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SpaceX’s newest Falcon 9 booster arrives in FL as rocket fleet activity rapidly grows
SpaceX’s fifth Falcon 9 Block 5 first stage was spotted a few dozen miles away from arriving at Cape Canaveral at the same time as a freshly launched and landed Block 5 booster was being transported from its drone ship at Port Canaveral to Kennedy Space Center.
The now flight-proven booster in question – B1047 – completed a successful launch of the massive 7100 kg Telstar 19V satellite on July 22nd (EDT), after which it landed safely aboard East Coast drone ship Of Course I Still Love You. Three days after that, sooty Falcon 9 B1047 arrived at Port Canaveral, where it took five days to prepare for transport to one of SpaceX’s several Floridan refurbishment facilities. That transport was captured by an impressive number of independent observers from start to finish, in this case winding up at Pad 39A’s hangar (or horizontal integration facility, HIF) for examination and refurbishment before its next launch.
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- B1047 returned safe and sound to Pad 39A for refurbishment less than a week after launching and landing. (Instagram /u/d_lo_ags)
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- Likely taken around the same time, Instagram /u/acslater90 took this photo from the opposite direction. (Instagram – acslater90)
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- B1047 seen rolling into 39A’s integration hangar for refurbishment on July 31st. (Reddit – Kent767)
Simultaneously, multiple separate members of the subreddit /r/SpaceX observed a different Falcon 9 rocket booster being transported in Western Florida and later Orlando, this time a brand new core shrink-wrapped in the usual black plastic – fresh from static fire testing in McGregor, Texas. A photographer flying in the area in mid-July caught the most likely booster candidate (B1050) vertical on the Texas static fire test stand, rounding out a dizzying array of photos documenting SpaceX’s rigorous test and transport system in action over the last several months.
B1050 will likely be tasked with lifting communications satellite Es’hail-2 in very late August or early September. Intriguingly, the appearance of B1050 in Florida also happens to indicate that SpaceX’s next West Coast launch – SAOCOM 1A, NET September 5th – will have to launch aboard a flight-proven Block 5 booster, of which B1047 and B1048 will be up for consideration. B1051, the next new Block 5 booster expected to ship from Hawthorne to Texas to launch pad, is specifically reserved for SpaceX’s first Crew Dragon mission (DM-1), an uncrewed demo flight that could launch in October or November.
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- Crew Dragon gleams in the orbital sunlight before the ISS. The spacecraft’s first launch has reserved Falcon 9 B1051, the next serial booster expected to leave SpaceX’s factory.(SpaceX)
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- Falcon 9 B1050 on its way to McGregor for static fire testing, July 6th.
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- SpaceX tests all new Falcon 9 boosters and upper stages in Texas before launch. (Aerial Photo/Teslarati)
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- Two weeks after it was spotted on the McGregor static fire stand, B1050 rolled into Orlando, FL on July 31st, headed East to Cape Canaveral. (Reddit – alexbrock57)
It’s likely that B1051’s testing and static fire in McGregor will take much longer than the average booster acceptance testing, meaning that the facility’s Falcon 9 booster test capabilities will likely be saturated for a month or longer, pushing B1052’s commercial launch readiness into late September or early October. In reality, B1048 is the only practical option for an early or mid-September launch in California, and that tentative and unofficial booster reflight would crush the current rocket turnaround record by more than four weeks (42 days vs. 72 days).
Booster B1048 just completed its successful debut with the launch of Iridium NEXT-7 and has been under the watchful care of SpaceX recovery technicians since its July 27th return to Port of San Pedro aboard autonomous spaceport drone ship Just Read The Instructions (JRTI). Of particular note, SpaceX technicians took the extraordinary step of opening up B1048’s Merlin engine service bay panels (one per engine along the circumference of the rocket’s base) for several hours on July 30th.
As far as Falcon recoveries go, SpaceX has never been documented performing a similar procedure while the booster is still dockside – perhaps it’s related to the fact that B1050’s East Coast arrival means B1048 will have to be ready for its second launch faster than any SpaceX rocket before it.
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- A SpaceX recovery technician works beneath Falcon 9 B1048’s massive octaweb and Merlin 1D engines, July 30. (Pauline Acalin)
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- SpaceX technicians examine F9 B1048’s quick-disconnect panel, the interface for much of the vehicle’s fluids and on-pad communications. (Pauline Acalin, 07/30/18)
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- A symphony of rocket wrenching, July 30th. (Pauline Acalin)
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet (including fairing catcher Mr Steven) check out our brand new LaunchPad and LandingZone newsletters!
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla needs to come through on this one Robotaxi metric, analyst says
