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.
Investor's Corner
Tesla and SpaceX to merge in 2027, Wall Street analyst predicts
The move, Ives argues, is no longer a distant possibility but a logical next step, fueled by deepening operational ties, shared AI ambitions, and Elon Musk’s vision for dominating the next era of technology.
Tesla and SpaceX are two of Elon Musk’s most popular and notable companies, but a new note from one Wall Street analyst claims the two companies will become one sometime next year, as 2027 could see the dawn of a new horizon.
In a bold new research note, Wedbush analyst Dan Ives has reaffirmed his long-standing prediction: Tesla and SpaceX will merge in 2027.
The move, Ives argues, is no longer a distant possibility but a logical next step, fueled by deepening operational ties, shared AI ambitions, and Elon Musk’s vision for dominating the next era of technology.
He writes:
“Still Expect Tesla and SpaceX to Merge in 2027. We continue to believe that SpaceX and Tesla will eventually merge into one company in 2027 with the groundwork already in place for both operations to become one organization. Tesla already owns a stake in SpaceX after the company’s $2 billion investment in xAI got converted to SpaceX shares following SpaceX’s acquisition of xAI earlier this year initially tying both of Musk’s ventures closer together but still represents <1% of SpaceX’s expected valuation. The recent announcement of a joint Terafab facility between SpaceX and Tesla further ties both operations together making it more feasible to merge operations given the now existing overlap being built out across the two with this the first step.”
The groundwork is already being laid. Earlier this year, SpaceX acquired xAI, converting Tesla’s $2 billion investment in the AI startup into a small equity stake, less than 1 percent, in SpaceX.
Regulatory filings cleared the transaction in March 2026, formally linking the two Musk-led companies financially for the first time. Then came the announcement of a joint TERAFAB facility in Austin, Texas: two advanced chip factories, one dedicated to Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
Ives calls Terafab the “first step” toward full operational integration.
SpaceX’s impending IPO, expected as soon as mid-June 2026, will turbocharge these plans. The company aims to raise approximately $75 billion at a roughly $1.75 trillion valuation, far exceeding earlier estimates.
Proceeds will fund Starship rocket flights, a NASA-contracted lunar base, expanded Starlink services across maritime, aviation, and direct-to-mobile applications, and crucially, orbital AI infrastructure
A major driver is the exploding demand for AI compute. U.S. data centers are projected to consume 470 TWh of electricity by 2030, constrained by power grids and land.
🚨 Wedbush’s Dan Ives says that Tesla and SpaceX will merge in 2027. SpaceX will IPO soon, his new note says:
“According to media reports, SpaceX could file a prospectus for an IPO imminently with the goal of raising ~$75 billion above the prior expectation of ~$50 billion…
— TESLARATI (@Teslarati) March 27, 2026
SpaceX’s strategy, launching millions of solar-powered satellites to host data centers in orbit, bypasses Earth’s energy bottlenecks. Solar energy captured in space avoids atmospheric losses and day-night cycles, offering a scalable solution for AI training and inference.
The xAI acquisition ties directly into this vision, positioning the combined entity as a leader in extraterrestrial computing.
The merger would create a formidable conglomerate spanning electric vehicles, robotics, satellite communications, human spaceflight, and defense.
Ives highlights SpaceX’s role in the Trump administration’s “Golden Dome” missile defense shield, which would leverage Starlink satellites for tracking.
For Tesla, access to SpaceX’s launch cadence and orbital assets could accelerate autonomous driving, Robotaxi fleets, and Optimus deployment.
Musk, who has signaled his desire to own roughly 25 percent of Tesla to steer its AI future, views the combination as essential to overcoming fragmented regulatory scrutiny from the FTC and DOJ.
Challenges remain. Antitrust hurdles could delay or reshape the deal, and shareholder approvals on both sides would be required. Yet Ives remains bullish, maintaining an Outperform rating on Tesla with a $600 price target, implying substantial upside from current levels. The analyst sees the merger as the “holy grail” for consolidating Musk’s disruptive tech empire.
If realized, a 2027 Tesla-SpaceX union would not only reshape corporate boundaries but redefine humanity’s trajectory in AI and space exploration. It would mark the moment two pioneering companies become one unstoppable force, pushing the limits of what’s possible on Earth and beyond.
News
Tesla ‘Killer’ heads to the graveyard as AFEELA taps out
SHM has officially discontinued development of its highly anticipated AFEELA electric vehicles. On March 25, the joint venture between Sony and Honda announced it would halt the AFEELA 1 luxury sedan and a planned SUV model.
There have been many Tesla “Killers” over the years, all of which have either failed to dethrone the automaker from its dominance in the United States, or even make it to the market altogether.
The Sony Honda Mobility (SHM) project, known as AFEELA, is the latest to make it to the grave, as the company announced its intentions to abandon the project earlier this week, Bloomberg reported.
SHM has officially discontinued development of its highly anticipated AFEELA electric vehicles. On March 25, the joint venture between Sony and Honda announced it would halt the AFEELA 1 luxury sedan and a planned SUV model.
🚗 Tesla Killers Graveyard:
Sony-Honda AFEELA
The sleek, AI-packed luxury sedan with PlayStation integration. Officially cancelled in March 2026 after Honda scaled back its EV plans.Fisker Ocean
Stylish SUV with solar roof promises. Company filed for bankruptcy in 2024 amid… https://t.co/Om14UhISOy— TESLARATI (@Teslarati) March 26, 2026
The decision follows Honda’s March 12 reassessment of its electrification strategy, which scrapped several upcoming EV programs amid slowing demand, high costs, and shifting market conditions.
SHM stated that it could no longer rely on key Honda technologies and manufacturing assets, leaving “no viable path forward.” Reservation fees for early buyers in California are being fully refunded, and the joint venture’s future is now under review.
Launched with fanfare in 2022, the AFEELA was positioned as a tech-forward premium EV blending Honda’s engineering reliability with Sony’s entertainment and AI expertise.
Prototypes featured advanced autonomous driving systems, immersive in-cabin displays, and even PlayStation integration, earning it early media labels as a potential “Tesla Killer.”
Priced around $90,000, the sedan was slated for limited production at Honda’s Ohio plant with deliveries targeted for late 2026. Industry watchers saw it as a serious challenger to Tesla’s dominance in software, connectivity, and premium appeal.
Yet, like many ambitious EV projects, it fell victim to broader industry headwinds: softening consumer demand, persistent high interest rates, and intense competition from established players.
The AFEELA joins a long list of vehicles once hyped as “Tesla Killers” that failed to deliver. In the late 2010s, Fisker’s second act, the Ocean SUV, promised stylish design and solid-state battery tech but collapsed into bankruptcy in 2024 after production delays, quality issues, and financial shortfalls.
Faraday Future poured billions into the FF 91 luxury sedan, touting it as a hyper-tech rival with unmatched performance and features; the company delivered fewer than 100 vehicles before fading into obscurity.
Lordstown Motors’ Endurance electric pickup generated massive pre-order buzz and Wall Street excitement but imploded after exaggerated range claims, a factory sale, and eventual bankruptcy.
Even Lucid Motors’ Air sedan, frequently called a Tesla slayer for its superior range and luxury, has struggled with sluggish sales and missed growth targets despite strong reviews.
Rivian’s R1T and R1S trucks enjoyed similar early acclaim and a blockbuster IPO, yet production ramp-up challenges and profitability woes have prevented it from dethroning Tesla.
The AFEELA’s quiet demise underscores a harsh reality in the EV sector. While Tesla’s first-mover advantage in software, charging infrastructure, and brand loyalty remains formidable, legacy automakers and tech newcomers alike continue to underestimate the complexities of scaling affordable, desirable electric vehicles.
As market realities force tough choices, the graveyard of “Tesla Killers” grows longer, another reminder that innovation alone is rarely enough to topple an established leader.
Elon Musk
TIME honors SpaceX’s Gwynne Shotwell: From employee No. 7 to world’s most valuable company
Time Magazine honors Gwynne Shotwell as SpaceX reaches a $1.25 trillion valuation and eyes its IPO.
TIME Magazine has put SpaceX President and COO Gwynne Shotwell on its cover, and the timing could not be more fitting. Published today, the profile of Shotwell arrives at a moment when the company she has quietly run for more than two decades stands at the center of the most consequential developments in aerospace, artificial intelligence, and the future of human civilization.
Shotwell joined SpaceX in 2002 as its seventh employee and has never stopped expanding her role. She oversees day-to-day operations across multiple executive teams spanning Falcon, Starlink, Starship, and now xAI following SpaceX’s February 2026 merger with Elon Musk’s artificial intelligence company, a deal that made SpaceX the world’s most valuable private company at a reported valuation of $1.25 trillion. A highly anticipated IPO is expected in the second quarter of 2026.
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
Her track record is historic. She oversaw the first landing of an orbital rocket’s first stage, the first reuse and re-landing of an orbital booster, and the first private crewed launch to Earth orbit in May 2020. She built the Falcon launch manifest from nothing to more than 170 contracted missions representing over $20 billion in business. Under her operational leadership, SpaceX completed 96 successful missions in 2023 alone and has now flown more than 20 crewed Falcon 9 missions. Starlink, which she championed as a financial pillar of the company long before it was a mainstream topic, now connects tens of millions of users worldwide and provided a critical communications lifeline to Ukraine following the 2022 invasion.
Elon Musk has never been shy about what Shotwell means to him and to SpaceX. When she shared her vision for worldwide internet connectivity through Starlink, Musk responded on X with a simple statement, “Gwynne is awesome.” It is a sentiment that has been echoed across the industry. NASA Administrator Bill Nelson once said of Musk: “One of the most important decisions he made, as a matter of fact, is he picked a president named Gwynne Shotwell. She runs SpaceX. She is excellent.”
Gwynne is awesome https://t.co/tiXtMWJmPE
— Elon Musk (@elonmusk) September 28, 2024
Now, with Starship targeting its first crewed lunar landing under the Artemis program by 2028, an xAI integration underway, and a pending IPO that could reshape capital markets, Shotwell’s mandate has never been larger. She told Time that 18 Starships are already in various stages of construction at Starbase. “By 2028,” she said, gesturing across the factory floor, “these should be long gone. They better have flown by then.” If Shotwell’s history at SpaceX is any guide, they will.
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