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SpaceX's first Space Force launch delayed by coronavirus pandemic
Officials say that SpaceX’s first mission for the Space Force – also the company’s second upgraded GPS III satellite launch – has been significantly delayed by the United States’ growing coronavirus outbreak.
Only recently folded into the Space Force, a Space and Missile Systems Center (SMC) press release discussed the decision in greater detail, confirming that the center itself has chosen to delay SpaceX’s GPS III SV03 launch. Instead of a technical fault or issues processing the rocket or satellite, SMC is delaying the launch to “minimize the potential of COVID-19 exposure to the launch crew and early-orbit operators,” possibly referring to any combination of Lockheed Martin, Raytheon, or SpaceX employees.
This is now the second SpaceX launch to be delayed by the coronavirus pandemic after the Argentinian government’s strict response force its space agency (CONAE) to postpone its SAOCOM 1B Earth observation satellite launch. Viewed a different way, SpaceX’s next two commercial (non-Starlink) launches have each been delayed a month or two. However, it’s reasonable to assume that those delays are more or less indefinite, given that they both appear to be contingent upon the end of the United States’ coronavirus outbreak.
As a result, it’s looking increasingly likely that SpaceX’s next two or three Falcon 9 launches will all be internal Starlink missions, carrying several more batches of 60 communications satellites into orbit. SpaceX’s next Starlink mission – the seventh overall – is expected to launch no earlier than April, likely in the second half of the month. Thanks to SpaceX’s highly successful Starlink factory, at least another two additional batches of satellites are ready or nearly ready for launch, waiting their turn for a Falcon 9 rocket.
SpaceX’s fleet of flight-proven rockets has rapidly diminished after two boosters failed their landing attempts in February and March 2020, making it substantially harder to support an aggressive Starlink launch cadence. Excluding two Falcon Heavy Block 5 side boosters flown in April and June 2019, SpaceX’s fleet is now down to three booster: B1049, B1051, and B1059.
Thankfully, although production slowed down as SpaceX’s Hawthorne factory focus shifted more towards payload fairings and upper stages, the company has continued to build Falcon 9 boosters. Currently, boosters B1058 and B1060 have passed their McGregor, Texas acceptance tests and are awaiting their first launches in Cape Canaveral, Florida. B1058 should become the first SpaceX rocket ever to launch astronauts as early as late May 2020, while B1060 – assigned to launch the GPS III SV03 navigation satellite will now have to wait until June 30th at the earliest for its debut.
Assuming everything goes as planned, both B1058 and B1060 will land shortly after their respective NET May and NET June launches, potentially freeing the boosters up for refurbishment and reflight on future SpaceX missions – Starlink included.
Unfortunately, future launch delays are extremely likely due to the fact that the United States remains in what appears to be the early stages of the coronavirus pandemic. SpaceX itself already has six confirmed COVID-19 cases at its Hawthorne, California factory and headquarters, a number that could easily continue to grow without strict and immediate interventions. For now, though, the company appears set on forging ahead in this time of crisis.
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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
