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SpaceX’s Falcon 9 and Heavy manifest grows lopsided as launches align for Q4

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For a variety of reasons both clear or otherwise, a significant number of SpaceX’s Falcon 9 and Falcon Heavy launches initially scheduled near the beginning or middle of the second half of 2018 are all slipping right into October, November, and December.

While communications satellite Telstar 18V’s two-week slip to NET September 8 and SAOCOM-1A’s own several-week tumble to October 7th appear to have their own respective and discernible reasons, namely some sort of range or payload issue (Telstar) and difficulties with the Falcon 9 rocket (SAOCOM), it’s much harder to know why multiple other payloads have slipped into late 2018.

Although the multiple slips and slides of several payloads and much of SpaceX’s H2 2018 launch manifest may be hard to parse alongside the year’s milestone first half, at least two reliable launch manifest sources (SpaceflightNow and one other) more or less independently corroborate the apparent realignment. Explanations, however, are far harder to find – to be expected in the business of space launch. Still, multiple launch delays can be traced to either payload or rocket issues.

Payload-side delays aplenty but rocket-slips, too

Iridium CEO Matt Desch, for example, noted that his company’s Iridium NEXT-8 launch of the constellation’s final 10 satellites is slipping from its original launch date target because of delays preparing the satellites for launch, rather than any issue with SpaceX rocket availability. While not official, the Falcon 9 launch of communications satellite Es’hail-2 has also rapidly jumped from the end of August or early September into Q4 2018 (likely NET October or November), hinting heavily at payload processing delays or technical issues with the complex satellite, as multi-month rocket-side delays would likely preclude interim September and October launches.

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Meanwhile, at least two of those prospective Q4 2018 SpaceX launches happen to be rideshare-dedicated, meaning that the payload consists of dozens of smaller satellites manifested and organized by a middleman company or agency. These two launches are Spaceflight’s SSO-A launch (~70 satellites) – currently NET November 2018 – and the US Air Force-led STP-2 mission, designed primarily to help SpaceX certify Falcon Heavy for Air Force launches while also placing roughly two dozen smaller satellites into orbit. STP-2 was delayed for multiple years as SpaceX gradually paced towards Falcon Heavy’s first real launch debut (February 2018), but launch delays (currently NET November 30 2018, probably 2019) will likely be caused by some combination of rocket, payload, and pad delays as SpaceX readies for what is essentially the second debut of much different Falcon Heavy.

While likely less a payload-side delay than a mountain-of-tedious-paperwork-and-bureaucracy delay, SpaceX’s NET November 2018 inaugural (uncrewed) demonstration launch of Crew Dragon, NASA scheduling documents published alongside an August 27 Advisory Council presentation suggest that the spacecraft will be ready for launch as early as September, whereas independent sources and visual observations have confirmed that the new Falcon 9 Block 5 booster (B1051) is either near the end or fully done with its McGregor, Texas acceptance testing. One certainly cannot blame SpaceX or NASA for caution at this stage, but the consequently uncertain launch debut of Crew Dragon almost certainly precludes any Falcon Heavy launches from Pad 39A in the interim, including STP-2’s theoretical NET November 30 launch date, which is literally inside Crew Dragon’s “November 2018” launch target.

 

On the other hand, several recent delays of SpaceX’s imminent (-ish) launch of Argentinian Earth observation satellite SAOCOM-1A have been suggested by several employees of the country’s CONAE space agency to be rocket-related, as they understand that the satellite itself is effectively ready to head to orbit at any time. It has yet to be officially confirmed, but it’s understood that Falcon 9 B1048 – previously flown on the launch of Iridium-7 – is being refurbished for SAOCOM-1A, potentially contributing to launch delays as SpaceX cautiously works through the inaugural reuses of some of its very first serial Falcon 9 Block 5 boosters.

Time will soon tell, as launching the roughly 8 to 10 launches tentatively remaining on SpaceX’s 2018 manifest will require extensive reuse of Block 5 boosters if multiple slips into 2019 are to be prevented. Regardless, best of luck to SpaceX’s technicians and engineers as they beat back rocket demons, grapple with uncooperative satellite payloads, and navigate the winding paths of Department of Defense and NASA rocket launch certifications.


For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!

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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 leaks Semi customers ahead of handover event

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Credit: Tesla

Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.

Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.

Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.

Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.

Tesla Semi lands the biggest electric truck deal in U.S. history

Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.

Tesla first unveiled the Semi back in 2017 with a 2019 production target.

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Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.

Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.

Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.

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Tesla App now shows you what your Supercharger will look like upon arrival

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Credit: Tesla

The Tesla App is now giving owners a better indication of what to expect when visiting a Supercharger site, as it is now sharing Site Maps in the app itself, making the feature no longer exclusively available in the car.

Tesla owners can now preview a Supercharger’s layout and live stall status from their phone thanks to the App’s new software version, v4.61.0. Zooming into a supported Supercharger on the charging map now switches the familiar street view into a site-specific map that shows stall positions, occupied bays, out-of-service posts, and a live count of open Superchargers.

It will even show you which specific Tesla model is charging at each occupied stall.

This is the same view drivers first saw inside the car with the 2025 Holiday Update, which started as a pilot for Tesla in California and Texas. Those early maps showed layout, nearby amenities, and the status of each operational stall. The feature has spread to most Superchargers in the U.S., but now Tesla wants the feature available through the Smartphone App, which is now rolling out to owners.

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The in-vehicle screen maps remain a richer 3D canvas and originally required AMD Ryzen infotainment hardware, which left many Intel-based Model 3 and Model Y owners without the view. The app version removes that hardware barrier, so any owner can now get a preview of their upcoming Supercharger stop on their phone.

Anyone with the updated version of the app can open a Site Map on their phone. The feature has provided some additional peace of mind to anxious travelers and those who might be looking for a place that is less congested for faster charging speeds. It is a meaningful addition to many owners, especially for trips to unfamiliar locations.

You can now pick a Supercharger location that might be more aligned with what you are looking for or need: you can pick a site based on what stalls are open, where ADA stalls sit, how you will pull in, and more, instead of circling a crowded lot after arriving. Owners of older cars now have access to the feature without having to purchase a new vehicle altogether.

Site Mpas will not reserve a stall, nor will it change how Fast Charging works. Tesla does something simpler and more useful by giving owners a dedicated preview of the Supercharger they’re about to charge, turning an unknown parking lot into a place that may seem more familiar thanks to the preview.

Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.

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Investor's Corner

Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery

Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.

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Tesla Optimus Gen 3 [Credit: Tesla]

Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.

Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.

The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.

The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.

This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.

The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.

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Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.

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