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A SpaceX rocket just aced its seventh launch and landing for the first time
For the first time ever, a SpaceX Falcon 9 rocket booster has successfully completed seven orbital-class launches and landings, leaving the company as few as three flights away from achieving its longstanding reusability goal.
Ending two days of “mission assurance” and weather-related delays, Falcon 9 booster B1049.6, a new expendable upper stage (S2), two flight-proven fairing halves, and 60 Starlink v1.0 satellites lifted off at 9:13 pm EST on November 24th. As usual, the rocket appeared to perform flawlessly, sailing through main engine cut-off (MECO), second stage start (SES), and first stage reentry and landing. Falcon 9 successfully touched down on drone ship Of Course I Still Love You (OCISLY) around 8.5 minutes after liftoff, officially making booster B1049 the first to complete (and survive) seven orbital-class launches.
For SpaceX, the success means that the company now has a new rocket booster “fleet leader,” referring to the fact that B1049.7 will now serve as a reference point and treasure trove of data for other SpaceX rockets pushing towards the same reusability milestone. Reuse record aside, SpaceX’s flawless Starlink-15 launch also pushed the company passed an arguably equally – if not more – important operational milestone.
Specifically, November 2020 is now SpaceX’s first four-launch month ever, handing Falcon 9 an achievement that only a few rockets in history can lay claim to. Crucially, extrapolated out to a full calendar year, achieving four orbital launches in one month directly implies that SpaceX is well within reach of an annual cadence of 40 launches or more.
Coming just ~6 weeks after CEO Elon Musk revealed an ambitious target of 48 launches in 2021, SpaceX has certainly delivered its first four-launch month at the best possible time. Even if four-launch months are not immediately sustainable, the achievement brings significant confidence that SpaceX will be able to crush its already record-breaking 2020 launch cadence next year.
Technically, Starlink-15’s completion means that SpaceX has actually managed 4 launches in 19 days and 7 launches in the last ~50 days, representing an average of one launch every 4.75-7 days. Extrapolated over a full year, SpaceX has effectively demonstrated that its Falcon 9 infrastructure is already capable of achieving an annual cadence of 50-75 launches even if several technical bugs or weather delays arise every month.
Reusability is as essential as ever for SpaceX’s extremely ambitious launch cadence targets. The introduction of three new Falcon 9 boosters in just the last three weeks will almost certainly provide some relief to SpaceX’s hardworking rocket fleet while also offering even more capacity to strive towards an annual average of four or more launches per month. B1049 effectively opening up a new tier of reusability and taking SpaceX just three steps away from its original ten-flight reusability goal also serves as a force multiplier for the fleet, adding at least another seven launches of capacity.
Now eight boosters strong, SpaceX’s flight-proven Falcon 9 fleet could theoretically support a rough average of one launch per week, though the flight rate of three boosters (B1061, B1062, and B1063) will be somewhat handicapped due to their recent assignments to several major NASA and US military launches. Ultimately, while SpaceX has a plenty of work left in front of it, the company is well on its way to becoming the world’s most prolific and experienced launch provider by a healthy margin.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
