News
SpaceX completes Falcon 9 test fire, space station supply mission up next
After almost exactly 15 months of dormancy, SpaceX’s Launch Complex 40 (LC-40) came to life with the roar of nine Merlin 1D rocket engines as Falcon 9 1035 conducted its second pre-launch static fire in preparation for the company’s 13th Commercial Resupply Services mission, CRS-13. Previously tasked with the launch of the CRS-11 Cargo Dragon, the booster completed its mission and returned safely to Landing Zone-1 (LZ-1) on June 3 2017. The path towards LC-40’s reactivation has delayed the launch approximately one week, but December 6th’s successful static fire bodes well for the current launch date, 11:46 AM on December 12.
Static fire test of Falcon 9 complete—targeting launch of CRS-13 on December 12 from Pad 40, followed by launch of Zuma from Pad 40 in early January.
— SpaceX (@SpaceX) December 6, 2017
On September 6 2016, LC-40 was effectively destroyed over the course of the Amos-6 failure. In months that followed, SpaceX reactivated LC-39A in order to continue chipping away at the company’s launch manifest, but also began the slow process of damage assessment and reconstruction of LC-40. It is safe to assume that almost every single component of the ground support equipment (GSE) was completely replaced, and interviews with Cape Canaveral’s 45th Space Wing commander suggest that SpaceX went further still, transforming the painful situation into an opportunity.
In an exclusive and frank conversation between Brig. Gen. Wayne Monteith and Florida Today’s Emre Kelly, the commander suggested that extensive design changes and additional hardening measures implemented during reconstruction are expected to make LC-40 exceptionally resilient to the rigors of rocket launches. Most tellingly, if perhaps overly optimistic, Monteith estimated that a second vehicle failure on the order of Amos-6 might only take two months to recover from, compared to the 15 months that followed Amos-6. He attributed this claim to GSE that is now largely buried underground, theoretically protecting the vast apparatus of hand-welded piping necessary to fuel the Falcon 9 launch vehicle. The replacement Transporter/Erector/Launcher (TEL) tasked with supporting Falcon 9 during integration and launch also appears to have been modernized, and will likely end up looking quite similar to the monolithic white TEL that resides at LC-39A.
Rocket and spacecraft for CRS-13 are flight-proven. Falcon 9’s first stage previously launched SpaceX’s eleventh resupply mission for @NASA, and Dragon flew to the @Space_Station in support of our sixth cargo resupply mission. pic.twitter.com/RY4F2TrWO2
— SpaceX (@SpaceX) December 6, 2017
With CRS-13’s static fire now complete, the mission is set to become the fifth operational reuse of a flight-proven Falcon 9 booster in 2017, thanks to NASA’s unusually rapid acceptance of the new practice. Further still, if Iridium-4’s December 22 launch date holds, and it does look to be stable for the moment, SpaceX will rather incredibly have conducted five commercial reuses of a Falcon 9 in its first year of operations, meaning that one third of SpaceX’s 2017 missions will have launched aboard flight-proven boosters. Also impressive is SpaceX’s full-stop move towards the reuse of Cargo Dragon capsules, and the company stated over the summer that it was hoping to almost completely redirect Cargo Dragon’s manufacturing facilities towards Dragon 2, also known as Crew Dragon. This was most recently reiterated several months ago and is presumed to still be the company’s goal moving forward, and CRS-12 is believed to have been the last “new” Cargo Dragon that will fly. CRS-13’s Dragon previously flew the CRS-6 mission in April 2015.
Photos shared privately with the author show CRS-13’s Falcon 9 to be covered in a graceful layer of soot from its previous recovery, similar in appearance to Falcon 9 1021 seen above. (Instagram/bambi_mydear)
In a December 6 tweet, SpaceX further confirmed that the deeply secretive Zuma mission, previously delayed from an early-November launch as a result of concerns about fairing defects, has now been moved from LC-39A to LC-40 and is understood to be targeting January 4 2018. This will give SpaceX approximately three weeks after the launch of CRS-13 to verify that everything is functioning nominally in what is essentially a new pad.
Meanwhile, with Zuma now officially moved to 40, LC-39A is completely free from routine operations, meaning that SpaceX’s ground crew can now work at will to ready the pad for the inaugural launch of Falcon Heavy, now aiming for early 2018. Aside from Falcon Heavy, recent FCC filings point to two additional SpaceX launches aiming for January, although slips are probable in light of CRS-13’s minor delays. Regardless, December and January are likely to be thrilling months for followers of the intrepid space exploration outfit.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
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.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
