On the heels of SpaceX’s last launch of 2021, which rounded out a record-breaking year and marked the 100th successful Falcon booster landing, the time has come to look at what the new year might hold for the world’s most prolific commercial launch provider and its workhorse rockets.
Thanks in part to a number of delays that pushed a significant portion of SpaceX’s planned 2021 launches into next year, the company’s 2022 launch manifest is bigger than any other year in its already impressive history. In 2021, having completed 31 orbital launches, SpaceX’s Falcon 9 was the single most launched rocket in the world – beating out several Russian and Chinese rockets operated by each country’s national space agency. On its own, Falcon 9 launched six more times than the entire country of Russia.
However, despite how impressive SpaceX’s performance was this year, all evidence suggests that 2022 could see almost twice as many Falcon launches as 2021.
That information comes from unofficial manifests maintained by fans and followers, who collate dozens of different reports, press releases, and rumors to create a rough picture of upcoming launch plans. Of course, the farther away any given launch is; the more likely it will be significantly delayed. Even official information from SpaceX itself would not be able to accurately predict how many launches it will conduct over a year or more, but the manifests are still useful tools for rough predictions.
In general, short of a major launch failure grounding a given rocket or some other unforeseen catastrophe (2021’s semiconductor supply issues, for example), unofficial manifests have been maybe 60-80% accurate. In the case of 2022, two such well-maintained manifests agree that SpaceX has approximately 40 launches currently scheduled next year – including up to 5 Falcon Heavy missions and at least 35 Falcon 9 launches. SpaceX has never had more launches scheduled in a single year. Simultaneously, after SpaceX’s 2021 performance, 2022 is the first time it’s been possible to seriously believe that the company might actually be able to complete 40 commercial launches in one year. And even then, that figure is still only part of the story.
Starlink
In 2021, SpaceX completed 17 successful dedicated Starlink missions, launching just shy of 1000 satellites – 989 to be exact – in a single year. In the first five months of 2021, before unknown issues caused an unintended Starlink launch hiatus, SpaceX completed 13 of those dedicated Starlink launches. In other words, if satellite production had kept up with SpaceX’s Falcon fleet, the company was technically on track to complete more than 30 Starlink launches in a single year, which – combined with all other missions – would have amounted to a total of 43 launches in 2021.
That specificity is important because – save for a single Starlink mission – the ~40 commercial launches on SpaceX’s 2022 manifest entirely exclude Starlink launches. Given that skipping or intentionally throttling a full year of Starlink launches is simply out of the question for SpaceX, that means that the company has approximately 40 commercial missions to launch on top of one or two dozen potential Starlink V1.5 missions. Assuming that Starlink V1.5 production remains somewhat constrained relative to Starlink V1.0, which peaked at an implied average of more than 1800 satellites per year in H1 2021, it might be reasonable to expect up to 20 (rather than 30) Starlink V1.5 launches in 2022 if production remains steady.
Combined, that means that SpaceX’s nominal 2022 manifest might actually include up to 60 Falcon launches. The question, then, is whether there is any chance at all for SpaceX to actually complete an average of more than one launch per week next year. Conveniently, SpaceX itself seemingly answered that question just this month. In December 2021, the company – pushing all three of its orbital pads to their limits – completed a record five Falcon 9 launches. Technically, it actually completed those five launches in a mere 19 days. Including NASA’s DART mission, which SpaceX launched on November 24th, the company ultimately launched six Falcon 9 rockets in less than four weeks (27 days).
Given the company’s recent cadence records and the turnaround records of each of the three pads used to achieve them, it’s clear that SpaceX could technically repeat that feat – a burst of five launches in 3-4 weeks – every month. Obviously, that’s easier said than done and it’s inherently unlikely for a record-breaking monthly launch cadence to become the norm immediately after, but the achievement still demonstrates that SpaceX is technically capable of launching five times in three weeks and then being ready to do so again by the start of the next month.
Averaged over 2022, 5 launches per month would equate to 60 launches per year. In other words, while unlikely, it’s by no means impossible for SpaceX to replicate 2021’s Starlink launch cadence and simultaneously complete as many as 40 commercial launches. In reality, a more plausible outcome for 2022 might be 5-10 commercial launches slipping into 2023 and SpaceX ultimately completing around 30-35 commercial launches and ~15 dedicated Starlink missions for a total of 45-50 – still an extraordinary hypothetical achievement by any measure. Going off of recent trends, which have seen SpaceX’s annual cadence grow from 21 (2018) and 26 (2020) to 31 (2021), 35-40 launches would be a still more conservative estimate for 2022.
Regardless, even excluding Starship, the year is set to be quite the spectacle for SpaceX. The 40 commercial missions tentatively on the company’s manifest include two Crew Dragon NASA astronaut launches, one or two private Crew Dragon missions to the International Space Station, up to 3 commercial Moon landers, a Korean Moon orbiter, NASA’s Psyche asteroid explorer, and as many as five or six Falcon Heavy launches.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
