hand countries this year, but would be great.

[@teneightypeewee3052]

2026 for Juniper in Europe I reckon.

[@PD55_]

Yes that makes sense. Why buy a current Model Y this year when a less expensive, more advanced version is on the horizon? Lease, maybe. Tesla probably anticipates how sales will be affected by this major transition. Nothing drives depreciation more than obsolete technology. But then again, some people love their 8-track tapes.

[@bobholland9924]

Actually most people don't understand battery tech. And the lithium metal battery that Jeff Dahn has been working on is way superior to lithium iron phosphate. If they were to put the lithium metal battery in the same space they use to make the car go 300 miles or whatever the range of that model Y is getting. This battery would power your car for 5000 miles. The only reason they don't use it now is because they arnt getting the cycle life out of them that they want . The thing is when they cycle these batteries it all the way up and all the way down. In real world use that would almost never happen with a car that has 5000 miles of range. There by dramatically extending the life of the battery. And completely eliminating range anxiety. The last time I looked they were only getting enough cycles to get 250.000 miles of range before it lost 17% of its holding capacity. To which I say first off your not going to full cycle that battery in real world use. #2 so what the battery losses 17% of its range and now a charge only gets you 4150 miles of range. Lithium iron phosphate batteries do not have the punch of lithium metal or ion batteries. LIFPO4 is great for running your house (which I do) or toodling around in town . But Americans won't except these battery powered cars if they don't have the performance of the gas cars . And that includes range . That lithium metal battery solves all of the problems.

[@scottmcshannon6821]

when will the model 3 highland get the new CATL batteries? they dont have 7500 to lose so nothing stopping them.

[@christianolsen9781]

Not sure it will until next facelift, so in 2-3 years. It already have longer range than competition, while the model Y now has competition with longer range and needs the push.

[@ericandeva]

Byd or catl?

[@scotduckrow8524]

Hard to believe in that making the supply lines for the 3 and Y as parallel as possible has a huge cost advantage in sourcing common parts. UNLESS there's a huge surprise of the Model 2 starting testing and rollout.

[@MrGMawson2438]

Afternoon mate

[@gregp.7148]

I would buy an updated Model Y Juniper without the new CATL LFP batteries, if it received all (or most) the other updates that the Model 3 Highland got.

[@GolLeeMe]

No, most people do not understand battery technology these days, IMO. How could they, they are not chemistry Ninjas. It would be really good if a battery packs could last 500,000kms without degradation. That’s something for scientists to aim for.

[@treborheminway3814]

The "U.S. Made" battery tax incentives drive the prod plans. $7500 is a big bonus as cost is the primary driver behind EV market growth. The thing I don't understand is why not just phase them in when available. Upgrade the chassis now and battery later. Isn't that their signature mfg flexibility motto?

[@larryevans6739]

It goes beyond that. $7500 is the consumer tax incentive for cars with a US-made battery. $45 dollars per kWh is the battery production tax credit given to the manufacturer on top of that (~$5800 for a Cybertruck without a range extender). For comparison, the unsubsidized price of LFP batteries in China is projected to drop to $50 per kWh, or only slightly more than the US battery production subsidy. Then there are billions in Battery Manufacturing and Recycling Grants program given for manufacturing facilities. And Billions in Battery Manufacturing Processing grants. Then there are subsidized DOE loans... The subsidy stack is massive. However, I have a feeling that CATL will not be giving Tesla access to their latest and greatest tech. Kind of like how BYD is supplying the technology from their older 4680 LFP batteries to LG in a JV for the NA market, but not their more advanced blade batteries.

[@treborheminway3814]

@@larryevans6739 ultimately, they are competitor's. At least in the US market.

[@Gonegonegone977]

CATL batteries- even made in America- will disqualify the Y for give subsidies?

[@xaionik]

Depends on who's making them and where the materials were sourced. If it was a CATL plant then sure. But if it's a Tesla plant with licensed CATL processes then it qualifies for subsidies.

[@Gonegonegone977]

@@xaionik thx

[@robertnicholson6686]

I have been waiting for the new model Y. If the batteries are limited in the US I am hopeful Canada will continue to get the Shanghai models.

[@TheWildwoodPicker]

That's great news Tesla will be using LFP batteries, but are they going to have the range? Most people who do their homework know the LFP batteries of the same size of an NCA or NMC battery have about 30% less capacity, which reduces the range dramatically. What is Tesla going to do about the capacity issue on the LFP batteries? Not many people are going to buy a car if it doesn't have the range of at least 300 miles, which in my opinion is still to damn low when people are used to getting like 445 miles of Range or more with an ICE car. Believe me, I want nothing more than an LFP battery because they are the safest batteries that can be used. I have on in my Street Legal EV Golf Cart and they're great. I like to hear your opinion about that? Thank you.

[@trevorevans7101]

Makes sense

[@xaionik]

I don't think they are waiting for new batteries. I think they are waiting for parts.

[@Oystein3700]

The new Model Y won't be in China this year, either. Check the news.

[@teneightypeewee3052]

Yep. Also 2024 is gonna be a bit of a downturn year. Low growth. A lot of tech companies are holding off launching new products due to the insights they have on the coming economic state

[@ChicagoBob123]

Waiting has its costs as well. Sales decline. The new model 3 suspension and interior is so much better it makes the model Y seem dated. Also when the new US president takes office all the insentives will be gone. So waiting could cause sales collapase for tesla with the media saying told you so

[@205rider8]

Nope. Tesla will have the low cost CATL batteries to offset the loss of in incentives.

[@ChicagoBob123]

@@205rider8 Not sure thats true or not. Can't see Tesla's future but I can see my Model 3 more and more devalued every day.

[@filipbalas495]

Data shows LFP degrades faster. Low temp performance is worse. But somehow they LFPs are better?

[@lukecheuk]

So when you say "Data", you mean stuff you making up in your head as you type, lol? All consensus on every major legitimate EV channel confirms LFP to be the next logical chemistry for batteries, not NMC. as the tech improves in real time at the production level. So clueless, LFP is NOT subject to thermal runaway the way NMC is, resulting in viral flaming EV videos, has a far longer rechargeability, up to 1 million kilometers based on fleets of taxis that have run on them, now have chemistries that can charge at freezing temperatures, drastically decreases the use of environmentally problematic metals like cobalt, Mg, Mn, just better in every way except perhaps energy density and even that is improving with the blade battery configuration. Just clueless...

[@filipbalas495]

@@lukecheuk Normally I'd present the "Data". But you called me "clueless" multiple times so I don't think you want to learn anything, waste of time.

[@jakegoakes]

I think iPhone 4 is the same as iPhone 10

[@mnhsty]

I don’t understand why the European Union allows its consumers to buy the good stuff, but the US “land of the free will not.

[@souravjaiswal-jr4bj]

Why do people keep saying that Tesla's US LFP batteries will come in 2026? Also, Tesla will soon add Si into its 4680 batteries making it a real Long Range of 400 miles EPA.

[@davidbrayshaw3529]

Because Tesla are buying the plant and technology from CATL in order to produce the batteries in the US so they get the rebate.

[@tleo3333]

Only competition or sales drop with excess cells on hands can cause Tesla to up the range.

[@205rider8]

@@tleo3333Of course. You state the obvious. The competition is here now.

[@mauricedegroff5669]

batteries are the big problem. We need fast charging I mean like five minutes to charge 100% and we need more range so that we spend less time charging the car. reliability is extremely important also and longer life of the battery that’s what we all want. I’m not buying another electric car knowing that there are better batteries out there.

[@205rider8]

There will always be better batteries. Just like computers. Each iteration gets cheaper and better. You will be waiting forever on better EV tech. 😂

[@rocketrollsvlogs7625]

Oh well, they may as well drop prices on the current versions. Hyundai, Kia, Cadillac, and Mercedes are looking much more attractive.

[@ericgregori]

Why?

[@Aztasu]

@@ericgregori because they are. Have you heard of the Mercedes-Benz CLA. Well, a new fully electric version will be revealed at the end of this year and delivery starts 1st quarter 2025. It destroys even the updated Model 3.

[@ericgregori]

@@Aztasu Mercedes failed in the EV space. What does Mercedes know about batteries, inverters, and motors? As demonstrated by the many Hyundai/KIA ICCU recalls, designing EV electronics requires experience, and no one has more EV experience than Tesla.

[@Aztasu]

@@ericgregori Tesla has no tech advantage in EVs and you call Mercedes failed in the EV space at the same time? Seems like you do not have much knowledge. Battery? No, Asian or even European manufacturers are ahead. Electric motor? No, European or North American manufacturers are ahead (Bosch, Bugatti-Rimac / Porsche, ZF, Magna or Mercedes-Benz with the axial-flux motor). Aerodynamics? Chinese or European manufacturers are ahead. Driver assistance: European and Korean manufacturers Mercedes-Benz will be among the best in terms of motor, aerodynamics and driver assistance and they buy good third party parts for the other aspects (like the transmission or battery) of their premium vehicles. Here some specs for you of the upcoming Mercedes CLA: - 750km/466miles of WLTP range with a 90kWh net battery, so a 5.2miles/kWh WLTP efficiency. This should translate to at least 396 miles EPA range or 4.4miles/kWh EPA efficiency. For comparison: A Model 3 LR (Highland) has 79kWh net capacity and a 660km/410miles WLTP range with the 18 inch low rolling resistance wheels if you drive the battery dead empty. This equals a WLTP energy consumption of 5.2mi/kWh WLTP. Tesla estimates 341 miles EPA range for the 18 inch wheels. So the EPA efficiency would come down to 4.3miles/kWh EPA. - 250kW + short 50kW boost charging power - 800V architecture - LiDAR, autonomous driving level 2+ (level 3-ready but won't be activated right away), augmented reality HUD, vehicle-to-load.

[@beautifulgirl219]

On the heels of Earth’s warmest year, January was the eighth month in a row in which global temperatures blew past previous records. January 2024 clocked in as the hottest January ever measured, the European Union climate monitor announced on Thursday. It was the hottest January on record for the oceans, too, according to the European Union’s Copernicus Climate Change Service. The driver of all this warmth is no mystery to scientists: The burning of fossil fuels, deforestation and other human activities have driven the mercury steadily upward for more than a century.

[@thepi_explorer495]

IS THE BATTERY HE IS TALKING ABOUT IN CURRENT TESLA MODEL 3 HIGHLAND?

[@MAV70389]

Yes only in the Standard RWD model not the long range or AWD

[@tweeds638]

LFP 2.0 is well worth waiting for. Also Tesla has said bidirectional charging in all cars by 2025, which will be icing on the cake!

[@wy3131]

Yep, US MY Juniper buyers got screwed by US govt’s anti-China policy once again! 😂

[@Mike3MW]

Hmm, I guess Tesla have anticipated the Osborne effect of this.. Looking forward anyway 🙂

[@georgearevalo1]

Reason is simple- money. Sell what’s in stock now

[@mustafamelihkadioglu8107]

Hello Sam,from Turkey.May I ask you a favor .Could you talk a little bit slowly and understandable? If you pay attention to how much you are using redundant words in a single sentence? So please,talk slowly and try to choose the appropriate words simple and understandable.Thank you!!☺️

[@user-pk7hk3vb4s]

It’s a mistake, they’re going to lose sells. And it’s going to hurt stock prices.

[@tigranohanyan3321]

Are these 4860 cylindrical cells absolite? I thought cylindrical cells last longer and they get better cooling.

[@danharold3087]

This has to be one of Sam's worst videos of the year He is tossing all other cells under the bus saying existing batteries only last until the warranty runs out at 160 KM.

[@davidbrayshaw3529]

Only according to every single expert in Europe, yet somehow I seemed to have missed CATL's "battery day"

[@sa2005]

Elon loves communism he loves dictator xi power to enslave lobor work long hours and pay them nothing. He hates human rights and rights as long as dictator Xi and Elon makes money

[@205rider8]

@@danharold3087Doubt you can do any better. 😂 😂

[@danharold3087]

@er8 Yes I have. I have done worse too. It is not about me it is about Sam. He has done much better work. Saying existing batteries die at 160 Km comes right off someones PR sheet. That is far from truth. He knows it. He works hard to put out this much video. Maybe needs more sleep.

[@user-yn3zx1ms4w]

300k or 20k?

[@petetoemmes6673]

Good info as usual. Thank you. Would you hazard a mid-term to longer-term guess on what the fustier of the Model X (and Model S) is likely to be as I have been cross comparing the Y and X for a while now. A bit of alphabet soup as they are different, but still...

[@marlixholdings3318]

A tax credit next year depends on the outcome of the presidential elections. One favors the other opposes. It may all be a moot point in pricing. 😢

[@johnmurdoch6696]

So we have Chinese batteries in tesla Y in Canada right now, WILL CANADA GET THESE NEW BATTERIES? They are getting lfp batteries right now, but I need the batteries you can charge in the COLD! Then all the doubters up here can shut up!

[@MrJabinho]

What do you mean with LFP working better on freezing temperatures ?? Is the range dropping same way at it's currently dropping in cold temp ?

[@tengchu6789]

He's talking about the new LFP battery from CATL, they work really well in winter conditions compared to their current ones

[@MrJabinho]

@@tengchu6789 Yes. I would like to know more about the actual performance difference

[@jb5music]

😆 They did exactly what I suggested to do two years ago. Make the battery pack two separate batteries so that it can buckle in an accident. I suggested that over two years ago.

[@Overdiedaf]

There is no Juniper… jet

[@homewall744]

Which does government actually care about? Nationalism and giving unfair economic advantage to local businesses OR solving climate change? Clearly the former since they'd prefer fewer EVs if they aren't made as government demands.

[@mirvine1]

Why is KZbin bombarding me with ads for Uber Teen ? I don't even have kids. Here's why, Google is tapping my phone and recorded me suggesting Uber Teen to a friend with teenage children. That is the only logical explanation.

[@mwalker52]

The energy dense 4680 cells will be used in the semi and cybertruck. LFP for the cars. Makes sense!

[@MrPeterJHarrison]

Yes and no. When fully charged, a brand new traditional lithium ternary batteries has only *slightly* more usable range than the new CATL Shenxing LFP with the same physical size and weight specs. It has more usable range because the battery can be both charged to 100% and discharged to more deeply without damaging the battery. People can leave home in the morning with a battery juiced up to 100% every day and not hurt the battery. During a road trip, the battery charges at 4C rates for the first 75%, then 2C for the remaining 25%, which translates into 20 minute charging times all the way to 100% on a road trip. Traditional Li ternary batteries can't handle abuse like that. Throw in slower capacity loss and a longer expected lifetime, excellent hot and cold weather performance, much lower fire safety concerns than traditional Li Ternary systems, all at a lower cost and the Shenxing is pretty much a slam-dunk first choice. We own a 2021 RAV4 Prime PHEV and plan to replace our 2014 Prius Hybrid with an EV in the next few years. When we do, I would much rather pay less money for a battery that's going to perform better after I've had the car for five years or so. That's what the new Tesla/CATL cells will do.

[@mwalker52]

@@MrPeterJHarrison Interesting! So Panasonic better giddy up as Tesla will not need their obsolete 4680.

[@tleo3333]

Highland has 341 mi range. I assume it’s LFP bc no tax credit. My original M3 with Nickel battery was 310 originally, now like 283. Nickel batteries suck compared to LFP, I think. Including max range of 340 for CT or 320 for foundation series tires.

[@Aztasu]

@@MrPeterJHarrison That is just not true. LFP is far away in terms of energy density compared to the latest NMC or lithium-ion cells with silicon anodes. Even your imaginary 80%SoC limit for those batteries would still result in a much higher range than a 100% LFP battery with the same weight/size. LFP is and stays the inferior battery tech. You will not find hightech electric sportscars or ultra long range EVs with LFP batteries. Semi-solid-state batteries or hybrid-chemistry battery packs (part NMC and part LFP) would be the only realistic option in which LFP cells will be used for hypermiling or performance EVs. LFP will be used in more affordable and, from a technical standpoint, inferior products. But there thy seem perfect as they are safer and easier to use.

[@starshipcaptain4753]

Tesla doesn't do well working or launching multiple new products at the same time and CT is a drain on their resources

[@fatboy19831]

Dead on.

[@yaweichen9773]

Won’t buy it till the new mode comes out

[@MrPropanePete]

I read in the online version of the New York Times that 5000 car dealers in the US have petitioned the Government requesting to put the brakes on the EV uptake for a while. They already have thousands of unsold EVs in their yards so what would they do with shiploads of more EVs hitting the docks every day. Is it possible that the people who wanted EVs already have them now and the market is flattening out as the financial incentives are being withdrawn over time.

[@gigglehertz]

People don't want the shitty EV's from traditional auto manufacturers.