The obvious reason is probably they want the older problematic models to be removed from the market?
If true, i think getting rid of the older classic Model S model from the market will be a big mistake and hurt Tesla's image.
Many early adopters have taken good care of their Model S and i think keeping them on the road in Public's eyes can only promote market confidence in Tesla seeing that those early models are still holding up well. Personally, i feel my 2013 Model S rides as comfortable or even more comfortable than the new models during my loaner experience with the 2019 Model s 75 and 2016 90D. i could be wrong, but the newer models with the facelift feel like a lighter car; the older models have a more solid feel.
It would be a shame if Tesla does not come out with an affordable battery replacement program for the early adopters in order to force us to turn in those older cars for newer models.
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Now, it rarely makes financial sense on a 8+ year-old out of warranty car that is worth less than the battery cost. The used car market is harsh too, and might not even consider a new battery in the value of the car. The same holds for a new ICE engine in a 150K mile car. It rarely makes financial sense.
https://electrek.co/2020/01/14/tesla-new-85-kwh-pack-for-the-model-s-but/
I have never been one to look at repair cost vs the value of a car. Everyone agrees that cars are not investments, yet everyone starts treating them like they are, when looking at repair costs. If a car is worth $3,000 and needs $4,000 in repairs to bring it back up to par, people will say hell no. So they go out and buy a new car, ending up spending more than the $4K to fix their previous car. Even if they bought another version of their previous car, used, then they will end up starting all over again, whereas had they just spent the money to fix their previous car, they know the repair history of the car.
My biggest hope is, they keep the same platform and make the newer cars batteries work with the older models. if not, that will kill the used ones and the resale value.
FWIW- I had a problem with the HV battery in a 2013 P85 just over a year ago and they swapped it out with a refurb which was of similar rated range. This has happened to plenty of owners at no cost.
This means that, other than a few infant mortality issues as @BH and @TT mentioned above, there currently is no serious market yet for normal replacement batteries.
Tesla does seem to recognize the value that keeping old cars running has for wary potential new customers.
What I really hope, however, is that there is a plan for reuse of the batteries in energy storage since a 50 kWhr Roadster pack with only 75% of its original capacity is still a 37 kWhr battery.
Eh, consider yourself lucky. Im on a 2 month old refurb and its not even great. Power is way down because 4 banks cave under power. Its going to fail early, without question. Dont get me wrong, it drives, it has decent power, but if you are under 75% charge the first 4 modules will drop to 2.7v per cell where the others are at 3.6v. So, it looks like the refurb has 4 modules of really tired cells. This first pack failed as well. People dont understand these batteries, they seem to only look at degradation numbers. The more important thing is to watch the voltages under load. .
There also has been a desire by some to get a larger pack. So far Tesla is not shown any interest in offering that. It may even be problematic, as the car is certified for a specific weight with regulators. Not what regulatory issues Tesla might get in offering such an upgrade that comes with more weight and changes the EPA numbers. Now there is nothing to limit individuals from doing it themselves, perhaps with a donor battery from a totaled car.
Personally I’d be happy with a battery tech that didn’t mind cold & hot temps so much, more efficiency that way would be great too even at the same kWh.
As Gold points out, changing the battery size is going to need some internal software settings changed that are very difficult for non-Tesla people to get too. Doubtful if Tesla would help on this either unless they did the pack replacement.
I'm sure there are negatives to such a system, but I always think about it when you hear about Tesla owners claiming $17K for a refurbed 60kWh out of warranty battery pack.
Not really the case here, its just a few pieces that need upgrading. Teslatap kinda summed it up
I would consider your situation to be "infant mortality". Clearly, you got some bad stuff.
Trying to understand where you get that there is “program” to replace older batteries.
There is no reason to be having this discussion now. Tesloop a limo service in California clock over 480,000 miles on their cars and still had 85% of the batteries' original range. Do you think any of us will do that many miles in our life time?