

News
SpaceX set to deliver cargo to the space station with a twice-flown Dragon spacecraft
SpaceX is set to become the only company in history to launch the same commercial space capsule to orbit three times, a milestone of orbital spacecraft reuse in an otherwise ‘routine’ Cargo Dragon mission to the International Space Station (ISS).
Known as CRS-18, the mission will (hopefully) see Cargo Dragon capsule C108 and a fresh trunk deliver several tons of cargo to the ISS, SpaceX’s second of three such launches planned for 2019. Beyond Cargo Dragon’s third trip to orbit, building upon SpaceX’s inaugural commercial spacecraft reuse back in June 2017, Falcon 9 B1056.1 will become the first flight-proven Block 5 booster to launch a NASA mission, potentially setting the particular core up for many more NASA reuses to come. CRS-18 is scheduled to launch no earlier than (NET) 6:24 pm EDT (21:24 UTC), July 24th.
SpaceX reused one of its Cargo Dragon (Dragon 1) capsules for the first time in June 2017, becoming the first company in history to recover and reuse an orbital-class spacecraft, much like the company is about to become the first to reuse a commercial spacecraft twice. Speaking at the ISSR&D 2017 conference, SpaceX CEO Elon Musk noted that – despite the fact that it was the first time a commercial entity (including SpaceX) had reused an orbital spacecraft – the cost of refurbishing Cargo Dragon C106 was no less than 50% cheaper than building a new capsule.
The cost-effectiveness of Cargo Dragon reuse has likely only improved in the two years since that historic first, meaning that SpaceX’s ISS resupply runs likely feature some extremely healthy margins for the company. According to an exhaustive 2017 analysis of CRS costs, the total cost of a single Cargo Dragon resupply mission is likely ~$175M (FY19). (Zapata, 2017)
Aside from CRS-18, SpaceX has two Dragon 1 launches remaining in its original CRS1 contract with NASA. Both will also necessarily make use of twice-flown capsules like CRS-18, leaving SpaceX with a retired fleet of no fewer than three thrice-flown and three twice-flown orbital spacecraft as Dragon 2 (Crew Dragon) takes the reins. Current schedules show SpaceX’s final CRS1 launch – CRS-20 – following CRS-19 (NET December 2019) in March 2020. Cargo Dragon 2’s launch debut is currently scheduled no earlier than August 2020 and – as all Cargo Dragon 2 launches – will reuse a lightly-modified, orbit-proven Crew Dragon capsule.
CRS-18: bad weather in spades
CRS-18 will likely face some of the worst weather SpaceX has ever experienced during an attempted Falcon 9 launch, with July 24th and the July 25th backup window carrying probabilities of violation (i.e. a scrub) of 70% and 80%, respectively. In other words, there is a measly 30% and 20% chance that Falcon 9 will be able to launch CRS-18 this Wednesday or Thursday.
Supporting the Cargo Dragon launch is Falcon 9 booster B1056.2, likely to set the second-fastest Falcon 9 turnaround time with just 80 days between its May 4th launch debut and CRS-18. SpaceX’s turnaround record currently stands at 74 days – a three-way tie between boosters B1048, B1052, and B1053. Additionally, B1056’s second launch will also mark the first time that NASA has reused a Block 5 booster, an important indication that the space agency is extremely comfortable with SpaceX’s latest Falcon 9 variant and its associated reuse procedures.
Stay tuned as Falcon 9 prepares to go vertical at Cape Canaveral Launch Complex 40 (LC-40) and the Air Force Station’s final T-24h launch day weather forecasts begin to roll in
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Elon Musk
Tesla analyst issues stern warning to investors: forget Trump-Musk feud

A Tesla analyst today said that investors should not lose sight of what is truly important in the grand scheme of being a shareholder, and that any near-term drama between CEO Elon Musk and U.S. President Donald Trump should not outshine the progress made by the company.
Gene Munster of Deepwater Management said that Tesla’s progress in autonomy is a much larger influence and a significantly bigger part of the company’s story than any disagreement between political policies.
Munster appeared on CNBC‘s “Closing Bell” yesterday to reiterate this point:
“One thing that is critical for Tesla investors to remember is that what’s going on with the business, with autonomy, the progress that they’re making, albeit early, is much bigger than any feud that is going to happen week-to-week between the President and Elon. So, I understand the reaction, but ultimately, I think that cooler heads will prevail. If they don’t, autonomy is still coming, one way or the other.”
BREAKING: GENE MUNSTER SAYS — $TSLA AUTONOMY IS “MUCH BIGGER” THAN ANY FEUD 👀
He says robotaxis are coming regardless ! pic.twitter.com/ytpPcwUTFy
— TheSonOfWalkley (@TheSonOfWalkley) July 2, 2025
This is a point that other analysts like Dan Ives of Wedbush and Cathie Wood of ARK Invest also made yesterday.
On two occasions over the past month, Musk and President Trump have gotten involved in a very public disagreement over the “Big Beautiful Bill,” which officially passed through the Senate yesterday and is making its way to the House of Representatives.
Musk is upset with the spending in the bill, while President Trump continues to reiterate that the Tesla CEO is only frustrated with the removal of an “EV mandate,” which does not exist federally, nor is it something Musk has expressed any frustration with.
In fact, Musk has pushed back against keeping federal subsidies for EVs, as long as gas and oil subsidies are also removed.
Nevertheless, Ives and Wood both said yesterday that they believe the political hardship between Musk and President Trump will pass because both realize the world is a better place with them on the same team.
Munster’s perspective is that, even though Musk’s feud with President Trump could apply near-term pressure to the stock, the company’s progress in autonomy is an indication that, in the long term, Tesla is set up to succeed.
Tesla launched its Robotaxi platform in Austin on June 22 and is expanding access to more members of the public. Austin residents are now reporting that they have been invited to join the program.
Elon Musk
Tesla surges following better-than-expected delivery report
Tesla saw some positive momentum during trading hours as it reported its deliveries for Q2.

Tesla (NASDAQ: TSLA) surged over four percent on Wednesday morning after the company reported better-than-expected deliveries. It was nearly right on consensus estimations, as Wall Street predicted the company would deliver 385,000 cars in Q2.
Tesla reported that it delivered 384,122 vehicles in Q2. Many, including those inside the Tesla community, were anticipating deliveries in the 340,000 to 360,000 range, while Wall Street seemed to get it just right.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
Despite Tesla meeting consensus estimations, there were real concerns about what the company would report for Q2.
There were reportedly brief pauses in production at Gigafactory Texas during the quarter and the ramp of the new Model Y configuration across the globe were expected to provide headwinds for the EV maker during the quarter.
At noon on the East Coast, Tesla shares were up about 4.5 percent.
It is expected that Tesla will likely equal the number of deliveries it completed in both of the past two years.
It has hovered at the 1.8 million mark since 2023, and it seems it is right on pace to match that once again. Early last year, Tesla said that annual growth would be “notably lower” than expected due to its development of a new vehicle platform, which will enable more affordable models to be offered to the public.
These cars are expected to be unveiled at some point this year, as Tesla said they were “on track” to be produced in the first half of the year. Tesla has yet to unveil these vehicle designs to the public.
Dan Ives of Wedbush said in a note to investors this morning that the company’s rebound in China in June reflects good things to come, especially given the Model Y and its ramp across the world.
He also said that Musk’s commitment to the company and return from politics played a major role in the company’s performance in Q2:
“If Musk continues to lead and remain in the driver’s seat, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Ives maintained his $500 price target and the ‘Outperform’ rating he held on the stock:
“Tesla’s future is in many ways the brightest it’s ever been in our view given autonomous, FSD, robotics, and many other technology innovations now on the horizon with 90% of the valuation being driven by autonomous and robotics over the coming years but Musk needs to focus on driving Tesla and not putting his political views first. We maintain our OUTPERFORM and $500 PT.”
Moving forward, investors will look to see some gradual growth over the next few quarters. At worst, Tesla should look to match 2023 and 2024 full-year delivery figures, which could be beaten if the automaker can offer those affordable models by the end of the year.
Investor's Corner
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
The quarter’s 9.6 GWh energy storage deployment marks one of Tesla’s highest to date.

Tesla (NASDAQ: TSLA) has released its Q2 2025 vehicle delivery and production report. As per the report, the company delivered over 384,000 vehicles in the second quarter of 2025, while deploying 9.6 GWh in energy storage. Vehicle production also reached 410,244 units for the quarter.
Model 3/Y dominates output, ahead of earnings call
Of the 410,244 vehicles produced during the quarter, 396,835 were Model 3 and Model Y units, while 13,409 were attributed to Tesla’s other models, which includes the Cybertruck and Model S/X variants. Deliveries followed a similar pattern, with 373,728 Model 3/Ys delivered and 10,394 from other models, totaling 384,122.
The quarter’s 9.6 GWh energy storage deployment marks one of Tesla’s highest to date, signaling continued strength in the Megapack and Powerwall segments.
Year-on-year deliveries edge down, but energy shows resilience
Tesla will share its full Q2 2025 earnings results after the market closes on Wednesday, July 23, 2025, with a live earnings call scheduled for 4:30 p.m. CT / 5:30 p.m. ET. The company will publish its quarterly update at ir.tesla.com, followed by a Q&A webcast featuring company leadership. Executives such as CEO Elon Musk are expected to be in attendance.
Tesla investors are expected to inquire about several of the company’s ongoing projects in the upcoming Q2 2025 earnings call. Expected topics include the new Model Y ramp across the United States, China, and Germany, as well as the ramp of FSD in territories outside the US and China. Questions about the company’s Robotaxi business, as well as the long-referenced but yet to be announced affordable models are also expected.
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