News
SpaceX Falcon 9 doubleheader still on track after fiery ULA launch abort
As previously reported by Teslarati, SpaceX announced intentions to launch two Falcon 9 missions from two Florida launchpads on Sunday, August 30th. However, the ambitious goal was left in limbo.
The record-breaking doubleheader was believed to hinge upon the Saturday morning launch of a United Launch Alliance (ULA) Delta IV Heavy rocket with a classified spy satellite. However, that is apparently no longer the case.
Instead of launching on time, ULA’s infrequently-flown heavy-lift rocket was hit by 72 hours of delays to rectify minor pad hardware bugs. Around 2 am EDT (UTC-4) on August 29th, Delta IV Heavy made it just seconds away from liftoff before the rocket’s autonomous flight computer detected an anomaly with pad hardware and aborted the launch. As a result, the three cores’ three Aerojet Rocketdyne RS-68A engines were forced to shut down after ignition – an uncommon Delta IV launch abort scenario that has historically required at least a week of work to recycle for another launch attempt.
ULA ultimately determined that it was not possible to recycle the countdown for another attempt although enough time remained in the launch window to do so. The launch vehicle was safed and a scrub was announced.
In a statement provided by ULA confirmed that the early shutdown was “due to an unexpected condition during the terminal count at approximately three seconds before liftoff.” ULA also confirmed that “the required recycle time prior to the next launch attempt is seven days minimum.”
ULA has to fly before SpaceX, right?
With a minimum of seven days required to recycle the ULA Delta IV Heavy for another launch attempt, it was unclear what that meant for the fate of the SpaceX SAOCOM-1B mission.
It was previously understood that in order for SpaceX to launch the SAOCOM-1B mission from nearby Space Launch Complex-40 (SLC-40), the ULA Delta IV Heavy would have to successfully launch first. The southern polar launch trajectory of the SAOCOM-1B’s mission is one that hasn’t been flown from Cape Canaveral, FL in nearly six decades. This particular flightpath includes launch hazard zones that inch ever so close to the launchpad of the Delta IV Heavy, which is currently still on its launchpad stacked with a classified payload for the U.S. government.
It was assumed that the Falcon 9 would suffer the same minimum delay of seven days, if not longer. However, on Saturday afternoon, August 29 a SpaceX media representative confirmed that the company was still targeting the historic double header launches on Sunday, August 30.
Double the launches, double the recoveries
If SpaceX can pull it off, Sunday is set to be a stellar day for Falcon 9 launches and landings. The SAOCOM-1B mission will feature a Return To Launch Site (RTLS) landing attempt of the expended Falcon 9 booster while the Starlink Falcon 9 booster is expected to land aboard the autonomous droneship “Of Course I Still Love You” currently stationed off the coast of South Carolina.
In an unusual move, SpaceX split up the fairing catching vessels. Initially, both vessels left Port Canaveral and headed south to a catch zone located between The Bahamas and Cuba in an attempt to catch both fairing halves of the SAOCOM-1B mission. Then, GO Ms.Tree did an about-turn and met up with the booster recovery vessels off the coast of South Carolina.
At the time of publishing, the two Sunday Falcon 9 launches are expected to occur just nine hours apart. The Starlink V1.0-L11 mission is slated to occur at 10:12am ET (1412 UTC) from Launch Complex 39-A at Kennedy Space Center while the SAOCOM-1B mission is set to launch at 7:18pm ET (2318 UTC) from SLC-40 at Cape Canaveral Air Force Station. As usual, SpaceX will host official launch webcasts live, typically beginning around 15 minutes before liftoff.
Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla has finished construction at its biggest Supercharger ever in Lost Hills, California, and all 168 stalls are officially open as of today.
After several years of development, the company has officially announced that the Lost Hills Supercharger, known as Project Oasis, is officially open with 168 stalls active and available to drivers.
Tesla announced the completion of the Lost Hills Supercharger on Tuesday, showing off the site, which is powered by 10 Megapack batteries for storage and is completely independent of the grid, as it has 11 MW of solar panels bringing energy to the massive Battery Energy Storage System (BESS).
All 168 Stalls at the Tesla Supercharger in Lost Hills, California are officially open! pic.twitter.com/eo9xmZyUNB
— TESLARATI (@Teslarati) November 25, 2025
This is the largest Supercharger in the world and opens just in time for the Thanksgiving holiday, which is the most-traveled weekend of the year in the United States.
Spanning across 30 acres, it was partially opened back in July 2025 as Tesla opened just 84 of the 168 stalls at the site. However, Tesla finished certifying the site recently, which enabled the Supercharger to open up completely.
The site generates roughly 20 GWh of energy annually, which is enough to power roughly 1,700 homes. The launch of this site specifically is massive for the company as it plans to launch more Superchargers in more rural areas, making charging more available for cross-country rides that require stops in more remote regions of the United States.
This is perhaps the only weak point of Tesla’s massive charging infrastructure.
It has some features that are also extremely welcome for some owners, including things like pull-through stalls for those who tow, an idea that was extremely popular following the launch of the Cybertruck.
Tesla has over 70,000 active Superchargers across the world. The company has also made efforts to create unique experiences at some of the stops, most notably with its Tesla Diner, located on Santa Monica Boulevard in Los Angeles.
That Supercharger has two massive drive-in movie theaters and will soon transition to a full-service restaurant following the departure of its executive chef, Eric Greenspan.
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
