So the preliminary document from the EPA for 2021 Model 3 AWD & Performance is released:
https://iaspub.epa.gov/otaqpub/display_file.jsp?docid=51235&flag=1
Covers 18" AWD and 20" Performance in detail. Note: it describes the details of the heat pump similar to the Model Y.
Summary (AWD):
1) No increase in battery capacity for AWD (yet)
2) For 18" AWD, increase in city miles & highway miles due to a 6% City efficiency improvement, and 3% Hwy efficiency improvement. Note this is not directly related to the heat pump since these are the standard UDDS and HWFET cycles, which would not have climate control on.
3) 2% reduction in RLHP at 50 mph, presumably due to the new Michelin MXM4 tire version.
4) LESS energy extracted from battery during test than normal (78.6kWh vs. 79.5kWh prior years). This hurts the range, but due to the efficiency improvements this 1.2% reduction, doesn't make much difference to range (still increases).
Summary (Performance):
1) The battery capacity of the Performance seems to have increased by about 3%. 80.8kWh extracted!!!! Not clear if this is "one-off" or deliberate. I think intentional, but not certain.
2) For Performance AWD 20", virtually zero improvement in efficiency.
3) Something weird happened on the recharge of the Performance (lots of wasted energy, ~3kWh AC). I think this will be addressed in later updated filings.
4) Pretty similar RLHP; only a fraction of a % lower.
5) I think it will probably end up with a rated range of about 315 miles. (Estimated) 16 mile improvement, half from battery capacity improvement, half from heat pump.
Summary, Both
1) Motor power specs have been changed and look weird, but not sure we should read much into that except MAYBE the AWD and P have the same rear motor now.
2) Details on heat pump outlined. No PTC heater at all; uses the compressor as a heater in very cold conditions.
3) There is a change to the battery energy density specs vs. 2020, but this is not of great significance, since the prior energy density numbers didn't work out correctly anyway, it is hard to compare. I think now 165Wh/kg is just correct (and it was close to this before!) Gives a capacity of 79.2kWh if you just multiply it out (480kg battery).
So, going from above, here is what I think has happened:
Summary of Changes for 2021:
1) It looks like AWD incorporated the motor efficiency improvements that existed on 2020 Model 3 Performance (remember it was more efficient than the AWD according to EPA testing, and got 10 more rated miles than the AWD, but was voluntarily reduced)
2) AWD also got improvements in tire efficiency.
3) Taking these factors together, for the same battery capacity as prior years, AWD (non-P) would have about 335 rated miles range, vs. prior year 322 (4% improvement).
4) The additional 18 miles range improvement, taking it to projected 353-mile range on the website, is from the scalar increase (due to the heat pump). The scalar looks like it will be about 0.746.
So the pareto, AWD, adding 31 rated miles, to go from 322 to 353:
1) 18 miles improvement due to scalar changes (heat pump); will not be "realizable" if not using climate control.
2) 13 miles improvement due to efficiency improvements (apparently taking on the Performance 2020 rear motor?)
Hypothetical Performance Pareto, adding 16 rated miles:
1) 8 rated miles added due to capacity increases. (Assuming they stick.)
2) 8 rated miles added due to heat pump (not realizable if not using climate control)
So, based on the Performance battery, it looks to me that there MAY be about 3% more (or more!) battery capacity that could be unlocked in future for AWD - but it depends on which batteries are being installed on these vehicles. We don't know. If that were done, and the 3% increase to 80.8kWh was made available for the AWD rather than 78.6kWh:
The Model 3 AWD 18" would have a range of about: 353*80.8/78.6 = 363 rated miles
(Note, this is the range the Performance 2021 WILL have already, assuming that the 80.8kWh "sticks", and you run it with 18" MXM4s - but with 20" wheels it's going to be rated around 315, probably, unless they voluntarily reduce the range)
I'm attaching my worksheet here, but please not this is preliminary and I can't vouch for all the numbers (I've filled in some guesses for the scalar to make things line up, for now). The fields in orange are not guesses, except for the scalar.
https://iaspub.epa.gov/otaqpub/display_file.jsp?docid=51235&flag=1
Covers 18" AWD and 20" Performance in detail. Note: it describes the details of the heat pump similar to the Model Y.
Summary (AWD):
1) No increase in battery capacity for AWD (yet)
2) For 18" AWD, increase in city miles & highway miles due to a 6% City efficiency improvement, and 3% Hwy efficiency improvement. Note this is not directly related to the heat pump since these are the standard UDDS and HWFET cycles, which would not have climate control on.
3) 2% reduction in RLHP at 50 mph, presumably due to the new Michelin MXM4 tire version.
4) LESS energy extracted from battery during test than normal (78.6kWh vs. 79.5kWh prior years). This hurts the range, but due to the efficiency improvements this 1.2% reduction, doesn't make much difference to range (still increases).
Summary (Performance):
1) The battery capacity of the Performance seems to have increased by about 3%. 80.8kWh extracted!!!! Not clear if this is "one-off" or deliberate. I think intentional, but not certain.
2) For Performance AWD 20", virtually zero improvement in efficiency.
3) Something weird happened on the recharge of the Performance (lots of wasted energy, ~3kWh AC). I think this will be addressed in later updated filings.
4) Pretty similar RLHP; only a fraction of a % lower.
5) I think it will probably end up with a rated range of about 315 miles. (Estimated) 16 mile improvement, half from battery capacity improvement, half from heat pump.
Summary, Both
1) Motor power specs have been changed and look weird, but not sure we should read much into that except MAYBE the AWD and P have the same rear motor now.
2) Details on heat pump outlined. No PTC heater at all; uses the compressor as a heater in very cold conditions.
3) There is a change to the battery energy density specs vs. 2020, but this is not of great significance, since the prior energy density numbers didn't work out correctly anyway, it is hard to compare. I think now 165Wh/kg is just correct (and it was close to this before!) Gives a capacity of 79.2kWh if you just multiply it out (480kg battery).
So, going from above, here is what I think has happened:
Summary of Changes for 2021:
1) It looks like AWD incorporated the motor efficiency improvements that existed on 2020 Model 3 Performance (remember it was more efficient than the AWD according to EPA testing, and got 10 more rated miles than the AWD, but was voluntarily reduced)
2) AWD also got improvements in tire efficiency.
3) Taking these factors together, for the same battery capacity as prior years, AWD (non-P) would have about 335 rated miles range, vs. prior year 322 (4% improvement).
4) The additional 18 miles range improvement, taking it to projected 353-mile range on the website, is from the scalar increase (due to the heat pump). The scalar looks like it will be about 0.746.
So the pareto, AWD, adding 31 rated miles, to go from 322 to 353:
1) 18 miles improvement due to scalar changes (heat pump); will not be "realizable" if not using climate control.
2) 13 miles improvement due to efficiency improvements (apparently taking on the Performance 2020 rear motor?)
Hypothetical Performance Pareto, adding 16 rated miles:
1) 8 rated miles added due to capacity increases. (Assuming they stick.)
2) 8 rated miles added due to heat pump (not realizable if not using climate control)
So, based on the Performance battery, it looks to me that there MAY be about 3% more (or more!) battery capacity that could be unlocked in future for AWD - but it depends on which batteries are being installed on these vehicles. We don't know. If that were done, and the 3% increase to 80.8kWh was made available for the AWD rather than 78.6kWh:
The Model 3 AWD 18" would have a range of about: 353*80.8/78.6 = 363 rated miles
(Note, this is the range the Performance 2021 WILL have already, assuming that the 80.8kWh "sticks", and you run it with 18" MXM4s - but with 20" wheels it's going to be rated around 315, probably, unless they voluntarily reduce the range)
I'm attaching my worksheet here, but please not this is preliminary and I can't vouch for all the numbers (I've filled in some guesses for the scalar to make things line up, for now). The fields in orange are not guesses, except for the scalar.