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SpaceX first orbital spacecraft set to smash reusability record on last launch
The first orbital spacecraft designed and built by SpaceX is set to smash a reusability record on its 20th and final International Space Station (ISS) resupply launch, hopefully ending an exceptional career with yet another noteworthy achievement.
After a rocket-related hardware issue forced a four-day delay, a flight-proven Cargo Dragon spacecraft and Falcon 9 rocket are set to lift off no earlier than (NET) 11:50 pm EST, March 6th (04:50 UTC, March 7th) on NASA’s 20th and final SpaceX Commercial Resupply Services (CRS-20) mission. Although SpaceX’s final CRS1 launch, 20th mission milestone, flight-proven Dragon, and fairly quick Falcon 9 booster turnaround are all significant and exciting in their own ways, the most noteworthy technical aspect of CRS-20 can be found in the Dragon capsule that will soon be perched atop the tip of the rocket.
Shared on March 1st alongside confirmation of a successful Falcon 9 wet dress rehearsal (WDR) and static fire at its Cape Canaveral, Florida Launch Complex 40 (LC-40) pad, SpaceX revealed that Cargo Dragon capsule C112 (C1: Dragon 1; 12: capsule #12) will be supporting CRS-20 as early as this Friday. If all goes according to plan, it will be the spacecraft’s third cargo mission to the ISS since February 2017, becoming the third orbital SpaceX vehicle to do so. Even more significantly, C112 is poised to crush Cargo Dragon’s own previous record for the shortest time between two orbital launches.
Back in June 2017, SpaceX became the first private company in history to successfully reuse an orbital-class spacecraft on its CRS-11 Cargo Dragon mission, itself the first private spacecraft in history to successfully rendezvous with the space station. Since then, all but one CRS mission has featured an orbit-proven Dragon capsule, making CRS-20 the ninth time SpaceX will attempt to launch a spacecraft into orbit for the second (or third) time.
In other words, nearly half of all of SpaceX’s NASA CRS missions have featured flight-proven spacecraft, while several have also launched with flight-proven Falcon 9 boosters. Still, while extremely impressive that SpaceX has managed to convince the risk-averse space agency to fly several dozen tons of critical hardware on flight-proven rockets and spacecraft, Cargo Dragon capsule reuse has always been a comparatively lengthy and complex process.
Back in July 2017, just a month after SpaceX’s first successful Cargo Dragon reuse, CEO Elon Musk offered some insight into the capability’s potential value.
“Musk said he expects the next Dragon reuse and all future reuses to save SpaceX nearly 50% of the cost of manufacturing an entirely new spacecraft. Musk admitted that the first refurbishment of Dragon likely ended up costing as much or more than a new vehicle, but this is to be expected for the first attempt to reuse any sort of space hardware that must survive some form of reentry heating and saltwater immersion.”
Teslarati.com — July 21st, 2017
Ultimately, SpaceX has almost certainly realized Musk’s ambition of cutting the cost of orbital space station resupply missions in half (at least). Scheduled to launch on March 6th, Cargo Dragon capsule C112 last launched in December 2018, reentering Earth’s atmosphere and splashing down on January 13th, 2019. With CRS-20, the capsule could thus crush the previous record – 19 months – by more than 25%. Measured from splashdown to the capsule’s shipment to the launch pad, SpaceX may have spent less than a year refurbishing the Cargo Dragon spacecraft, likely more than a 50% improvement over all past refurbishment operations.
CRS-20 should thus mark a climactic and fitting end to Cargo Dragon 1’s nine-year spaceflight career. While bittersweet that the spacecraft and its many siblings will likely never fly again, Musk has said that Dragon 2 (Crew Dragon) – the spacecraft intended to replace it – is dramatically easier (and thus cheaper) to reuse than Dragon 1. As such, SpaceX should have no issue continuing its trend of lowering the cost of access to space after it begins space station cargo deliveries under its CRS2 NASA contract later this year.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
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Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
