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SpaceX’s Japanese Moon lander launch back on the calendar after indefinite delay
Update: After indefinitely delaying ispace’s first Moon lander launch on November 30th to fix unspecified issues with its Falcon 9 rocket, multiple sources indicate that SpaceX has put the mission back on its calendar.
Barring additional issues, the private HAKUTO-R Moon lander is now scheduled to lift off from SpaceX’s Cape Canaveral Space Force Station (CCSFS) LC-40 pad no earlier than (NET) 3:04 am EST (08:04 UTC) on Wednesday, December 7th. The mission’s quick return after just a few days of rework is a good sign that the issue that forced SpaceX to stand down was relatively minor. Simultaneously, SpaceX is moving ahead with plans to launch its first mission for OneWeb – a low Earth orbit satellite Internet provider competing directly with Starlink – less than ten hours prior, at 5:37 pm EST (22:37 UTC) on December 6th.
SpaceX support ship Doug departed Florida’s Port Canaveral on the afternoon of December 4th, likely en route to recover Falcon 9’s payload fairing after its first OneWeb launch. If SpaceX is, in fact, working towards a December 7th launch of HAKUTO-R, twin support ship Bob will likely also head to sea within the next 24 hours.
SpaceX has delayed the launch of Japanese startup ispace’s first Moon lander, HAKUTO-R, from Wednesday to Thursday, December 1st “to allow for additional pre-flight checkouts.”
The mission will be the third Moon launch from US soil in less than four months after SpaceX’s successful launch of the South Korean Pathfinder Lunar Orbiter (KPLO) in August and the debut of NASA’s Space Launch System (SLS) rocket earlier this month. Perhaps more importantly, ispace has the opportunity to become the first company in history to successfully land a privately-developed spacecraft on the Moon, a milestone that would arguably mark the start of a new era of lunar exploration.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
ispace’s first HAKUTO-R Moon lander is expected to weigh approximately 1050 kilograms (~2300 lb) at liftoff and is designed to land up to 30 kilograms (~66 lb) of cargo on the lunar surface. The lander is made by several commercial partners: ispace has provided most of its design and structures, but Europe’s ArianeGroup supplied all of HAKUTO-R’s engines, plumbing, and propulsion hardware and was responsible for most of the final assembly process.
Because of ArianeGroup’s involvement, it’s likely that HAKUTO-R shares direct heritage with the European Service Module currently powering NASA’s Orion spacecraft on its first mission to the Moon. It also arguably makes the mission more of a collaboration between Europe and Japan than an exclusively Japanese mission, though HAKUTO-R will still technically be Japan’s first private mission to the Moon.
If successful, it could also become the first privately-funded Moon landing in history. But HAKUTO-R can’t claim to be the first private Moon landing attempt, a title held by Israeli company SpaceIL’s ill-fated Beresheet Moon lander. Launched by SpaceX as a rideshare passenger sitting on top of an Indonesian communications satellite, Beresheet propelled itself all the way from geostationary transfer orbit to lunar orbit over the course of about six weeks. Just a minute or so before touchdown, a manual command inadvertently shut down the spacecraft’s propulsion, causing it to impact the surface of the Moon at ~500 kilometers per hour (310 mph) – less than 8% away from a soft landing.
In September 2019, just five months later, India’s first nationally developed Moon lander got even closer to a successful landing, losing control at a velocity of just 210 km/h (~130 mph) and an altitude of 330 meters (1080 ft). Since the Soviet Union’s 1976 Luna-26 mission, only China’s national space agency (CNSA) has successfully landed on the Moon, completing three landings between 2013 and 2020. The last successful Western Moon landing (Apollo 17; also the last crewed Moon landing) occurred in 1972.
ispace’s ultimate goal is to help facilitate the creation of infrastructure capable of supporting a permanent population of 1000 people on the Moon by 2040. The Japanese startup has privately raised $210 million since it was founded in 2010. In 2022, it won a $73M NASA contract to develop a much larger SERIES-2 vehicle capable of sending either “500 kilograms to the [lunar] surface or as much as 2000 kilograms to lunar orbit.” SERIES-2 will be developed out of ispace’s US branch instead of its Japanese headquarters.
HAKUTO-R will carry seven payloads:
- A solid-state battery for ispace corporate partner NGK SPARK PLUG CO
- A Moon rover (Rashid) for the United Arab Emirates space agency
- JAXA’s transformable lunar robot
- A Canadian Space Agency flight computer prototype
- A camera system built by Canda’s Canadensys
- A panel engraved with the names of HAKUTO’s crowdfunding supporters
- A music disc containing Japanese rock band Sakanaction’s song “SORATO”
In addition to HAKUTO-R, SpaceX’s Falcon 9 rocket will simultaneously launch the NASA Jet Propulsion Laboratory’s (JPL) Lunar Flashflight ice surveyor as a rideshare payload. After launch, Lunar Flashlight will attempt to enter an elliptical lunar orbit and use an infrared laser to (invisibly) illuminate the surface of craters that have been in shadow for millions of years. The way the surface reflects that laser light will allow the spacecraft to prospect for water ice deposits that could one day be mined and converted into rocket propellant.
Tune in below around 3:20 am EST (08:25 UTC) on Thursday, December 1st to watch SpaceX launch Japan’s first privately-developed Moon lander.
Tesla has officially confirmed plans to bring its all-electric Semi truck to Europe, with full specifications and market-launch details set for unveiling at the IAA Transportation trade fair in Hannover, Germany.
The event runs September 15–20, with a possible press preview on September 14. The announcement, shared via Tesla’s Semi account, marks a significant expansion beyond North America nearly nine years after the truck’s original 2017 reveal.
🚨 Tesla Semi is coming to Europe!
Sustainable logistics is a huge market internationally, and now Tesla is involved in it outside of the U.S. market! https://t.co/q3hjX6ybMv pic.twitter.com/mxTaVY3UsE
— TESLARATI (@Teslarati) August 20, 2026
In the United States, the Semi’s path has been gradual. Limited pilot production and customer deliveries began in late 2022, primarily to fleets such as PepsiCo. After years of refinement, high-volume manufacturing started on April 29, 2026, at a dedicated facility adjacent to Gigafactory Nevada.
The plant targets an annual capacity of 50,000 units, though the ramp is expected to be gradual, with “many thousands” of trucks projected by the end of 2026.
Demand is building, with recent orders including 500 units for Einride (deliveries starting September 2026, serving Amazon and others) and hundreds more from operators such as WattEV. Pricing stands at approximately $260,000 for the Standard Range and $290,000 for the Long Range before incentives.
Tesla Semi pricing revealed after company uncovers trim levels
Earlier in 2026, Tesla finalized production specifications that incorporated substantial updates. In February, the company detailed two variants designed for a full 82,000-pound gross combination weight.
The Standard Range offers about 325 miles of range with a 548 kWh battery and curb weight under 20,000 pounds. The Long Range delivers roughly 500 miles with an 822 kWh pack and a 23,000-pound curb weight. Both use three independent rear-axle motors producing up to 800 kW (about 1,073 horsepower), achieve energy consumption of around 1.7 kWh per mile, and support megawatt-class charging at up to 1.2 MW—recovering about 60 percent of range in 30 minutes through the MCS standard.
Additional refinements include a roughly 1,000-pound weight reduction versus earlier prototypes, improved aerodynamics, a 48-volt electrical architecture, electric power take-off up to 25 kW for refrigerated trailers, and fleet management software with over-the-air updates.
These advances position the Semi as a competitive option against diesel trucks on operating costs and performance. For Europe, adaptations such as lighting, cab configurations (including potential sleeper options), and regulatory compliance are anticipated.
With series production underway in Nevada and major fleet commitments secured, the upcoming IAA reveal will clarify timelines, European-specific specs, and pricing, potentially accelerating electrification of heavy-duty freight on both continents.
Investor's Corner
Tesla Robotaxi gets a massive upgrade in Nevada
Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.
Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.
The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.
EXCLUSIVE: Tesla has just officially received approval for its full Autonomous Vehicle Network Company permit in Nevada, clearing the way for Tesla to launch a paid public Robotaxi service in Las Vegas.
This officially allows @Tesla to deploy up to 5,000 robotaxis over the next… pic.twitter.com/DPs5UtUlrE
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.
Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.
Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.
The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.
Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
Tesla Semi is officially headed to Europe
Tesla Robotaxi gets a massive upgrade in Nevada
