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SpaceX-launched Uranus mission a top priority of new decadal survey
The National Academies of Sciences, Engineering, and Medicine have published their latest decadal survey of planetary science and astrobiology, revealing a recommendation that NASA prioritize the development of a flagship mission to Uranus baselined to launch on SpaceX’s Falcon Heavy rocket.
Known as the Uranus Orbiter and Probe or UOP, the mission proposal has been under development by a team of NASA, University of California, and Johns Hopkins University scientists and engineers for several years. In fact, a very similar concept ranked third in the Academies’ 2013-2022 decadal survey flagship recommendations, reiterating its central importance and potential value in the eyes of the survey’s dozens of contributors. According to its creators, in its latest iteration, the Uranus Orbiter and Probe have the potential to fully or partially answer 11 of the 12 primary questions the latest Decadal Survey structured itself around.
Additionally, the survey indirectly states that if it weren’t for the existence of one specific technology, it would have been a wash between a mission to Uranus or Neptune. That keystone: SpaceX’s Falcon Heavy rocket.
While the survey’s authors don’t explicitly point to SpaceX in the context of UOP, they do state that “a Uranus mission is favored because an end-to-end mission concept exists that can be implemented in the 2023-2032 decade on currently available launch vehicles.” In reality, there only appears to be one launch vehicle: Falcon Heavy. Three other alternatives do technically exist: United Launch Alliance’s (ULA) Vulcan Centaur, Blue Origin’s New Glenn, and NASA’s own Space Launch System (SLS).
NASA’s Europa Clipper orbiter – originally manifested on SLS but later moved to SpaceX’s Falcon Heavy to avoid major launch delays – has helped demonstrate that SLS isn’t viable for non-Artemis Program missions without massive production improvements and significant workarounds or design changes. While capable in many regards, Blue Origin’s reusable New Glenn rocket appears to have extremely poor performance beyond Earth orbit – well below what UOP requires – and is unlikely to launch before 2024 or 2025. It’s possible that an expendable New Glenn could suffice but Blue Origin has never mentioned the option and, even then, the rocket’s expendable performance could still fall short.
Finally, ULA’s expendable Vulcan Centaur rocket has yet to launch and its debut could easily slip into 2023. More importantly, according to official information provided by the company to a NASA-run performance calculator, even Vulcan’s most capable variant (VC6) with six solid rocket boosters (SRBs) simply doesn’t have the performance required to launch the Uranus Orbiter and Probe (7235 kg / 15,950 lb) on seven of the mission’s preferred trajectories. For three other secondary windows, Vulcan could potentially launch UOP but only with the inclusion of a Venus gravity assist that would require significant design changes to protect the spacecraft while traveling much closer to the sun.
According to NASA’s calculator, a fully-expendable Falcon Heavy rocket with a standard payload fairing could launch around 8.5-10 tons (18,700-22,000 lb) to UOP’s preferred trajectories, leaving a very healthy margin for spacecraft weight gain or launch underperformance and likely enabling a longer launch window for each opportunity.
If NASA agrees with the survey’s conclusions, decides to develop the Uranus Orbiter and Probe, and also plans on the Academies’ optimistic assumption of an ~18% budget increase on average from 2023 to 2032, work towards a preferred 2031 launch window could begin in earnest as early as 2024. Comprised of a namesake Orbiter and Probe, UOP would arrive in orbit around Uranus in late 2044 or early 2045 weighing around five metric tons (~11,000 lb). The primary science mission would begin by deploying a small atmospheric probe to directly analyze the composition and behavior of the planet’s exotic atmosphere, which is believed to be volatile, prone to vast and violent storms, and host to some of the most extreme winds in the solar system. The probe would weigh ~270 kilograms (~600 lb) and is only expected to survive for a few hours at most.
The orbiter, however, would continue on to tour the Uranian system for at least four years, observing and studying the ice giant and its rings, magnetosphere, and 27+ moons. Uranus itself resides in what may be the most common class of exoplanets in the universe, making a close study of it invaluable for exoplanet science as a whole. It’s also possible that – like several moons around Saturn and Jupiter – one or more Uranian moons have liquid water oceans created by tidal heating, adding to the list of extraterrestrial bodies that might feature habitable environments or alien life.
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.
