

News
SpaceX prepares for space station supply mission as secret Zuma launch postponed
Zuma patiently awaits a new launch date
Just shy of two weeks ago, SpaceX announced the discovery of unspecified problems with a Falcon 9 payload fairing during routine quality assurance (QA) testing at the company’s Hawthorne, CA factory. The launch of Zuma, a deeply mysterious satellite with no clear manufacturer or customer, was subsequently delayed indefinitely, pending the results of an internal investigation into the aforementioned fairing defects.
Several days after SpaceX’s Zuma announcement, the Falcon 9 booster, second stage, and payload (often referred to as the “stack”) were rolled back into the pad facilities at LC-39A, verifying that a delay of at least several days would follow. This delay was both confirmed and denied in a confusing manner, with the Cape’s 45th Space Wing appearing to suggest that Zuma would not be impacted by a preplanned range closure in late November, although journalist Irene Klotz reported that Zuma was delayed until December, when maintenance was scheduled to end.

SpaceX’s mysterious Zuma payload and Falcon 9 1043 seen before stormy Florida skies. (Tom Cross/Teslarati)
All things considered, the month of November has been an unusually chaotic period for SpaceX and the Space Coast, and the chaos has almost certainly been exacerbated by the intense secrecy surrounding Zuma. As the sum total of publicly available information, these details indicate that SpaceX employees discovered a systemic defect or defects in recently-manufactured fairings, serious enough to indefinitely ground the company’s commercial launches. However, SpaceX recently opened press registration for the Iridium-4 mission, still apparently scheduled for launch on December 22 and further corroborated by the CEO of Iridium Communications, hinting that that mission’s fairing either predates the scope of the fairing investigation, or that the investigation and fairing groundings have arisen out of an abundance of caution above all else.
A Dragon stretches its wings
More importantly and perhaps more logically, SpaceX’s next Cargo Dragon mission to the International Space Station – CRS-13 – has not been directly impacted by fairing problems; Dragon missions do not require fairings. The CRS-13 mission, currently aiming for a static fire on November 29 and launch on December 4, will be exceptional for a number of equally thrilling reasons. In no particular order: CRS-13 will mark the first NASA-approved reuse of a Falcon 9’s first stage, in this case with the added aesthetic bonus that the Dragon will reach orbit aboard the same booster that launched CRS-11’s Dragon almost exactly six months prior, June 3 2017. Equally exciting, CRS-12 marked the final new Cargo Dragon launch, and CRS-13’s Dragon is a refurbished spacecraft, having previously flown the CRS-6 mission in late 2015.
- The CRS-6 Cargo Dragon being mated to its Falcon 9 launch vehicle in 2015. (SpaceX)
- This exact Dragon has been recovered from orbit, refurbished, and is now prepped and ready for another orbital mission on December 4th. (SpaceX)
Rather poetically, CRS-11 marked the first commercial reuse of an orbital spacecraft, and the booster that launched that mission, Falcon 9 1035, will now fly once more to lift the second-ever reused Dragon into orbit. If all goes as planned, SpaceX’s CRS-13 mission will arguably be the most-reused orbital-class mission in the history of spaceflight, with only the second stage and Dragon’s trunk being both new and expendable. Both the booster and Dragon likely required a fair amount of refurbishment, but if Elon Musk’s June 2017 statements remain accurate, SpaceX has probably progressed far along the reusability learning curve. Quoting Elon Musk and myself at the ISS R&D Conference in July 2017:
Musk said he expects the next Dragon reuse and all future reuses to save the SpaceX nearly 50% of the cost of manufacturing an entirely new spacecraft. Musk admitted that the first refurbishment of Dragon likely ended up costing as much or more than a new vehicle, but this is to be expected for the first attempt to reuse any sort of space hardware that must survive some form of reentry heating and saltwater immersion.
Indeed, CRS-13 will in fact be “the next Dragon reuse” after CRS-11’s success. If the spacecraft’s refurbishment does manage save SpaceX anywhere near 50% of the cost of manufacture, the mission will be an extraordinary accomplishment, above and beyond the already intense difficulty of refurbishing and reflying a several-ton (~4000kg empty) orbital spacecraft.
LC-40 pad repairs near completion
Even after the reuse of both the Dragon and Falcon 9 booster, CRS-13 will lay host to yet another milestone for SpaceX as the first mission to launch from the newly repaired Launch Complex-40 (LC-40), after the pad suffered widespread damage from a Falcon 9 failure during preparations for the launch of Amos-6. Little is known on the specifics of the damage suffered, but repairs have taken no less than 14 months and at a minimum required the fabrication, assembly, and qualification of entirely new Ground Support Equipment (GSE).
- Based on photos posted to social media, LC-40’s new TEL will be considerably different than the 39A’s white monolith, likely closer in form to the original it is to replace (seen here). (SpaceX)
- The TEL seen at LC-39A in early 2017. (SpaceX)
- LC-39A’s TEL and Falcon 9 seen before the launch of SES-11 in October 2017. (Tom Cross/Teslarati)
Under the umbrella of GSE are thousands of feet of precisely machined and welded piping and pumps, a new launch mount and transporter-erector-launcher (TEL) to carry Falcon 9 out of the integration facilities, the repair or complete removal and replacement of a huge volume of scalded concrete, and the repair or replacement of likely dozens or hundreds of other miscellaneous components destroyed in the intense fire that followed the Amos-6 incident. Nevertheless, as spotted on a social media platform by the author, the aforementioned TEL and launch mount were shown going vertical just a handful of days ago, further evidence that LC-40 is once again rapidly marching towards operational status.
The long-awaited reactivation and return to operations at LC-40 is itself arguably the most critical path ahead of Falcon Heavy’s inaugural launch, and modifications to the pad and TEL have restarted in light of Zuma’s indefinite delays, with SpaceX’s ever-productive and heroic ground crew taking advantage of extra down-time between launches. With Zuma now ~11 days past its scheduled launch date, the mission’s delay will likely result in additional delays to Falcon Heavy’s inaugural launch, which was reported to be aiming for ~December 29. This deep of a delay might also necessitate the transfer of Zuma’s launch from LC-39A to LC-40, depending on the customer’s flexibility and SpaceX’s own needs. Time will tell, and in the meantime, the mystery of Zuma and wondrous accomplishments of CRS-13 ought to sate the launch withdrawals of SpaceX fans for the time being.
News
Tesla Superchargers open to Lucid Air, but not without one key thing
Lucid’s full lineup of EVs is now able to use Tesla Superchargers in the United States and Canada.

Tesla Superchargers will be open to Lucid Air vehicles starting on July 31, a move that comes nearly two years after the companies agreed to terms that would allow them to partner.
Lucid joins a long list of EV makers that have a full lineup of EVs that can utilize Tesla’s extensive Supercharger Network across the United States and parts of Canada. In all, over 32,500 Tesla Superchargers will be accessible to Lucid owners at the end of the month.
Lucid NACS adoption ‘must have been a bitter pill to swallow’: Elon Musk
All Air models, regardless of year or trim level, will gain access to the entire North American Tesla Supercharger Network. It will just need one key thing to charge: an NACS adapter.
Lucid Air sedans will require a DC NACS to CCS1 adapter in order to enable charging at the Tesla stalls. These will be priced at $220 plus tax.
Emad Dlala, Senior VP of Powertrain at Lucid, said:
“In addition to offering the longest-range electric vehicle available, Lucid is committed to offering our customers seamless and wide access to public charging. Access to the Tesla Supercharging Network for the Lucid Air is yet another major milestone.”
Charging speeds will allow Air EVs to charge at up to 50 kW, gaining up to 200 miles of range per hour.
As for the Lucid Gravity, the company’s SUV, it will not require the adapter because of its native NACS port. It gained access to the Supercharger Network in January.
Although Lucid Airs will not be able to charge at the rate of some other vehicles, they do boast some of the best range ratings in the EV industry. Having the luxury of additional charging piles to access will increase the value of the long-range ratings Lucid offers with its vehicles.
Lucid joins several other automakers that have a full lineup of EVs that have access to the Tesla Supercharger Network:
- Ford
- Rivian
- General Motors (Chevrolet, GMC, Cadillac)
- Volvo
- Polestar
- Nissan
- Mercedes-Benz
- Hyundai
- Kia
- Genesis
- Honda
- Acura
- Aptera
Other brands, like BMW, Audi, Volkswagen, Porsche, and Subaru, are expected to gain access in the near future.
News
Tesla Robotaxi wins over firm that said it was ‘likely to disappoint’
Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.”

Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.” The ride-hailing service has been operating for about a month, and driverless rides have been offered to a small group of people that continues to expand nearly every day.
JPMorgan went to Austin to test the Tesla Robotaxi platform, and it did so just a few weeks after listing Tesla as one of its “six stocks to short” in 2025. Highlighting the loss of the EV tax credit and labeling the Robotaxi initiative as one that was “likely to disappoint,” despite Tesla’s prowess in its self-driving software.
Analyst Ryan Brinkman has been skeptical of Tesla for some time, even stating that the company’s “sky-high valuation” was not in line with other stocks in the Magnificent Seven.
However, a recent visit to Texas that was made by JPMorgan analysts proved that the Robotaxi platform, despite being in its earliest stages, was enough for them to change their tune, at least slightly. The firm gave its props to the Tesla Robotaxi platform in a note by stating it was “certainly solid and felt like a safe ride at all times.”
It’s always nice to hear skeptics report positive experiences, especially as Robotaxi continues to improve and expand.
Tesla has already expanded its geofence for the Robotaxi suite in Austin, picking a very interesting shape for its newest boundaries:
Tesla’s Robotaxi expansion wasn’t a joke, it was a warning to competitors
As Robotaxi expands, Tesla is dealing with competition from Waymo, another self-driving ride-hailing service that is operating in Austin, among other areas. After Tesla’s expansion, which brought its accessible area to a greater size than Waymo’s, it responded by doubling its geofence.
Waymo’s expansion surpassed Tesla’s size considerably, and it seems Tesla is preparing to expand its geofence in the coming weeks.
Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement
The Robotaxi platform is not yet available to the public, but Tesla has been inviting more people to try it with every passing day. Currently, the map is roughly 42 square miles, but many believe Tesla is able to broaden this by a considerable margin whenever it decides.
Investor's Corner
Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush
Tesla will report earnings for Q2 tomorrow. Here’s what Wedbush expects.

Tesla (NASDAQ: TSLA) is set to report its earnings for the second quarter of 2025 tomorrow, and although Wall Street firm Wedbush is bullish as the company appears to have its “wartime CEO” back, it is looking for answers to a few concerns investors could have moving forward.
The firm’s lead analyst on Tesla, Dan Ives, has kept a bullish sentiment regarding the stock, even as Musk’s focus seemed to be more on politics and less on the company.
However, Musk has recently returned to his past attitude, which is being completely devoted and dedicated to his companies. He even said he would be sleeping in his office and working seven days a week:
Back to working 7 days a week and sleeping in the office if my little kids are away https://t.co/77cc6sRCFZ
— Elon Musk (@elonmusk) July 20, 2025
Nevertheless, Ives has continued to push suggestions forward about what Tesla should do, what its potential valuation could be in the coming years with autonomy, and how it will deal with the loss of the EV tax credit.
Tesla preps to expand Robotaxi geofence once again, answering Waymo
These questions are at the forefront of what Ives suggests Tesla should confront on tomorrow’s call, he wrote in a note to investors that was released on Tuesday morning:
“Clearly, losing the EV tax credits with the recent Beltway Bill will be a headwind to Tesla and competitors in the EV landscape looking ahead, and this cash cow will become less of the story (and FCF) in 2026. We would expect some directional guidance on this topic during the conference call. Importantly, we anticipate deliveries globally to rebound in 2H led by some improvement on the key China front with the Model Y refresh a catalyst.”
Ives and Wedbush believe the autonomy could be worth $1 trillion for Tesla, especially as it continues to expand throughout Austin and eventually to other territories.
In the near term, Ives expects Tesla to continue its path of returning to growth:
“While the company has seen significant weakness in China in previous quarters given the rising competitive landscape across EVs, Tesla saw a rebound in June with sales increasing for the first time in eight months reflecting higher demand for its updated Model Y as deliveries in the region are starting to slowly turn a corner with China representing the heart and lungs of the TSLA growth story. Despite seeing more low-cost models enter the market from Chinese OEMs like BYD, Nio, Xpeng, and others, the company’s recent updates to the Model Y spurred increased demand while the accelerated production ramp-up in Shanghai for this refresh cycle reflected TSLA’s ability to meet rising demand in the marquee region. If Musk continues to lead and remain in the driver’s seat at this pace, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Tesla will report earnings tomorrow at market close. Wedbush maintained its ‘Outperform’ rating and held its $500 price target.
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