Tesla Model Y L US Debut

1. Tesla is set to launch the larger Model Y L in the US, a 6-seater version of the popular Model Y, with production expected to begin in September at the Gigafactory in Texas [1]. This move comes after the company discontinued the Model X, leaving a gap in its US lineup for a three-row, more-than-five-passenger SUV.

2. The Model Y L is a longer version of the Model Y, with a 7-inch longer wheelbase and a 2-inch taller roof, providing more space for passengers, especially in the third row [3]. This is a significant improvement over the current 7-seater option, which has been criticized for its cramped third row and limited legroom.

What drove the move

The decision to launch the Model Y L in the US is likely driven by the need to fill the gap left by the discontinued Model X, as well as the strong sales of the Model Y, with 78,591 units sold in Q1, representing one out of every three EVs sold in the quarter [1]. The Model Y L is already available in China, Australia, and India, and its launch in the US is expected to boost sales of the SUV further.

The competitive picture

The Model Y L will compete with other three-row EVs, such as the Kia EV9, and is expected to be priced between the Model Y Premium and the Model Y Performance, likely around $50,000 to $57,000 [4]. The Model Y L's longer wheelbase and taller roof provide more space for passengers, making it a more practical option for families.

What to watch

• The launch of the Model Y L in the US, expected before the end of 2026
• The pricing of the Model Y L, which will likely be announced closer to the launch date
• The competitive response from other EV manufacturers, such as Kia and Hyundai, which may launch their own three-row EVs in response to the Model Y L

The launch of the Model Y L in the US is a significant move for Tesla, as it fills a gap in its lineup and provides a more practical option for families. The success of the Model Y L will depend on its pricing, features, and how it competes with other three-row EVs in the market.