Tesla has remained officially silent, but the evidence and community speculation point to a few compelling possibilities. This isn't just a random parts shortage; it's a calculated move.
Theory 1: A Cost-Cutting "De-Contenting" Campaign (Most Likely)
This is the simplest explanation. Tesla is known for aggressively optimizing its manufacturing costs. Removing a button, a light, and its associated wiring might only save a few dollars per car, but multiplied by hundreds of thousands of vehicles, the savings are substantial. They may be betting that most owners will never notice or need the feature.
Theory 2: Preparing for the "Model Y Standard" (Very Plausible)
Tesla is expected to launch a cheaper variant of the Model Y. It's highly likely that this budget model would use a cheaper frunk design without this release. To simplify production, Tesla may have started using this new, cheaper frunk liner across all models sooner than expected, creating this inconsistency.
Theory 3: A Regulatory Gamble (Risky)
There's a chance Tesla's legal team has interpreted FMVSS 401 to mean the frunk no longer qualifies as a "trunk" that needs a release, perhaps due to its size. However, with no public change in the law, this would be a huge gamble that invites scrutiny from the NHTSA.