

News
SpaceX grapples with failed Falcon 9 landing as Starlink launches slip
The follow-on effects of SpaceX’s failed February 15th booster landing have begun to roll in, triggering at least one to two weeks of delays for several upcoming Starlink launches.
Already delayed a few days and leapfrogging an even more beleaguered Starlink-17 launch originally scheduled as far back as late January, SpaceX Falcon 9 booster B1059 lifted off for the sixth time without issue last Monday. The rocket seemed to perform fine, separating as planned around 150 seconds after launch and leaving Falcon 9’s expendable upper stage to continue on its way to orbit with a ~16-ton (~35,000 lb) batch of 60 Starlink satellites.
During B1059’s “reentry burn,” a period where Falcon boosters reignite three of their Merlin 1D engines to both slow down and create a sort of shield with the rocket exhaust that burn produces, something went wrong. Unusual sparks quite literally flew during and after the last few seconds of the burn and the bright flare produced by Falcon 9’s engines dissipated far slower than usual. Eventually, when B1059 was expected to fire up for one final landing burn, all that was visible from a live camera on SpaceX’s drone ship was two flashes of warm light.
It’s hard to say for sure without an official comment from SpaceX but those flashes may have been the drone ship camera capturing the mid-air breakup and fast-fire (or explosion) of the Falcon 9 booster some 20-30 seconds before a planned soft landing. The odd behavior observed during and after the reentry burn could have also indicated a partial loss of thrust in one or more of B1059’s three reentry engines.
Unofficial analysis of the telemetry data included in SpaceX’s public webcasts more or less aligns with that theory, suggesting that Falcon 9 B1059 reentry burn lasted a nominal duration but didn’t slow the rocket down as much as it should have. As a result, B1059 would have been traveling faster and at a lower altitude relative to a nominal Starlink mission, which is exactly what’s observed in a comparison between Starlink-18 and Starlink-19, virtually identical launches completed 11 days apart.
That same telemetry also suggests that Falcon 9 B1059 may have lost thrust before its first burn completed, possibly explaining why the timing of launch events on SpaceX’s webcast and an official SpaceX.com launch timeline began to drastically diverge after MECO. MECO itself occurred about five seconds behind that schedule, gradually ballooning to a difference of more than half a minute for Starlink satellite deployment an hour after launch.
That observation increases the similarity between Starlink-5 and Starlink-19, both of which seemingly suffered a boost phase anomaly, off-nominal reentry burn performance, and booster loss well before landing. SpaceX’s Starlink-5 engine-out anomaly and failed booster landing grounded the company for about five weeks before it eventually returned to flight on April 22nd, 2020.
SpaceX appears to be working to mitigate the impact from Starlink-19 but a delay of at least 1-2 weeks is in order based on current schedules. Perhaps the most chronically delayed SpaceX launch of all time, Starlink-17 – originally scheduled to fly as early as “Jan. 29, Jan. 30, Jan. 31, Feb. 1, Feb. 2, Feb. 4, Feb. 5, Feb. 7, Feb. 17,” and Feb. 25 – is now on the calendar for no earlier than (NET) February 28th. Starlink-20, planned to launch in the last week of February, has been tentatively pushed to no earlier than March 7th. Both dates are assuredly subject – and likely – to change as SpaceX works to close out its Starlink-19 anomaly investigation and implement any necessary changes.
Investor's Corner
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
The quarter’s 9.6 GWh energy storage deployment marks one of Tesla’s highest to date.

Tesla (NASDAQ: TSLA) has released its Q2 2025 vehicle delivery and production report. As per the report, the company delivered over 384,000 vehicles in the second quarter of 2025, while deploying 9.6 GWh in energy storage. Vehicle production also reached 410,244 units for the quarter.
Model 3/Y dominates output, ahead of earnings call
Of the 410,244 vehicles produced during the quarter, 396,835 were Model 3 and Model Y units, while 13,409 were attributed to Tesla’s other models, which includes the Cybertruck and Model S/X variants. Deliveries followed a similar pattern, with 373,728 Model 3/Ys delivered and 10,394 from other models, totaling 384,122.
The quarter’s 9.6 GWh energy storage deployment marks one of Tesla’s highest to date, signaling continued strength in the Megapack and Powerwall segments.
Year-on-year deliveries edge down, but energy shows resilience
Tesla will share its full Q2 2025 earnings results after the market closes on Wednesday, July 23, 2025, with a live earnings call scheduled for 4:30 p.m. CT / 5:30 p.m. ET. The company will publish its quarterly update at ir.tesla.com, followed by a Q&A webcast featuring company leadership. Executives such as CEO Elon Musk are expected to be in attendance.
Tesla investors are expected to inquire about several of the company’s ongoing projects in the upcoming Q2 2025 earnings call. Expected topics include the new Model Y ramp across the United States, China, and Germany, as well as the ramp of FSD in territories outside the US and China. Questions about the company’s Robotaxi business, as well as the long-referenced but yet to be announced affordable models are also expected.
News
Tesla China breaks 8-month slump by selling 71,599 vehicles wholesale in June
Tesla China’s June numbers were released by the China Passenger Car Association (CPCA) on Tuesday.

Tesla China was able to sell 71,599 vehicles wholesale in June 2025, reversing eight consecutive months of year-over-year declines. The figure marks a 0.83% increase from the 71,599 vehicles sold wholesale in June 2024 and a 16.1% jump compared to the 61,662 vehicles sold wholesale in May.
Tesla China’s June numbers were released by the China Passenger Car Association (CPCA) on Tuesday.
Tesla China’s June results in focus
Tesla produces both the Model 3 and Model Y at its Shanghai Gigafactory, which serves as the company’s primary vehicle export hub. Earlier this year, Tesla initiated a changeover for its best-selling vehicle, the Model Y, resulting in a drop in vehicle sales during the first and second quarters.
Tesla’s second-quarter China sales totaled 191,720 units including exports. While these numbers represent a 6.8% year-over-year decline for Tesla China, Q2 did show sequential improvement, rising about 11% from Q1 2025, as noted in a CNEV Post report.
For the first half of the year, Tesla sold 364,474 vehicles wholesale. This represents a 14.6% drop compared to the 426,623 units sold wholesale in the first half of 2024.
China’s competitive local EV market
Tesla’s position in China is notable, especially as the new Model Y is gaining ground in the country’s BEV segment. That being said, Tesla is also facing competition from impressive local brands such as Xiaomi, whose new YU7 electric SUV is larger and more affordable than the Model Y.
The momentum of the YU7 is impressive, as the vehicle was able to secure 200,000 firm orders within three minutes and over 240,000 locked-in orders within 18 hours. Xiaomi’s previous model, the SU7 electric sedan, which is aimed at the Tesla Model 3, also remains popular, with June deliveries surpassing 25,000 units for the ninth straight month.
While China’s EV market is getting more competitive, Tesla’s new Model Y is also ramping its production and deliveries. Needless to say, Tesla China’s results for the remaining two quarters of 2025 will be very interesting.
Elon Musk
Tesla reveals it is using AI to make factories more sustainable: here’s how
Tesla is using AI in its Gigafactory Nevada factory to improve HVAC efficiency.

Tesla has revealed in its Extended Impact Report for 2024 that it is using Artificial Intelligence (AI) to enable its factories to be more sustainable. One example it used was its achievement of managing “the majority of the HVAC infrastructure at Gigafactory Nevada is now AI-controlled” last year.
In a commitment to becoming more efficient and making its production as eco-friendly as possible, Tesla has been working for years to find solutions to reduce energy consumption in its factories.
For example, in 2023, Tesla implemented optimization controls in the plastics and paint shops located at Gigafactory Texas, which increased the efficiency of natural gas consumption. Tesla plans to phase out natural gas use across its factories eventually, but for now, it prioritizes work to reduce emissions from that energy source specifically.
It also uses Hygrometric Control Logic for Air Handling Units at Giafactory Berlin, resulting in 17,000 MWh in energy savings each year. At Gigafactory Nevada, Tesla saves 9.5 GWh of energy through the use of N-Methylpyrrolidone refineries when extracting critical raw material.
Perhaps the most interesting way Tesla is conserving energy is through the use of AI at Gigafactory Nevada, as it describes its use of AI to reduce energy demand:
“In 2023, AI Control for HVAC was expanded from Nevada and Texas to now include our Berlin-Brandenburg and Fremont factories. AI Control policy enables HVAC systems within each factory to work together to process sensor data, model factory dynamics, and apply control actions that safely minimize the energy required to support production. In 2024, this system achieved two milestones: the majority of HVAC infrastructure at Gigafactory Nevada is now AI-controlled, reducing fan and thermal energy demand; and the AI algorithm was extended to manage entire chiller plants, creating a closed-loop control system that optimizes both chilled water consumption and the energy required for its generation, all while maintaining factory conditions.”
Tesla utilizes AI Control “primarily on systems that heat or cool critical factory production spaces and equipment.” AI Control communicates with the preexisting standard control logic of each system, and any issues can be resolved by quickly reverting back to standard control. There were none in 2024.
Tesla says that it is utilizing AI to drive impact at its factories, and it has proven to be a valuable tool in reducing energy consumption at one of its facilities.
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