SpaceX
SpaceX’s Falcon Heavy shown launching NASA Orion spacecraft in fan render
A spaceflight fan’s unofficial render has offered the best look yet at what SpaceX’s Falcon Heavy could look like in the unlikely but not impossible event that NASA decides to launch its uncrewed Orion demonstration mission on commercial rockets.
Oddly enough, the thing that most stands out from artist brickmack’s interpretation of Orion and Falcon Heavy is just how relatively normal the large NASA spacecraft looks atop a SpaceX rocket. The render also serves as a visual reminder of just how little SpaceX would necessarily need to change or re-certify before Falcon Heavy would be able to launch Orion. Aside from the fact that NASA’s Launch Services Program (LSP) is not quite ready to certify the full launch vehicle for NASA missions, very few hurdles appear to stand in the way of Orion launching on a commercial rocket – be it on Falcon Heavy or ULA’s Delta IV Heavy.
In a wholly unexpected announcement made by NASA administrator Jim Bridenstine during a March 13th Congressional hearing, the agency leader revealed that NASA was seriously analyzing the possibility of launching Orion’s uncrewed lunar demonstration mission – known as Exploration Mission 1 (EM-1) – on commercial launch vehicles instead of the agency’s own Space Launch System (SLS) rocket.
The purpose: maintain the missions launch schedule – 2020 – in the face of a relentless barrage of delays facing the SLS rocket, the launch debut of which has effectively been slipped almost three years in the last 18 or so months, with the latest launch date now featuring a median target of November 2021. Some subset of NASA leaders, Congressional supporters, and White House officials have clearly begun to accept that SLS/Orion’s major continued delays are simply unacceptable to both the taxpayer and maintaining appearances, despite the fact that those delays continue to make SLS/Orion an extremely successful example of both corporate welfare and a jobs program.
As it currently stands, a median target of November 2021 for the SLS launch debut guarantees that there is almost certainly no chance of the rocket launching at any point in 2020, even if NASA took the extraordinary step of completely cutting a full-length static fire of the entirely unproven rocket prior to its debut. Known as the “Green Run”, the ~8-minute long static fire test is planned to occur at NASA’s Stennis Space Center on the B2 test stand, which NASA – despite continuous criticism from OIG before and after the decision – has spent more than $350M to refurbish. Stennis B2’s refurbishment was effectively completed just two months ago after the better part of seven years of work.
Put simply, even heroics verging on insanity would be unlikely to get SLS prime contractor Boeing to cut ~12 months off of the rocket’s schedule prevent additional unplanned delays in the 18 or so months between now and an even minutely plausible launch debut target. Admittedly, NASA’s proposed commercial alternative for Orion’s lunar launch debut also offers a range of different but equally concerning risks for the program and mission assurance.
Major challenges remain
On one hand, the task of successfully launching NASA’s Orion spacecraft around the Moon with Delta IV Heavy and Falcon Heavy rockets has a lot going for it, regardless of which rockets launch Orion to LEO or launch the fueled upper stage to boost it around the Moon. In 2014, NASA and ULA successfully launched a partial-fidelity Orion spacecraft to an altitude of 3700 miles (~6000 km), testing some of Orion’s avionics, general spacefaring capabilities, and the craft’s heat shield, although Lockheed Martin has since significantly changed the shield’s design and method of production/installation. Regardless, the EFT-1 test flight means that a solution already more or less exists to mate Orion and its service module (ESM) to a commercial rocket and launch the duo into orbit.
If ULA is unable to essentially produce a Delta IV Heavy from scratch in less than 12-18 months, Falcon Heavy would be next in line to launch Orion/ESM, a use-case that might actually be less absurd than it seems. Thanks to the fact that SpaceX’s payload fairing is actually wider than the large Orion spacecraft (5.2 m (17 ft) vs. 5 m (16.5 ft) in diameter), any major risks of radical aerodynamic problems can be largely retired, although that would still need to be verified with models and/or wind-tunnel testing. The only major change that would need to be certified is ensuring that the Falcon second stage is capable of supporting the Orion/ESM payload, weighing at least ~26 metric tons (~57,000 lb) at launch. The heaviest payloads SpaceX has launched thus far were likely its Iridium NEXT missions, weighing around 9600 kg (21,100 lb).
However, the most difficult aspects of Bridenstine’s proposed alternative are centered around the need for the EM-1 Orion spacecraft to somehow dock with a fueled upper stage meant to be launched separately. Orion in its current EM-1 configuration does not currently have the ability to dock with anything on orbit, a challenge that would require Lockheed Martin and subcontractors to find a way to install the proper hardware and computers and develop software that was – prior to this surprise announcement – only planned to fly on EM-3 (NET 2024). As such, Lockheed Martin – notorious for slow progress, cost overruns, and delays throughout the Orion program – would effectively become the critical path in finishing and installing on-orbit docking capabilities on Orion in less than 12-18 months.
The only alternative would be to have either SpaceX or ULA retrofit some sort of docking mechanism onto one of their upper stages, perhaps less difficult than getting Lockheed Martin to work expediently but still a major challenge for such a short developmental timeframe. Put simply, completing the tasks at hand in the time allotted could easily be beyond the capabilities of old-guard NASA contractors like LockMart and Boeing. Ironically, the upper stage that was designed for EM-1 and is already more or less complete – known as the interim cryogenic propulsion stage (ICPS) – is built by Boeing, the same company that has the most to lose if NASA chooses to make the SLS rocket – which Boeing also builds – functionally redundant with a commercial dual-launch alternative.
Second render in this series. Commercial transport for Orion from LEO to TLI in a dual-launch profile (this part is much harder in the near term, really need ACES unless the goal is only a flyby) https://t.co/70eG2i7Axz— Mack Crawford (@brickmack) March 24, 2019
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SpaceX’s next Starship flight set to make history on Friday the 13th
SpaceX is targeting Friday, November 13 for Starship Flight 15 and its first ship catch.
SpaceX is targeting Friday, November 13 for Starship Flight 15, the mission the company plans to use for its first attempt at catching the ship itself with the launch tower.
SpaceX Vice President of Launch Kiko Dontchev shared the date on stage at the UP.Summit on Thursday, according to Ars Technica’s Eric Berger, who was in attendance. It is the first launch target to come directly from a SpaceX executive. Until now, the public schedule had relied on FAA air traffic planning slides, which listed Flight 15 for no earlier than November 8 and later November 12. SpaceX has not posted an official mission page yet, and no launch time has been shared.
The date lands inside the window Elon Musk sketched out last month. Speaking at Giga Texas on October 10, Musk said the flight would “probably launch a little bit before Thanksgiving,” as Teslarati reported. On SpaceX’s third quarter earnings call ten days later, he confirmed that Flight 15 would try to catch both the Super Heavy booster and the ship, and put the odds of a successful ship catch at “more likely than not.” SpaceX also aired an animation of the maneuver during that webcast, showing the ship swinging vertical over Starbase before dropping into the tower’s chopsticks.
The hardware is ready. Booster 22 fired all 33 of its Raptor engines for a full duration static fire at Pad 2 on October 25. Ship 42 followed with a single engine burn simulating a deorbit maneuver on October 26 and a 60 second firing of all six engines the next day, according to NASASpaceflight. Ship 42 had already rehearsed the catch in September, when the Pad 2 arms lifted it into position and crews connected the quick disconnect arm while the vehicle hung from the tower.
The remaining hurdle is regulatory. The FAA’s Starship page does not yet list a Flight 15 license. SpaceX President Gwynne Shotwell said in October that, after “significant constructive engagement with the FAA,” she expects the license to cover a return to the launch site and a tower catch for both stages. Bringing the ship home means a reentry path that heads toward land, rather than ending over open ocean as every Starship flight so far has.
SpaceX has caught Super Heavy three times, on Flights 5, 7 and 8, but the ship comes back from orbital velocity and has never been caught. Flight 14 on September 28 was the first Starship to reach orbit, deploying 26 Starlink V3 satellites before splashing down despite an early engine shutdown that Musk blamed on engine computer software.
Musk has called a successful ship catch “the first time that there’s been full recovery of an orbital class rocket,” and he has already named the step after it: a Flight 16 where both the booster and the ship fly again. NASASpaceflight reports that Ship 43, the next vehicle in line, is set for static fire testing in December.
Tesla and SpaceX shares fell on Wednesday after Democrats swept both chambers of Congress. The decline stood out as broader market securities recovered and turned positive, while both of Musk’s publicly traded companies lagged.
CEO Elon Musk already joked about the unsuccessful campaigning for the Republicans, but now the new party will make pretty drastic changes to how it handles Tesla and SpaceX, and those companies will adjust their outlook.
Let’s take a deeper look.
Tesla ($TSLA)
Tesla shares traded lower during the regular session after Democrats secured both the House and Senate. The stock was down 2.32 percent at around 1:45 p.m. on the East Coast, trading at around $389.30.
The pressure is tied to more than the raw scale of Musk’s political spending, estimated at $450–474 million this cycle with roughly $224 million directed at Texas. In that state, Tesla now faces a Democratic governor and a Democratic senator after Gina Hinojosa unseated Greg Abbott and James Talarico defeated Ken Paxton.
The Austin Gigafactory, Robotaxi pilot programs in multiple Texas cities, and any related AI compute expansion sit under a new state executive who campaigned against certain corporate subsidies and floated a moratorium on new data-center construction.
Federally, Democratic control of key committees opens the door to deeper examination of Tesla’s autonomous-driving safety record, federal energy-storage and manufacturing incentives, and the national-security implications of any combination with SpaceX.
Investors are also weighing whether the company’s historically close alignment with the prior Republican leadership will invite slower permitting, additional hearings, or tighter rules on Full Self-Driving deployment.
For Tesla, the political shift adds near-term friction around state permitting and federal regulatory approvals for autonomy and energy storage. A potential merger with SpaceX may face slower review even if it proceeds.
Core growth drivers such as vehicle deliveries, energy deployments, and robotaxi rollout remain intact, yet the stock now carries a higher political-risk premium that could weigh on valuation until the company demonstrates workable relationships with the new Texas leadership and congressional majorities.
SpaceX ($SPCX)
SpaceX shares also declined in live trading on November 4 following the Democratic midterm sweep. The stock traded at $134.97, down 4.49 percent. The drop occurred even as broader indexes stabilized, highlighting a company-specific reaction to the election outcome.
Musk’s large contributions, concentrated in Texas races that both companies lost, place SpaceX’s Starbase launch facility and headquarters under a new Democratic governor.
At the federal level, Democratic control of Congress enables greater scrutiny of NASA, the Department of Defense, and other contracts that support a meaningful share of revenue, along with reviews of Starlink national-security uses and any Tesla merger. Analysts have noted that empowered committees can hold hearings and request documents on these relationships.
For SpaceX, the results raise the risk of delayed contract awards, higher compliance costs, and tighter constraints on AI and satellite infrastructure expansion, particularly in Texas where a data-center moratorium has been discussed.
A merger with Tesla could encounter political friction that slows integration of launch, connectivity, and autonomy capabilities.
While Starlink growth and launch cadence continue as primary drivers, the company faces a more contested path for federal funding and state-level operations, requiring management to rebuild ties with the new congressional majorities and Texas leadership to limit the overhang.
SpaceX has selected Qualcomm Technologies to supply core infrastructure for Starlink Mobile’s planned nationwide terrestrial 5G network in the United States.
Announced on November 4, the multi-year agreement covers radios, baseband units, and commercial-grade Layer 1 software based on Qualcomm’s Dragonwing Cellular Infrastructure platforms, specifically the QRU100 and QDU100:
🚀 SpaceX has picked Qualcomm to supply radios, baseband units and Layer 1 software for Starlink Mobile’s nationwide terrestrial 5G network.
Deployment across tens of thousands of U.S. cell sites starts in 2027. Qualcomm calls it its biggest 5G deal yet. https://t.co/YKLRakuJjB
— TESLARATI (@Teslarati) November 4, 2026
These will power Massive MIMO radio units featuring 64 transmit and 64 receive paths (64T64R), designed to boost coverage, capacity, and spectral efficiency at scale. Qualcomm has described the pact as its largest 5G deal to date, with deployment across tens of thousands of U.S. cell sites scheduled to begin in 2027.
The terrestrial build-out is meant to complement, not replace, Starlink’s satellite direct-to-cell capabilities. SpaceX has assembled substantial spectrum holdings for this purpose: roughly 65 MHz of mid-band frequencies acquired from EchoStar (including AWS-4 and related bands) and up to 14 MHz of low-band 800 MHz spectrum from Grain Management.
The low-band airwaves improve indoor penetration and range, while mid-band supports higher capacity. SpaceX executives, including President Gwynne Shotwell, have outlined a hybrid architecture in which satellites eliminate outdoor dead zones and terrestrial nodes add capacity where demand is highest.
Earlier comments suggested small cells or femtocells potentially co-located with existing Starlink user terminals on roofs, though later filings also reference more conventional antennas on towers and structures.
The big picture is SpaceX’s bid to become a full-fledged U.S. mobile carrier rather than a satellite partner or dead-zone filler. AT&T, Verizon, and T-Mobile together generate hundreds of billions in annual wireless revenue; Shotwell has said SpaceX expects to win customers by offering superior coverage, including during disasters, through seamless satellite-terrestrial handoff.
Verizon, AT&T and T-Mobile are trying to shut Starlink out before FCC vote
Starlink already represents a major share of SpaceX’s revenue and profit following the company’s 2026 IPO. By vertically integrating spectrum, satellite manufacturing, launch capacity, and now ground radio equipment, SpaceX aims to control more of the connectivity stack.
Qualcomm’s involvement also positions the network for future evolution toward AI-native 6G infrastructure, with energy-efficient processing that could improve deployment economics.
Challenges remain: spectrum depth still lags the Big Three, capital costs for tens of thousands of sites will be substantial, and regulatory approvals continue, but the Qualcomm deal marks a concrete step from spectrum accumulation toward operational network build-out.
In short, the partnership accelerates Starlink Mobile’s shift from orbital broadband specialist to hybrid mobile competitor, testing whether a space-based company can reshape terrestrial wireless economics and coverage in the world’s largest market.
SpaceX’s next Starship flight set to make history on Friday the 13th
EVgo taps Tesla Superchargers for mass charging expansion
