From way out of left field:
Remember the 60 kWh version of the Model S 75? Perhaps this new MYAWD is Tesla revisiting and adapting a clever tactic from the past: a software limited. lower-range version of the upcoming 4860-equipped MYLR.
I'm going to throw stones at my own speculation and suggest that this seems quite unlikely, and would only make sense - as I see it - if Tesla wants to build only one MY 4860 battery pack and has decided to not deliver 4860-based MYLRs to North American customers until they're being produced at both Austin and Fremont. Also, what would happen with the MYP, which I assume is a cash cow that they'll certainly want to keep producing without delays? Austin-only production with an unlocked 4860 pack as Fremont re-tools?
If this were the case, however, they'd be able to keep MY deliveries rolling along while Fremont re-tools, and once 4860-based MYLR deliveries commence from both North American factories, the MYAWD owners may start receiving emails and phone app messages informing them that they can instantly unlock 330-ish miles of range over-the-air for a tidy sum. And unless I'm missing something, I don't see much sense in a reduced capacity 2170-based pack in a MY when they can't build enough copies of the current MYLR to satisfy demand.
Déjà vu all over again, sorta kinda maybe.
60 kWh Model S was introduced to boost sluggish sales. MY sales are anything but sluggish.
Here are some more numbers from the documents and EPA Fuel Economy site.
Keep in mind the EPA efficiency numbers account for charging inefficiencies (fairly high at 15% if using 80 kWh usable).
For example on the 2022 LR AWD MY:
Combined - 276 Wh/mile @ 330 miles = 91.08 kWh
City - 265 Wh/mile @ 342 miles = 90.63 kWh
Highway - 288 Wh/mile @ 316 miles = 91.01 kWh
These numbers do not match with the known 82 kWh battery capacity (+/- 80 kWh available).
Running the numbers on the new AWD MY listed on EPA site:
Combined - 274 Wh/mile @ 279 miles = 76.45 kWh
City - 261 Wh/mile @ 292 miles = 76.21 kWh
Highway - 291 Wh/mile @ 263 miles = 76.53 kWh
Motors specs are the same per the EPA certification.
Based on the 91 kWh recharge event to 80 kWh usable, the 76 kWh recharge event would be 66 kWh usable, maybe 70 kWh total. Unless the 91 kWh recharge events are false (15% charging loss seems very high at 208V). Like maybe they had a VW like cheat in the system when you enter testing mode to burn off excess charge energy so when they measure wh/mile and multiply by charge amount it gives a longer range? If they were getting 280 miles off a 70kWh battery with 66kWh usable with 2170 or 4680, it would seem the weight savings would be a lot more. Unless it was a LFP pack. Seems about right for the extra weight needed for LFP vs NCA but needing larger space for less energy dense battery. But this would mean somewhere energy density numbers would be lower. See M3 RWD is listed as lithium ion battery but with lower specific energy:
350 V x 174 Ah = 60.9 kWh for LFP M3 RWD.
All this is a bit confusing but doesn't really point to a certain thing that changed. Both the original doc from 10/21/21 and this new one from 2/22/22 list MY LR AWD and MY Performance AWD volts as 360, battery specific energy as 180 (no units) and battery energy capacity as 235 (also no units). New documet also listed MY AWD with the same specs so you'd think it wouldn't be LFP since the specific energy is higher. If you attach amp hours to the battery energy capacity and multiply by volts you get watt hours so 235 x 360 = 84,600 Wh or 84.6 kWh. With this number, the 76 kWh recharge events on this new variant seem more likely than the 91 kWh ones before. But would mean a much higher battery buffer than we have seen in the real world. Still perplexing that we see 15% less range and supposedly same battery chemistry, energy and energy capacity listed in the documentation as prior versions, just different recharge event kWh and miles achieved during testing. And very similar weight. Something isn't adding up with what has been submitted.
Maybe a switch in testing to show more real world range? All the battery and weight numbers listed in the testing show the car is the same. But the recharge numbers are mileage are much lower.
And please don't call this the SR AWD MY. All SR cars are RWD and have been renamed as such.