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SpaceX Falcon 9 booster spotted in Southern California on journey to Florida
On August 20th, a member of a local California Facebook group happened to spot a SpaceX Falcon 9 booster in transit, an exceedingly rare sight as of late. Moving east, the booster is almost certainly heading to Florida to support a major cluster of 6-8 launches in Q4 2019.
This marks the first time in nearly four months that a flight-proven Falcon 9 booster has been spotted in transit, excluding a lone (unflown) booster captured on its way to McGregor, Texas last month. This also serves as an opportunity to reexamine the status of SpaceX’s expansive fleet of reusable Falcon 9 Block 5 rockets as the company prepares for a busy end of 2019 in the midst of a rare multi-month lull in launch activities.
Based on the timing, its location (Southern California), and the direction it was headed (Eastbound), the rocket spotted on August 20th is almost certainly twice-flown Falcon 9 booster B1051. The booster was likely departing SpaceX’s Vandenberg Air Force Base (VAFB) launch facilities after some two months post-launch inspections and refurbishment, having completed its second launch and landing on June 12th, 2019 in support of the Radarsat Constellation Mission (RCM).
Prior to its successful launch of RCM, B1051 had the historic privilege of supporting the inaugural orbital launch of SpaceX’s Crew Dragon spacecraft, putting the next-gen crew capsule through its paces before a crewed launch debut expected to occur absolutely no earlier than (NET) December 2019. Known as DM-1 (Demo-1), B1051 was subjected to an exceptionally strenuous suite of inspections, analysis, and testing for the mission – from the very first welding sparks to the booster’s McGregor, TX and Florida static fires and launch debut.
Said debut occurred on March 2nd, 2019, after which B1051 landed at sea aboard drone ship Of Course I Still Love You (OCISLY).
SpaceX production experienced an exceptionally frenetic period from early-2018 to mid-2019, in which the company averaged the completion of almost an entire Falcon 9 or Heavy rocket every 1-2 months, building, delivering, launching, and relaunching Falcon boosters B1046 through B1057 from ~January 2018 to April 2019. In the last 3-4 months, the (publicly visible) rate of rocket production has dramatically slowed, presumably an intentional slow-down triggered by SpaceX’s rapidly growing fleet of flight-proven boosters.
In the last four or so months, unaffiliated observers have spotted a grand total of one new Falcon 9 booster on its way from SpaceX’s Hawthorne, CA factory to its McGregor, TX testing facilities. That booster – likely either B1058 for Crew Dragon’s crewed launch debut (Demo-2) or B1059 for SpaceX’s next USAF GPS III launch – was spotted twice headed east in Arizona on July 29th. Prior to that, the next most recent ‘core spottings’ occurred in mid-to-late April, while the most recent since July 29th’s instance is B1051.2’s August 20th appearance. In short, things are unusually quiet on the SpaceX booster transport front.
Rocket fleet logistics
This apparent slowdown in production can be relatively easily explained by the nature of SpaceX’s fleet of boosters, as well as the company’s growing confidence in the extreme reusability nominally permitted by Falcon 9’s Block 5 upgrade. Just a few days ago, SpaceX Vice President of Build and Flight Reliability Hans Koenigsmann reiterated the belief that Falcon 9 Block 5 boosters will be more than capable of safely performing 10 or more launches apiece.
At the moment, SpaceX’s fleet of flightworthy Block 5 boosters is seven strong, composed of B1046.3, B1048.3, B1049.3, B1051.2, B1052.2, B1053.2, B1056.2. Altogether, they have supported a full 17 launches in 15 months, averaging 2.4 launches apiece with a maximum of three launches achieved by three separate boosters. Under the extremely conservative assumption that 60-90 days are needed for post-flight inspections and refurbishment, anywhere from 2-6 of those boosters are already ready for their next launches.
In simple terms, it appears that even a fleet as small as seven Falcon 9 Block 5 boosters may be capable of supporting a vast majority of SpaceX’s commercial launch contracts, while even NASA has come to support launching uncrewed Cargo Dragon missions on flight-proven boosters. In fact, Koenigsmann revealed that a number of customers had nearly come a full 180 degrees in the less than three years that SpaceX has been reflying boosters. Many now actively prefer a flight-proven booster and have come to view them as a more known quantity relative to unproven (i.e. new) hardware.
Aside from a handful of customers – primarily the US military – that explicitly demand new hardware, the rare need for entirely expendable Falcon 9 launches, and the equally rare loss of boosters during unsuccessful landings, SpaceX just doesn’t need nearly as high of a Falcon 9 or Heavy booster production rate to support the same (or even greater) launch cadences.
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Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
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Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
Tesla Model Y L is gaining momentum in China’s premium segment
Tesla Cybertruck earns IIHS Top Safety Pick+ award
