News
SpaceX is searching for BFR landing sites for early 2020s Mars missions
SpaceX Principal Mars Development Engineer Paul Wooster gave a surprise talk at a February 2018 meeting of the Mars Exploration Program Analysis Group, where he provided a brief overview of SpaceX’s plans for the Red Planet, ranging from prospective landing sites for the company’s first missions there to the possibility of including significant secondary payloads on BFR and Falcon Heavy launches.
Wooster reiterated that SpaceX is still targeting the early 2020s for its first true BFR missions to Mars, perhaps less than five years from today. He further discussed prospective landing locations on the planet, emphasizing a need for a smooth landing site, easy access to on or near-surface water ice, and a preference for the warmer and more forgiving mid and low (equatorial) latitudes. A huge amount of work admittedly remains before the company before those missions are even remotely conceivable, especially missions with crew onboard.
If/when SpaceX successfully debuts its Crew Dragon spacecraft and demonstrates the ability to reliably and safely transport humans to and from orbit, a huge amount of the risk currently innate in any long-term interplanetary transport and colony creation will be definitively retired, transforming several of the major problems at hand from clean-slate tech development to optimizing and scaling up functional first-generation designs and hardware.
Crew Dragon’s official uncrewed demonstration debut (DM-1) and perhaps the crewed demonstration follow-on mission (DM-2) will likely have real launch dates announced later this week in an August 3 NASA press conference. Reliable sources have pegged those dates around October-December for DM-1 and 3-6 months later for DM-2
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- SpaceX’s gorgeous Crew Dragon capsule is nearing its own debut, likely before the end of 2018. (SpaceX)
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- The first spaceworthy Crew Dragon capsule is already in Florida, preparing for its November 2018 launch debut. The same capsule will be refurbished and reflown as few as three months after recovery. (SpaceX)
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- Note that Merlin 1D and prior Raptor prototypes both feature traditional single nozzles. (Pauline Acalin)
Nevertheless, SpaceX is demonstrably hard at work designing and building BFR‘s booster, spaceship, and tanker and is moving quickly in the direction of full-scale engineering and production. Much of that prototype manufacturing happens to be taking place in a temporary tent installed in a Port of Los Angeles parking lot near the end of 2017. According to one source engaged in the work there, SpaceX technicians and engineers have already begun rolling out preliminary materials and engineering samples of carbon composite structures and propellant tanks with the massive manufacturing tools (one known as a mandrel) temporarily housed inside.
Just a few miles away, the company is busy preparing a construction site for a permanent BFR factory on a plot of Port of Los Angeles land known as Berth 240. The smaller Phase 1 of that BFR factory is expected to be completed roughly a year after construction begins, placing the inauguration of the dedicated facility sometime around the middle of 2019. Suborbital launches of the massive rocket’s upper stage spaceship are expected in 2019, while orbital launches of BFR are NET 2020.
Read the full summary of Mr. Wooster’s presentation below.
“A walk-on presentation was given by Paul Wooster of SpaceX which highlighted the recent successful test of the Falcon Heavy launch vehicle with its potentially very large payload capacity (100 metric tons). Using the Falcon Heavy and development of an even larger Big Falcon Rocket (BFR) launcher are the basis of their ambitious plans for the future exploration and colonization of Mars, potentially launching missions to Mars within the early 2020s. SpaceX’s current landing site candidates for Mars were shown, having been chosen to provide access to near-surface ice, few landing site hazards (such as large rocks), and enough space for potentially growing a sizeable outpost. The ice sites are in high mid-latitudes and the search for lower latitude candidates, which are preferred, continues. Previously, MEPAG had been told that SpaceX could transport for-fee payloads to the Mars surface. In response to questions, Paul iterated that there is likely to be capacity for secondary payloads on either the Falcon Heavy or BFR launchers, although details remain to be negotiated once the launcher capabilities are firmly established.”
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!
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
News
Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
Tesla Model Y L is gaining momentum in China’s premium segment
Tesla Cybertruck earns IIHS Top Safety Pick+ award
