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SpaceX urges White House to foster public-private partnerships in space
Earlier this year, the White House announced plans to reestablish the National Space Council (NSC), an advising body that dates back to the creation of NASA in 1958. The council convened for the first time on October 5 and invited several central figures in US spaceflight, including SpaceX’s President and COO Gwynne Shotwell.
In a brief but powerful speech to the Council, Shotwell urged the US Federal government to apply the lessons learned from NASA’s successful private-public partnerships to efforts to expand human presence in Low Earth Orbit and beyond. Those successful partnerships include NASA COTS (Commercial Orbital Transportation Services), which funded SpaceX to develop its Cargo Dragon spacecraft to resupply the ISS, and the Commercial Crew Program (CCP) that funded SpaceX for the development of their crewed Dragon 2 spacecraft. In terms of efficiency and speed, both programs have indeed been extraordinarily successful, despite often maligned delays.
As a brief example of the insignificance of SpaceX’s Commercial Crew delays, one needs to look no further than NASA’s Space Launch System. Described in early 2011 to be pursuing operational readiness no later than December 2016, SLS is now extremely unlikely to conduct its first launch until well into 2020. A reasonable cost estimate spreads the development costs ($30 billion) over 30 years of operations, assumes an optimistic one launch per year for the vehicle, and arrives at an astounding final figure of $5 billion per SLS launch.
The development funds NASA awarded SpaceX for both Cargo Dragon, Falcon 9, and Crew Dragon were estimated to be no more than $7.3 billion from 2006 to the last Cargo Dragon mission currently scheduled for 2024. Even if this figure swells to $10 billion once operational crewed flights to the ISS begin in 2018 or 2019, the entire cost of NASA’s support of SpaceX would equate to two launches of SLS total.
NASA slipped a sly glimpse of Dragon 2 construction into their live coverage SpaceX’s CRS-12 launch. On the left is a Dragon 2 pressure vessel, while on the right is the vehicle’s “trunk”. (NASA)
Shotwell made sure to avoid the topic of SLS entirely, instead choosing to highlight the benefits of cost and speed public-private partnerships could provide for deep space communications and interplanetary cargo transport. This marks the second time that a ranking member of SpaceX has mentioned a possible public-private program for deep space communications, something that will inevitably need to improve as the commercial spaceflight apparatus extends its reach beyond Earth. SpaceX is currently developing satellite technology to enable a massive orbital Internet constellation around Earth, and the company is obviously interested in leveraging that R&D to strengthen Earth-Mars and Earth-Moon networks into a more robust communications backbone. Secretary of Transport Elaine Chao and Secretary of State Rex Tillerson also slipped in words of excitement and interest in SpaceX’s recently revealed concept of point to point Earth transportation with their BFR system.
This meeting of the NSC also focused heavily on the domestic and regulatory apparatus for commercial space operations. Shotwell and Blue Origin’s CEO Bob Smith both suggested that the FAA’s current rules and regulations regarding commercial spaceflight ought to be reviewed and potentially updated to better account for a future of reusable commercial launch vehicles. Shotwell subtly maligned the often-tedious process of applying for FAA launch permits, pointing to the fact that even slight changes to permits would force companies to file entirely new applications, often taking six months or longer. SpaceX, with its rapid development and deployment of reusable rockets and an ever-increasing launch cadence, is more than ever before at odds with the FAA’s slow and unforgiving permitting processes.
SpaceX’s BFR Earth transport concept would undoubtedly clash head-on with the FAA’s current system of rocket regulations. (SpaceX)
Intriguingly, Council members Mike Pence, Mick Mulvaney, and Elaine Chao all expressed a desire to ease the burden of anachronistic regulations on the commercial space industry. More interesting still, the commercial space panel ended with what effectively sounded like a handshake deal between the Vice President, the Secretary of Transportation, and the Director of the Office of Management and Budget to review current commercial spaceflight regulations and report the results of those reviews to the NSC in no more than 45 days.
It remains to be seen if this verbal commitment translates into an official review, but it is at a minimum encouraging to hear ranking members of the current White House administration so openly express support for SpaceX, Blue Origin, Sierra Nevada Corp., and American commercial spaceflight in general.
The First Meeting of the National Space Council can be seen in the embed below.
https://www.youtube.com/watch?v=nh2jVG76S7g
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.
