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DeepSpace: NASA’s Europa Clipper suffers under SLS, Moon landers win funding, and Russia talks lunar ambitions

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7 years ago

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NASA's ambitious and exciting Europa Clipper mission is being held back by the joint NASA-Congress SLS rocket. (NASA/Teslarati)

Eric Ralph · June 4th, 2019

Welcome to the latest edition of DeepSpace! Each week, Teslarati space reporter Eric Ralph hand-crafts this newsletter to give you a breakdown of what’s happening in the space industry and what you need to know. To receive this newsletter (and others) directly and join our member-only Slack group, give us a 3-month trial for just $5.

In this week’s analysis, there is simply too much going on to focus on any single overarching theme. NASA awarded ~$250M to fund three commercial Moon landers, Russia revealed an impossibly ambitious schedule for its conceptual crewed Moon program, and NASA’s Office of the Inspector General (OIG) released a report that did not look kindly on the management of the Europa Clipper spacecraft’s supposed plans for an SLS rocket launch.

While it is increasingly clear that the 2020s are likely to be the most exciting period of spaceflight activity in decades, it remains equally clear that most of the world’s space exploration – despite the incredible results often produced – is poorly and inefficiently managed. Upsets may well be served by commercial hopefuls like SpaceX, Blue Origin, iSpace, and others, but we are likely set to witness another decade or so of wasteful, results-phobic human spaceflight efforts lead on a wild goose chase after NASA’s Moon return ambitions. If it ends up being anything like the SLS rocket and Orion spacecraft it is being artificially locked to, the Moon return may eventually accomplish something approximately half a decade behind schedule after vacuuming up at least $10-20B of federal funding.

At the same time, the robotic exploration expertise of NASA, ESA, Japan (JAXA), China (CNSA), India (ISRO), and Russia (Roscosmos) will be thrown at a bevy of spacecraft and landers with destinations throughout the solar system.

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Europa Clipper deserves better ‘sails’

  • As of now, Congress has “mandated” that Europa Clipper and a planned Lander follow-up both launch on NASA’s Space Launch System (SLS) rockets. This was a political ploy by long-time supporter John Culberson (now a former US representative) meant to gain the support of Congressional gatekeepers focused on preserving SLS and Orion-related pork that feeds into their legislative districts or states (Sen. Shelby, Sen. Nelson, and others).
  • Developed by Lockheed Martin with the support of the European Space Agency (ESA), the Orion spacecraft is essentially an overweight, underpowered modern version of NASA’s Apollo Command and Service Module (CSM). Despite its mediocre capabilities, the spacecraft could theoretically be useful for NASA’s crewed exploration ambitions.
    • Sadly, Orion has been almost inextricably linked to NASA’s SLS rocket, built (for the most part) by Boeing and Aerojet Rocketdyne. Originally known as Ares V, the comparatively downsized SLS has always been meant to launch extremely large payloads. In theory, even the early SLS Block 1 (likely the only variant that will ever fly) would be capable of delivering ~25 metric tons to Mars and 6.3 mT directly to Jupiter.
  • That performance would also drastically cut the amount of time it takes Europa Clipper to travel from Earth to Jupiter from 6-7 years to about 3 years.
  • Hilariously, despite both Europa Clipper and SLS having been in development for years and the latter being legally required to launch the former, NASA still hasn’t verified (with certainty) that SLS Block 1 is actually capable of launching EC directly to Jupiter, the only benefit of SLS being the 3 years of time saved by a direct trajectory.
  • Even worse, despite mission delays that pushed Europa Clipper’s launch target from 2022 to 2023, NASA has yet to actually order new SLS boosters beyond the first two, assigned to Orion missions NET 2021 and 2022.
    • As NASA OIG notes, according to past estimates from NASA officials, the agency would need a minimum of 52 months (4.3 years) of lead time for Boeing and Aerojet Rocketdyne to build new SLS boosters. In other words, NASA would have had to order new boosters in September 2018 (8 months ago) for Europa Clipper to have a chance of launching on SLS in 2023.
  • Due to all of this absurd and avoidable uncertainty, large amounts of money and time are being wasted designing Europa Clipper to essentially be launcher-agnostic, able to fly on Falcon Heavy, Delta IV Heavy, or SLS. At this rate, it’s not even clear if a third SLS will be ready to launch Europa Clipper in 2024, barring a miraculously perfect performance during its launch debut (“Artemis-1”, formerly EM-1).

Dispatch from the Moon (bureaucracy)

  • Earlier this week, NASA announced its first truly Moon landing-focused contracts, awarding a total of $253M to OrbitBeyond, Astrobotic, and Intuitive Machines for commercially-developed Moon landers that could be ready for lunar landings as early as September 2020, July 2021, and July 2021, respectively.
    • Astrobotic and Intuitive Machines aim to deliver 90 kg and 100 kg of payload to the Moon’s surface, while OrbitBeyond is targeting ~40 kg despite receiving ~$25M more from NASA. Regardless, it has to be said that ~$250M is extremely cost-effective for the 230 kg (510 lb) worth of payloads it could deliver to the Moon. For comparison, in 2015, NASA purchased a single Delta IV Heavy launch (for its Parker Solar Probe) at a cost of almost $390M
    • Not only does that $250M include launch costs (two or even three of which will likely end up as copassengers on Falcon 9 launches), but it includes delivery to the surface of the Moon.
  • Additionally, an unknown proportion of that funding has clearly been directed towards the development and maturation of unflown and (mostly) unbuilt lunar landers, all of which could potentially offer even more affordable lunar delivery services once development is finished.
  • Finally, Russian space agency Roscosmos apparently has plans (or at least a Powerpoint) to land cosmonauts on the Moon as early as 2030. To accomplish that incredibly ambitious feat, Russia would effectively need to develop three entirely new rockets – two of which are far larger than anything Russia has built since the fall of the USSR – and a brand new crew and deep space-capable spacecraft (Federation).
  • The ambition is undeniably inspiring and could create a truly fascinating race-that-isn’t-really-a-race back to the Moon. However, the reality is that Russia as a country and economy is struggling, and those difficulties are obvious in Roscosmos – woefully underfunded and eternally tossed about as a political puck and source of easy embezzlement.
    • A Soyuz spacecraft launched to the ISS last year was found to have a literal hole in it, the likely result of sloppy manufacturing and nonexistent quality control. A few months later, a Soyuz 1.2 rocket failed mid-flight while launching a trio of astronauts, triggering the first human spaceflight abort/failure in almost two decades.
    • All three astronauts were safely recovered but those two failures alone suggest that Russia has some soul-searching a budget-tweaking to do before it has any chance of successfully (let alone safely) undertaking its ambitious lunar program.
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– Eric
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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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Elon Musk

Tesla Optimus project fires up as Musk sees production line progress

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16 hours ago

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July 1, 2026

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Credit: Elon Musk | X

Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.

Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.

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The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.

In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.

Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.

The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.

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Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.

Tesla isn’t joking about building Optimus at an industrial scale: Here we go

Optimus Development Timeline

  • August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
  • 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
  • 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
  • 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
  • January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
  • April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
  • July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing

Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.

The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.

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Investor's Corner

Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’

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18 hours ago

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July 1, 2026

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Credit: MarcoRP | X

Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.

In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.

In regard to Tesla, Burry wrote:

“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”

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This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.

The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.

The Tesla and SpaceX merger everyone is talking about is quietly building

Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.

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The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.

This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.

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Investor's Corner

SpaceX gets initial stock coverage from Tesla’s biggest bull

Published

19 hours ago

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July 1, 2026

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SpaceX Starship V3 flight 12
SpaceX Starship V3 flight 12 (Credit: SpaceX)

Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).

Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.

“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”

Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12

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Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.

It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”

Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.

There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:

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“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”

SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.

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