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SpaceX's next Crew Dragon launch is delayed but that's actually good news
NASA says that SpaceX’s next big Crew Dragon flight test has slipped a bit further into 2020, a counterintuitively positive sign that the human-rated spacecraft’s next launch is firmly scheduled for the first month of the next decade.
Known as Crew Dragon’s In-Flight Abort (IFA) test, SpaceX opted to include the mission in its Commercial Crew contract, a decision NASA chose to leave up to its providers. Boeing, for example, chose not to perform a real-world in-flight abort test of its Starliner spacecraft, instead relying on a pad abort test and digital modeling to determine the spacecraft’s capabilities. NASA allowed this flexibility because it believes – at least theoretically – that it should be possible to determine whether a spacecraft can perform the most challenging abort scenarios without actually doing full-fidelity flight tests.
Given that NASA chose to perform an extremely expensive full-fidelity in-flight abort test with its own Orion spacecraft just a few months ago, one can’t exactly say that the space agency has chosen to reap what it’s sown, but with any luck, the Starliner spacecraft will never have to perform such an abort and find out how close Boeing’s modeling is to reality.
It’s also worth noting that despite the fact SpaceX elected to perform an extra abort test that will likely destroy an entire Falcon 9 rocket, Crew Dragon development will cost NASA $2 billion (40%) less than Starliner, while each operational Crew Dragon launch will also cost some $250 million (39%) less than a comparable Starliner launch.
As of December 18th, NASA says that SpaceX’s In-Flight Abort (IFA) test has slipped a week from January 4th to January 11th, 2020. Counterintuitively, that delay is actually an extremely encouraging sign that Crew Dragon’s next launch is quite firmly set for the first month of 2020. For reference, as NASA and SpaceX approached Crew Dragon’s Demo-1 orbital launch debut earlier this year, the mission was initially set for January 17th. Around three weeks later, NASA announced that Demo-1 had slipped to no earlier than (NET) “February”. Four weeks after that delay, NASA once again announced another delay to March 2nd, which would turn out to be the day that Crew Dragon really did reach orbit for the first time.
On the other hand, IFA – Crew Dragon’s second launch – had its first firm launch date (January 4th) announced by NASA on December 6th, 2019. Less than two weeks later, NASA says that the launch date has slipped by exactly one week to January 11th, less than four weeks from today. It’s entirely possible that SpaceX’s IFA test will slip further into 2020 in the coming weeks, but compared to Crew Dragon’s Demo-1 mission, both NASA and SpaceX appear to be far more confident in the schedule for Crew Dragon’s second launch.
Regardless of when exactly it lifts off, Crew Dragon’s In-Flight Abort is going to be an extremely challenging test for the spacecraft. Designed to simulate a near-worst-case abort scenario during launch, SpaceX will essentially trick Dragon into believing that Falcon 9 has failed around a minute and a half after launch. At that point, the rocket and spacecraft will be traveling as fast as Mach 2.5 (860 m/s, 1900 mph) and experiencing what is known as Max Q, the point of peak aerodynamic stress (referring to heating, buffeting, pressure, and more).
At that exact point, Crew Dragon capsule C205 will ignite all eight of its SuperDraco abort engines, almost instantaneously producing 130,000 lbf (570 kN) of thrust to send the spacecraft almost a kilometer (0.5 mi) away from Falcon 9 in just a few seconds. If Crew Dragon survives the ordeal, it will quickly detach its trunk section, flip around to face its heat shield towards the ground, and ultimately deploy parachutes before gently landing in the Atlantic Ocean.
SpaceX plans to recover and reuse the otherwise orbit-worthy capsule on a future mission, likely one of the company’s upcoming CRS2 space station resupply launches. Finally, if everything goes exactly as planned during the In-Flight Abort test and both NASA and SpaceX see no issues with the flown hardware or data the test produces, Crew Dragon Demo-2 – the spacecraft’s first astronaut launch – could potentially be ready for flight as early as February or March 2020.
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Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
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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.
Tesla Model Y L is gaining momentum in China’s premium segment
Tesla Cybertruck earns IIHS Top Safety Pick+ award
