I noticed an article come across my news feed claiming a Chinese company has signed a deal to supply permanent magnets to Tesla. http://www.indmin.com/Article/3602814/Tesla-signs-permanent-magnet-supply-deal.html
Another article on the Rare Earth Elements market states, "...it is argued that Tesla Motors will move to replace their AC induction motor, which does not use REEs, to a permanent magnet motor that requires rare earth permanent magnets. Although cheaper, the AC induction motor is larger, heavier, and less efficient resulting in more draw on the lithium ion battery pack, when compared to a permanent rare earth magnet motor." -- http://rockstone-research.com/index.php/en/research-reports/2072-Commerce-Resources-Well-Positioned-For-Robust-REE-Demand-Growth-Going-Forward
Also, on October 11, 2015, JB Straubel told an audience at the University of Nevada, Reno, "We’re inventing a whole new platform: it’s a new battery architecture, it’s a new motor technology — brand new vehicle structure..." http://evobsession.com/tesla-cto-jb-straubel-model-3-is-going-to-be-mostly-new-technology/
These three datapoints could signal a change in the Tesla powertrain for the Model 3.