News
SpaceX’s Mr. Steven crosses Panama Canal on 5000 mile journey to Florida
Iconic SpaceX vessel Mr. Steven has completed a successful transit of the Panama Canal as of February 7th, leaving the fairing recovery ship approximately 3-4 days from arrival at its new home in Port Canaveral, Florida.
Mr. Steven’s move from the West Coast to the East Coast comes shortly after a series of controlled fairing recovery tests – dropped by helicopter before deploying a parafoil – brought the vessel closer than ever before to successfully snagging a Falcon fairing out of the air. Thanks to webcams at the landmark, Mr. Steven’s trip through the Panama Canal also revealed that his arms were uninstalled for the coast swap, while two fairing halves – covered in tarps – stood out on the ship’s large deck.
Aaaaand the grand finale, a gif of Mr. Steven’s transit through the Panama Canal’s first western lock (Miraflores). Probably the last we’ll see of him until Port Canaveral, with an ETA around ~4 days from now 🙂#SpaceX pic.twitter.com/DIus6K5hK5
— Eric Ralph (@13ericralph31) February 7, 2019
Although the presence of two fairing halves could be a sign of something else, it could indicate that SpaceX has plans to continue its controlled fairing drop/recovery tests, albeit this time in the Atlantic Ocean. Thanks to a sharp-eyed local observer, it can be observed that, while topped with tarps and safely secured, the fairing halves aboard Mr. Steven had no additional protection against sea spray and the elements over the course of a 5000+ mile (~8000 km) journey at a cruising speed of roughly 20 mph (~32 km/h). In other words, they are most certainly not going to be reused.
If not for reuse, then the only reason Mr. Steven would need to bring fairings to Florida is if there is some need for fairing recovery development hardware (halves that can be abused without opportunity cost), either for more basic mechanical and interface tests with fairings and nets or to continue SpaceX’s program of experimental drop testing.
Is your #MrSteven here in Panama @elonmusk and @SpaceX ? pic.twitter.com/GvTNGYQU9K
— Hugo Tello (@soyhugotello) February 6, 2019
Intriguingly, although SpaceX released a second video of “one” of Mr. Steven’s final West Coast catch tests, some basic sleuthing can easily determine that the test shown in the January 29th video probably occurred more than two weeks earlier, on January 10th. This means that one final helicopter drop test was performed (January 26th) before SpaceX departed Port of LA for Florida on the 29th. Some might conclude, then, that SpaceX’s latest drop tweet was more than a little coy, perhaps indicating that the results of the Jan 26 test may have been appreciably different than the extreme near-miss experienced on the 10th.
While the company’s history – combined with CEO Elon Musk’s welcome tendency of sharing good news almost as soon as he hears it – suggests that the Jan 26 test was probably not a success, SpaceX could be playing its development cards close to its chest when it comes to fairing recovery.
One of Mr. Steven’s final West Coast fairing recovery tests before shipping out for the East Coast. Wait for it… pic.twitter.com/A7q37Gpllu
— SpaceX (@SpaceX) January 30, 2019
Regardless, SpaceX clearly has no plans to end its experimental fairing recovery program with success so agonizingly within reach. Mr. Steven’s move to Florida sets the vessel up for a dramatic increase in available post-launch fairing recovery attempts at the same time as Falcon fairings likely still cost around $3 million apiece and continue to pose the same conundrum Musk raised in mid-2017.
“Imagine if we had a $6 million pallet of cash falling through the sky. Would we try to catch it? I think the answer is yes.” – Elon Musk, July 2017
Although the cost of SpaceX’s fairing recovery program is probably several tens of millions of dollars at this point, it seems probable that Musk would still stand behind his thought experiment. Assuming SpaceX can cost-effectively reuse fairings once recovery is assured, a development program costing upwards of $50-100M could be entirely recouped after just 10-20 dual fairing recoveries, compared to the 21 fairings SpaceX flew in 2018 alone. As long as Falcon 9 and Heavy are likely to continue operating for several more years (all but guaranteed), fairing recovery should still prove worthwhile if SpaceX can close the recovery gap within the next 6-12 months.
Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes!
News
Tesla expands its branded ‘For Business’ Superchargers
Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.
Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.
It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.
Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.
“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”
The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.
Tesla launches its new branded Supercharger for Business with first active station
The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.
Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.
Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.
News
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Investor's Corner
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.