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Elon Musk says a SpaceX Falcon 9 rocket is about to be "destroyed in Dragon fire"
SpaceX CEO Elon Musk has officially confirmed that the company’s next Falcon 9 launch will destroy the flight-proven booster and upper stage “in Dragon fire”, a cryptic reference to the ultimate purpose of the sacrifice.
Known as SpaceX’s In-Flight Abort (IFA) test, the mission is designed not to place any particular payload in orbit but to demonstrate that Crew Dragon – the company’s first human-rated spacecraft – can ensure astronaut safety even if faced with a worst-case scenario during launch. IFA will mark Crew Dragon’s second dedicated abort test and second launch on a SpaceX Falcon 9 rocket, although the mission’s brand-new spacecraft will have to suffice with a suborbital jaunt before hopefully splashing down intact in the Atlantic Ocean.
If everything goes as planned, SpaceX has every intention of reusing the IFA Crew Dragon capsule on a future mission, although it’s unclear what that mission might look like. It’s unlikely that a reused SpaceX spacecraft will fly NASA astronauts anytime soon but it’s possible that the company will refurbish the vehicle for an entirely private astronaut launch or transform it into the first uncrewed launch of a next-generation Cargo Dragon (Dragon 2). Regardless, given the challenges posed by the In-Flight Abort, Crew Dragon’s survival is far from guaranteed.
Given that such an abort scenario is by definition a possibility, it’s likely the case that SpaceX’s engineers are almost certain that Crew Dragon should be able to survive such an ordeal, but the spacecraft will likely be pushed to its limits and it’s often much harder to ensure that everything works as intended at those limits.
In-Flight Abort by the numbers
Formerly scheduled to fly since-destroyed Crew Dragon capsule C201, SpaceX was forced to shuffle its spacecraft scheduling, reassigning Crew Dragon capsule C205 – originally expected to launch SpaceX’s first NASA astronaut mission – to support the In-Flight Abort. Featuring upgrades designed to prevent the failure mode that led to C201’s violent explosion, C205 will now have to survive a series of extremely challenging environments.
The IFA test is designed to prove that Crew Dragon can escape a failing Falcon 9 rocket during the most mechanically stressful point of launch. Occurring around 80-100 seconds after liftoff and known as Max Q, it’s the point where Falcon 9’s velocity and altitude combine to create the most friction and pressure the rocket’s windward parts will experience on their climb to orbit. For Crew Dragon, this means its SuperDraco abort engines will have to work fight upwards against air that is functionally (but not literally) much thicker than it is at other points during flight – a battle that will simultaneously put even more pressure (mechanical stress) on the spacecraft’s surfaces.
Purely from a numerical perspective, the pressure at Max Q is typically around 30-35 kPa (4.5-5 psi), which doesn’t sound like much but can easily become a force to be reckoned with when the surface area of the rocket or spacecraft being impacted is as large as Crew Dragon (let alone Starship). For reference, Crew Dragon capsules likely have a conical surface area on the order of 30,000 square inches (~19 m²), meaning that the spacecraft is subjected to a total mechanical load of 50-60 metric tons (~130,000 lbf) at Max Q.
Traveling as fast as Mach 2.5 (860 m/s) at an altitude of 28 kilometers (17 mi) at the point where Crew Dragon will ignite its abort thrusters and attempt to escape, that very act of escape will likely magnify the mechanical stresses on the capsule even further. During Crew Dragon’s 2015 Pad Abort, for example, the spacecraft went from a standstill to 155 m/s (345 mph) in 7 seconds – an average acceleration of about 2.3 Gs. Crew Dragon C205 could thus find itself traveling almost Mach 3 (more than a kilometer per second) just seconds after separating and may ultimately reach a peak altitude of almost 75 km (45 mi).
This is all to simply say that Crew Dragon is going to be subjected to an array of varying extremes in a very short period of time, during and after which it must still successfully control its orientation, avoid tumbling, detach its trunk section, and deploy a series of parachutes to achieve a fully-successful test. Additionally, the In-Flight Abort test will see Crew Dragon launch on an almost orbit-worthy Falcon 9 upper stage (lacking only a functional Merlin Vacuum engine) and thrice-flown booster B1046.
According to CEO Elon Musk, it simply is not going to be possible to prevent the historic booster – the first Falcon 9 Block 5 rocket ever launched – from being destroyed shortly after Crew Dragon attempts its escape. Once Dragon departs Falcon 9, the upper stage will likely be torn to shreds by the supersonic airstream suddenly buffeting it, ultimately exposing Falcon 9 B1046’s unchanged interstage – effectively a giant, open cylinder closed at its base.
Likely still travel supersonic, the results of the airstream entering Falcon 9’s interstage and finding no exit will likely be akin to a glass cup smashing mouth-first into a brick wall with a bowling ball taped to its bottom. Thankfully, Falcon 9 B1046 has already successfully supported three orbital-class launches since it debuted in May 2018, completing its third flight just seven months later. The booster will be missed and the opportunity cost (at least several more orbital-class launches) is definitely non-zero, but its sacrifice sill be for a good reason.
As Musk notes, if the In-Flight Abort goes as planned, it could pave the way for Crew Dragon’s first NASA astronaut launch – known as Demo-2 – as few as 6-8 weeks later. For now, Crew Dragon’s IFA test is scheduled to launch no earlier than (NET) January 18th, likely around 8 am EST (13:00 UTC).
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Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
