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European spacecraft converge on the US for rides on SpaceX rockets
Thanks in large part to delays suffered by Arianespace’s next-generation Ariane 6 rocket, a small fleet of European satellites are simultaneously converging on the United States to hitch rides into orbit with SpaceX.
SpaceX launching European payloads is nothing new. The company has occasionally launched spacecraft built in Europe for European space agencies or companies, but the combination is exceedingly rare. For several reasons, however, what was once alien is beginning to become commonplace, and that fact is about to be made even clearer over the remainder of 2022.
SpaceX kicked off a string of six or seven launches of spacecraft built by or for Europe on October 15th. Over the weekend, the company’s workhorse Falcon 9 rocket – 70 meters (230 ft) tall, 3.7 meters (12 ft) wide, and capable of producing up to 770 tons (1.7M lbf) of thrust at liftoff – successfully launched the Hotbird 13F communications satellite into a geostationary transfer orbit (GTO) for the French satcom company Eutelsat.
Hotbird 13F is the first of three Eutelsat satellites the company secretly agreed to launch on SpaceX rockets. Hours after its twin’s launch, Hotbird 13G arrived in Florida in a custom Airbus Beluga XL transport jet (its first visit to the US since 2009) and will soon begin preparing for its own ride on a SpaceX rocket as early as November 2022. Eutelsat 10B, also on track to launch on a Falcon 9 rocket sometime in November, likely left France for Florida on an oceangoing Arianespace ship on October 12th.
Normally, selecting the launch provider for communication satellites that cost eight or nine figures is accompanied by a press release and plenty of celebration. That the European Space Agency, Eutelsat, Airbus, and Thales Alenia said next to nothing until the last moment says a lot about how all parties involved really feel about transferring three of their satellites onto SpaceX rockets. Originally, all three were intended to launch on Arianespace’s rockets: Eutelsat 10B on one of the last Ariane 5s and Hotbird 13F and 13G on one of the first Ariane 6s.
It’s not entirely clear why Ariane 5 wasn’t able to launch Eutelsat 10B, but it’s unsurprising that partners ESA, Thales Alenia, Airbus, and Eutelsat decided to move Hotbird 13F and 13G to Falcon 9. The Ariane 6 rocket meant to launch both satellites simultaneously is years behind schedule, and its launch debut recently slipped even further from late 2022 to sometime in 2023. Originally scheduled to debut in mid-2020, it’s now possible – if not likely – that Ariane 6 won’t be ready to launch until the second half of next year (or even later).
Thanks to those delays, the new rocket will enter the scene with a very busy 2023 and 2024 manifest packed with high-value institutional and commercial payloads from all across Europe. In other words, a pair of semi-commercial communications satellites like Hotbird 13F/13G could have easily been forced to wait for a year or more to launch on Ariane 6. Adding insult to injury, Hotbird 13F and 13G are the first two satellites built under the joint European Space Agency and Airbus Eurostar Neo program, and will now be flying on an American rocket built by a company that is almost singlehandedly responsible for ending a golden era of competitive European launch services.
With confidence in Ariane 6’s debut timing lower than ever, a NASA official recently revealed that ESA is even studying the possibility of launching Euclid – a next-generation two-ton space telescope – on SpaceX’s Falcon 9. Euclid was originally scheduled to launch on one of Arianespace’s Russian-built Soyuz 2.1 rockets (or Ariane 6) in mid-2022. That contract was signed in 2020, six years after Russian President Vladimir Putin reminded the world of his instability, recklessness, and brutality by illegally and unofficially invading Ukraine. In February 2022, after months of obvious buildup, Russia doubled down on its Ukraine offensive with an openly genocidal full-scale invasion. In the aftermath, it kidnapped a batch of European OneWeb satellites, requisitioned a Soyuz rocket the company had already paid for, kneecapped a joint European-Russian Mars mission, and (while mostly mutual) revoked its support of European Soyuz launches.
That has effectively removed Russia as a serious option for European launches or collarboration, leaving several European missions and companies in limbo. Britain’s OneWeb, for example, had an exclusive contract with Russia to launch its entire low Earth orbit (LEO) internet satellite constellation on up to 21 Soyuz rockets. After losing $230 million in the process, the company was forced to abruptly shift gears, and is now on track to launch its first batch of satellites since early 2022 on an Indian SLV-3 rocket. One of at least two SpaceX Falcon 9 missions could follow as early as December 2022. Unless Ariane 6 aces its launch debut in the near future, many more European payloads could find themselves in similar positions in 2023 and 2024.
Meanwhile, several other European-made payloads are preparing for Falcon 9 launches. While these payloads have been assigned to SpaceX rockets from the start, they still demonstrate just how big of a bite the US startup has taken out of the European launch industry. Most recently, the joint NASA-ESA-CSA Surface Water and Ocean Topography (SWOT) spacecraft was flown from France to California on October 17th. Falcon 9 will launch SWOT from the California coast as early as December 2022.
Soon, Japanese startup ispace’s first HAKUTO-R Moon lander – largely assembled, tested, and propellant by France’s ArianeGroup – will be transported from Germany to Florida for a November 2022 SpaceX launch. Germany’s second and third SARah radar satellites could head to the US shortly for a Falcon 9 launch tentatively scheduled as early as the final days of 2022 or early 2023. Finally, SpaceX could complete its first OneWeb launch around the same time.
Elon Musk
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Fort Bend County approved four incentive agreements Thursday for Tesla’s proposed $10.1 billion solar factory.
Fort Bend County commissioners on Thursday approved a package of tax incentives for Tesla’s proposed $10.1 billion solar cell factory near Needville, Texas, giving the company one of the last local approvals it needs before it decides where to build. All four Tesla agreements passed 4 to 0.
The votes covered a property tax abatement inside Reinvestment Zone No. 34, a Chapter 381 economic development agreement, a foreign trade zone non-objection paired with payments in lieu of certain taxes, and a separate payment in lieu of taxes “true up” agreement, according to agenda notes from the Fort Bend Commissioners Court meeting.
The project, known internally as “Project Crystal Sun,” would make solar cells and finished modules on roughly 3,000 acres near FM 762 and FM 1994, south of the Brazos River. As Teslarati reported when the filing first surfaced in August, Tesla’s application under the state’s JETI Act splits the investment into $1.5 billion in real property and $8.6 billion in equipment, with 9,712 permanent jobs projected by 2033 and commercial operations targeted for the first quarter of 2029. The plant would handle the full chain from ingot and wafer production through cell testing.
Inside Tesla’s secretive $10 Billion “Project Crystal Sun” filing
Thursday’s approval does not lock in the site. Tesla has told the Texas Comptroller it is still weighing other locations, and site selection adviser David Dennison told Lamar Consolidated ISD trustees in September that the race had narrowed to Fort Bend and one out of state rival with a “very compelling package,” according to the Houston Chronicle. Tesla hopes to decide before the end of 2026, and the incentives still need sign off from the Comptroller and the Governor’s office.
Local officials have now done nearly everything within their control. Commissioners created the reinvestment zone in an August 24 special meeting, with Interim County Judge Daniel Wong formally withdrawing himself over his engineering firm’s past work with Tesla. Lamar CISD trustees voted 7 to 0 on September 15 to advance a JETI agreement that would tax Tesla’s qualifying property at 50 percent of its value for maintenance and operations from 2029 through 2038.
The plant lines up with a target Elon Musk set on Tesla’s Q4 2025 earnings call in January, when he said the company would “work toward getting 100 GW a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels.” In March, Tesla was reported to be negotiating a $2.9 billion purchase of Chinese solar manufacturing equipment bound for Texas. The Houston area already hosts Tesla’s Megafactory in Brookshire, where Megapack 3 production has started. Tesla said on its Q3 call that Megapack supply for 2027 is nearly sold out, and Musk wrote on X Thursday that the company is “increasing production of Megapacks as much as possible,” as demand from data centers climbs.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Tesla is building its own maps to fix Navigation issues
