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SpaceX set for its most important launch ever as skies, seas threaten delays
SpaceX remains on track for an inaugural NASA astronaut launch that will arguably be the most important single mission in the company’s history, although Florida’s summer weather continues to conspire to delay it.
Heavily dependent on Atlantic Ocean weather conditions, skies (and seas) thankfully appear to be clearing up on the home stretch to Crew Dragon’s Demo-2 astronaut debut. Set to be the first time NASA has launched its own astronauts in nearly a decade and the first time SpaceX (or any private company) has launched humans into orbit, the stakes have never been higher for the 18-year-old Elon Musk venture.
If successful, it will catapult the company into an unprecedented era, proving countless traditional aerospace naysayers wrong and beating the likes of Boeing to the punch — all with a self-built reusable rocket and spacecraft that are dramatically cheaper than their closest competitors. It will be the single most encouraging step SpaceX has taken towards the permanent settlement of the solar system. On the other side of the double-edged sword, if things go south, it’s hard to exaggerate the scale of the setback and road to retribution that would face the pioneering spaceflight company.
Yeah, Atlantic weather review tomorrow morning will determine if we can launch— Elon Musk (@elonmusk) May 27, 2020
For two interconnected reasons, SpaceX’s Crew Dragon astronaut missions are going to be extraordinarily sensitive to weather restrictions come launch day, a fact that has come to partially dominate the tone of Demo-2 preparations over the last few days. First and foremost, NASA’s single highest priority for crewed Commercial Crew Program (CCP) launches is and will continue to be astronaut safety.
If things go according to plan, Crew Dragon’s Demo-2 mission will also be the first time NASA astronauts have splashed down in the ocean since July 1975, when the space agency completed the last launch of an Apollo Command and Service Module (CSM). Recovering crewed spacecraft from the ocean carries numerous challenges and constraints with it, many of which involve specific spacecraft characteristics. For SpaceX and NASA, Crew Dragon will have fairly strict requirements for sea states and weather during astronaut splashdowns. Additionally, thanks to SpaceX’s innovative inclusion of a built-in abort system in the Crew Dragon capsule, the spacecraft will be able to abort at any point during launch, from before liftoff all the way to orbit.
As a direct result of that significant safety improvement, SpaceX and NASA are ironically going to have a more challenging time launching Crew Dragon as dozens of possible abort splashdown locations stretching across the Atlantic Ocean will have to be constantly monitored for weather violations. SpaceX Vice President of Build and Reliability Hans Koenigsmann described the method of weighing those dozens of sites as an extremely complex algorithm, suggesting that unacceptable weather in certain spots might not fully delay a launch opportunity.
Still, adding in the need for SpaceX to attempt to recover Falcon 9 boosters on ocean-based drone ships like Of Course I Still Love You (OCISLY), which carries its own weather restrictions, the company’s astronaut launches are going to be extraordinarily sensitive to environmental factors. As of now, SpaceX’s inaugural astronaut launch remains technically on track to lift off at 4:33 pm EDT (20:33 UTC) on May 27th. The latest forecasts predict a 60% chance of favorable weather on Wednesday, up from 40% around 24 hours ago.
A backup window on May 30th shows a 70% chance of favorable weather, with both days primarily challenged by the likelihood of thunderstorms in and around Cape Canaveral. That forecast, however, doesn’t account for the dozens of locations in the Atlantic Ocean that will also need some level of favorable weather. To quantify the scale of weather-related challenges, Koenigsmann revealed in a prelaunch briefing that the weather component of the flight readiness review (FRR) alone involved a presentation with more than 60 slides. According to Elon Musk, NASA and SpaceX will decide later this morning whether the Atlantic Ocean is calm enough to proceed with Crew Dragon’s historic launch attempt.
SpaceX and NASA will both host livestreams of the Demo-2 mission beginning around noon EDT (16:00 UTC). Stay tuned for updates as we close in on the momentous occasion.
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Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
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Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
Ford is canceling the all-electric F-150 Lightning and also announced it would take a $19.5 billion charge as it aims to quickly restructure its strategy regarding electrification efforts, a massive blow for the Detroit-based company that was once one of the most gung-ho on transitioning to EVs.
The announcement comes as the writing on the wall seemed to get bolder and more identifiable. Ford was bleeding money in EVs and, although it had a lot of success with the all-electric Lightning, it is aiming to push its efforts elsewhere.
It will also restructure its entire strategy on EVs, and the Lightning is not the only vehicle getting the boot. The T3 pickup, a long-awaited vehicle that was developed in part of a skunkworks program, is also no longer in the company’s plans.
Instead of continuing on with its large EVs, it will now shift its focus to hybrids and “extended-range EVs,” which will have an onboard gasoline engine to increase traveling distance, according to the Wall Street Journal.
“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs, and regulatory changes,” the company said in a statement.
🚨 Ford has announced it is discontinuing production of the F-150 Lightning, as it plans to report a charge of $19.5 billion in special items.
The Lightning will still be produced, but instead with a gas generator that will give it over 700 miles of range.
“Ford no longer… pic.twitter.com/ZttZ66SDHL
— TESLARATI (@Teslarati) December 15, 2025
While unfortunate, especially because the Lightning was a fantastic electric truck, Ford is ultimately a business, and a business needs to make money.
Ford has lost $13 billion on its EV business since 2023, and company executives are more than aware that they gave it plenty of time to flourish.
Andrew Frick, President of Ford, said:
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
CEO Jim Farley also commented on the decision:
“Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.”
Farley also said that the company now knows enough about the U.S. market “where we have a lot more certainty in this second inning.”
SpaceX employees, including its CEO Elon Musk, shaded American Airlines on social media this past weekend due to the company’s reported talks with Amazon’s Starlink rival, Leo.
Starlink has been adopted by several airlines, including United Airlines, Qatar Airways, Hawaiian Airlines, WestJet, Air France, airBaltic, and others. It has gained notoriety as an extremely solid, dependable, and reliable option for airline travel, as traditional options frequently cause users to lose connection to the internet.
Many airlines have made the switch, while others continue to mull the options available to them. American Airlines is one of them.
A report from Bloomberg indicates the airline is thinking of going with a Starlink rival owned by Amazon, called Leo. It was previously referred to as Project Kuiper.
American CEO Robert Isom said (via Bloomberg):
“While there’s Starlink, there are other low-Earth-orbit satellite opportunities that we can look at. We’re making sure that American is going to have what our customers need.”
Isom also said American has been in touch with Amazon about installing Leo on its aircraft, but he would not reveal the status of any discussions with the company.
The report caught the attention of Michael Nicolls, the Vice President of Starlink Engineering at SpaceX, who said:
“Only fly on airlines with good connectivity… and only one source of good connectivity at the moment…”
CEO Elon Musk replied to Nicolls by stating that American Airlines risks losing “a lot of customers if their connectivity solution fails.”
American Airlines will lose a lot of customers if their connectivity solution fails
— Elon Musk (@elonmusk) December 14, 2025
There are over 8,000 Starlink satellites in orbit currently, offering internet coverage in over 150 countries and territories globally. SpaceX expands its array of satellites nearly every week with launches from California and Florida, aiming to offer internet access to everyone across the globe.
Currently, the company is focusing on expanding into new markets, such as Africa and Asia.
Tesla stands to gain from Ford’s decision to ditch large EVs
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
