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How SpaceX is able to achieve its amazing rocket landing accuracy

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After SpaceX’s successful and uniquely exciting launch of Taiwan’s Formosat-5 remote sensing satellite, Elon Musk took to Twitter to reveal some fascinating details about the launch and recovery of the Falcon 9 first stage.

Unabashedly technical, the details Musk revealed demonstrate the truly incredible accuracy of Falcon 9’s recovery, honed over 20 landing attempts and numerous modifications to the launch vehicle. The accuracy is best understood within the context of Falcon 9’s scale and the general scope of orbital rocketry.

The first stage of Falcon 9 Full Thrust, currently the active version of Falcon 9, stands 140 feet tall and 12 feet in diameter. If you can, for a moment, picture a 737 airliner, the plane most people have likely flown aboard on domestic flights. The first stage of Falcon 9 is the same length or greater and the same diameter as Boeing’s workhorse airliner. If you are now imagining a 737 landing on its tail aboard an ocean-going barge, that is a great start. The most common version of the 737, the -800, has an empty weight of 91,000 lb, while Falcon 9’s empty first stage is a bit more than half as heavy. With a full load of fuel, Falcon 9 S1 (first stage) weighs nearly three times as much as the 737-800. A single Merlin 1D engine out of Falcon 9’s namesake nine rocket engines has nearly ten times the thrust of the airliner. In short, Falcon 9’s first stage is massive, both extremely light and extremely heavy, and has a mind-boggling amount of thrust.

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Falcon 9’s ability to land as accurately as it does is due to a combination of multiple technologies and vehicle modifications. Most visible are S1’s cold gas maneuvering thrusters and aluminum or titanium grid fins, both of which are designed to provide some level of control authority and maneuverability to the first stage during its trip within and without Earth’s atmosphere. At the peak of its trips, the first stage is often completely outside of the vast majority of the atmosphere, meaning that aerodynamic forces are no longer relevant or useful for the vehicle. This is where the cold gas thrusters come in: by carrying their reaction mass with them (the gas), Falcon 9 can maneuver outside of the atmosphere. Once the stage descends into thicker atmospheric conditions, the grid fins deploy and are used like wings to guide the stage down to its landing location, be that on land or at sea. While the gas thrusters lose a lot of their utility once in the atmosphere, they can still be used to add a small amount of control authority when needed. They were famously seen fighting a futile battle to save a first stage aboard OCISLY in 2015.

With this in mind, we can take a closer look at Musk’s technical details. First off, we have a photo of the landed booster, Falcon 9 1038, clearly almost dead center on the droneship Just Read The Instructions. More specifically, Musk reports that 1038 landed less than a single meter off the center of the target, and it landed with less than a single meter per second of latent velocity. The first stage thus managed both a soft and deadly accurate landing after traveling to a height of 150 miles – well into what is technically “space” – at a maximum speed of 1.5 miles per second. Without delving further into the details, this is best summarized as “insanely fast”, and is a bit faster than the X-15 rocketplane’s fastest recorded speed. To better put this into context, Falcon 9 1038 traveled to an altitude of 240,000 meters at a top speed of 2,400 meters per second, turned around, and landed on an autonomous barge about two feet off of its optimal target. It is truly difficult to describe how impressive that kind of accuracy is.

The hypersonic X-15 and Falcon 9 S1, with a 737-800 on the right. All vehicles are to scale. (Wikipedia, SpaceX)

Mr. Musk nevertheless did not let 1038 steal all the fanfare, and revealed that the first stage responsible for launching BulgariaSat-1, 1029, had the honor of being the fastest first stage yet, clocking in at at a truly staggering Mach 7.9, or 2,700 meters per second. That speedy mission marked the stage’s second flight and was SpaceX’s second successful reuse of a Falcon 9. Indicative of the intense speed and heat the core experienced, one of the vehicle’s grid fins was noted to have almost completely melted through. Aluminum’s melting point begins at 1,221°F.

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla CEO Elon Musk drops massive bomb about Cybercab

“And there is so much to this car that is not obvious on the surface,” Musk said.

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Credit: Tesla

Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.

The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.

The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.

Tesla shares epic 2025 recap video, confirms start of Cybercab production

Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.

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It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.

Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”

As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.

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Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.

It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.

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Investor's Corner

Tesla Q4 delivery numbers are better than they initially look: analyst

The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.

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Credit: Tesla Asia/X

Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear. 

Munster shared his thoughts in a post on his website. 

Normalized December Deliveries

Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.

“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.

For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.

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Tesla’s United States market share

Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States. 

“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter.  For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.

“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.

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Tesla analyst breaks down delivery report: ‘A step in the right direction’

“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.

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(Credit: Tesla)

Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”

Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.

Tesla releases Q4 and FY 2025 vehicle delivery and production report

Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.

In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.

However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:

“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”

It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.

While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.

Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.

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