The “Volks-Tesla” should revolutionize the market, but now the production of the cheap model Y apparently delays again. That is behind it.
• Start of production of the favorable Tesla Model y probably Q3 2025 at the earliest
• 250,000 vehicles in 2026 possible
• Load customs duties and image problems
Tesla is probably moving the start of a highly expected electric car for the mass market: As several insiders report to the Reuters news agency, the production of a cheaper, slimmed down version of the best -selling SUV Model Y.
Tesla’s cheap model Y is a long time coming
The cheaper Tesla – known internally under the code name E41 – was originally supposed to go to US production in the course of the first half of 2025, as Insiders reported to Reuters. However, according to the three sources familiar with the matter, production starts in the third quarter of 2025 or even in the early 2026. So far, Tesla has not mentioned an official reason for the delay. The company’s statement is still pending.
CEO has been promising for years Elon Musk An affordable Tesla model that is intended to enable the entry into electromobility for broad sections of the population – a declaration of war on established manufacturers and aspiring competition from China. But instead of concrete progress, shifts are increasing.
Big goals, late timing: 250,000 units only in 2026?
Two insiders report to Reuters, Tesla is now planning to produce around 250,000 units of the cheap model Y in the USA in 2026. A later production of the new model is also planned in China and Europe.
The introduction to the Chinese market, as Reuters reported in March, is planned for 2026, while the schedule for Europe remains unclear. The new model should be around 20 percent cheaper in production than the revised model Y, which currently costs around $ 49,000 in the long-range version in the USA-before deducting a tax loan of $ 7,500.
In addition to the slimmed-down model Y, according to three insiders, Tesla also plans a “bare bones” version of his compact limousine model 3. So far, official details have been missing, but analysts are evaluating the strategy as an attempt to facilitate access to the Tesla brand for new buyer groups.
Sales flaut and image problems: Tesla share under pressure
Tesla is currently in a difficult phase. The profit collapsed by 71 percent in the first quarter of 2025. Delivery in the first quarter of the year fell by 13 percent. The Tesla share was also under pressure: since the beginning of the year, the papers have lost around 29 percent (as of April 28, 2025). Some analysts expect this trend to continue in 2025 – among other things because of the ever -increasing model range and a lack of entry model.
In addition, the company is increasingly put under politically pressure. CEO Elon Musks proximity to the former US President Donald Trump and his support of right-wing politicians in Europe ensure controversy and damage the brand’s image.
Tesla in the customs fire: trade conflicts make the situation difficult
The international trade conflict also has a negative impact on Tesla’s planning. In particular, new US tariffs on import vehicles and auto parts make production more difficult. Reuters sources report that Tesla recently stopped plans to ship components for the cybercab and the semi-truck from China to the USA. However, according to the insider, Tesla has increasingly rely on North American suppliers in the past two years. This could possibly cushion the effects of the new trade barriers for the E41.
The renewed delay in the start of a favorable Tesla model sees experts as a setback for the company’s strategy to penetrate the mass market. While the competition from Asia is pushing to Europe with cheap electric cars, Tesla loses time – and possibly market shares. Whether and when the cheap Tesla model will come remains open.
Editor finance.net
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