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
Tesla finally clarifies fatal Texas crash, confirms driver manually overrode acceleration
Tesla has finally clarified the situation regarding the viral crash in Texas where a Model 3 slammed into a home.
CEO Elon Musk replied to reports on Monday that stated the crash was due to the company’s Full Self-Driving or Autopilot suite, which seemed unlikely to those who are familiar with it. Video showed the car slamming into a house at an excessive rate of speed, making it highly unlikely the crash was due to the suite’s operation, as it does not travel at those speeds in residential areas.
Musk said:
“This makes no sense. FSD drives slowly through neighborhood streets, and this was a high-speed crash!”
Tesla’s Head of AI, Ashok Elluswamy, added context, revealing that the company’s data shows the driver “manually overrode self-driving by pressing the accelerator all the way to 100%.”
He revealed the speed reached by the car was 73 MPH, and the accelerator was still pressed “even after the crash.”
Yup. In this case, the driver manually overrode self-driving by pressing the accelerator all the way to 100% of the accel pedal in this residential area. They reached a speed of 73 mph during the crash, and had the accelerator pressed even after the crash.
— Ashok Elluswamy (@aelluswamy) June 22, 2026
Authorities are reportedly investigating “whether Tesla’s Autopilot system played a role after a Model 3 left the roadway…slammed through a brick house at high speed and fatally struck Matha Avila as she sat inside,” the New York Post reported.
The National Highway Traffic Safety Administration (NHTSA) is now investigating the crash. Tesla will work with the agency to provide them with whatever information they need in order to clarify the cause of the crash.
Similarly, Tesla had claims of a fatal accident in Harris County, Texas, a few years ago. Early reports indicated that Full Self-Driving was the cause of the crash. After the National Transportation Safety Board (NTSB) worked with Tesla, the agency proved there was “no use of the Autopilot system at any time during this ownership period of the vehicle, including the time frame up to the last transmitted timestamp on April 17, 2021.”
Tesla alleged “driverless” crash in Texas: What is known so far
“Application of the accelerator pedal was found to be as high as 98.8 percent,” the NTSB said in their findings. The highest recorded speed in the five seconds leading up to the impact was 67 miles per hour. The area where the crash occurred is residential, and Texas State laws have default speed limits of 30 MPH in residential streets.
This appears to be a similar situation. However, an investigation will prove what happened for sure.
Investor's Corner
SpaceX makes $20 billion move to optimize its balance sheet
SpaceX announced today that it commenced its first-ever public bond offering, marking a significant step in the newly public company’s capital markets strategy.
The company announced an offering of senior unsecured notes expected to raise at least $20 billion.
The move comes just a short time after SpaceX completed one of the largest initial public offerings in history. In mid-June, the company priced shares at $135 and raised more than $85 billion, propelling founder Elon Musk’s net worth past the trillion-dollar mark and giving the firm substantial liquidity.
🚨 SpaceX has announced its inaugural offering of senior unsecured notes.
The net proceeds will be used to repay outstanding loans under its bridge loan facility in full.
This inaugural debt offering represents a financing milestone for SpaceX, which previously depended… pic.twitter.com/pcOZuVbTRv
— TESLARATI (@Teslarati) June 22, 2026
According to the company’s SEC filing, the net proceeds from the notes will be used primarily to repay in full the outstanding borrowings under its existing bridge loan facility, cover related fees and expenses, and fund general corporate purposes. The offering is being conducted under Rule 144A, as well as Regulation S, targeting qualified institutional buyers and non-U.S. investors. Notes will be unsecured obligations ranking equally with other unsubordinated debt.
The $20 billion bridge loan was used to refinance approximately $17.5 billion in higher-cost “junk” debt tied to X and xAI. SpaceX had merged with xAI in February 2026 in an all-stock deal. The bridge facility, which matures in September 2027, had represented the bulk of SpaceX’s long-term debt.
SpaceX officially acquires xAI, merging rockets with AI expertise
In connection with the bond launch, SpaceX disclosed it held approximately $100.8 billion in cash and cash equivalents as of June 19. Investor calls began on the announcement date, with pricing and launch expected shortly thereafter. Rating agencies have assigned investment-grade ratings to the proposed bonds, reflecting confidence in SpaceX’s dominant position in commercial launches and the growth trajectory of its Starlink internet offering.
The debt raise also allows SpaceX to optimize its balance sheet by replacing short-term, higher-cost bridge financing with longer-date, lower-cost fixed-income securities. This provides greater financial flexibility to support capital-intensive initiatives, including the development of Starship, the expansion of the Starlink constellation, and the integration of AI capabilities following the xAI combination.
SpaceX shares (NASDAQ: SPCX) fell sharply on the news, dropping over 16 percent overall on the market on Monday. The stock had surged initially after debuting but pulled back amid profit-taking and broader market dynamics.
Overall, the bond offering underscores SpaceX’s transition to a mature public company with access to diverse funding sources. It positions the firm to pursue its long-term vision of multiplanetary expansion and AI infrastructure, while maintaining a disciplined approach to its capital structure in a high-growth but capital-heavy industry.
Elon Musk
SpaceX confirms third massive compute deal at Colossus data center
SpaceX confirmed today that it has officially signed its third massive compute deal, providing compute at its Colossus data center in Southaven, Mississippi.
Reflection AI will gain immediate access to NVIDIA GB300 chips at SpaceX’s Colossus 2 data center. In return, Reflection will pay SpaceX $150 million per month starting on July 1, with total payments reaching approximately $6.3 billion if the contract runs through its duration, which is until 2029. Either party can terminate the agreement with 90 days’ notice after the initial three-month period.
CNBC first reported the deal.
🚨 SpaceXAI has agreed to a new compute deal with Reflection AI.
Reflection gets access to NIVIDIA GB300s, and will pay $150M per month to SpaceXAI for the compute. pic.twitter.com/bNPare8U5u
— TESLARATI (@Teslarati) June 22, 2026
This latest partnership highlights SpaceX’s strategy of commercializing its massive Colossus supercomputing infrastructure, originally developed to power Elon Musk’s Grok AI models. The company has rapidly expanded its customer base in the AI sector following its February 2026 merger with xAI, a transaction that valued the combined entity at $1.25 trillion.
SpaceX has previously signed significant compute deals with other major players.
It granted Anthropic exclusive access to the full capacity of its Colossus 1 data center, which exceeds 300 megawatts and includes over 220,000 NVIDIA GPUs. Details from SpaceX’s IPO filings indicate Anthropic will pay $1.25 billion per month through May 2029, potentially generating around $45 billion over the term of the deal.
Additionally, Google agreed to pay SpaceX $920 million per month for compute capacity from October 2026 through June 2029. This 32-month period will provide Google access to roughly 110,000 NVIDIA GPUs, along with supporting processors and memory. Capacity ramps up through September at a reduced fee, with termination options after the first year.
SpaceXA also established arrangements for computing power with Cursor, an AI coding startup. SpaceX acquired them in a $60 billion all-stock deal.
These arrangements position SpaceX’s collective position as an AI infrastructure powerhouse with high-margin revenue potential. The Google deal alone could generate nearly $29.5 billion over its term, while the Reflection contract adds another $6.3 billion.
Combined with the Anthropic arrangement, SpaceX stands to realize tens of billions in revenue from compute leasing in the coming years, which diversifies beyond SpaceX’s traditional rocket launches and Starlink operation.
The deals underscore growing demand for advanced AI training and inference capacity amid chip shortages and surging model development needs. Reflection, valued at $25 billion and focused on “American open intelligence” with government and national security ties, cited recent restrictions on closed models as validation for open-source approaches.
For SpaceX, the partnerships transform capital-intensive data centers into flexible revenue sources while supporting its broader AI ambitions after the company has gone public.