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SpaceX’s third Block 5 rocket heads to Texas test site as launch marathon nears

What is likely B1048 spotted heading to McGregor, Texas for static fire testing, June 11. (TeslaMotorsClub /u/nwdiver)

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8 years ago

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A SpaceX Falcon 9 – almost certainly the third Block 5 booster to leave the company’s factory – was spotted passing through New Mexico on the last leg of its trip from California to Texas. Although the shipment is a great sign, it begs the question of how exactly SpaceX plans to launch its next six launches penciled in for July and August.

Bear with me, as this post will dive into the specifics of orchestrating launches – namely having rocket boosters, upper stages, and fairings all ready at the same place and time. Fundamentally, the analysis that follows suggests two main possibilities: 1) two or three of those July/August launches will have to be delayed for booster availability or 2) the first (and perhaps second) truly rapid reuse of Falcon 9 Block 5 boosters will occur before summer’s end.

The first Block 5 Falcon 9 lifts off on May 4, 2018. The upgrade’s rapid reusability optimizations could be crucial for SpaceX’s summer manifest. (Tom Cross)

After conducting routine static fire testing in McGregor, the booster spotted on Monday – B1048 – will likely be shipped West to Vandenberg Air Force Base for the first West coast Block 5 launch in mid-July. B1047, the second Block 5 booster to leave SpaceX’s Hawthorne factory, was spotted miles from Cape Canaveral, FL near the end of May, while B1046‘s early May launch marked the debut of Falcon 9 Block 5 and was expected to undergo several months of disassembly and analysis to ensure the rocket upgrade was functioning as intended. Based on previous patterns, the fourth Block 5 Falcon 9 booster – B1049 – should not be expected to ship from the factory to McGregor until late June or early July. Finally, the last orbital Block 4 booster (B1045) will conduct its second and final launch in the last few days of June, currently NET June 29.

Put simply, B1049 is unlikely to arrive at its first launch site until mid or late July and can thus be taken out of the July running. B1045 will be (presumably) expended after launch, also taking it out of the running for future launches. B1048 will almost certainly travel to Vandenberg Air Force Base (VAFB) for its first launch in July, effectively ruling out its availability for other July and August launches. Furthermore, Iridium’s CEO Matt Desch has stated that both Iridium-7 and Iridium-8 are expected to launch on unflown boosters. Fundamentally, this leaves two Block 5 boosters readily available for four loosely scheduled July and August launches on the East Coast.

Focusing on July’s schedule as it currently stands, B1047 would be required to launch two high-energy geostationary transfer orbit (GTO) missions in as few as two weeks. The nature of drone ship recoveries would cut the time available between the booster’s return to port and its second static fire to perhaps 5-10 days. In other words, there would be almost no time whatsoever for refurbishment, at least compared to the current prospective record of B1045, roughly 70 days between launches.

All things considered, two launches of the same booster in well under a month would be an act of heroics given that B1047’s first launch will be the second or third-ever flight of Falcon 9 Block 5. An extensive upgrade to the venerable rocket intended to make it highly reusable and equally reliable, Block 5 is the culmination of more than half a decade of experience launching a wide array of Falcon 9 versions and 56 total launches. While I would place the odds of a sub-30 day back-to-back reflight happening less than two months from now at maybe 10%, my odds for the next six to nine months are closer to 95% – remember, Musk set SpaceX the goal of two flights of the same booster in 24 hours by the end of 2019. It may sound insane, but it quite literally was what Block 5 was designed to enable.

Although delays are more probable here, the alternative is a truly wild roller coaster of launches and historic reusable rocket milestones. Fingers crossed!

Follow us for live updates, peeks behind the scenes, and photos from Teslarati’s East and West coast photographers.

Teslarati   –   Instagram – Twitter

Tom Cross – Twitter

Pauline Acalin – Twitter

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Eric Ralph – Twitter

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla hits major milestone with Full Self-Driving subscriptions

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27 minutes ago

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January 29, 2026

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Credit: Ashok Elluswamy/X

Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.

Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.

This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.

In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.

Musk said on X:

“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”

The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.

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It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.

The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.

Tesla is shifting FSD to a subscription-only model, confirms Elon Musk

Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.

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Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline

Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”

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2 hours ago

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January 29, 2026

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Credit: Tesla

Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.

The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.

However, the time is coming.

During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.

Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”

These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:

Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.

Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.

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Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.

In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.

With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.

Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.

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Investor's Corner

Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

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4 hours ago

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January 29, 2026

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Credit: @AdanGuajardo/X

Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments. 

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

Key takeaways

Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.

The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.

Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.

Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.

Production shifts, robotics, and AI investment

Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.

Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.

Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.

More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs. 

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