News
Russia quietly shelves development of sole SpaceX Falcon 9-competitive rocket
Russian space agency Roscosmos has indefinitely suspended development of the Proton Medium rocket, once expected to help the country compete with the meteoric rise of SpaceX and the growing field of interested entrants in the commercial launch industry.
As Russia makes a greater push toward Angara rockets, it is sidelining development of Proton Medium, a vehicle ILS hoped would compete head on with SpaceX's Falcon 9. https://t.co/BD6AOusalK
— Caleb Henry (@ChenrySpace) August 30, 2018
The (probable) death of a rocket
In an extraordinary feat of double-speak, freshly appointed Roscosmos director general Dmitry Rogozin – likely a primary source of Proton Medium’s paused development – explained that Russia’s national rocket program would likely experience the “financial collapse of [its] enterprise” if it chose to build “both old and new heavy-duty rockets” simultaneously. Rogozin clearly implied that Angara – a Russian rocket that has flown once (successfully) in 2014 and has a commercial demand about as close to near-zero as possible – was the “new” rocket that Roscosmos ought to solely pursue.
Indeed, upon analyzing the public specifications of Angara A5 and Proton Medium, the two rockets have near-identical theoretical performance characteristics, with higher geostationary transfer orbit payload capabilities (5-6 tons) roughly comparable to Falcon 9 in the SpaceX rocket’s drone ship recovery configuration. As a result, it certainly would make very little sense for Russia to fund and build two rockets with nearly indistinguishable utility – Rogozin certainly is correct in that regard.
However, the space agency director is dumbfoundingly off-base in his suggestion that Angara – not Proton Medium or other proposed alternatives – is the way forward to a financially sustainable Roscosmos. As he himself notes, “eternal state support [of launch vehicles] is impossible and inefficient,” seemingly indicating that he believes any viable state-funded rocket must eventually become a serious commercial competitor, a necessity for a launch vehicle if it’s to sustain itself beyond subsidies (i.e. guaranteed government launch contracts).
https://twitter.com/runnymonkey/status/1030356053882544129
The “old” versus the “new”
The Proton family of rockets – past and present – may not have the most reliable track record or a consistent launch cadence, but nearly any rocket on Earth can lay claim to a more storied launch career when placed next to Angara. Despite the fact that the Russian government itself has funded the development and production of Angara rockets, just a single orbital mission has been launched, and only with a mass simulator (dead weight) as its payload. Since that one-off 2014 launch debut, not even the Russian government itself has chosen to fly state satellites on Angara, instead siding with other successful vehicles in the country’s fleet, including Proton Breeze M and Soyuz-2.
This is almost without a doubt because Angara A5 is the most expensive rocket Russia currently operates, reportedly 30-40% more expensive than Proton M, estimated in 2017 by the US Government Accountability Office to cost roughly $65 million per launch. At roughly a third more than that, an Angara A5 launch presumably costs ~$90 million in a best-case scenario, given that the manufacturing apparatus required to construct the rocket has been maintained on a manifest of exactly zero launches since 2014. In fact, the vehicle was estimated by Russia itself to cost roughly $95 to $105 million per launch back in 2015.
https://twitter.com/runnymonkey/status/1032371653668261888
In an interview with SpaceNews in late 2017, the president of the commercial wing of Russia’s space launch program (known as ILS) frankly stated that “[ILS] needs to target something between $65 [million] and $55 million as the price point [for Proton Medium], and the Angara 5 vehicle will not be able to do that.” In the same interview, the ILS president even went so far as to imply that “Proton Medium was being designed as a purely commercial competitor to SpaceX’s Falcon 9.”
While there is a very slim chance that Proton Medium’s development will be revived after Roscosmos’ internal review, it’s far safer to presume that the vehicle is dead, thus killing Russia’s only tenuous hope of fielding a rocket capable of competing with the likes of SpaceX and Blue Origin. While Roscosmos’ goal is to make Angara (an entirely expendable rocket, might I add) more affordable, it anticipates that the rocket would become cost-competitive with Proton no earlier than 2025.
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Tesla shocked with its quarterly delivery report yesterday by reporting it delivered 480,126 vehicles in the second quarter of 2026, a 25 percent year-over-year jump that crushed Wall Street estimates of roughly 400,000–408,000 units. Production reached 451,758, with Model 3 and Model Y accounting for the vast majority.
The result ended two years of annual delivery declines and drew down inventory, signaling demand that outpaced earlier production.
Tesla bears had long warned that the expiration of the U.S. federal EV tax credit would hammer demand. Without the $7,500 incentive, they argued, American buyers would balk at higher effective prices, leading to a sharp slowdown.
Will Tesla thrive without the EV tax credit? Five reasons why they might
That narrative has not played out as predicted. While U.S. EV sales faced broader headwinds, Tesla’s global numbers held firm, underscoring the company’s ability to offset domestic pressure through other levers.
There are several plausible factors that explain Tesla’s strength during this quarter. Let’s take a look at them:
Rising Gas Prices
Rising gas prices provided a powerful tailwind, especially in the U.S.
Geopolitical tensions tied to the Iran conflict pushed fuel costs higher earlier in the year, amplifying the lifetime savings of electric vehicles. Even as oil prices later moderated, the psychological and financial impact lingered, encouraging fleet operators and private buyers to accelerate EV purchases. European sales rebounded sharply, helping drive the quarter’s outperformance.
Full Self-Driving Adoption
Advances in Full Self-Driving (FSD) supervised software also appear to have boosted appeal. Tesla expanded FSD availability in select European markets and continued refining the system.
No complaints from me because I finally got to enjoy this drive on FSD; I usually like to manually drive down this mountain https://t.co/RBFniRPSR0 pic.twitter.com/XQ5sOpN1Yg
— TESLARATI (@Teslarati) June 26, 2026
For tech-oriented buyers, the promise of future autonomy and enhanced driver-assistance features adds perceived value beyond the car itself. This differentiation helps Tesla stand out in a crowded market where competitors focus primarily on hardware and basic range.
Pricing Strategy, Affordable Configurations
Tesla’s offerings and its pricing strategy during Q2 further stimulated demand. Tesla introduced lower-cost versions of the Model 3 and Model Y, widening accessibility without sacrificing core margins.
These moves countered affordability concerns and attracted buyers who had been waiting on the sidelines. Combined with attractive financing and leasing options, the pricing strategy converted interest into actual orders more effectively than many analysts expected.
Broad European Recovery
Supported by government incentives, corporate fleet electrification, and easing political headwinds around CEO Elon Musk, Tesla was supplied additional momentum through stronger registration numbers throughout Europe.
Strong exports from the Shanghai Gigafactory and a production ramp at Giga Berlin ensured supply met this resurgent demand. Corporate buyers, in particular, accelerated transitions to EVs to meet sustainability targets, providing a steady volume base.
These elements created a virtuous cycle that delivered the strong deliveries report. While bears correctly flagged the loss of the U.S. tax credit as a risk, Tesla’s diversified playbook demonstrated that it could remain resilient against those headwinds. The Q2 beat suggests the company remains adept at navigating shifting market conditions, even as competition intensifies.
A Tesla Semi was involved in a fatal collision on U.S. Highway 50 in Dayton, Nevada, on Sunday, June 28, 2026, marking the first known fatal crash involving the electric Class 8 truck. The incident occurred around 7:20 a.m. at the intersection with Traditions Parkway, approximately 40 miles east of Reno and close to Tesla’s Gigafactory Nevada.
According to the Lyon County Sheriff’s Office and the Nevada State Police Highway Patrol, a semi-truck struck two passenger vehicles stopped at a traffic signal. The truck hit the vehicles from behind. Two people were pronounced dead at the scene, and a third person suffered life-threatening injuries and was flown to a hospital, Forbes reported.
Preliminary statements gathered at the scene by the Lyon County Sheriff’s Office suggested the truck driver may have fallen asleep at the wheel. However, the Nevada Highway Patrol, which is leading the investigation, stated that the official cause has not yet been determined.
Additional information is expected to be released early the following week. The truck was seized for evidence as part of the ongoing probe.
Responders at the scene included deputies from the Lyon County Sheriff’s Office, personnel from the Nevada Highway Patrol, Central Lyon County Fire Department, and the Nevada Department of Transportation. The crash led to the temporary closure of U.S. 50 in both directions.
The Tesla Semi is Tesla’s battery-electric heavy-duty truck, produced at the nearby Gigafactory in Nevada. Authorities initially described the vehicle as a semi-truck; its make was subsequently confirmed through reporting and scene identification; an interesting bit of information here, as the Semi is not yet available publicly and many do not know that Tesla builds electric trucks.
The investigation remains active, with no further official details on contributing factors or vehicle systems released as of early July 2026.
This incident highlights ongoing scrutiny of commercial vehicle safety on Nevada highways, particularly involving fatigue. Law enforcement continues to gather evidence and witness statements.
Tesla has expanded its Robotaxi program to Miami, Florida, marking the third state the autonomous ride-hailing platform has made its way to since launching last Summer.
Tesla announced today that the Robotaxi suite would now officially launch rides in a geofence in Miami:
🚨 Tesla’s “Long Weekend” continues with a HUGE announcement regarding Robotaxi!
It’s now in Miami!
Miami joins Austin, Dallas, Houston, and the Bay Area! https://t.co/ujjYjJT3Im pic.twitter.com/yPe1ZdSQIE
— TESLARATI (@Teslarati) July 3, 2026
The first geofence in Miami covers approximately 10 to 14 square miles. The area appears to be focused on western and central Miami, including Miami International Airport (MIA). It also includes popular routes like SR 826 (Palmetto Expressway), US 41 (Tamiami Trail), and connectors such as SR 968, 953, 959, and 972.
This is Tesla’s initial Miami launch zone, smaller and more targeted than some competitors’ areas (for example, Waymo’s initial rollout was broader in eastern neighborhoods). It prioritizes high-traffic, airport-linked routes before wider expansion.
The expansion is a huge signal for Tesla that it is now operating in Florida, a heavy-traffic state with many tourist areas, including Fort Lauderdale, Palm Beach, and the Boynton area, all of which are coastal and will attract perhaps millions of tourists in any given year.
¿Qué lo que Miami?
Robotaxi now available in Miami pic.twitter.com/P1m283seZU
— Tesla Robotaxi (@robotaxi) July 3, 2026
The Tesla Robotaxi network launched last year on June 22, in Austin, Texas, beginning limited commercial operations in that city. It expanded shortly thereafter into the San Francisco Bay Area of California in late July 2025, marking entry into a second state with service covering key areas such as San Francisco, San Jose, and Berkeley.
Full commercial service was achieved in Austin by November 18, 2025, strengthening its presence within Texas before further growth.
In 2026, the network continued expanding across Texas with the addition of Dallas and Houston on April 18, significantly broadening its footprint in the state. This new launch into Miami marks Tesla entering a new state and bringing active locations to include Austin, Dallas, Houston, San Antonio in Texas, and the Bay Area in California.
These sequential expansions have steadily increased the network’s reach across major metropolitan areas in Texas, California, and Florida, focusing on scaling operations city by city and state by state since the initial Austin debut.
Tesla’s strong Q2 deliveries: Four key drivers behind the surprise
Tesla Semi involved in first known fatal crash in Nevada
