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SpaceX’s NASA Crew Dragon launch manifest doubles in three months
NASA says it will soon award SpaceX another five Crew Dragon astronaut transport contracts after purchasing three extra missions from the company on February 28th.
That June 1st announcement means that NASA has more than doubled the number of operational Crew Dragon astronaut launches planned between 2020 to the end of 2030 in the last three months – a decision that represents another major SpaceX upset over Boeing. In reality, NASA has simply made some cold and rational calculations about its two Commercial Crew providers and – with no ill intent – made far-reaching decisions to preemptively secure its astronauts’ access to the International Space Station (ISS) for the rest of this decade. Intentional or not, however, the optics of those decisions speak volumes.
When NASA awarded Boeing and SpaceX their original $4.2 billion and $2.6 billion Commercial Crew Transportation Capability (CCtCap) contracts in 2014, the agency’s goal (or hope) was for both providers to complete the development of their Starliner and Crew Dragon spacecraft in roughly the same amount of time. Boeing and SpaceX would have then taken turns, each performing one six-month crew transportation mission per year and ensuring redundant access to the ISS for the rest of its life.
More realistically, the general assumption was that Boeing – an ancient aerospace company with half a century of spaceflight experience – would smoothly complete Starliner while SpaceX – a 12-year-old startup – would struggle to push Crew Dragon across the finish line. Of course, exactly the opposite proved to be true. For what would ultimately become (to NASA) $3.15 billion to Boeing’s $4.95 billion and development and test flight costs of $1.2 billion to Boeing’s $2.2 billion, SpaceX completed its first successful uncrewed and crewed Crew Dragon test flights in March 2019 and May 2020. In contrast, Boeing’s first uncrewed Starliner launch attempt nearly ended in catastrophe in December 2019. A second July 2021 attempt at that mission was prevented from launching by unrelated technical difficulties. Only on May 25th, 2022 did Boeing finally complete the equivalent of Crew Dragon’s March 2019 Demo-1 test flight.
NASA’s February 28th purchase of three more SpaceX Crew Dragon missions was unsurprising. The future of Starliner was still unclear and the Dragon missions it was purchasing could be needed as early as 2023 if Boeing’s spacecraft was not ready in time. The timing of NASA’s notice of intent to purchase another five Crew Dragon missions one week after the end of Boeing’s mostly successful OFT-2 test flight, however, is somewhat surprising. Instead of throwing Boeing a bone after its long-awaited success and somewhat balancing the scales between its two Commercial Crew providers, NASA has ultimately decided to purchase more than twice as many crew missions from SpaceX.
Following NASA and SpaceX’s successful Crew-4 launch last month, the space agency needs 16 more six-month transport missions from SpaceX and Boeing to ensure astronaut access to the ISS between now and late 2030. NASA has issued its intent to perform up to 14 operational Crew Dragon missions and up to 6 Starliner missions (via Boeing’s original contract). Subtracting the 4 missions SpaceX has completed or is in the midst of completing, NASA will soon have all the contracts it needs to crew the ISS until the end of 2030 without purchasing a single extra mission from Boeing.
As a result, barring surprises, SpaceX will likely be responsible for launching 70% of all NASA and ESA astronauts from late 2020 to the end of 2030, while Boeing will be tasked with carrying the remaining 30%. A less likely Commercial Crew outcome would have been hard to imagine in 2014.
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Tesla China exports 50,644 vehicles in January, up sharply YoY
The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
Tesla China exported 50,644 vehicles in January, as per data released by the China Passenger Car Association (CPCA).
This marks a notable increase both year-on-year and month-on-month for the American EV maker’s Giga Shanghai-built Model 3 and Model Y. The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
The CPCA’s national passenger car market analysis report indicated that total New Energy Vehicle exports reached 286,000 units in January, up 103.6% from a year earlier. Battery electric vehicles accounted for 65% of those exports.
Within that total, Tesla China shipped 50,644 vehicles overseas. By comparison, exports of Giga Shanghai-built Model 3 and Model Y units totaled 29,535 units in January last year and just 3,328 units in December.
This suggests that Tesla China’s January 2026 exports were roughly 1.7 times higher than the same month a year ago and more than 15 times higher than December’s level, as noted in a TechWeb report.
BYD still led the January 2026 export rankings with 96,859 new energy passenger vehicles shipped overseas, though it should be noted that the automaker operates at least nine major production facilities in China, far outnumering Tesla. Overall, BYD’s factories in China have a domestic production capacity for up to 5.82 million units annually as of 2024.
Tesla China followed in second place, ahead of Geely, Chery, Leapmotor, SAIC Motor, and SAIC-GM-Wuling, each of which exported significant volumes during the month. Overall, new energy vehicles accounted for nearly half of China’s total passenger vehicle exports in January, hinting at strong overseas demand for electric cars produced in the country.
China remains one of Tesla China’s most important markets. Despite mostly competing with just two vehicles, both of which are premium priced, Tesla China is still proving quite competitive in the domestic electric vehicle market.
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Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Tesla China exports 50,644 vehicles in January, up sharply YoY
Tesla adds a new feature to Navigation in preparation for a new vehicle
