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Boeing Starliner abort test (mostly) a success as SpaceX nears Crew Dragon static fire
On November 4th, Boeing completed a crucial pad abort test of its reusable Starliner spacecraft, successful in spite of an unintentional partial failure of its parachute recovery system. Three days later, Boeing revealed what it believed to be the cause of that anomaly in a November 7th press conference.
Meanwhile, SpaceX – having completed Crew Dragon’s pad abort test in 2015 – is preparing for an equally important In-Flight Abort (IFA) test and is perhaps just a day or two away from static firing the Crew Dragon capsule assigned to the test flight.
According to a NASA press release after the test, it “was designed to verify [that] each of Starliner’s systems will function not only separately, but in concert, to protect astronauts by carrying them safely away from the launch pad in the unlikely event of an emergency prior to liftoff.” Although the test wasn’t without flaws, the pad abort test successfully demonstrated the ability of the four launch abort engines and control thrusters to safely extricate astronauts from a failing rocket.
Those theoretical astronauts would have almost certainly survived the ordeal unharmed despite the failed deployment of one of Starliner’s three main parachutes, testing the spacecraft’s abort capabilities and redundancy quite a bit more thoroughly than Boeing intended. To put it bluntly, Boeing’s above tweet and PR claim that the failed deployment of 1/3 parachutes is “acceptable for the test parameters and crew safety” is an aggressive spin on a partial failure that NASA undoubtedly did not sign off on.
Boeing and SpaceX have both suffered failures while testing parachutes, leading NASA to require significantly more testing. However, in a November 7th press conference, Boeing revealed that Starliner’s parachute anomaly wasn’t the result of hardware failing unexpectedly under planned circumstances, but rather a consequence of a lack of quality assurance that failed to catch a major human error. Boeing says that a critical mechanical linkage (a pin) was improperly installed by a technician and then not verified prior to launch, causing one of Starliner’s three drogue chutes to simply detach from the spacecraft instead of deploying its respective main parachute.
Space is Parachutes are hard
Parachutes have been a major area of concern for the Commercial Crew Program. Both SpaceX and Boeing have now suffered failures during testing and have since been required to perform a range of additional tests to verify that upgraded and improved parachutes are ready to reliably return NASA astronauts to Earth. Although the Starliner pad abort test did indeed demonstrate the ability to land the capsule safely under two main chutes, an inadvertent test of redundancy, the series of Boeing actions that lead to the failure will almost certainly be scrutinized by NASA to avoid reoccurrences.
Boeing believes that the parachute failure won’t delay the launch of Starliner’s Orbital Flight Test (OFT), currently targeting a launch no earlier than (NET) December 17th. However, it can be said with some certainty that it will delay Starliner’s crewed launch debut (CFT), at least until Boeing can prove to NASA that it has corrected the fault(s) that allowed it to happen. SpaceX is similarly working to qualify upgraded Crew Dragon parachutes for astronaut launches, although the company has thus far only suffered anomalies related to the structural failure of parachute rigging/seams/fabric.
Abort tests galore
Boeing’s Starliner pad abort test occurred just days prior to a different major abort test milestone – this time for SpaceX. SpaceX Crew Dragon capsule C205 will perform a static fire test of its upgraded SuperDraco abort system, as well as its Draco maneuvering thrusters.
SpaceX has made alterations to the SuperDraco engines to prevent a failure mode that abruptly reared its head in April 2019, when a leaky valve and faulty design resulted in a catastrophic explosion milliseconds before a SuperDraco static fire test. Prior to its near-total destruction, Crew Dragon capsule C201 was assigned to SpaceX’s In-Flight Abort test, and its loss (and the subsequent failure investigation) delayed the test’s launch by at least six months. Crew Dragon’s design has since been fixed by replacing reusable check valves with single-use burst discs, nominally preventing propellant or oxidizer leaks.
If capsule C205’s static fire testing – scheduled no earlier than November 9th – goes as planned, SpaceX may be able to launch Crew Dragon’s in-flight abort (IFA) test before the end of 2019e. Likely to be a bit of a spectacle, Crew Dragon will launch atop a flight-proven Falcon 9 booster and a second stage with a mass simulator in place of its Merlin Vacuum engine, both of which will almost certainly be destroyed when Dragon departs the rocket during peak aerodynamic pressure.
NASA made in-flight abort tests an optional step for its Commercial Crew providers and Boeing decided to perform a pad abort only and rely on modeling and simulations to verify that Starliner’s in-flight abort safety. Assuming that NASA is happy with the results of Starliner’s pad abort and Boeing can alleviate concerns about the parachute anomaly suffered during the test, Starliner’s uncrewed orbital flight test (OFT) could launch as early as December 17th. Starliner’s crewed flight test (CFT) could occur some 3-6 months after that if all goes as planned during the OFT.
If SpaceX’s In-Flight Abort (IFA) also goes as planned and NASA is content with the results, Crew Dragon could be ready for its crewed launch debut (Demo-2) as early as February or March 2020.
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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.
