Just to clarify, are they just offering to reduce the price by $2K for the grey? I mean the QS upgrade is $2K so the normal price of a gray one would be $2K less anyway. Or are they offering a $2K discount off MSRP for taking a grey car?
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2024 Model 3 LR AWD is now eligible for the $7500 tax credit [posted 06/17/2024]
- Thread starter eladts
- Start date
ucmndd
Well-Known Member
I think we’ll see with the Q2 results that they significantly cut production of the MY to more closely match demand. This is why they have extra Panasonic packs to go into the 3LR.
Yes, I asked the same question as that would be no deal at all.
But yes he said $2K off MSRP.
Grey has white int and Blue has black int so is a $3000 difference to me vs what I ordered now.
Is it possible that the tax credit on the P model made it so LR models were selling on really low numbers? If there are bitters who would prefer the LR, putting the Panasonic batteries in the LR could make sense as it may simply move many sales from P to LR. So long as they have enough batteries to cover any additional sales they may pick up from the LR sales that go up due to the tax credit. Of course some of the LR sales could cannibalize RWD sales in much the same way.
Jeremy3292
Active Member
Yes, without a doubt. The "waiting room" threads on here show as much. It was an untenable situation for Tesla with the tax credit being only on the P.
If you're buying the RWD you're likely a very price conscious consumer, so you're going with the cheapest model available.
ucmndd
Well-Known Member
What is your source that the LG pack is 20kg lighter? I don’t see how that could possibly be - it’s the same number of identically sized 2170 cells in an identical housing.
ucmndd
Well-Known Member
For sure, although I strongly doubt that’s the motivation. Tesla would gladly sell all M3Ps if they could as they net $thousands more for each vehicle.
It’s really very simple - Model Y sales have tanked enough that they have extra Panasonic packs now, so they’re putting them in the 3LR. That’s the end of the story.
Jeremy3292
Active Member
Been preaching this since page 1, despite some very loud naysayers who have disappeared from this thread now
ucmndd
Well-Known Member
Not everyone is easily persuaded by the painfully obvious, particularly when they have a vested interest in it not being true.Been preaching this since page 1, despite some very loud naysayers who have disappeared from this thread now
Jeremy3292
Active Member
Truer words were never spoken. I do feel sorry for those that bought with the LG pack, it certainly sucks for them no doubt.particularly when they have a vested interest in it not being true.
Panasonic 2170L LR pack is 475kg according to European type certification and 480kg according to EPA test certificate.
LG M50F LR pack is 456kg according to European type certification. EPA stopped listing battery pack weights right about when the LG pack was first used in the states.
There’s 9 quicksilver MYP available in inventory with a 90060 zip code and all deliverable range.
For whatever reason, there are people waiting for a VIN for that type of order, and i could go buy 9 of them today if I wanted. It’s kind of silly.
But there are a lot of pre-highland M3 at every lot i look at and a lot of Model Y in other colors. They build too many of ones that people aren’t wnanting right now.
For whatever reason, there are people waiting for a VIN for that type of order, and i could go buy 9 of them today if I wanted. It’s kind of silly.
But there are a lot of pre-highland M3 at every lot i look at and a lot of Model Y in other colors. They build too many of ones that people aren’t wnanting right now.
ucmndd
Well-Known Member
I suspect the people waiting are far enough away from these cars that Tesla can't get them there and delivered by EOQ so they're not trying as they'd rather sell them locally before July 1.
Very frustrating for me to see.
It seems like they are in this case selling off the Showroom vehicles. 7 of the 9 are listed as Demos with almost zero mileage so not sure what else it could be.
I will add a few days ago there is either o or maybe 1 QS MYP in this zip code so this is brand new for their to be 9.
Smells like a minor refresh like interior LEDs or similar is coming to the Y and they will be getting new showroom cars or something similar (total guess with no evidence)
Unfortunately New England received zero showroom quick silvers and in general very few in the new color have made it this way.
ucmndd
Well-Known Member
20kg is a lot. I wonder what the difference is. That's like a 4-5g difference in each cell.
You can compare most details in my German Wiki article here:
The current US Panasonic is the 3L and the LG equivalent is called the 5L.
Just guessing, but I think the difference is mostly packaging/cooling layout. Not the cells itself.
AlanSubie4Life
Efficiency Obsessed Member
Right. 2170C seem better. They are slightly lower capacity. The 2170L were allegedly going to be 5% higher capacity. For that increase in capacity, maybe some of the compromises would be worth it, but it did not happen. Instead we get closer to ~2.5% best case possibly with faster capacity loss.
Getting better charging speed is definitely still desirable - not at point of significant diminishing returns quite yet. But instead things go backwards. 4C to 40% would be a nice big improvement! Apparently only Porsche buyers get that.
Maybe they have also slightly boosted production of the Panasonic cell (I have no idea). There is a strong incentive for them to make as many as possible.
Maybe there is a basic economic reason this wouldn’t work, haven’t thought about it, but they should lease or sell to customers with too high income both Model Y and Model 3 with ineligible packs. Model Y is higher volume so probably makes sense to simplify and make all Model 3 eligible and then play games balancing the Model Y -I volume and matching those -I to leases or high income individuals.
Everyone wins. Except for the annoying characteristics of the LG pack.
ucmndd
Well-Known Member
Sure, possibly.
An interesting hack. Given the mineral sourcing and manufacturing requirements don't apply at ALL to lease vehicles, they should give everyone who leases an LG pack.
E90alex
Active Member
It makes financial sense for Tesla to do that but it would be a logistical nightmare. Especially since you can change the payment option pretty much up until delivery.Sure, possibly.
An interesting hack. Given the mineral sourcing and manufacturing requirements don't apply at ALL to lease vehicles, they should give everyone who leases an LG pack.
They would have to make it so if you select lease or purchase at order time you cannot change to the other option without cancelling and reordering.
I don’t think it will be that big of a problem. They can al;ready differentiate between the ones that qualify and the ones that don’t. If the promotion is on the lease, then if you select lease, you get the promotional program lease. If you switch to financing you go back to current available rate, etc.
If you order an AWD-E, you don;t get a promotional lease rate or financing rate. Should be easily done.
If you order an AWD-E, you don;t get a promotional lease rate or financing rate. Should be easily done.
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