News
SpaceX set to deliver cargo to the space station with a twice-flown Dragon spacecraft
SpaceX is set to become the only company in history to launch the same commercial space capsule to orbit three times, a milestone of orbital spacecraft reuse in an otherwise ‘routine’ Cargo Dragon mission to the International Space Station (ISS).
Known as CRS-18, the mission will (hopefully) see Cargo Dragon capsule C108 and a fresh trunk deliver several tons of cargo to the ISS, SpaceX’s second of three such launches planned for 2019. Beyond Cargo Dragon’s third trip to orbit, building upon SpaceX’s inaugural commercial spacecraft reuse back in June 2017, Falcon 9 B1056.1 will become the first flight-proven Block 5 booster to launch a NASA mission, potentially setting the particular core up for many more NASA reuses to come. CRS-18 is scheduled to launch no earlier than (NET) 6:24 pm EDT (21:24 UTC), July 24th.
SpaceX reused one of its Cargo Dragon (Dragon 1) capsules for the first time in June 2017, becoming the first company in history to recover and reuse an orbital-class spacecraft, much like the company is about to become the first to reuse a commercial spacecraft twice. Speaking at the ISSR&D 2017 conference, SpaceX CEO Elon Musk noted that – despite the fact that it was the first time a commercial entity (including SpaceX) had reused an orbital spacecraft – the cost of refurbishing Cargo Dragon C106 was no less than 50% cheaper than building a new capsule.
The cost-effectiveness of Cargo Dragon reuse has likely only improved in the two years since that historic first, meaning that SpaceX’s ISS resupply runs likely feature some extremely healthy margins for the company. According to an exhaustive 2017 analysis of CRS costs, the total cost of a single Cargo Dragon resupply mission is likely ~$175M (FY19). (Zapata, 2017)

Aside from CRS-18, SpaceX has two Dragon 1 launches remaining in its original CRS1 contract with NASA. Both will also necessarily make use of twice-flown capsules like CRS-18, leaving SpaceX with a retired fleet of no fewer than three thrice-flown and three twice-flown orbital spacecraft as Dragon 2 (Crew Dragon) takes the reins. Current schedules show SpaceX’s final CRS1 launch – CRS-20 – following CRS-19 (NET December 2019) in March 2020. Cargo Dragon 2’s launch debut is currently scheduled no earlier than August 2020 and – as all Cargo Dragon 2 launches – will reuse a lightly-modified, orbit-proven Crew Dragon capsule.
CRS-18: bad weather in spades
CRS-18 will likely face some of the worst weather SpaceX has ever experienced during an attempted Falcon 9 launch, with July 24th and the July 25th backup window carrying probabilities of violation (i.e. a scrub) of 70% and 80%, respectively. In other words, there is a measly 30% and 20% chance that Falcon 9 will be able to launch CRS-18 this Wednesday or Thursday.
Supporting the Cargo Dragon launch is Falcon 9 booster B1056.2, likely to set the second-fastest Falcon 9 turnaround time with just 80 days between its May 4th launch debut and CRS-18. SpaceX’s turnaround record currently stands at 74 days – a three-way tie between boosters B1048, B1052, and B1053. Additionally, B1056’s second launch will also mark the first time that NASA has reused a Block 5 booster, an important indication that the space agency is extremely comfortable with SpaceX’s latest Falcon 9 variant and its associated reuse procedures.
Stay tuned as Falcon 9 prepares to go vertical at Cape Canaveral Launch Complex 40 (LC-40) and the Air Force Station’s final T-24h launch day weather forecasts begin to roll in
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News
Tesla hints it could see ‘a few more vehicles’ released soon
Denholm said on CNBC yesterday that “we do have a few other vehicles coming out.”
Tesla Board Chair Robyn Denholm hinted the company could see “a few more vehicles” coming out and being released soon, although there is no indication of what could be on the way based on her comments.
However, Tesla has hinted toward several potential releases in the coming years, as other executives, including Chief Designer Franz von Holzhausen, have talked briefly about what could be on the way.
Denholm said on CNBC yesterday that “we do have a few other vehicles coming out.”
BREAKING: $TSLA BOARD CHAIR ROBYN SAYS — “WE HAVE NEW VEHICLES COMING OUT” 👀
It’s happening ! pic.twitter.com/f8UuZWGLuP
— TheSonOfWalkley (@TheSonOfWalkley) October 27, 2025
It was a vague and almost cryptic sentence, as, in all honesty, it was not completely clear whether she was talking about recent releases that are just making their way to market, like the Model 3 and Model Y “Standard,” or new vehicles altogether.
Nevertheless, it’s worth dissecting.
Tesla “Standard” Models
On October 7, Tesla launched the Standard Model 3 and Model Y, stripped-down versions of their now “Premium” siblings. The Standard trims lack premium features like leather seats, a rear touchscreen, and a glass roof, among other features.
These cars are just starting to be delivered for the first time, so it is possible that Denholm was referring to these cars.
Potential Model 2 Hint?
There has always been a looming vehicle model that many Tesla fans and owners have been intrigued by: the Model 2.
This car was hinted at being the $25,000 model that Tesla was rumored to be developing, and many thought that was the vehicle that would be released earlier this month, not the Standard Model 3 and Model Y.
Instead, the Model 2 could be something that would enable Tesla to reach an entirely new consumer base, including those who are not able to swing the payment for the company’s more premium offerings.
It seems Tesla will have to launch some sort of extremely affordable model in the future, and with the Cybercab being slotted at that rough price point, it would not be out of the question for it to be in the realm of possibility for future releases.
It’s worth noting, however, that it is probably unlikely this will happen. Tesla is so deadset focused on autonomy, it seems Cybercab would take extreme precedence over the unconfirmed “Model 2.”
Cybertruck-inspired SUV
Tesla fans have been begging the company to develop a full-size SUV that would compete with the Ford Expedition or Chevrolet Tahoe, but the company has not given any indication that this would be something it would build.
Nevertheless, there was a very subtle hint in a recent promotional clip that showed a Cyber SUV mock-up placed strategically next to a clay model of a Model 3:
The Model X is simply not what people want when it comes to an SUV, as it does not have the seating capacity and cargo space that many need with a full-sized SUV.
This issue, in particular, has been one that has been extremely relevant to the company’s future lineup as consumers have shown they would be interested in a Tesla vehicle that fit this description.
Additionally, von Holzhausen said in September that a Cyber SUV or a smaller electric pickup with a more traditional design is “definitely things we’ve considered…We’re working on so many innovative and fun things.”
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Investor's Corner
Tesla enters new stability phase, firm upgrades and adjusts outlook
Dmitriy Pozdnyakov of Freedom Capital upgraded his outlook on Tesla shares from “Sell” to “Hold” on Wednesday, and increased the price target from $338 to $406.
Tesla is entering a new phase of stability in terms of vehicle deliveries, one firm wrote in a new note during the final week of October, backing its position with an upgrade and price target increase on the stock.
Dmitriy Pozdnyakov of Freedom Capital upgraded his outlook on Tesla shares from “Sell” to “Hold” on Wednesday, and increased the price target from $338 to $406.
While most firms are interested in highlighting Tesla’s future growth, which will be catalyzed mostly by the advent of self-driving vehicles, autonomy, and the company’s all-in mentality on AI and robotics, Pozdnyakov is solely focusing on vehicle deliveries.
The analyst wrote in a note to investors that he believes Tesla’s updated vehicle lineup, which includes its new affordable “Standard” trims of the Model 3 and Model Y, is going to stabilize the company’s delivery volumes and return the company to annual growth.
Tesla launches two new affordable models with ‘Standard’ Model 3, Y offerings
Tesla launched the new affordable Model 3 and Model Y “Standard” trims on October 7, which introduced two stripped-down, less premium versions of the all-electric sedan and crossover.
They are both priced at under $40,000, with the Model 3 at $37,990 and the Model Y at $39,990, and while these prices may not necessarily be what consumers were expecting, they are well under what Kelley Blue Book said was the average new car transaction price for September, which swelled above $50,000.
Despite the rollout of these two new models, it is interesting to hear that a Wall Street firm would think that Tesla is going to return to more stable delivery figures and potentially enter a new growth phase.
Many Wall Street firms have been more focused on AI, Robotics, and Tesla’s self-driving project, which are the more prevalent things that will drive investor growth over the next few years.
Wedbush’s Dan Ives, for example, tends to focus on the company’s prowess in AI and self-driving. However, he did touch on vehicle deliveries in the coming years in a recent note.
Ives said in a note on October 2:
“While EV demand is expected to fall with the EV tax credit expiration, this was a great bounce-back quarter for TSLA to lay the groundwork for deliveries moving forward, but there is still work to do to gain further ground from a delivery perspective.”
Tesla has some things to figure out before it can truly consider guaranteed stability from a delivery standpoint. Initially, the next two quarters will be a crucial way to determine demand without the $7,500 EV tax credit. It will also begin to figure out if its new affordable models are attractive enough at their current price point to win over consumers.
Elon Musk
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
Tesla could be forced to look for a new CEO in the coming months, as a crucial November 6 Shareholder Meeting vote will determine whether Elon Musk will stick around.
A major vote is coming up at the 2025 Tesla Shareholder Meeting, as investors will determine whether Musk should be given a new compensation plan that would award him up to $1 trillion and more than one-fourth of the total voting power within the company.
Tesla board chair reiterates widely unmentioned point of Musk comp plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
“My fundamental concern with regard to how much voting control I have at Tesla is if I go ahead and build this enormous robot army, can I just be ousted at some point in the future? That’s my biggest concern,” Musk said at last week’s Earnings Call. “That’s what it comes down to in a nutshell. I don’t feel comfortable wielding that robot army if I don’t have at least a strong influence.”
Tesla Board of Directors Head Robyn Denholm has been on somewhat of a PR tour over the past few days, answering questions about the compensation plan, which is among the biggest issues currently for the company.
Denholm told Bloomberg yesterday that Tesla investors need to be prepared for Musk to abandon ship if the package is not approved, which brings on a new question: Who would take over the CEO role?
That is a question Denholm also answered yesterday, bringing forth the conclusion that Tesla would not look for an outside hire if Musk were to leave the company. Instead, it would promote someone internally.
The way it was reported by Bloomberg and Reuters seems to make it seem as if Tesla is preparing for the worst, as it states the company “is looking at internal CEO candidates,” not preparing to do so.
Of the executives at Tesla who immediately come to mind as ideal candidates for a potential takeover should Musk leave, Tesla China President Tom Zhu and Head of AI Ashok Elluswamy both come to mind. Zhu has monumental executive experience already, as he was appointed to the role of Senior VP of Automotive back in December 2022.
He then returned to China in 2024.
It seems Tesla wants to align its future, with or without Musk, on the same path that it is currently on, and internal candidates might have a better idea of what that looks like and truly means.
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