News
SpaceX’s next Falcon Heavy launch on track to carry multiple military satellites
According to one of the US Space Force 44 (USSF-44) mission’s satellite providers, SpaceX’s next Falcon Heavy launch remains on track for late 2020 and will apparently be carrying more than one military satellite to orbit.
Successfully launched just 73 days apart in April and June 2019, SpaceX already has two twice-flown Falcon Heavy side boosters in storage somewhere in Cape Canaveral, Florida, raising the possibility that one or several of the rocket’s next launches could reuse those some boosters. However, NASASpaceflight.com has already confirmed that all three Falcon Heavy Flight 4 boosters will be new, likely representing 25-30%+ of all of SpaceX’s 2020 booster production output.
That also means that publicly-visible Falcon Heavy Flight 4 launch preparations will start much sooner than later as SpaceX works to ship its new boosters from its Hawthorne, California factory to McGregor, Texas for routine acceptance testing and finally to launch facilities in Florida.
Based on SpaceX’s first Falcon Heavy Block 5 launch, completed on April 11th, 2019, the next rocket’s three new boosters should begin arriving in Florida by mid-2020 – perhaps just a month or two from now. Prior to Arabsat 6A’s commercial Falcon Heavy launch debut, the first of the rocket’s boosters completed acceptance testing in McGregor, Texas and arrived at Kennedy Space Center (KSC) around mid-December 2018 – a bit less than four months before liftoff.
Per NASASpaceflight’s confirmation that all-new boosters are assigned to USSF-44, it’s also true that the mission will mark the second time SpaceX has completed serial production and delivery of a complete Falcon Heavy rocket. With that first-time pathfinder run already behind SpaceX thanks to its April 2019 Arabsat 6A launch, it’s likely that manufacturing and acceptance testing will be much more streamlined, while also reducing the amount of time it will take the rocket to go from Florida arrival to lift-off.
USSF-44 is on track to become SpaceX’s first operational Falcon Heavy launch for the US government some 15-18 months after the company successfully completed STP-2 – a certification test flight for the US Air Force – in June 2019. While some work reportedly remains before SpaceX’s super heavy-lift rocket can be considered fully certified for high-value US military launches, Millenium Space’s April 21st update states that Falcon Heavy’s USSF-44 mission is still on track to “launch in late 2020”.
Given that SpaceX is likely in the midst of Falcon Heavy Flight 4 booster production and could begin delivering hardware to Florida just 2-3 months from now, Millenium Space’s comment strongly implies that launch preparations are proceeding smoothly. If SpaceX still needs to complete one or several certification milestones, both it and the US military clearly have a firm plan and are confident that Falcon Heavy can be certified by Q4 2020.
SpaceX also appears to be supporting the US military’s relatively frequent addition of small secondary satellites – often prototypes meant to test new technologies or strategies – on large launches. Whether SpaceX will add secondary dispensers to the rocket’s upper stage or the ~3.7 metric ton (~8200 lb) USSF-44 satellite deploys them itself remains to be seen, but the mission will carry at least one other passenger (TETRA-1). If past US military launches are anything to go by, at least one or two other smaller satellites may also hitch a ride on Falcon Heavy later this year.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla has finished construction at its biggest Supercharger ever in Lost Hills, California, and all 168 stalls are officially open as of today.
After several years of development, the company has officially announced that the Lost Hills Supercharger, known as Project Oasis, is officially open with 168 stalls active and available to drivers.
Tesla announced the completion of the Lost Hills Supercharger on Tuesday, showing off the site, which is powered by 10 Megapack batteries for storage and is completely independent of the grid, as it has 11 MW of solar panels bringing energy to the massive Battery Energy Storage System (BESS).
All 168 Stalls at the Tesla Supercharger in Lost Hills, California are officially open! pic.twitter.com/eo9xmZyUNB
— TESLARATI (@Teslarati) November 25, 2025
This is the largest Supercharger in the world and opens just in time for the Thanksgiving holiday, which is the most-traveled weekend of the year in the United States.
Spanning across 30 acres, it was partially opened back in July 2025 as Tesla opened just 84 of the 168 stalls at the site. However, Tesla finished certifying the site recently, which enabled the Supercharger to open up completely.
The site generates roughly 20 GWh of energy annually, which is enough to power roughly 1,700 homes. The launch of this site specifically is massive for the company as it plans to launch more Superchargers in more rural areas, making charging more available for cross-country rides that require stops in more remote regions of the United States.
This is perhaps the only weak point of Tesla’s massive charging infrastructure.
It has some features that are also extremely welcome for some owners, including things like pull-through stalls for those who tow, an idea that was extremely popular following the launch of the Cybertruck.
Tesla has over 70,000 active Superchargers across the world. The company has also made efforts to create unique experiences at some of the stops, most notably with its Tesla Diner, located on Santa Monica Boulevard in Los Angeles.
That Supercharger has two massive drive-in movie theaters and will soon transition to a full-service restaurant following the departure of its executive chef, Eric Greenspan.
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
