News
SpaceX’s next Falcon Heavy launches delayed by military satellite issues
SpaceX’s next Falcon Heavy launches will have to wait several more months after issues unrelated to the rocket forced the US military to delay two upcoming missions.
In an official email sent to outlet Via Satellite on May 19th, the director of the US Space and Missile Systems Center (SMC) revealed that the Space Force’s first SpaceX Falcon Heavy launch – known as USSF-44 – was pushed from July to October 2021 “to accommodate payload readiness.” Translated, the common military euphemism likely implies that the mission’s main geostationary satellite payload ran into significant delays in the last year or so and may have also been responsible for an earlier launch delay from April to July 2021.
Possibly connected to USSF-52’s delays, US SMC Colonel Robert Bongiovi indicated in a separate medium that SpaceX’s fifth Falcon Heavy launch and second mission for the US Space Force had also been hit by delays, originally slipping from June to October 2021 and now from October 2021 to sometime in January 2022.
That leaves just one Falcon Heavy launch now scheduled for 2021. Set to debut two new recoverable side boosters and the first intentionally expendable center core, all Falcon Heavy USSF-44 hardware was likely ready to go at SpaceX’s Florida launch facilities by April. Unfortunately, SpaceX – seemingly on time or only slightly behind schedule for Q2 2021 launch – will now have to sit on that Falcon Heavy hardware for the better part of half a year.
The latest of at least four new Falcon Heavy boosters, expendable Falcon Heavy center core B1066 wrapped up testing at SpaceX’s McGregor, Texas development facilities in March and likely shipped to Florida a few weeks later. B1066 followed Falcon Heavy side boosters B1064 and B1065, which completed their own static fire acceptance testing in Texas in late 2020 and early 2021. Given that B1066 will be intentionally expended after its first flight, at least one other Falcon Heavy center core (and probably two or more) is also in work to support SpaceX’s USSF-52 launch sometime next year.
That second new center core – likely B1068 or B1069 – has yet to ship from SpaceX’s Hawthorne, California factory to Texas. If the company was in any rush, significant USSF-44 and USSF-52 payload delays have removed practically all production schedule pressure, giving SpaceX at least 3-5 extra months to test and ship any incomplete boosters, upper stages, or fairings for both missions and prepare for several others.
Barring major delays, SpaceX now has as many as five Falcon Heavy launches scheduled in 2022. USSF-52 is likely up first early in the year, followed by ViaSat’s second ViaSat-3 launch as early as Q1. The rocket is then firmly scheduled to launch NASA’s Psyche asteroid exploration mission in August 2022 and the Space Force’s geostationary USSF-67 satellite(s) in Q4. Finally, one of Inmarsat’s two next-generation I-6 satellites could also launch on Falcon Heavy sometime in 2022, though a specific schedule has yet to be set.
All told, Falcon Heavy has an extremely busy future ahead despite what is now likely to be a more than 28-month gap between the rocket’s third and fourth launch.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla has finished construction at its biggest Supercharger ever in Lost Hills, California, and all 168 stalls are officially open as of today.
After several years of development, the company has officially announced that the Lost Hills Supercharger, known as Project Oasis, is officially open with 168 stalls active and available to drivers.
Tesla announced the completion of the Lost Hills Supercharger on Tuesday, showing off the site, which is powered by 10 Megapack batteries for storage and is completely independent of the grid, as it has 11 MW of solar panels bringing energy to the massive Battery Energy Storage System (BESS).
All 168 Stalls at the Tesla Supercharger in Lost Hills, California are officially open! pic.twitter.com/eo9xmZyUNB
— TESLARATI (@Teslarati) November 25, 2025
This is the largest Supercharger in the world and opens just in time for the Thanksgiving holiday, which is the most-traveled weekend of the year in the United States.
Spanning across 30 acres, it was partially opened back in July 2025 as Tesla opened just 84 of the 168 stalls at the site. However, Tesla finished certifying the site recently, which enabled the Supercharger to open up completely.
The site generates roughly 20 GWh of energy annually, which is enough to power roughly 1,700 homes. The launch of this site specifically is massive for the company as it plans to launch more Superchargers in more rural areas, making charging more available for cross-country rides that require stops in more remote regions of the United States.
This is perhaps the only weak point of Tesla’s massive charging infrastructure.
It has some features that are also extremely welcome for some owners, including things like pull-through stalls for those who tow, an idea that was extremely popular following the launch of the Cybertruck.
Tesla has over 70,000 active Superchargers across the world. The company has also made efforts to create unique experiences at some of the stops, most notably with its Tesla Diner, located on Santa Monica Boulevard in Los Angeles.
That Supercharger has two massive drive-in movie theaters and will soon transition to a full-service restaurant following the departure of its executive chef, Eric Greenspan.
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
