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SpaceX Crew Dragon spacecraft shown off in photo ahead of next launch
NASA has published a new SpaceX photo of the next Crew Dragon spacecraft scheduled for launch and confirmed that the mission is now scheduled to lift off on a Falcon 9 rocket no earlier than (NET) January 18th.
Known as an In-Flight Abort (IFA) test, the exceptionally challenging mission will represent a major milestone for Crew Dragon regardless of the results. Meant to simulate an abort at the (near) worst possible time during launch, Crew Dragon will ignite its SuperDraco abort thrusters around 60-90 seconds after liftoff, subjecting the spacecraft to even more extreme stresses around the same time both it and Falcon 9 are passing through Max Q – “the moment of peak mechanical stress”. If the test is unsuccessful, SpaceX Demo-2 – Crew Dragon’s first NASA astronaut launch – would almost certainly be delayed several months.
If successful, however, it could pave the way for Crew Dragon’s first astronaut perhaps just a month or two later, although Q2 2020 is much more likely. Simultaneously, while difficult to rationally explain, Boeing appears confident that its Starliner spacecraft – having lost control and failed to reach the International Space Station (ISS) barely more than a week ago and suffered a parachute deployment failure on a pad abort test one month prior – is still on track for its first astronaut launch (“Crewed Flight Test”, CFT) just a handful of months from now. In line with the special treatment NASA seems fated to bestow upon Boeing, it appears that Crew Dragon and Starliner’s unofficial race to become the first commercial spacecraft to launch astronauts is as close as it’s ever been.
Regardless, January 18th represents a delay of one week since SpaceX and NASA’s last launch date announcement – NET January 11th, 2020 as of December 18th, 2019. January 11th was itself a week delay from January 4th, the first specific In-Flight Abort launch target released on December 6th, 2019. The date of Crew Dragon’s IFA test has thus technically slipped 14 days in the last 31 days, although it has also technically slipped 7 days in the last 19.
In other words, as previously discussed on Teslarati, those two weeks of delays mean that Falcon 9 and Crew Dragon will almost certainly launch sometime in January 2020 – a significant improvement in schedule assurance compared to Crew Dragon’s Demo-1 launch debut, which suffered some three months of delays despite its hardware being ready for flight throughout.
With any luck, thrice-flown Falcon 9 booster B1046 – all but guaranteed to be destroyed by Dragon’s abort test – could launch new Crew Dragon capsule C205 and an expendable trunk section perhaps just a single week after performing a routine static fire and wet dress rehearsal at Pad 39A. That would represent an almost sixfold improvement relative to the timing of the spacecraft’s first Falcon 9 launch, which took some six weeks to go from static fire to liftoff.
NASA says that the delay from January 11th to January 18th “allows additional time for spacecraft processing”, although the reality is almost certainly a pretty even split between SpaceX processing and NASA’s plodding review process (i.e. paperwork). Regardless, now standing just 11 days from the latest launch date, Crew Dragon’s second Falcon 9 launch is rapidly converging on a liftoff sometime in the last two weeks of January 2020.
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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.
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Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
Ford is canceling the all-electric F-150 Lightning and also announced it would take a $19.5 billion charge as it aims to quickly restructure its strategy regarding electrification efforts, a massive blow for the Detroit-based company that was once one of the most gung-ho on transitioning to EVs.
The announcement comes as the writing on the wall seemed to get bolder and more identifiable. Ford was bleeding money in EVs and, although it had a lot of success with the all-electric Lightning, it is aiming to push its efforts elsewhere.
It will also restructure its entire strategy on EVs, and the Lightning is not the only vehicle getting the boot. The T3 pickup, a long-awaited vehicle that was developed in part of a skunkworks program, is also no longer in the company’s plans.
Instead of continuing on with its large EVs, it will now shift its focus to hybrids and “extended-range EVs,” which will have an onboard gasoline engine to increase traveling distance, according to the Wall Street Journal.
“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs, and regulatory changes,” the company said in a statement.
🚨 Ford has announced it is discontinuing production of the F-150 Lightning, as it plans to report a charge of $19.5 billion in special items.
The Lightning will still be produced, but instead with a gas generator that will give it over 700 miles of range.
“Ford no longer… pic.twitter.com/ZttZ66SDHL
— TESLARATI (@Teslarati) December 15, 2025
While unfortunate, especially because the Lightning was a fantastic electric truck, Ford is ultimately a business, and a business needs to make money.
Ford has lost $13 billion on its EV business since 2023, and company executives are more than aware that they gave it plenty of time to flourish.
Andrew Frick, President of Ford, said:
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
CEO Jim Farley also commented on the decision:
“Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.”
Farley also said that the company now knows enough about the U.S. market “where we have a lot more certainty in this second inning.”
SpaceX employees, including its CEO Elon Musk, shaded American Airlines on social media this past weekend due to the company’s reported talks with Amazon’s Starlink rival, Leo.
Starlink has been adopted by several airlines, including United Airlines, Qatar Airways, Hawaiian Airlines, WestJet, Air France, airBaltic, and others. It has gained notoriety as an extremely solid, dependable, and reliable option for airline travel, as traditional options frequently cause users to lose connection to the internet.
Many airlines have made the switch, while others continue to mull the options available to them. American Airlines is one of them.
A report from Bloomberg indicates the airline is thinking of going with a Starlink rival owned by Amazon, called Leo. It was previously referred to as Project Kuiper.
American CEO Robert Isom said (via Bloomberg):
“While there’s Starlink, there are other low-Earth-orbit satellite opportunities that we can look at. We’re making sure that American is going to have what our customers need.”
Isom also said American has been in touch with Amazon about installing Leo on its aircraft, but he would not reveal the status of any discussions with the company.
The report caught the attention of Michael Nicolls, the Vice President of Starlink Engineering at SpaceX, who said:
“Only fly on airlines with good connectivity… and only one source of good connectivity at the moment…”
CEO Elon Musk replied to Nicolls by stating that American Airlines risks losing “a lot of customers if their connectivity solution fails.”
American Airlines will lose a lot of customers if their connectivity solution fails
— Elon Musk (@elonmusk) December 14, 2025
There are over 8,000 Starlink satellites in orbit currently, offering internet coverage in over 150 countries and territories globally. SpaceX expands its array of satellites nearly every week with launches from California and Florida, aiming to offer internet access to everyone across the globe.
Currently, the company is focusing on expanding into new markets, such as Africa and Asia.
Tesla stands to gain from Ford’s decision to ditch large EVs
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
