News
Electric aircraft could transform short-distance regional air travel
Whenever the subject of electric aircraft comes up I see the room filled with skeptical looks. The looks are not unwarranted. Even electric cars remain in the low single digits for worldwide market share and electric flight is undoubtedly a greater hurdle. The enemy of flight is weight after all and batteries are rather heavy. The skepticism though, while justified, is misplaced.
The problem is that we tend to think of air transport as large intercontinental craft flying thousands of miles at a time. Those certainly exist and there’s even one that travels 9000 miles, flying 17 hours from Perth to London. The reality for most air travel, however, is somewhat different. Statistics from the US Bureau of Transportation show that the overwhelming majority of US passengers are on domestic flights and what’s more, nearly half of those are under 700 miles.
Source: Bureau of Transportation Statistics – T100 domestic, all carriers
The data graphed above shows that 20% of domestic passengers are flying under 350 miles in the USA, with nearly 50% under 700 miles. Forget about the 9,000 mile international flights, this is the market for electrified flight in the near-term. The aircraft to support it are nearly here.
I’ve written in the past about the various electric aircraft in development from companies like Zunum Aero, Wright Electric, Airbus/Siemens, NASA, Eviation, BYE, and others. It’s still very early but advancement is steady and the age of electric flight is coming. For a moment consider Zunum Aero’s aircraft, the ZA10. It’s a 12-seat hybrid for regional transport, slated to begin test flights next year and deliveries in the early 2020s. The aircraft is targeting a range of 700 miles and will have a shorter range all-electric version. There’s also a larger variant planned.
Zunum Aero’s ZA10
- 60 to 80% reduction in operating costs
- 80% lower emissions and noise
- 40% reduction in runway needs
- Hybrid-electric range of 700 miles
Back to those skeptical looks. The financial driver for electrification is huge, with the potential to reduce operating costs 60 to 80%. More so with carbon pricing. If said hybrid aircraft also create less pollution, require shorter runways, reduce maintenance, and produce less noise, well then which carriers wouldn’t want to use them? Particularly in a regional market which, as noted previously, includes nearly 50% of all domestic flights in the US.
That all seems great, but even this understates the impact of electrification. What’s missing from the analysis is the potential for electric aircraft to fundamentally transform air travel as we know it, to vastly increase the number of flights under 700 miles.
The data we have today shows us the past, but this is the future:
Electric and hybrid aircraft have the potential to open up new regions to air travel, revitalize small neglected airports, create jobs in small communities, and make travel more enjoyable for everyone. This vision will become a necessity if we hope to have a cohesive society and growing economy,
“In the globalized economy, communities without good air service struggle to attract investment and create jobs” – Zunum Aero
There’s a wonderful write-up on IEEE Spectrum which highlights how electrification can be the catalyst that rejuvenates regional travel. The article’s authors are from Zunum Aero, including the founder and the chief technology officer.
The article includes some interesting statistics on the current state of air travel. For example, the authors note that only 1% of the airports in the USA are responsible for 96% of the air traffic and that since 1980 the average aircraft seat capacity has increased by a factor of 4. What if electric aircraft can increase travel to just some of those other airports?
The current state of air travel is largely the result of financial choices made over many decades. Larger aircraft are more economical to purchase and operate, while fewer routes keep aircraft load factors high and simplifies logistics.
“Regional Travel is Ripe for Reinvention” – JetBlue Technology Ventures
The problem with this is that large airplanes require large infrastructure to support them (think space, buildings, runways) and the noise they generate is not well liked by residents. There aren’t many airports able to accommodate these needs so people are funneled to major airports located outside of major cities, sometimes inconveniently out of the way of the passengers’ ultimate destinations. This means more time is spent traveling to the airport, at the airport, and flying on the airplane, for an experience that is all to often chaotic and impersonal. In fact, door to door travel times have actually gotten worse for regional air travel, not better. Add in a snowstorm or a single large aircraft is delay and it can become a logistical nightmare.
The benefits of electric aircraft are particularly well suited to regional air travel needs. The question is, will it be enough to usher in a renaissance for regional flight, where smaller aircraft travel more routes and to smaller airports? I certainly think so. Toronto has a great example of how this might occur. The Toronto Island airport can only operate small aircraft due to noise restrictions, but it’s use has grown steadily. It’s accessibility from downtown and the spectacular speed of service are key drivers. With electric aircraft I believe this type of scenario will become the norm.
Now, what if you could do it from your own front door?
Hyper-local air travel with electric vertical takeoff and landing aircraft (E-VTOL)
Imagine this. You wake up in the morning, dress, open your phone and request an electric vertical takeoff and landing aircraft (VTOL) to take you to a city a few hours drive away. An electric autonomous car picks up you and drives you to a local VTOL access point, on top of a parkade near your home. Several small two and four seat aircraft are waiting there. Maybe someone is there to greet you but it’s only customary. Your phone recognizes your access and opens up the passenger compartment to your aircraft. You get in, there is no pilot, no cockpit – the vehicle is autonomous. Quickly the electric motors spin up, the craft rises into the air and carries you directly into the centre of a nearby city. Or maybe you go to a remote campsite or to an airport outside of the city where you can access an intercontinental flight. All of this for a cost less than traditional means of transport.
Long have we been promised a future of flying cars, but this time electric propulsion and increased autonomy can actually make it happen. Check out the video below of the first full scale test flight of the Lilium Jet in 2017. Such ideas were once confined to science fiction, but no more. Yes, this technology is in the early stages and it remains to be seen how far batteries can take us. Yet those batteries get better each year. For Lilium’s part they have manned test flights coming next year and they are targeting a range of 300km and speed of 300km/hr. That could open up a whole new type of air travel.
Electric VTOL – Lilium
Lilium started in 2013 with the vision of developing an all-electric “air-taxi” vehicle.
There are now dozens of companies working on electric VTOL aircraft, with over 100 projects underway. Norway’s aircraft operator Avinor even issued a report earlier this year that sees a path to small VTOL aircraft with 1 or 2 passengers in the early to mid 2020’s, with larger 4 or 5 person craft reaching market by the end of the 2020’s.
The fascinating world of VTOLs aside, fixed-wing hybrid and electric regional jets provide an obvious path for electrification. This will reduce operating costs, open up new opportunities for passengers, and reduced the environmental impact of flying. It’s where corporations and countries are already going. Norway for example has a target of 2030 for all regional flights to be fully electric, not hybrid, fully electric. While operators and manufacturers are pushing to see who can take the lead. One thing is certain, with the coming advancements in electric flight regional transport will never be the same.
News
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
NASA just gave SpaceX a $946 million contract for three more astronaut missions through 2030.
NASA has awarded SpaceX a $946 million contract modification covering three more astronaut missions to the International Space Station, according to an announcement the agency published Friday. The award adds Crew-15, Crew-16, and Crew-17 to SpaceX’s existing Commercial Crew Transportation Capability contract, bringing the agreement’s total value to $5.92 billion across 17 flights.
SpaceX confirmed the award on X, writing that it was excited for Falcon 9 and Dragon to launch NASA’s Crew-15, 16, and 17 missions to the Space Station from Florida. The new missions cover ground, launch, in orbit, and return operations, along with cargo transport and a lifeboat capability while docked at the station, and the period of performance runs through 2030.
We’re excited for Falcon 9 and Dragon to launch @NASA’s Crew-15, 16, and 17 missions to the @Space_Station from Florida https://t.co/Qm16vVK9F3 pic.twitter.com/drg3s7GtuM
— SpaceX (@SpaceX) September 18, 2026
The award follows a notice of intent NASA issued in May, when the agency first signaled it would purchase up to six additional post certification missions from SpaceX. Teslarati covered that filing at the time, noting NASA cited technical issues and schedule delays encountered by Boeing as a driving factor. Friday’s contract modification locks in three of those six missions, with the remaining three left open for NASA to award later, potentially to Boeing if Starliner clears certification.
Boeing’s CST-100 Starliner has still not flown an operational crew rotation mission for NASA. The spacecraft’s most recent crewed test flight in 2024 ended without the astronauts returning aboard Starliner, and the company has spent the time since working through thruster problems. SpaceX President Gwynne Shotwell said this week that SpaceX is not retiring Crew Dragon today, for sure, while stopping short of committing to fly it past 2030.
Crew-12 is currently docked at the space station, and NASA has said Crew-13 is targeting a launch in the coming weeks. The newly awarded Crew-15 through Crew-17 missions extend SpaceX’s role as NASA’s primary way of getting astronauts to and from orbit well into the back half of the decade, regardless of what happens with Starliner or Starship in the meantime.
Investor's Corner
New drone video shows Tesla’s Optimus Factory reaching a turning point
New drone footage shows Tesla’s dedicated Optimus factory steel frame nearing completion at Giga Texas.
Tesla’s dedicated Optimus factory at Gigafactory Texas is closing in on a finished steel frame, according to drone footage posted Thursday afternoon by longtime site observer Joe Tegtmeyer. In the video, Tegtmeyer said structural steel assembly is now about five column grids away from reaching the building’s north perimeter beam, putting the primary skeleton in its final stretch roughly six months after Tesla broke ground on the North Campus site in late March.
The Giga Texas Optimus Factory latest update … construction keeps moving fast!
Steel assembly is now only about 5 column grids from the north perimeter beam. Concrete is going in on the three upper floors, rebar is still being laid for more pours, and footing / grade-beam work… pic.twitter.com/qvFPvwnYzW
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 17, 2026
Tegtmeyer’s footage shows concrete already going in on three upper floors while crews continue laying rebar and pouring grade beam footings at ground level. That kind of parallel work, steel rising at one end of the site while concrete sets at the other, is a scheduling approach Tesla used at the original Giga Texas building and appears to be repeating here to save time before the plant’s targeted 2027 production start.
Teslarati has tracked the building’s progress since Tesla confirmed construction was officially underway in May, when the first steel structure went up on what was then bare, reclaimed land. The facility is part of a more than 5.2 million square foot expansion of Giga Texas’s North Campus that Tesla has said will eventually run nearly the length of the existing vehicle factory, over 4,000 feet, while sitting somewhat narrower. Musk has pegged the long term output target at 10 million Optimus units a year once the line is running at full capacity, a volume that would dwarf the one million unit pilot line Tesla is standing up separately at its Fremont, California factory.
Tesla Giga Texas to feature massive Optimus V4 production line
The Texas facility sits alongside another major buildout on the same campus. Terafab, the joint Tesla and SpaceX chip fabrication plant that will eventually supply the silicon running Optimus units in the field. Housing robot assembly and chip production on the same grounds is a deliberate supply chain decision, cutting down on the shipping and lead time that would otherwise sit between the two.
Tesla has not given an updated timeline beyond its previously stated goal of bringing high volume Optimus production online at the site in the summer of 2027. Fremont’s smaller pilot line began mass producing the current Gen 3 robot in January, with that plant expected to build tens of thousands of units this year primarily to generate the real world data Tesla needs to refine the robot’s software before Giga Texas ramps up. Six months of visible construction progress, tracked almost entirely through Tegtmeyer’s recurring drone flights, gives the clearest outside look yet at how seriously Tesla is treating that 2027 deadline.
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
New drone video shows Tesla’s Optimus Factory reaching a turning point
