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SpaceX’s third Block 5 rocket heads to Texas test site as launch marathon nears
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.
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- Falcon 9 B1045 prepares for its first launch in mid-April. (SpaceX)
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- B1046 returned to Port Canaveral shortly after its May 4 debut, and is now being carefully analyzed as pathfinder hardware. (Tom Cross)
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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)
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!
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- A rough sketch of SpaceX’s launch schedule over the next few months. (Eric Ralph)
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- After CRS-15, all orbital launches will be use Block 5 boosters and upper stages. The upgraded rocket’s next launch is NET July 20. (Tom Cross)
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News
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
News
Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
News
Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
