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SpaceX on track for biweekly launch cadence in the remainder of year
Weekly rapid reuse launches expected by 2019
The foggy, atmospheric launch of Iridium-2 just yesterday. (SpaceX)
Following a weekend of extraordinary accomplishments, seeing SpaceX flawlessly execute two missions – one with a reused first stage – in just over 48 hours of each other, the company has capitalized on a uniquely successful weekend and year and offered information about their future plans.
The launch of BulgariaSat-1 and Iridium-2 on Friday and Sunday respectively marked the eight and ninth launches of 2017 for SpaceX, and officials at the company are reportedly expecting to launch approximately 24 missions this year, meaning 15 more to come over the next 6 months. Given the recent demonstration of 48 hour launch cadence and a more regular schedule of biweekly launches in the past few months, an expectation of 15 more launches for 2017 lines up perfectly with a cadence of two launches a month from LC-39A Cape Canaveral and three Iridium launches from Vandenberg, which happens to be exactly what is currently manifested.
Originally manifested for up to 27 launches this year, successfully launching 24 missions, one of which might be the inaugural flight of Falcon Heavy, would be extraordinarily hard to ignore in an industry that has compared the launch industry to manufacturing beverage containers and argued that reuse is only sustainable with more than 20 launches a year on a company’s manifest.
BulgariaSat-1 was successfully launched 48 hours before Iridium-2, and marked the second successful, commercial reuse of an orbital rocket. (SpaceX)
SpaceX is now likely to undertake 24 launches this year, but the company also revealed this weekend that it intends to achieve a regular weekly launch cadence (52 launches per year) as soon as 2019. In a recent article, I speculated that we might begin to see regular weekly launches once both LC-39A and LC-40 were active, and that appears to be nearly correct. If SpaceX is to regularly conduct weekly launches by 2019, it is bound to begin shrinking its two week cadence as soon as is safe and possible. This will likely occur once Falcon Heavy has successfully flown several times from LC-39A, thus freeing SpaceX to deem the vehicle operational and less at risk of destroying one of their two Eastern pads.
There is also a tentative understanding that SpaceX is striving to construct and activate their planned Boca Chica, Texas launch complex by 2019. The successful reactivation of LC-40 and subsequent modification of LC-39A for Falcon Heavy will leave the brunt of SpaceX’s launch complex maintenance and construction teams free to focus entirely on the Texas facility sometime late this year or early next year, meaning that Boca Chica pad activation could certainly occur as early as 2019. This would leave the company with two fully operational all-purpose launch pads dedicated to Falcon 9 launches if they choose to retain LC-39A solely for Falcon Heavy and Commercial Crew launches, allowing them to reach weekly cadences even before the launches of Falcon Heavy, Commercial Crew contracts, and Vandenberg launches are accounted for.
One crucial factor playing into SpaceX’s ability to launch 52 times in a year is of course reusability, as it is hard to imagine SpaceX more than doubling their Falcon manufacturing capabilities in under a year and a half. Likely no coincidence, SpaceX simultaneously offered information to insurance underwriters about the increasing speed of their ability to launch, recover, and reuse first stages. More specifically, a spokesman of the company stated that the reuse of BulgariaSat-1’s Falcon 9 1029 took considerably less than half as long as the inaugural reuse of the stage that launched SES-10 earlier this year, implying that refurbishment and quality assurance checks for 1029 took something like four or five months total.
With SpaceX having debuted new titanium grid fins intended to speed up reuse on the Sunday launch of Iridium-2, the company is well on its way to transferring over to Block 4 (upgraded engine performance) and possibly Block 5 of Falcon 9 later this. Block 5 is expected to introduced major changes meant to replace aspects of the current Falcon 9 that require major refurbishment after recovery. Musk detailed these changes several months ago in a Reddit AMA (Ask Me Anything), mentioning that reusable heat shielding around the engines, improved landing legs, and titanium grid fins were the main aspects of a Block 5 of Falcon 9 meant to offer rapid reuse without refurbishment. In June 22nd interview on the Space Show, Gwynne Shotwell reiterated that this “final” version of Falcon 9 is expected to be able to launch, land, and relaunch with barely more than a thorough once-over, and ought to be capable of flying a dozen missions at least.
Falcon 9’s fancy new titanium grid fins. (SpaceX/Instagram)
This final piece of the puzzle of weekly cadence fits in quite nicely. With a possible introduction date for Block 5 of late 2017 or early 2018, SpaceX will likely end production of Block 3 by the end of this year and transfer over entirely to the easily reusable Block 5. Assuming a continuing a trend of increasingly reuse-friendly customers, Hawthorne production capacity of approximately 20 Falcon 9s per year, and a plausibly significant reduction in launch costs due to more rapid and complete reuse, SpaceX could find themselves at the start of 2019 with a dozen or more launch vehicles that are each capable of conducting upwards of 10-12 highly affordable launches each.
Let there be no doubt: these are incredibly optimistic and difficult goals for the company to achieve on the timescale they have provided. However, given the number of beneficial changes likely to soon be made to both the launch vehicles and SpaceX’s manufacturing, launch, and refurbishment facilities in the next 6-12 months, those goals are realistically achievable, albeit with some likely delays. Regardless, things are beginning to get rather intense for SpaceX and for the launch industry in general.
Keep your eyes peeled for upcoming Teslarati coverage of SpaceX’s next July 4th launch and its static fire that is scheduled for as soon as this Thursday.
News
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
News
Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
News
Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
