News
Rocket Lab secretly launches revolutionary satellite and readies for US launch debut
Rocket Lab’s recent flawless return to flight mission nicknamed “I Can’t Believe It’s Not Optical,” set the company up for loftier goals in the latter half of 2020 in a big way. Returning to operation after an in-flight anomaly and subsequent investigation is a massive accomplishment for any launcher. Returning to flight and debuting a pathfinder satellite developed and built in-house, however, solidified Rocket Lab as a full end-to-end space systems company.
For good measure, company founder and chief executive officer, Peter Beck, hopes to round out the year by activating two more Electron launchpads – one of which will be the launcher’s first US-based launch location dedicated to supporting missions for the United States government. Furthermore, following Electron’s seventeenth flight, Rocket Lab hopes to recover the expended first-stage booster – and perhaps more importantly, a mountain of data – as a stepping stone to launch vehicle reuse, a practice pioneered and solely dominated by SpaceX.
A return to flight and an introduction to space systems
Just eight weeks after Electron’s ill-fated thirteenth flight resulting in the loss of a second stage and all customer payloads due to an in-flight electrical anomaly, the next Electron was raised at Launch Complex 1 in Mahia, New Zealand. The fourteenth flight of Electron was a dedicated mission for San Francisco-based information services company, Capella Space. Initially announced, the mission deployed a single microsatellite called “Sequoia” to an approximate 500km circular orbit. Peter Beck later confirmed the mission also secretly featured the successful deployment of Rocket Lab’s first in-house designed and built satellite called “First Light.”
“First Light” is a pathfinder spacecraft based on Rocket Lab’s configurable Photon satellite platform. According to Rocket Lab, it exploits Electron’s Kick Stage, “a nimble but powerful extra stage on Electron designed to circularize payload orbits.” The Kick Stage is designed as a satellite bus with extended capabilities to transition into a satellite – Photon – and performing an independent standalone mission. This is exactly what occurred with “First Light.”
Following the deployment of the “Sequoia” microsatellite, Rocket Lab teams signaled the Kick Stage to enable the standalone Photon capabilities. The command transitioned the spacecraft from a delivery vehicle to a fully functional satellite for the very first time. “First Light” serves as the testbed of many upgraded components including improved management systems for power, thermal, and attitude control.
in a statement provided by Rocket Lab Beck said, “Launching the first Photon mission marks a major turning point for space users – it’s now easier to launch and operate a space mission than it has ever been. When our customers choose a launch-plus-spacecraft mission with Electron and Photon, they immediately eliminate the complexity, risk, and delays associated with having to build their own satellite hardware and procure a separate launch.”
Eventually, the extended Photon capabilities of the Kick Stage will be used to support lunar and interplanetary missions. Beck has gone on record many times stating that Rocket Lab is working toward funding a private mission to Venus with a more robust version of the Photon platform which will deploy a probe to collect information about the Venusian atmosphere.
Counting down to Electron’s first launch from Virginia
On September 17, just two weeks after introducing the world to “First Light,” Rocket Lab announced the final successful Electron wet dress rehearsal at its new Launch Complex 2 (LC-2) at the Mid-Atlantic Regional Spaceport in Wallops Island, Virginia.
The wet dress rehearsal is a standard preparatory practice of raising the rocket vertical on the launchpad, fueling the rocket, and conducting a practice run of all countdown systems and procedures ahead of a launch attempt. This gives launch teams the opportunity to ensure that the rocket is prepared for flight and work out any kinks that may arise ahead of sending the vehicle to space. The countdown is carried down to T-0 and then the vehicle is emptied and safed.
Recently, Rocket Lab was granted a five-year Launch Operator License by the Federal Aviation Administration for the LC-2 site enabling the space systems company to support up to ten Electron missions a year from U.S. soil. The new operator license combined with the one previously procured for Launch Complex 1 in New Zealand allows Rocket Lab to support up to 130 flights of the Electron rocket globally per year.
It was speculated that Electron’s next flight – and the first launch from LC-2 in Virginia – would be the dedicated STP-27RM mission coordinated by the U.S. Space Force’s Space and Missile Systems Center. The first from Virginia will launch a single microsatellite for the Air Force Research Laboratory’s Monolith program. However, the first mission from Virginia is still waiting on a debut date to be identified.
In order for Electron to fly from Virginia, NASA must first certify Electron’s Autonomous Flight Termination System (AFTS) – a protective measure that will automatically destroy the rocket in a safe manner should anything anomalous occur during first stage flight. Electron’s AFTS has already previously flown numerous times from New Zealand. The first flight from Virginia, however, will be the first time a vehicle will launch from the Mid-Atlantic Regional Spaceport with an AFTS.
15 launches, 3 launch pads, and a booster recovery
Until then, Rocket Lab is busy preparing for flight fifteen from New Zealand. The recently announced mission, nicknamed “In Focus,” is a rideshare mission featuring nine SuperDove satellites for Planet Labs and one payload for Spaceflight Inc. customer Canon Electronics Inc.
While preparing for the next flight, nearby Rocket Lab is simultaneously wrapping up construction on yet another launch pad. Launch Complex 1B is very much near completion and is expected to be brought online by year’s end. And that’s not the last goal Rocket Lab looks to achieve by the new year.
Beck has time and time again confirmed that the seventeenth flight of Electron will be the first attempt at recovering an expended first stage booster. Eventually, the company will attempt to catch the booster as it is falling back to Earth under the canopy of a parachute by utilizing a helicopter equipped with a specialized grappling hook. The first attempt at recovering a booster is not expected to be quite as elaborate.
Rocket Lab has strengthened the first-stage booster enough to survive the return trip. Until now, the booster has slammed into the ocean water and broken up into small bits. With the assistance of improved software and a deployable parachute, the booster of flight seventeen is expected to softly float back for a gentle water landing with the assistance of “recovery pontoons” as described in a Twitter post by Beck.
As of now, Rocket Lab has not identified any target dates for the upcoming milestones. The company has previously stated that the first mission from Virginia is expected to launch in the third quarter of 2020. Electron’s next flight – “In Focus” – from New Zealand is expected in the first half of October. Rocket Lab will provide future launch and development updates on their social media accounts.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
