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(Update: scrubbed) SpaceX’s next Starlink launch to break rocket fairing reuse record
Update: SpaceX says that today’s Starlink-12 launch attempt was scrubbed due to a mysterious “recovery issue.” Liftoff from Kennedy Space Center Pad 39A is now scheduled no earlier than (NET) 1:57 pm EDT (17:57 UTC) on Friday, September 18th.
Prior to the announcement, fairing recovery ship GO Ms. Tree was spotted diverting to a North Carolina port for unknown reasons, leaving twin ship Ms. Chief to recover both fairing halves. Based on bouy data, conditions at the Atlantic Ocean fairing and booster recovery zones appeared to be moderately challenging but far from unreasonable and SpaceX has been happy to point to recovery weather for past launch delays.
SpaceX has revealed that its next Starlink launch will mark a new first for Falcon 9 payload fairing reuse, reaching a milestone that took booster reuse 18 months in less than a year.
Scheduled to lift off no earlier than (NET) 2:19 pm EDT (18:19 UTC) on Thursday, September 17th, the Starlink-12 (v1.0 L12) mission will be SpaceX’s 11th in 2020 alone and 13th overall. If things go according to plan, it could leave SpaceX’s nascent constellation just two or so months away from the beginning of the first public beta tests of Starlink internet service.
Meanwhile, Falcon 9 booster B1058 will be attempting its third launch less than four months after its flight debut, an unprecedented cadence of reuse for SpaceX. Aside from likely ensuring that B1058 becomes the proud holder of SpaceX’s first and second place records for booster turnaround (time between launches), the mission also continues an unexpected trend: the near-extinction of Falcon 9 static fire tests.
SpaceX’s first successful Falcon booster landing happened in December 2015, just a few months shy of five years ago. In March 2017, two years later, SpaceX reused a Falcon 9 booster on an orbital-class launch for the first time in history. Some 21 months after that historic milestone, SpaceX launched the same Falcon 9 booster for the third time, kicking off a relentless series of reusability firsts that continue to be made to this day.
Now, SpaceX says it’s about to launch the same Falcon 9 payload fairing half for the third time in a significant and unexpected first for fairing reuse. Constructed primarily out of a carbon fiber-aluminum honeycomb composite material, Falcon fairings are dramatically more fragile – and reaches much higher altitudes and velocities – than the boosters SpaceX has cut its teeth on recovering and reusing.
Compared to booster reuse, it’s quite the achievement. SpaceX first managed to launch the same Falcon 9 booster three times in December 2018, ~33 months after the first booster reuse. Measured from SpaceX’s first fairing reuse, completed in November 2019 as part of the first Starlink v1.0 launch (Starlink-1), the company will have managed to cross the three-flight fairing reuse barrier less than 11 months later – a full three times faster than SpaceX’s booster reuse program took to achieve the same milestone.
Additionally, prior to SpaceX’s September 16th reveal, it was purely up to speculation whether the company would be able to reuse Falcon fairing halves more than once, particularly when a given fairing half is only fished out of the ocean. If successful, Starlink-12 will prove that Falcon fairing halves can be reused at least three times regardless of whether SpaceX was/is able to catch said halve in a recovery ship’s net.
No more static fires?
Meanwhile, SpaceX appears to be turning a major corner on Falcon 9 launch operations. Of all 93 Falcon 9 launches since the rocket’s June 2010 debut, every single one has been preceded by a combined wet dress rehearsal (WDR) and static fire test a few days or weeks prior to liftoff. Effectively simulating a launch 1:1 up to the exact moment before liftoff, SpaceX has used static fires to verify vehicle health and firewall minor quality assurance lapses for as long as it’s been launching rockets.
In a major operational change that has almost flown under the radar, SpaceX appears to have killed the practice of universal prelaunch static fires beginning with Starlink-8 in June 2020. Including Starlink-8, of the seven launches SpaceX has completed in the last three months, just three (GPS III SV03, Starlink-9, and Starlink-10) included Falcon 9 static fire tests prior to liftoff. A step further, two of the four static fire-free launches were for major commercial missions – not retiring risk on SpaceX’s own Starlink launches, in other words.
As of today, Falcon 9 has completed 65 successful launches since the last catastrophic vehicle failure (Amos-6, September 2016) and 74 consecutively-successful launches if Amos-6 (which never lifted off) is excluded. As of 2020, it’s the most reliable US launch vehicle currently in operation, surpassing ULA’s Atlas V several months ago. In fewer words, it’s not actually surprising (in retrospect) that SpaceX has begun to relax its position on static fires – especially considering that there isn’t another launch provider on Earth that static fires rockets before every launch.
More likely than not, SpaceX will continue to static fire Falcon 9 and Heavy boosters at the launch pad before their flight debuts and upon customer request. If launch or post-flight inspection data offer reason(s) for concern, SpaceX may still choose to static fire boosters out of caution. Additionally, SpaceX shows no signs of ending the practice of performing full booster static fires in McGregor, Texas as part of acceptance testing, still leaving it a step beyond traditional rocket manufacturers, which only static fire individual engines.
Regardless, SpaceX’s 13th Starlink launch will be streamed live as usual, with coverage beginning around 15 minutes prior to liftoff.
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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.
