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SpaceX’s next Falcon Heavy launch and landing could be more than a year away

Falcon Heavy launched for the third time ever on June 25th, successfully recovering 2 of 3 boosters and placing 24 satellites in their proper orbits. Falcon Heavy Flight 4 could be more than 16 months away. (SpaceX)

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According to comments made by US Air Force officials prior to SpaceX’s latest Falcon Heavy launch, the payload assigned to the military’s first fully-certified Falcon Heavy has been swapped with another, although the mission’s late-2020 launch target remains relatively unchanged.

This new information comes on the heels of the June 25th launch of Space Test Program 2 (STP-2), SpaceX’s third successful Falcon Heavy mission and a huge milestone for the rocket’s future as a competitive option for US military launches. Perhaps most importantly, it confirms – barring a surprise launch contract or internal Starlink mission – that Falcon Heavy’s next (and fourth) launch is unlikely to occur until late next year, a gap of at least 15-17 months.

Announced roughly four months after Falcon Heavy’s inaugural February 2018 launch debut, the USAF contracted with SpaceX to launch the ~6350 kg (14,000 lb) AFSPC-52 satellite no earlier than (NET) September 2020. In February 2019, Department of Defense contract announcements revealed that SpaceX had been awarded three military launch contracts, two for the National Reconnaissance Office (NROL-85 & NROL-87) and one for the USAF (AFSPC-44), all tentatively scheduled to launch in 2021.

First reported by Spaceflight Now, Col. Robert Bongiovi – director of the launch enterprise systems directorate at the Air Force’s Space and Missile Systems Center (AFSMC) – recently indicated that AFSPC-44 – not AFSPC-52 – is now scheduled to be the US military’s first post-certification Falcon Heavy launch. 52 and 44 have essentially swapped spots, with AFSPC-44 moving forward to NET Q4 (fall) 2020 while AFSPC-52 has been delayed to NET Q2 (spring) 2021.

Falcon Heavy lifts off from Pad 39A for the third time ever. (Tom Cross)

The trouble with launch gaps

Although Bongiovi did not explicitly state that AFSPC-44 will be SpaceX’s next Falcon Heavy launch, there are no publicly-disclosed missions set to launch on the rocket in the interim. That could theoretically change, especially if SpaceX has plans to launch the massive rocket in support of an internal Starlink mission or even something more exotic, but the loss of both Block 5 center core B1055 and B1057 means that the company will have to build an entirely new center core.

SpaceX’s Falcon Heavy lead times are far superior to competitor ULA’s Delta IV Heavy production line, but the process of manufacturing new center cores is still quite lengthy. Critically, Falcon Heavy Block 5 center cores require strengthened octawebs, custom interstages, and propellant tanks that are significantly thicker than those used on Falcon 9. For all intents and purposes, a center core is a totally different rocket relative to a Falcon 9 booster, the latter being SpaceX’s primary focus at the company’s assembly line-style Hawthorne factory. It’s theoretically possible for a dedicated Falcon Heavy center core build to be expedited or leapfrogged forward in the production queue, but most long-lead Falcon 9 booster hardware physically cannot be redirected to speed up center core production.

An overview of SpaceX’s Hawthorne factory floor in early 2018. (SpaceX)

Unless SpaceX was already in the process of building a new center core prior B1057’s unsuccessful landing attempt, it’s safe to assume that the next custom Falcon Heavy booster is unlikely to be completed until early 2020, if not later. In theory, this means that Falcon Heavy could be dormant for no less than 16 months between STP-2 and its next launch. Traditionally, that sort of lengthy gap between launches has been frowned upon by NASA, ULA, and oversight groups like GAO. If a given rocket doesn’t launch for a year or more, it can potentially pose a risk to reliability and raise costs as its production and launch teams have no satisfactory way to fully preserve their technical expertise.

This can be compared to attempting to become an expert at a musical instrument while only having access to said instrument one or two months a year, essentially impossible. In fact, at one point, NASA hoped to require its Space Launch System (SLS) rocket be able to launch no less than once per year, partly motivated by a desire to mitigate some of the deterioration that can follow extremely low launch cadences. Years later, financial constraints and years upon years of delays and budget overruns have made such a cadence effectively impossible for SLS/Orion, but the fact remains that launching a rocket just once every 18-24 months is likely to inflate both costs and risks.

The first Block 5 version of Falcon Heavy prepares for its launch debut.
Falcon Heavy Flight 2, April 2019. (SpaceX)
Falcon Heavy Flight 3, June 2019. Both side boosters (left and right) are flight-proven and launch as part of Flight 2 just ~75 days prior. (SpaceX)

Thankfully, SpaceX’s Falcon Heavy could scarcely be more different than NASA’s SLS and the retired Space Shuttle it derives most of its hardware from. Even if all things are held equal and not flying a Falcon Heavy center core for 16+ months increases risk and cost, center cores are still heavily derived from Falcon 9 booster technology, including plumbing, avionics, attitude control thrusters, Merlin 1D engines, landing legs, and launch facilities.

Furthermore, the center core is just one of five distinct assemblies that make up a given Falcon Heavy. Both side boosters are effectively Falcon 9 Block 5 boosters with nose cones instead of interstages and slight modifications to support booster attachment hardware, while the upper stage and payload fairing are the same for all Falcon launches. In other words, SpaceX’s workforce will continue to build, launch, land, and reuse dozens of Falcon 9 boosters – as well as upper stages payload fairings – between now and Falcon Heavy Flight 4, even if it’s NET Q4 2020. In a worst-case scenario, SpaceX production and launch staff will be unfamiliar and inexperienced with maybe 20% of Falcon Heavy – at least in a very rough sense. Even then, much of that unfamiliarity may still be tempered by the fact that Falcon Heavy center cores share a large amount of commonality with the Falcon 9 first stages SpaceX’s workforce will remain deeply familiar with.

Indeed, Falcon Heavy’s second launch has already demonstrated this to some extent, occurring without issue more than 14 months after the rocket’s inaugural launch. It seems that the only real loss incurred by a ~16-month delay between Flights 3 and 4 will be having to wait another year (or more) to witness Falcon Heavy’s next launch.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Investor's Corner

Tesla stock closes at all-time high on heels of Robotaxi progress

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Credit: Tesla

Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.

The price beats the previous record close, which was $479.86.

Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.

This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.

Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing

It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.

Shares closed up $14.57 today, up over 3 percent.

The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.

However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.

Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.

Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.

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Tesla needs to come through on this one Robotaxi metric, analyst says

“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”

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Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.

Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.

However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.

The analyst said:

“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”

Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.

There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.

This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.

Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing

CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.

Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.

Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.

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Investor's Corner

Tesla gets bold Robotaxi prediction from Wall Street firm

Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.

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Credit: Tesla

Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.

Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.

Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.

Tesla expands Robotaxi app access once again, this time on a global scale

By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.

He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:

  1. Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
  2. Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
  3. Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.

Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.

Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.

So far, the program, which is active in Austin and the California Bay Area, has been widely successful.

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