News
SpaceX Falcon fairing recovery vessel Mr. Steven tests out new limbs at sea
After a week or so spent installing a new and moderately ambiguous arm on the nose of Falcon fairing recovery vessel Mr. Steven, SpaceX’s recovery crew performed a number of high-speed sea trials a few miles off the shore of Port of Los Angeles, testing out something.
Just a few days later, Mr. Steven returned to the general region surrounding Catalina Island, where – by all appearances – SpaceX technicians performed the most recent Falcon fairing drop/catch test. Using a helicopter to pick up the test-dedicated fairing half from a barge, eventually dropping it from around 10,000 feet, this offers Mr. Steven a much higher volume of controlled attempts at both catching a parasailing fairing and optimizing the technology and recovery methods involved.
Mr Steven arriving back at port after some sea trials (with some new hardware near his nose). Such an elegant ship. The drop-test fairing is back in view on the dock as well. Soooooon……#spacex #mrsteven @Teslarati pic.twitter.com/qsmEy2Kk2a
— Pauline Acalin (@w00ki33) November 12, 2018
Over the last few weeks, Teslarati photographer Pauline Acalin has reliably kept up with Mr. Steven, documenting a variety of recent physical changes to the vessel. Most notably, these changes include the installation of a visible and quite curious stanchion (or arm) at the ship’s aft tip (nose). Simply due to a lack of any real information about the experiences of operating Mr. Steven and attempting to catch Falcon fairings, it’s all but impossible to know for sure what this new limb accomplishes or why it was needed in the first place.
Armed to the teeth
More clear are general visual observations and the reasonable extrapolations that can be derived from them. At the simplest level, this new limb is clearly well-reinforced, at least no less so than any of Mr. Steven’s other arms and attachment points. Aside from a basic off-the-shelf ladder for crew and technician access, the stanchion plays host to four basic swinging arms with what looks like one or maybe one and a half degrees of freedom, allowing them to pivot roughly 180 degrees along the plane of the angle they were installed at.
-
- An overview of Mr. Steven on November 10th, shortly after his new arm’s cables were attached. (Pauline Acalin)
-
- A good closeup of Mr. Steven’s new limb and its associated cables, cable linkages, and arm attachments. (Pauline Acalin, 11/10/18)
-
- A different view of the arm-cable attachment fixtures. (Pauline Acalin)
Secured to the ends of those four simple arms are four heavy-duty coiled metal cables, themselves attached to the center of Mr. Steven’s two foremost arms (two cables per arm). Curiously, the ship’s Nov. 12 sea trials were conducted with just the bottom two cables attached to each respective arm, visible in photos of the outing. Upon returning from a Nov. 14 fairing drop-and-catch test, both upper and lower cable sets were seen attached to his aft arms. During the nearby sea trials, no clearly abnormal behavior – compared against previous trials at similar speeds and the same location – was observed, although the new metal cables were visibly taut or nearly so.
Given just how seemingly nuanced the utility of this new arm and cable combo seems to be, a few obvious conclusions and possible explanations can be drawn. Perhaps Mr. Steven experiences inconvenient arm bouncing while sailing at high speeds, particularly in high speeds, and holding his arms down serves to grease the metaphorical gears of fairing recovery. Maybe the recovery net – stretched between four large arms – is tensioned more than SpaceX fairing recovery engineers and technicians would like, partially shrinking the usable catching area by pulling each arm towards the center. Even more nuanced still, it may be the case that these new tensioning steel cables and stanchion make it easier for fairing halves to be processed after landing in Mr. Steven’s net, allowing the crew to accurately and rapidly move the fairing to an optimal section of the net.
-
- (Pauline Acalin)
-
- Note the duo of cables connected to the arm attachment jig. (Pauline Acalin)
More questions than answers
Regardless, none of these best-case, simple explanations for the new hardware satisfactorily mesh with the known facts surrounding Mr. Steven and Falcon fairing recovery in general. For any of the above scenarios to be true, one must essentially assume that SpaceX has already nailed down fairing recovery and catches or believes that the path to solving those problems is almost totally clear of obstacles. If not, it would feel more than a little like putting the cart before the horse (or the fairing before the net) to be optimizing Mr. Steven for operations that are – as of yet – out of reach.
If SpaceX were so close to closing the fairing recovery gap, one would generally expect Mr. Steven to attempt fairing recoveries after all true Falcon 9 launches while also performing controlled drop test catch attempts. However, no such attempt was made after the October 7 launch of SAOCOM-1A and – according to CEO Elon Musk – Mr. Steven will not be attempting to catch Falcon 9’s fairing(s) after the imminent launch of SSO-A, expected to occur sometime after Thanksgiving (later this week).
Will try again next month
— Elon Musk (@elonmusk) November 14, 2018
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
