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SpaceX’s second Falcon Heavy booster arrives in Florida as launch #2 closes in
SpaceX’s second Falcon Heavy side booster has made its way from Texas to Florida after completing a successful static fire acceptance test at the company’s McGregor complex, paving the way for the third and final booster – currently vertical on McGregor’s test stand – to complete its own round of tests and head East.
Once the third and most important booster – known as the center core – arrives at SpaceX’s Florida launch facilities, all three of the next Falcon Heavy’s boosters will be ready to head into the integration stage, culminating in an integrated static fire prior to the second launch ever of SpaceX’s flagship super-heavy-lift rocket.
A Texas pilot happened to fly by SpaceX’s McGregor facilities on January 11th, catching a live glimpse of a Merlin Vacuum (MVac) or second stage static fire test, as well a Falcon booster – perhaps Falcon Heavy’s next center core – vertical on the facility’s booster static fire stand. While it has not yet been visually confirmed as the next Falcon Heavy center core, a booster traveling through the Waco, Texas area to McGregor was spotted with protuberances that are not normally seen on regular Falcon 9 boosters and happened to be in the right place for FH-specific hardware.
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- A booster – likely the next Falcon Heavy center core – was vertical at McGregor’s S1 static fire stand. (Instagram /u/tcryguy)
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- An MVac or Falcon 9 S2 performs a static fire at McGregor. (Instagram /u/tcryguy)
There is also a case to be made that – per the fact that the first two side boosters have been built, shipped, tested, and delivered back-to-back – SpaceX chose to consecutively manufacture all hardware needed for the second Falcon Heavy instead of producing one or a few single-stick Falcon 9 boosters in between, which the appearance of a center core-like rocket in Texas certainly helps corroborate. While Falcon Heavy side boosters are effectively just Falcon 9 boosters with a few additional attachments and nose cones, currently scheduling indicates that SpaceX may attempt to rapidly turn all three Falcon Heavy Flight 2 boosters around perhaps just 30-60 days after their first launch. Otherwise, once the rocket’s 2019 launches have been completed, both side boosters can be converted back into Falcon 9 boosters and thus reenter SpaceX’s active fleet of flight-proven rockets.
Falcon Heavy’s center core, however, is dramatically different than a regular Falcon 9 booster, owing to the fact that it needs to essentially support triple the thrust and mechanical stresses as single-stick launches. The rocket’s design works to improve payload performance by using the two side cores to boost the center core and leave it with far more propellant left over than Falcon 9 would during a comparable launch profile, roughly equivalent to a three-person bike where only two people are pedaling hard. During a Falcon Heavy launch, side boosters thus separate a solid 30-60 seconds before the center core parts ways with the upper stage and payload.
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- A diagram from a recent SpaceX document offers an idea of what Falcon Heavy Block 5 will look like. (SpaceX)
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- The first Falcon Heavy, seen here fully integrated aside from its payload fairing. (SpaceX)
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- Falcon Heavy just prior to its launch debut, February 2018. (Tom Cross)
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- SpaceX’s Falcon Heavy prepares for the huge rocket’s inaugural launch. (SpaceX)
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- LZ-1 and LZ-2, circa February 2018. (SpaceX)
Thanks to its significant differences, it’s highly unlikely – if not impossible – for a Falcon Heavy center core to launch a regular Falcon 9 mission. As such, once Falcon Heavy’s 2019 launches are completed, the center core will most likely be processed, refurbished, and then stored until the next Falcon Heavy payload is ready to go, at which point Falcon 9 boosters would be converted into Heavy side cores. Given that the Block 5 upgrade is designed to allow Falcon boosters to perform as many as 10 launches with minimal to no refurbishment and 100+ with regular repairs and maintenance, it’s entirely possible that a single Falcon Heavy center core could theoretically support all possible future launches of the rocket.
In reality, customers like the USAF and NASA will probably request new hardware for foreseeable Falcon Heavy launches, most of which would likely be extremely expensive flagship satellites (AFSPC-52) or interplanetary spacecraft (Europa Clipper).
Fans of @SpaceX will be interested to note that the government is now taking very seriously the possibility of flying Clipper on the Falcon Heavy.
— Eric Berger (@SciGuySpace) December 3, 2018
Falcon Heavy’s next two launches are planned as early as March (a large communications satellite called Arabsat 6A) and April (an experimental USAF launch called STP-2 with two dozen separate payloads). With two side boosters already in Florida, those dates are now serious possibilities, and the center core’s arrival will be the telltale sign that Falcon Heavy’s second launch ever is imminent.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
