News
SpaceX, NASA hold press conference, historic astronaut launch clears final hurdles before readiness
With less than a month to go before the historic first crewed flight – and final human rating certification test – of the SpaceX Crew Dragon Demonstration 2 mission, NASA and SpaceX jointly held a full day of pre-mission press conferences on Friday, May 1st. Throughout the day many minor, but crucial, details were revealed.
Two primary technical concerns remained prior to Crew Dragon’s debut astronaut mission- the final drop test of the Crew Dragon Mark III parachutes and NASA’s clearance of SpaceX’s resolution of an in-flight engine-out anomaly suffered during the ascent phase of a previous Starlink mission.
Falcon 9 Merlin 1D engine-out anomaly
During the March 18th Starlink launch of a four-time flown Falcon 9 first-stage booster, a brief anomalous engine flare was witnessed during the ascent. Although ultimately successful in the deployment of the stack of 60 satellites, the first-stage booster failed to stick the landing aboard the autonomous spaceport drone ship “Of Course I Still Love You” resulting in a total loss. SpaceX CEO, Elon Musk, responded to comments posted to Twitter confirming the in-flight, early shutdown anomaly of one of the nine Merlin 1D engines.
Musk provided assurance that a thorough investigation would be conducted by SpaceX prior to any return to flight. Musk also noted that the first-ever engine failure of a Merlin 1D engine proved its robustness and the importance of redundancy provided by the other eight engines.
Just prior to the next Starlink mission on April 22nd marking a recycled Falcon 9 booster’s return to flight, Musk once again took to Twitter to provide insight into the early shutdown, in-flight anomaly. Musk stated that a small amount of isopropyl alcohol, used for cleaning the Merlin 1D engines, had been trapped in a sensor dead leg – later clarified as “an area it couldn’t float through” by SpaceX webcast host Lauren Lyons – and was ignited during flight causing the early shutdown of one Merlin 1D engine.
As identified during the April 22nd launch broadcast, out of an abundance of caution SpaceX decided to forgo that cleaning process for the April 22nd mission. However, no information was divulged regarding NASA’s response to either the anomaly or the resolution. Ultimately, the first stage Falcon 9 booster of the Starlink-6 performed flawlessly and even managed to stick the landing aboard the awaiting drone ship.
During Friday’s Commercial Crew and International Space Station overview news conference, a question regarding NASA’s response to the anomaly posed by Jeff Foust – reporter for SpaceNews.com – was directed to NASA’s Commercial Crew Program program manager, Kathy Lueders. She was asked to expand on the final technical constraints remaining prior to the launch of the Crew Dragon DM-2. Lueders responded positively stating that NASA had “reviewed the anomaly resolution…and cleared the engines on our launch vehicle” referring to the Falcon 9 booster slated to support DM-2, noting that the engine-out issue had been satisfactorily resolved and is now behind them.
One more drop test
Early in Friday’s Commercial Crew and International Space Station overview news conference – and later confirmed during remarks made by Lueders – SpaceX Chief Operating Officer, Gwynne Shotwell noted that a final 27th drop test of the Crew Dragon Mk III parachutes was scheduled to be completed later in the day. During a later Q&A interview with the crew of DM-2 – NASA astronauts Bob Behnken and Doug Hurley – Hurley commented that the final drop test had begun, however, he wasn’t quite sure if it had been completed successfully or not.
Just after the closing remarks of the crew Q&A interview, SpaceX announced via social media the successful completion of the 27th and final drop test of the all-important Mk III parachutes.
The May 1st final parachute drop test followed a worrisome stumble of the parachute program on March 24th. SpaceX announced that a Crew Dragon test article had become unstable forcing the helicopter pilot to prematurely release the test article out of an abundance of caution to maintain the safety of the helicopter crew. SpaceX noted that “while the test article was lost, this was not a failure of the parachute system and most importantly no one was injured.”
The confirmation of the successful May 1st drop test and the resolution of the Merlin 1D engine anomaly close out one of the final chapters of prerequisites prior to returning human spaceflight to American soil.
The only hurdles that remain to be cleared are various agency-level readiness reviews. According to Lueders, a SpaceX Flight Readiness Review is tentatively scheduled for Friday, May 8th followed by a NASA Flight Readiness Review on May 11th. Just one week ahead of launch, the final joint Launch Readiness Review is tentatively scheduled to be completed Wednesday, May 20th at which point DM-2 will bring crewed astronaut spaceflight back to American soil for the first time in nearly a decade.
Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
