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SpaceX’s fourth Falcon booster delivery this year hints at rare production uptick

A mystery Falcon 9 booster was spotted at SpaceX's HQ on July 18th and again on its way to McGregor, Texas on the 21st. (Kolby Ratigan)

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For at least the fourth time in 2021, SpaceX has shipped a new Falcon booster from its Hawthorne, California headquarters and factory to an expansive test and development campus in Central Texas.

By all appearances, SpaceX’s latest delivery could imply that the company is on track to experience its first Falcon booster production uptick in four years. Thanks almost exclusively to the overwhelming success of Falcon reusability, SpaceX has been decreasing booster production year over year since 2017 while (on the whole) still significantly increasing its annual launch cadence. However, that downward booster production trend may have finally come to an end in 2021.

On July 21st, spaceflight journalist Eric Berger spotted a SpaceX Falcon booster – almost impossible to miss on the road – traveling eastbound towards El Paso on a Texas highway. Designed from the start with a maximum diameter (3.6m/12′) explicitly limited to allow Falcon 9 and Falcon Heavy stages to be easily and cheaply transported by road, SpaceX has taken advantage of that capability by making Falcon rockets some of the most extensively tested launch vehicles on Earth.

Most notably, every single Falcon 9 and Falcon Heavy booster and upper stage SpaceX has ever built at its Hawthorne HQ has shipped to McGregor, Texas for qualification testing before being cleared to launch. The exact nature of that qualification testing is unknown but, at minimum, every SpaceX-built stage must eventually complete a clean static fire test before the company deems it qualified for flight and ships it to one of three launch pads.

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Before integrated static fire testing, SpaceX also separately tests every single Merlin 1D, Merlin Vacuum, Draco engine, and cold gas thruster before they’re installed on their respective Falcon first stage, second stage, fairing, or Dragon spacecraft back in California. However, Falcon engines, fairings, second stages, and Dragon spacecraft are all small or well-packaged enough to be unassuming on the road. Only Falcon boosters – measuring some 4m (~13 ft) wide and 56m (~190 ft) long and usually wrapped in solid white or black plastic – are routinely spotted in the wild by members of the public.

Those regular public spottings provide the only real glimpse available behind the curtain of SpaceX’s prolific rocket production. Beyond a mishmash of observations from members of the public and the occasional tidbit from CEO Elon Musk, SpaceX – a private company in a very competitive industry – provides no official information about how many Falcon stages it produces each year. That leaves it up to unaffiliated fans to collate and track that activity.

In particular, one Reddit user went to the effort of combing through a decade of those observations to tabulate SpaceX’s annual Falcon first stage production – including Falcon 9 and Falcon Heavy boosters – since 2010. From 2010 to 2017, booster production consistently grew year over year, ultimately peaking at 13 – more than one booster per month – in 2017. Since 2017, booster production has consistently declined, dropping to just five boosters completed in 2020 – the lowest figure since 2013.

Of course, despite building just five new boosters in 2020, SpaceX completed a record 26 Falcon 9 launches, demonstrating just how much of a paradigm shift booster reusability has been for the company. Notably, while booster production has drastically decreased, SpaceX still has to manufacture a new expendable upper stage for every Falcon launch, meaning that – for the most part – Hawthorne is likely as busy as – and soon to be busier than – it was around the 2016-2018 peak.

In a bit of twist, though, that booster production downtick may have bottomed out in 2020. Since May 2020, SpaceX appears to have shipped at least 8 or 9 boosters* from Hawthorne to McGregor. Less than a month ago, a new booster – believed to be Falcon 9 B1069 – went vertical in McGregor ahead of its first wet dress rehearsal and static fire. Less than three weeks later, another new Falcon booster was spotted ready for transport outside of Hawthorne – likely the same booster spotted on its way to McGregor on July 21st.

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*Including F9/FH boosters B1061, B1062, B1063, B1064, B1065, B1066, B1067, and B1069

In 2021, SpaceX has delivered one Falcon Heavy (likely B1066) and two Falcon 9 boosters (B1067 and B1069) to McGregor. The mystery booster seen in Hawthorne on July 18th – now likely inside a McGregor hangar as of publishing – is the fourth Falcon first stage to roll out of Hawthorne this year. If SpaceX maintains that average over the next five months, it could ship 6 or even 7 Falcon boosters in 2021 – marking the first apparent production uptick since 2017.

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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Starlink gets its latest airline adoptee for stable and reliable internet access

The company said it plans to “rapidly integrate Starlink into its fleet,” and that the first Starlink-equipped aircraft will enter service this Summer.

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Credit: Southwest Airlines

SpaceX’s Starlink, the satellite internet program launched by Elon Musk’s company, has gotten its latest airline adoptee, offering stable and reliable internet to passengers.

Southwest Airlines announced on Wednesday that it would enable Starlink on its aircraft, a new strategy that will expand to more than 300 planes by the end of the year.

The company said it plans to “rapidly integrate Starlink into its fleet,” and that the first Starlink-equipped aircraft will enter service this Summer.

Tony Roach, Executive Vice President, Chief Customer and Brand Officer for the airline, said:

“Free WiFi has been a huge hit with our Rapid Rewards Members, and we know our Customers expect seamless connectivity across all their devices when they travel. Starlink delivers that at-home experience in the air, giving Customers the ability to stream their favorite shows from any platform, watch live sports, download music, play games, work, and connect with loved ones from takeoff to landing.”

Southwest also said that this is just one of the latest upgrades it is making to provide a more well-rounded experience to its aircraft. In addition to Starlink, it is updating cabin designs, offering more legroom, and installing in-seat power to all passengers.

Southwest became one of several airlines to cross over to Starlink, as reviews for the internet provider have raved about reliability and speed. Over the past year, Hawaiian Airlines, United Airlines, Alaska Airlines, airBaltic, Air France, JSX, Emirates, British Airways, and others have all decided to install Starlink on their planes.

This has been a major move away from unpredictable and commonly unreliable WiFi offerings on planes. Starlink has been more reliable and has provided more stable connections for those using their travel time for leisure or business.

Jason Fritch, VP of Starlink Enterprise Sales at SpaceX, said:

“We’re thrilled to deliver a connectivity experience to Southwest Airlines and its Customers that really is similar, if not better, than what you can experience in your own home. Starlink is the future of connected travel, making every journey faster, smoother, and infinitely more enjoyable.”

Starlink recently crossed a massive milestone of over 10 million subscribers.

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Tesla nears closure of Full Self-Driving purchasing option

The move to bring FSD to this type of purchasing program comes after CEO Elon Musk noted in January that Tesla would move away from the outright purchase option.

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Credit: Tesla

Tesla is nearing the closure of its Full Self-Driving outright purchasing option, which will be removed on February 14, meaning Saturday will be the last time it can be bought as a non-subscription.

Tesla is aiming to move its Full Self-Driving suite to a subscription-only platform, a move that will enable people to only pay monthly for the semi-autonomous driving functionality.

The move to bring FSD to this type of purchasing program comes after CEO Elon Musk noted in January that Tesla would move away from the outright purchase option.

It is currently priced at $8,000 for the outright option to use Full Self-Driving, a substantial decrease compared to the $15,000 it was priced at one time. For the monthly subscription, it is just $99 per month, but that price will change, likely increasing as things get more advanced.

Tesla is overhauling its Full Self-Driving subscription for easier access

We say it will likely increase because there is no indication of how Tesla will price FSD. There has been some speculation that Tesla could utilize a tiered system to price FSD, which would potentially allow owners to pick and choose a set of features that would be most ideal for them.

This would potentially introduce an even more affordable option for FSD use, but this is unconfirmed. The reason many say this could be an option for Tesla is the fact that if the price goes up further, the take rate, which is currently around 12 percent at its most recent estimate, could be lower.

Musk needs 10 million active Full Self-Driving subscriptions to unlock one of the tranches of his newest compensation package.

The move to a subscription-only platform has its positives and negatives, and owners have been more than vocal about these since Musk confirmed the move.

Positives

  • Lower barrier to entry and higher potential adoption
  • Financially better for many users
  • Easier transfers and brand loyalty
  • Predictable recurring revenue for Tesla
  • Access to the latest features

Negatives

  • Higher long-term cost for loyal/long-term owners
  • No true “ownership” or permanence
  • Risk of future price hikes or even deactivation
  • Perceived as of less value
  • Impact on resale and used market

Overall, there is a split among the Tesla community in terms of what they see as the “right” way to handle this. Tesla is likely to shed more details on what its plans for the subscription-only platform will be, including pricing, in the coming weeks.

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Elon Musk’s Boring Company selected for Universal Orlando tunnel project

The underground transport tunnel is designed to address the persistent gridlock surrounding International Drive. 

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Credit: The Boring Company/X

Elon Musk’s The Boring Company has been selected for a proposed underground transit system connecting Universal Orlando Resort and the newly opened Universal Epic Universe. 

The underground transport tunnel is designed to address the persistent gridlock surrounding International Drive. 

As noted in a blooloop report, Universal’s Shingle Creek Transit and Utility Community Development District approved a resolution showing its intent to designate The Boring Company as the contractor for the project. 

The agreement covers the full scope of the project, from the tunnel’s design, construction, and maintenance. The project has also been described in public documents as a “point-to-point innovative transportation” initiative with a 25-year agreement.

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The proposed Boring Company tunnels would directly link Universal’s existing parks with Epic Universe, which sits roughly three miles away from Universal Orlando Resort. Today, buses are the only direct connection between the two destinations.

Project requirements were quite stringent. Bidders were required to demonstrate at least $75 million in bonding capacity, have a minimum of seven years of operational experience, and show prior delivery of a comparable project valued at $25 million or more within the past 15 years. The Boring Company, thanks in no small part to the Vegas Loop, meets these requirements.

The Orlando selection adds to The Boring Company’s growing portfolio of Loop-style systems. In Las Vegas, the Las Vegas Convention Center Loop has transported more than two million passengers in Tesla vehicles through underground tunnels since 2021. The greater Vegas Loop system is also under construction.

For now, residents in the area seem enthusiastic about the upcoming project. In a comment to Fox35, residents noted that the tunnels could improve traffic in the area. 

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“We are very congested at certain times and certain hours and that would certainly help with people not having to budget their time,” Mary Walters-Clark, a resident, stated. Another resident, Scott Heinz, echoed similar sentiments. “I think it would be a new opportunity to lessen traffic load and good for visitors as well,” he said.

The tunneling startup has started bringing its Loop projects to international locations. It recently signed a memorandum of understanding with Dubai’s Roads and Transport Authority to explore the development of a 17-kilometer underground Loop network beneath Dubai.

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