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SpaceX’s Falcon 9 and Heavy manifest grows lopsided as launches align for Q4
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.
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- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. Raptor was apparently dramatically larger in person. (SpaceX)
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- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. (SpaceX)
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- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. (SpaceX)
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.
Still trying to nail the date down (satellite completion is gating, not rocket availability), but definitely won't be in September.
— Matt Desch (@IridiumBoss) August 13, 2018
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.
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- Falcon Heavy explodes off of Pad 39A, February 2018. (SpaceX)
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- Falcon Heavy’s side boosters seconds away from near-simultaneous landings at Landing Zones 1 and 2. (SpaceX)
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- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. Raptor was apparently dramatically larger in person. (SpaceX)
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- It’s currently unclear whether B1046 or B1048 will become the first SpaceX rocket to fly three times. (Tom Cross)
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- Falcon 9 B1048 stands proud after its West Coast launch debut, August 2nd. (Pauline Acalin)
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!
In the world of autonomous ride-hailing, there are only a handful of names. Among those few companies lies a strategy play by each to keep the opposition on their toes. Tesla, on the other hand, already tipped its hand at where it is headed next.
Tesla has signaled its next major push in the autonomous ride-hailing market by filing for an Autonomous Vehicle Network Company permit in Nevada (Docket 26-05015). Through Tesla Robotaxi, LLC, the company seeks approval to operate up to 5,000 robotaxis in Clark County, including high-traffic areas like Las Vegas and Henderson airports, within the first 12 months of launch.
This filing builds on Tesla’s earlier testing approvals from the Nevada DMV in September 2025 and preparations such as maintenance hubs in the Las Vegas area. Nevada represents a strategic expansion into a major tourist destination, where high visitor volumes could drive strong utilization and showcase the reliability of unsupervised autonomy to a broad audience.
We’d have to assume this means Tesla is targeting Las Vegas, and it’s a great move from a business perspective.
Vegas is such a melting pot of people from all around the country and the world. It will expose people from all corners of the globe to Tesla’s autonomy capabilities https://t.co/Qz3fQmhULF pic.twitter.com/Du5pj2RyWC
— TESLARATI (@Teslarati) June 6, 2026
Approval would mark a significant step toward commercial operations in a new state, following progress in Texas.
Tesla’s shareholder decks and earnings calls have clearly outlined these ambitions. In the Q4 2025 shareholder deck, the company listed planned Robotaxi coverage for the first half of 2026, explicitly naming Las Vegas alongside Phoenix, Miami, Orlando, and Tampa, with Dallas and Houston already advancing. Austin was noted as “ramping unsupervised,” while the Bay Area remained in safety-driver mode.
By Q1 2026, the deck updated statuses to reflect launches in Dallas and Houston, with “preparations underway” for the remaining cities, including Las Vegas. Paid Robotaxi miles nearly doubled sequentially in Q1, underscoring momentum even as broader timelines adjusted slightly for regulatory and operational readiness.
On earnings calls, CEO Elon Musk and executives have emphasized a phased rollout prioritizing safety. Unsupervised operations in Texas have shown strong results with no reported accidents or injuries in the program. Tesla continues groundwork in additional major U.S. metros through testing and permitting, positioning it to scale quickly once approvals clear.
This Nevada move aligns with Tesla’s vision of transforming from an EV maker into an AI and robotics leader. The forthcoming Cybercab, which started production at Giga Texas in April, is expected to eventually dominate the fleet, replacing many Model Y vehicles and driving down costs to enable affordable rides.
For investors and the industry, this signals Tesla’s intent to dominate key Sun Belt and tourist markets where weather, regulations, and demand favor rapid scaling. Success in Las Vegas could validate the model for denser urban and high-tourism environments, accelerating the shift toward a future where robotaxis generate meaningful revenue.
Las Vegas will also expand knowledge among the general public at Tesla’s capabilities, helping people experience driverless ride-hailing from several companies during their time on The Strip.
The Tesla Model 3’s cheapest trim level just got a major accolade, as Edmunds just revealed the Rear-Wheel-Drive trim of the all-electric sedan is the most efficient EV that is currently in production.
The 2026 Tesla Model 3 Rear-Wheel-Drive not only beat its EPA-estimated range by 30 miles, but it also bested its efficiency mark by 13.2 percent. The Model 3 tested by Edmunds traveled 393 miles, beating its EPA rating by 8.3 percent, while it returned 21.7 kWh per 100 miles, or 4.61 mi/kWh.
Beating those two metrics is especially pertinent when it comes to EV ownership and driving down the cost of ownership from ICE counterparts across the board. The real money savings come from driving down the cost of driving per mile, especially when it comes to high-mileage driving.
Edmunds stated in its report and review that the process it uses to test EV efficiency is aimed at giving “the most accurate representation of a car’s real-world range.” The assessment uses a strict route that features 60 percent city and 40 percent highway driving, and an average speed of 40 MPH across the trip.
It also drives each car within 5 MPH of all posted speed limits, and the climate control is set on Auto at 72 degrees to ensure even testing. In other words, Edmunds does not use methods to maximize efficiency, and instead tries to make it reasonable to achieve the same ratings yourself.
In comparison to other EVs, it beat the 2026 Mercedes-Benz CLA 350, which went 385 miles, as well as the 2026 Audi A6 Sportback E-tron Prestige AWD, which traveled 392 miles. Only the Mercedes-Benz CLA 250+ traveled farther, making it an impressive 434 miles on a charge.
However, the Tesla Model 3 RWD’s efficiency is “unmatched” because of its incredibly low energy usage per mile.
🚨 Tesla Model 3 RWD:
-At $36,990, it is $9,000 cheaper than the average transaction price for a new car ($46,023 via KBB)
-Was 13.2% more efficient than its EPA estimate
-Traveled 393 miles on a charge despite its 363-mile EPA range https://t.co/Grov2hXqpa pic.twitter.com/Zl8rnZZLIB
— TESLARATI (@Teslarati) June 8, 2026
The Model 3 Rear-Wheel-Drive might be the best bang-for-your-buck EV if you’re looking to buy new and want access to features like Full Self-Driving, while also being aware of efficiency. This trim of the Model 3 is also priced over $9,000 cheaper than what Kelley Blue Book says the average transactional price for a new car was in May 2026, which sits at $46,023.
If you’re looking for something with more speed, an All-Wheel-Drive drivetrain, or more premium features, the Premium trims of the Model 3 currently come with one year of Free Supercharging.
The Ontario Teachers’ Pension Plan (OTPP) stands to reap one of the most extraordinary returns in pension fund history thanks to a bold 2019 investment in SpaceX.
According to a recent report from The Globe and Mail, the Toronto-based fund invested roughly $300 million CAD (~$220 million USD at the time) in Elon Musk’s space company as its inaugural deal through the Teachers’ Innovation Platform.
At SpaceX’s anticipated $1.75 trillion IPO valuation, set for a mid-June debut on Nasdaq under ticker $SPCX, that stake could now be worth up to $11.6 billion USD. This would represent a roughly 50x return and easily become OTPP’s most successful single investment ever.
The fund manages $279 billion in assets for approximately 346,000 working and retired teachers in Ontario, potentially delivering an average boost of around $33,500 per member if fully realized.
SpaceX has filed its S-1 and plans to price shares at $135 each, aiming to raise a record $75 billion in what would be the largest IPO in history, surpassing Saudi Aramco. The company reported $18.67 billion in revenue for 2025, driven primarily by Starlink satellite internet growth and NASA contracts, though it continues to post significant losses tied to ambitious R&D in Starship and AI initiatives.
Important pieces moving forward include:
- Starlink Expansion: The satellite broadband service is scaling rapidly, targeting global connectivity, especially in underserved rural and remote areas. This segment offers massive recurring revenue potential as numbers climb.
- Starship and Reusability Leadership: SpaceX’s fully reusable Starship aims to slash launch costs dramatically, enabling frequent missions, Mars ambitions, and lucrative government/defense contracts. Success here could unlock exponential growth.
- AI and Diversification: Recent moves, including ties to xAI, position SpaceX in high-growth AI infrastructure, broadening beyond traditional aerospace.
- Validation Scrutiny: While the $1.75 trillion target excites investors, analysts like Morningstar value the company closer to $780 billion, citing high multiples (around 90x trailing revenue) and execution risks. A 180-day lockup period will prevent early investors like OTPP from selling immediately post-IPO.
The irony has not been lost on observers. Ontario’s government previously canceled a Starlink rural internet contract amid political tensions involving Musk, yet the pension fund’s savvy investment, made when SpaceX was valued around $33-36 billion, and Starlink was nascent, delivers outsized gains independent of politics.
For OTPP, this windfall strengthens its already solid 111 percent funding ratio and underscores the value of patient, innovation-focused capital allocation.
For SpaceX, the IPO marks a new chapter: greater transparency, access to public markets for talent retention and growth capital, and heightened pressure to deliver on its multi-planetary vision.
All eyes are fixed on whether SpaceX can justify its lofty valuation through sustained execution. For Ontario teachers, the returns are already stellar, but SpaceX, like other Musk companies in the past, has plenty of things to prove. Perhaps the most ideal person for the job is at the helm, hoping to bring the company to a massive valuation.
Tesla tipped its hand at where Robotaxi is heading next
Tesla Model 3’s cheapest trim just got a major accolade
