Tesla’s Master Plan Part 3 Teases Two New EVs: Compact Model and Commercial/Passenger Van

Tesla’s recent “Tesla Master Plan Part 3” presentation gave fans and investors a glimpse into the highly-anticipated compact EV and another electric vehicle that resembles a minivan or LCV. Both vehicles were placed alongside the Cybertruck, hinting at an imminent reveal. However, the automaker did not mention anything about the Tesla Roadster, indicating that the sports car’s debut may be pushed back further to prioritize other models.

The first of the two EVs has a boxy shape, leading many to believe it’s a fully electric commercial/passenger van from Tesla. Interestingly, references in other parts of the presentation suggest that this upcoming EV may have something to do with the robotaxi that CEO Elon Musk announced last year.

In contrast, the compact EV has a low-slung aerodynamic design with a long bonnet and sloping roofline towards the back, with a small portion of its front bumper visible. This model has been a hot topic of discussion since its official announcement in 2020, and Tesla plans to produce up to 4 million units of the compact EV annually by 2030, utilizing its four gigafactories in the US, Mexico, Germany, and China.

In addition to the teaser, Tesla’s presentation also featured a table with the automaker’s battery capacity estimates for each segment. According to the table, Tesla recommends a 53 kWh LFP battery for the compact EV and a 100 kWh battery pack for the commercial/passenger van.

High-nickel technology is suggested for the larger battery instead of LFP tech to cater to long-range vehicles. Tesla’s estimates suggest that the world would need a massive 112 TWh of batteries to power the entire fleet of 1.403 billion vehicles on the road, assuming all were fitted with EV powertrains.

The “Tesla Master Plan Part 3” paper, published on April 5, continues the automaker’s presentation from its Investors Day event on March 1, outlining Tesla’s assumptions, sources, and calculations for a sustainable global energy economy through end-use electrification and sustainable electricity generation and storage.

While the teaser may not have revealed much about the two upcoming Tesla EVs, it’s a significant step for the automaker towards its goal of mass-producing electric vehicles to pave the way for a sustainable future. As Tesla continues to expand its portfolio, it’s becoming increasingly clear that the company is determined to lead the charge towards a greener tomorrow.

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