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SpaceX’s reusable Falcon 9 fleet takes shape as rocket booster production ramps
Per a source involved in SpaceX’s cross-country rocket transport infrastructure, the company continues to beat the expectations of its closest followers, pointing towards an inflection point in the production and testing of new Falcon 9 Block 5 rocket boosters and upper stages.
Building off of a number of Falcon 9 booster, upper stage, and fairing spottings over the past six weeks, it can reasonably be concluded that SpaceX has completed, shipped, tested (i.e. static fires in Texas), and delivered (to launch sites) as many Falcon 9 rockets in six weeks as were shipped, tested, and launched in the preceding five months – perhaps even 30% more.
This extreme production ramp can be attributed almost entirely to the maturation of Falcon 9 Block 5’s design and manufacturing apparatus, owing to the fact that the rocket’s most recent (and theoretically final) upgrade necessitated significant changes to almost every major aspect of the Falcon family. Meanwhile, a considerable amount of time and effort had to be directed towards the optimization and production of the first Falcon Heavy, to some extent an entirely bespoke rocket built off of much older Falcon 9 cores and a center core design unlikely to be repeated.
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- Falcon 9 B1047 spotted in Florida just a short trip away from Cape Canaveral, where it will likely launch Telsat 19V in mid-July. (Reddit /u/fatherofzeuss)
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- What was likely B1049 spotted heading to McGregor, Texas for static fire testing, June 11. (TeslaMotorsClub /u/nwdiver)
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- What has to be B1050 on its way to McGregor for static fire testing, July 6. (anonymous)
With Falcon Heavy completed and launched in February and the last non-Block 5 booster built, launched, and relaunched in the last three months, Falcon 9 Block 5 has for the first time been allowed to become SpaceX’s near-singular focus for manufacturing and testing, both in the Hawthorne factory, the McGregor, TX testing facility, and SpaceX’s three launch pads.
This change in focus likely means that SpaceX was finally able to rid itself of what were effectively multiple SKUs (serial versions) of its workhorse rocket, presumably allowing their supplier and manufacturing apparatus to be significantly streamlined. With low-volume production and limited manufacturing space, multiple SKUs were likely a massive challenge for the Hawthorne factory and the McGregor testing facility, where the stand used to test Falcon 9 boosters likely required significant modifications to support Block 5 static fires. Meanwhile, SpaceX’s three launch pads in Florida and California all needed their own series of upgrades to transfer from Block 4 to Block 5.
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- B1047 captured testing in McGregor, Texas, April 2018. (Teslarati/Aero Photo)
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- Falcon 9 B1049 spotted on stand in McGregor, TX on June 15.
Regardless, SpaceX has clearly gotten its manufacturing feet back under it and has ever-growing confidence in the nascent Block 5 iteration of Falcon 9. COO and President Gwynne Shotwell noted in a May 2018 CNBC interview that she believed the Hawthorne factory was nominally capable of producing one Merlin engine a day and two Block 5 boosters per month, and this recent burst of activity appears to heartily confirm her estimates. What remains to be seen is if what appears to be a six-week sprint (at least relative to the last year or so of rocket building) will instead prove to be the norm for the second half of 2018 and 2019.
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If SpaceX can continue to sustain this extraordinarily rapid-fire pace of rocket production for just the next six months, the company could round out 2018 with a strong start to what Shotwell described would be a “sizable fleet” of Falcon boosters. Block 5 boosters B1047, B1048, and B1049 are now finished with static fire testing in McGregor after shipping from Hawthorne and either at launch sites or on their way, while B1050 most likely just arrived at McGregor for its own static fire. The first successfully launched and recovered Block 5 booster (B1046) was said by CEO Elon Musk to be undergoing a thorough teardown analysis – a process that almost certainly has been completed given the burst of Block 5 shipments and testing – and should be free to support additional launches later this year.
If SpaceX continues to produce nearly two boosters per month, the company could round out 2018 with a fleet of nearly 16 Falcon 9 boosters, each of which has been designed to support anywhere from a handful to a hundred reuses.
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SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.
The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.
Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.
SpaceX scores another massive Pentagon deal to support military satellites
Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.
The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.
As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.
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Elon Musk
SpaceX’s Starship just got filmed by its own cargo
SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.
SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.
The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.
The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.
View of Starship in space from a Starlink V3 satellite on Flight 13.
This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to… pic.twitter.com/sNTHHz5vLr
— SpaceX (@SpaceX) July 31, 2026
Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.
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Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.
Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.
The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.
However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.
Multi-Row Climate Control
Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:
The Model Y L has a little row of icons on the right side of the climate screen so the front passenger can more quickly jump to whatever row they want to control. pic.twitter.com/uJS44mgCvk
— Sawyer Merritt (@SawyerMerritt) July 30, 2026
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Better Rear Window Visibility
One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.
Tesla has improved upon this with the Model Y L:
This is a drastic difference. https://t.co/wTdhitD5aA pic.twitter.com/z6hFs0Jkss
— TESLARATI (@Teslarati) July 30, 2026
PowerShare will be included
Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.
Wireless Charging Pad
There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.
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Tesla owner fixes common feature complaint with crafty DIY retrofit
Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.
Thermal Management Improvements
These improvements in the Model Y L were seen with thermal management:
- Up to 15% faster cabin cooling
- +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
- 8x more solar energy reflection off of glass roof
- 30% reduction in solar energy entering the cabin
Some of the thermal management improvements in the new Model Y L Premium:
• Up to 15% faster cabin cooling
• Up to 15 min faster cabin cooling in sunny conditions
• +23% thermal efficiency gained in hot weather +7 miles of real-world range gained
• +10 miles recovered after… pic.twitter.com/jZirFWFdtO— Sawyer Merritt (@SawyerMerritt) July 31, 2026
Demand
Tesla said the Model Y L is almost sold out in the U.S. It comes with
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- 1 year of FSD Supervised
- 1 year of Supercharging
- 1 year of Premium Connectivity
- Free exterior paint color, interior, and wheel option at no additional cost
SpaceX’s biggest test yet arrives this week and it’s not a rocket launch
SpaceX’s Starship just got filmed by its own cargo
