News
SpaceX’s partial Falcon 9 landing failure could delay next West Coast launch
According to statements made by the Canadian Space Agency (CSA) and media outlet CBC, the launch of the agency’s next-generation Radarsat Constellation Mission (RCM) – a trio of Earth observation satellites weighing >4200 kg (9300 lbs) – has been “postponed … indefinitely” as a consequence of SpaceX’s first failed Falcon 9 booster landing since 2016.
Offering a rare glimpse into some of the extensive planning that goes on behind the scenes to make commercial rocket launches happen, CSA has indicated that the booster it planned to launch on – Falcon 9 B1050 – suffered an untimely (partial) demise during a recovery attempt shortly after successfully launching the CRS-16 Cargo Dragon mission on December 5th, 2018. While the booster shockingly was returned to dry land mostly intact after landing in the Atlantic, SpaceX and CSA must now settle on a different Falcon 9 to launch the mission.
A problem with a SpaceX booster rocket has postponed the launch of a $1 billion Canadian satellite program indefinitely. https://t.co/45qirdId5j @DeanBeeby
— CBC News (@CBCNews) January 15, 2019
Goldilocks and the Falcon boosters
While it doesn’t look like there are only three possible rocket options for the Radarsat constellation and SpaceX to choose from, the situation of picking a new booster this late in the launch flow is far less simple than it might initially seem. First and foremost, SpaceX likely needs to do its best to accommodate the preferences of customers CSA and MDA (MacDonald, Dettwiler and Associates Ltd.) regardless of how disruptive they may be. Originally targeted for sometime in November 2018, RCM’s launch slipped several months to the second half of February 2019 due to what CSA described as “higher priority missions [for]the US Government and a backlog of launches from…Vandenberg” late last year.
While that alone does not point directly towards any obvious explanations, CBC reporter Dean Beeby’s implication that the mission’s launch is now “postponed…indefinitely” offers a hint of an answer, although it could also be manufactured hyperbole where there actually is none. If CSA actually indicated that the launch is now postponed indefinitely, the only clear explanation for a launch delay greater than a month or so as a result of Falcon 9 B1050’s unplanned unavailability would lie in some unique aspect of that particular Falcon 9 booster.
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Although each rocket SpaceX builds can be quite different from each other in terms of general quirks and bugs, the only obvious difference between B1050 and any other flight-proven Falcon 9 booster in SpaceX’s fleet was its low-energy CRS-16 trajectory, something that would have enabled a uniquely gentle reentry and landing shortly after launch. In other words, likely out of heaps of caution and conservatism if it is the case, customers CSA and MDA may have requested (or contractually demanded) that SpaceX launch the Radarsat constellation on a flight-proven Falcon 9 with as little wear and tear as possible, in which case B1050 would have been hard to beat.
“Unfortunately, the landing of [Falcon 9 B1050] was unsuccessful, preventing SpaceX from recuperating the reusable components for the launch of RCM. We continue to work closely with MDA and SpaceX to confirm a launch date for RCM.” – Spokesperson Audrey Barbier, Canadian Space Agency (CSA), 01/15/2019
If the customers remained steadfast in their (speculated) request for a gently-used flight-proven Falcon 9 even after B1050’s partial landing failure, the next most comparable booster would be Falcon 9 B1051 after launching the first orbital Crew Dragon mission sometime no earlier than (NET) February 2019. Aside from B1051, there will be no obvious booster alternative available for at least several months after Crew Dragon’s launch debut, unless NASA requests that its next contracted Cargo Dragon mission (CRS-17) launch on a new Falcon 9 rocket in March 2019.
Engines stabilized rocket spin just in time, enabling an intact landing in water! Ships en route to rescue Falcon. pic.twitter.com/O3h8eCgGJ7
— Elon Musk (@elonmusk) December 5, 2018
Warmer…
If a less lightly-used booster becomes an option for CSA/MDA, there are immediately multiple clear options available as long as SpaceX is will to accept possible delays to subsequent launches to quickly reassign a flight-proven Falcon 9. Falcon 9 B1046 – the first SpaceX rocket ever to launch three orbital-class missions – is being refurbished at SpaceX’s Hawthorne, California facilities a few hundred miles south of Vandenberg. B1047 completed its second successful launch in November 2018 and is being refurbished – along with the twice-flown B1048 – in Cape Canaveral, Florida. Finally, Falcon 9 B1049 completed its second successful launch just days ago (January 11th) and is being processed off of drone ship Just Read The Instructions (JRTI) at this very moment.
B1047 or B1048 have likely been assigned to the imminent NET February 18th launch of Indonesian commsat PSN-6 and SpaceIL’s Beresheet Moon lander, meaning that the best possible option for Radarsat – short of swallowing months of additional delays – is a decision between B1047/B1048 or B1046, with B1049 also a candidate if a slip into March or April is an option. Still, all of those options would require Canada and MDA to fly on a Falcon 9’s third (or fourth) launch, perhaps an unacceptable compromise or perceived risk for certain customers.
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- Falcon 9 B1046 is processed in Port of LA shortly after its third successful launch and landing, December 2018. (Pauline Acalin)
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- Falcon 9 B1047 is pictured here beneath an upper stage and satellite Es’hail-2 prior to its second launch. (Tom Cross)
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- Falcon 9 B1048 landed at LZ-4 after its second launch and is now being refurbished on the opposite coast. (SpaceX)
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Meanwhile, schedule pressures have meant that SpaceX is pushing as hard as possible to prepare three new Block 5 Falcon Heavy boosters for the giant rocket’s second and third launches, scheduled as early as March and April 2019. While unconfirmed, it appears that SpaceX may have chosen to manufacture all three of those boosters one after the other, meaning that the company’s Hawthorne factory would have been primarily focused on delivering those rockets for at least 2-3 months start to finish. In short, it does not appear that there is or will be an unflown Falcon 9 booster available for Radarsat anytime soon.
Whether the customers wait for a new booster to be produced, wait for Crew Dragon’s first launch to wrap up, or accept being the third or fourth launch of a well-scorched Falcon 9, RCM’s next published launch target should offer a hint as to how CSA, MDA, and SpaceX ultimately decided to respond to Falcon 9 B1050’s dip in the Atlantic OCean.
Elon Musk
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
The Boring Company’s new tunnel vehicle runs on Tesla Model 3 batteries and drive units.
The Boring Company just introduced a new piece of hardware, and it runs on parts pulled straight from a Tesla showroom. Liner Truck 3, unveiled in a post from the tunneling company’s official X account, is an all electric vehicle built around Tesla Model 3 battery packs and drive units, purpose built to move concrete tunnel segments to the boring machine face without a single person underground.
Introducing Liner Truck 3 — our latest fully electric tunnel vehicle.
– Tesla Model 3 battery and drive units
– Transports 22,000+ lb of concrete segments to the boring machine
– 28 miles of range
– 12 mph max operating speed
– Remotely piloted from Global OCC in Texas, with… pic.twitter.com/XB7FgSXnpy— The Boring Company (@boringcompany) August 7, 2026
The job itself is unglamorous but critical. Each precast segment run weighs more than 22,000 pounds, roughly the load of a full cement mixer, and Liner Truck 3 hauls that weight repeatedly between the surface staging area and wherever the Prufrock machine happens to be cutting.
The Boring Company said Liner Truck 3 is piloted remotely out of its Global Operations Control Center in Texas, extending the Zero-People-In-Tunnel approach the company has spent years building toward. An earlier version of a ZPIT liner truck was already tested at the company’s Bastrop, Texas research tunnels, and a factory tour released last month showed an employee flying a fully loaded liner truck with a PlayStation controller. Liner Truck 3 looks like the production version of that same idea, cleaned up and pushed into daily use.
The timing lines up with a company digging in more places than it ever has before. The Boring Company now has multiple Prufrock machines active or arriving in Nashville, where Music City Loop construction has been accelerating since February, and its Vegas Loop network keeps adding tunnel mileage on a near monthly basis. Every one of those projects depends on getting concrete segments to the cutting face fast enough to keep the boring machine from idling, which is exactly the bottleneck Liner Truck 3 is designed to remove.
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It also reinforces something Tesla owners have watched happen gradually across Musk’s companies: passenger car hardware finding a second life in heavy equipment. Model 3 drive units already move people through the Vegas Loop, and now the same components are hauling concrete underground in Nashville and wherever The Boring Company digs next. Whether that kind of component reuse extends further into TBC’s equipment lineup, or into other Musk owned industrial hardware, is the next thing worth watching.
SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
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News
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.
Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.
The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.
The Boring Company just doubled its tunneling power in Nashville
The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.
Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.
For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.
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The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
Elon Musk and SpaceX shrugs off the trading day Wall Street feared most
