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SpaceX drone ship dodges high seas en route to first rocket landing of 2020
SpaceX has delayed the first orbital launch of the new year by a handful of days to allow both Falcon 9 and the drone ship it’s scheduled to land on the opportunity to dodge bad weather on the Florida coast and out in the Atlantic Ocean.
Originally scheduled to launch no earlier than December 30th, SpaceX delayed its next mission – Starlink-2 – to January 3rd for unknown reasons. Weather on the new date was unfortunately forecast to be terrible at SpaceX’s LC-40 launch pad and had a 60% chance of scrubbing the mission. SpaceX must have been at least as concerned about conditions for drone ship Of Course I Still Love You (OCISLY) in the Atlantic Ocean, as the company ultimately skipped over a 90%-GO backup window on January 4th for the latest launch target – January 6th.
Historically, only a few Falcon launches have been delayed for booster recovery purposes, but it’s been apparent that – while incredibly sturdy – some of the tacked-on equipment installed on SpaceX’s drone ships (modified barges) can be easily damaged by high seas. Perhaps more importantly, high seas (and thus a pitching drone ship deck) can make booster landings much riskier. Bad luck could easily cause a booster to cut off its landing burn at exactly sea level but still be a dozen or more feet above the drone ship’s deck if it’s coincidentally in the trough of a big swell, potentially destroying or damaging the rocket.
Ultimately, on missions where SpaceX has nothing to lose by delaying the launch, the company now puts a successful booster recovery much higher on its list of priorities. As recently as March 2018, SpaceX intentionally expended a new Falcon 9 booster because ocean conditions would have been extremely risky to OCISLY and crew and the company (or customer) had no interest in delaying the launch further to wait for calmer seas.
By all appearances, that is – for the most part – no longer the case. SpaceX would likely expend a rocket for a few days of schedule for high-priority customers like the USAF and especially NASA, where even a few days of delays could trigger several years of delays to quite literally wait for the planets to realign. It has and will continue to require a significant culture shift in the market for launch but SpaceX is clearly changing those norms and expectations bit by bit, to the point that the company was recently willing to delay Cargo Dragon launches for NASA to ensure that the mission’s Falcon 9 booster the best possible chance of recovery.
For an internal Starlink launch, delaying the mission to prevent drone ship damage and ensure Falcon 9 recovery is thus an absolute no-brainer. Starlink-2 is also partially unique because it will mark the second time a Falcon 9 booster launches for the fourth time, following on the footsteps of B1048 after it became the first booster to launch four times during SpaceX’s November 2019 Starlink-1 mission.
B1048 thus became SpaceX’s lone pathfinder for Falcon 9 booster reusability, hopefully providing excellent insight and some unequivocal physical data to determine the rocket’s health and readiness for a 5th launch. Still, even though the sample sizes available to even the most prolific orbital launch vehicles would make any statistician cringe, it’s safe to say that two data points are better than one, and B1049 – scheduled to launch for the fourth time on Starlink-2 – would thus be quite valuable to SpaceX’s recovery engineers and technicians.

Only one additional Falcon 9 booster – B1056 – has already flown three missions, meaning that SpaceX will – at best – likely have to suffice with three data points (B1048, B1049, B1056) before moving onto the next reusability milestone – launching the same booster five times. Ultimately, every time SpaceX pushes that envelope and demonstrates that Falcon boosters can be definitively reused 3 or 4 or 5 times, the company multiplies the number of launches its fleet of booster can perform by a factor of two.
For, say, the eight flightworthy boosters in SpaceX’s existing fleet, proving that a 4th reuse is possible will ultimately allow the company to squeeze an additional seven launches from existing hardware with almost zero capital investment. For now, the fourth flight of Falcon 9 boosters will remain cutting edge, but with more than three-dozen launches planned in 2020, it’s all but guaranteed that SpaceX will push the envelope of reusability like never before in the coming months.
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Ferrari Luce sold out for 2027 after design controversy
Ferrari’s first electric vehicle, the Luce, is fully sold out for 2027, according to CEO Benedetto Vigna.
Presenting third-quarter results, he stated: “Everything we plan to sell next year is already fully allocated. Client test drives, scheduled for next year, will help further boost demand. We have no critical issues, neither on manufacturing nor on the demand side. Obviously, the car is more complex because it has many new parts and many new technologies.”
First customer deliveries are expected before the end of 2026, with the model already commanding waitlists despite a turbulent debut.
The Luce is a five-seat, four-door liftback saloon—the longest Ferrari ever produced—powered by four electric motors producing approximately 1,035 horsepower.
It features an 800-volt architecture, a 122-kWh battery, a claimed WLTP range of around 329 miles, 0-62 mph acceleration in 2.5 seconds, and a starting price near €550,000 in Europe (roughly $560,800–$615,000 in the U.S. depending on configuration).
Developed in collaboration with Jony Ive and Marc Newson’s LoveFrom studio alongside Ferrari’s own Centro Stile, it represents a deliberate departure from the brand’s traditional mid-engine sports cars toward a more spacious, grand-touring format.
Its exterior has proven deeply polarizing. Unveiled in Rome in May 2026, the design features smooth, sweeping surfaces, a large glass roof, and restrained detailing that critics described as bland, generic, or more reminiscent of an Apple product or mass-market EV than a Ferrari.
Ferrari unveils its Luce EV, and its reception has been a disaster
Online reactions included memes comparing it to a Nissan Leaf or Polestar, while former Ferrari chairman Luca di Montezemolo publicly warned of “the destruction of a myth” and suggested the prancing horse logo be removed. Italian politicians and longtime owners joined the chorus of disappointment, and Ferrari’s shares dropped roughly 8% in a single day, erasing billions in market value.
Design experts noted the absence of the brand’s signature tension, aggression, and emotional drama.
Yet the controversy has not translated into weak demand among the ultra-wealthy clientele who actually buy Ferraris. Production volumes remain tightly limited, as reports suggest fewer than 500 units in the current year and a longer-term pace of roughly 600 annually through 2030, preserving exclusivity.
One early chassis sold for $40 million at auction. Vigna has indicated that seeing the car in person, along with upcoming client test drives, is expected to strengthen rather than weaken interest. Ferrari aims for fully electric models to comprise 20 percent of its lineup by 2030, with a second EV now delayed to 2028.
For a brand defined by scarcity and desirability, the Luce’s sell-out status suggests that among those who can afford it, the polarizing design has not proven to be a commercial liability.
Investor's Corner
Musk’s Tesla and SpaceX decline after Democratic Midterm sweep
Tesla and SpaceX shares fell on Wednesday after Democrats swept both chambers of Congress. The decline stood out as broader market securities recovered and turned positive, while both of Musk’s publicly traded companies lagged.
CEO Elon Musk already joked about the unsuccessful campaigning for the Republicans, but now the new party will make pretty drastic changes to how it handles Tesla and SpaceX, and those companies will adjust their outlook.
Let’s take a deeper look.
Tesla ($TSLA)
Tesla shares traded lower during the regular session after Democrats secured both the House and Senate. The stock was down 2.32 percent at around 1:45 p.m. on the East Coast, trading at around $389.30.
The pressure is tied to more than the raw scale of Musk’s political spending, estimated at $450–474 million this cycle with roughly $224 million directed at Texas. In that state, Tesla now faces a Democratic governor and a Democratic senator after Gina Hinojosa unseated Greg Abbott and James Talarico defeated Ken Paxton.
The Austin Gigafactory, Robotaxi pilot programs in multiple Texas cities, and any related AI compute expansion sit under a new state executive who campaigned against certain corporate subsidies and floated a moratorium on new data-center construction.
Federally, Democratic control of key committees opens the door to deeper examination of Tesla’s autonomous-driving safety record, federal energy-storage and manufacturing incentives, and the national-security implications of any combination with SpaceX.
Investors are also weighing whether the company’s historically close alignment with the prior Republican leadership will invite slower permitting, additional hearings, or tighter rules on Full Self-Driving deployment.
For Tesla, the political shift adds near-term friction around state permitting and federal regulatory approvals for autonomy and energy storage. A potential merger with SpaceX may face slower review even if it proceeds.
Core growth drivers such as vehicle deliveries, energy deployments, and robotaxi rollout remain intact, yet the stock now carries a higher political-risk premium that could weigh on valuation until the company demonstrates workable relationships with the new Texas leadership and congressional majorities.
SpaceX ($SPCX)
SpaceX shares also declined in live trading on November 4 following the Democratic midterm sweep. The stock traded at $134.97, down 4.49 percent. The drop occurred even as broader indexes stabilized, highlighting a company-specific reaction to the election outcome.
Musk’s large contributions, concentrated in Texas races that both companies lost, place SpaceX’s Starbase launch facility and headquarters under a new Democratic governor.
At the federal level, Democratic control of Congress enables greater scrutiny of NASA, the Department of Defense, and other contracts that support a meaningful share of revenue, along with reviews of Starlink national-security uses and any Tesla merger. Analysts have noted that empowered committees can hold hearings and request documents on these relationships.
For SpaceX, the results raise the risk of delayed contract awards, higher compliance costs, and tighter constraints on AI and satellite infrastructure expansion, particularly in Texas where a data-center moratorium has been discussed.
A merger with Tesla could encounter political friction that slows integration of launch, connectivity, and autonomy capabilities.
While Starlink growth and launch cadence continue as primary drivers, the company faces a more contested path for federal funding and state-level operations, requiring management to rebuild ties with the new congressional majorities and Texas leadership to limit the overhang.
News
Tesla registrations in Germany nearly quadruple in October
Tesla’s new vehicle registrations in Germany rose sharply in October, nearly quadrupling from the same month a year earlier. That’s according to data from the KBA, Germany’s federal motor transport authority.
The KBA reported 2,932 Tesla vehicles registered in October, a 290.9 percent year-over-year- increase. For the first ten months of the year, Tesla’s cumulative registrations reached 47,742 units. This number is up 206.1 percent compared with the January-October period of 2025. These gains occurred against a backdrop of strong overall growth in the BEV sector as a whole.
Germany registered 94,086 new BEVs in October, a 79.5 percent rise that brought the BEV share of the passenger car market to 37 percent of the 254,492 total cars registered that month.
🇩🇪 Tesla’s new registrations in Germany nearly quadrupled in October, according to KBA data.
October: 2,932 units, +290.9% YoY Jan–Oct: 47,742 units, +206.1%
Germany’s overall BEV market grew 79.5% to 94,086 units last month. https://t.co/GMwNqsFAOC
— TESLARATI (@Teslarati) November 4, 2026
Despite the percentage surge, Tesla’s absolute numbers left it with a 1.2 percent share of all new car registrations for October. Chinese competitors did record higher volumes, as BYD registered 5,173 vehicles, a 2 percent share, Leapmotor with 3,661 cars, which equates to 1.4 percent, and Xpeng had a 0.5 percent share.
Year-to-date through October, BYD edged ahead of Tesla with 47,961 registrations versus Tesla’s 47,742.
The October results follow a notably strong September for Tesla in Germany, when it registered 12,552 vehicles, an increase of roughly 269 percent year-over-year and one of its strongest monthly totals on record in the country. That month, the Model Y led all EVs and ranked among the top-selling vehicles of any powertrain.
The figures form part of a broader recovery in Tesla’s European registrations after an extended period of softer demand. While monthly volumes remain subject to typical quarter-end patterns and competitive pressure from both established European brands and rapidly expanding Chinese manufacturers, the year-to-date growth indicates improved traction in Europe’s largest car market.
Tesla’s Gigafactory Berlin-Brandenburg continues to supply the region, positioning the company to capture a share of the expanding German BEV market as overall EV adoptions looks to be accelerating.