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SpaceX indefinitely delays second Falcon 9 launch in two weeks
For the second time in less than two weeks, SpaceX has indefinitely delayed a Falcon 9 launch after discovering apparent issues with the rocket less than a day before liftoff.
Japanese startup ispace’s misfortune also marks the eighth time in less than two months that SpaceX has delayed or aborted a Falcon 9 launch for unspecified technical reasons less than 24 hours before liftoff. The streak of delays is unusual after 12 months of record-breaking execution, over the course of which SpaceX has successfully completed 60 orbital launches with just a handful of last-minute technical delays.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
The number of last-day delays and Falcon 9 launch aborts has abruptly skyrocketed in recent months, possibly indicating that a single problem or change is at least partially responsible for the trend. The streak began in early October and has continued through the end of November, resulting in eight delays in two months, with impacts ranging from minutes to days or even weeks. In all but one instance, SpaceX’s only explanation was a need for more time for “data review” or “checkouts” of the rocket, its payload, or both.
SpaceX consistently announces launch delays on Twitter, making it possible to collate when the company has stated it was “standing down” from a launch attempt or “now targeting” a later launch date for technical reasons. In the 18+ months between March 2021 and October 2022, SpaceX announced only three technical delays after publicly scheduling a launch (one last-second abort and two minor “additional checkouts” delays). Adding to the oddity, SpaceX reported at least 15 similar delays between January 2020 and March 2021.
A decrease in the frequency of technical issues is a generally expected outcome of a competent organization gaining experience with the operation of a complex, new system (like a launch vehicle). By all appearances, that’s the pattern SpaceX was following: a drastic drop in the number of technical launch aborts even as the pace of Falcon 9 launches soared to new heights. But within the last two months, the frequency of technical delays has skyrocketed from close to zero to higher than any point in recent SpaceX history.
-->Without context, it’s impossible to say if there is an invisible thread connecting the recent string of delays. There are many possible explanations, including workforce fatigue, management changes, policy changes, and factory issues. It’s even possible that the seemingly sudden onset was caused by an intentional change of risk posture: for example, increasing sensitivity to off-nominal signals that had been observed before but were discounted enough to avoid launch delays.
As part of its effort to continually improve existing systems and processes, SpaceX could have changed things too much or removed one too many steps. While unlikely, it’s also possible that the recent uptick in delays is merely a coincidence. Regardless, if the trend continues, it will be difficult for SpaceX to increase its launch cadence any further – particularly toward CEO Elon Musk’s stated goal of 100 launches in 2023. Delays also increase launch costs and disrupt customer plans, incentivizing a return to smoother operations as quickly as possible.
Most concerning is a recent pair of unrelated launches that have become indefinitely delayed. Starlink 2-4, first scheduled to launch on November 18th, has yet to receive a new launch date after SpaceX apparently discovered problems after a Falcon 9 static fire test on November 17th. Less than two weeks later, SpaceX has indefinitely delayed a second Falcon 9 launch – Japanese startup ispace’s first Moon landing attempt – “after further inspections of the launch vehicle and data review.”
Ultimately, launch delays are a fundamental part of spaceflight, and it’s better to keep a rocket on the ground when there is any uncertainty about its readiness for flight. Nonetheless, big changes in the frequency of delays are still noteworthy, especially when SpaceX itself does not typically explain the cause of delays for non-NASA missions.
SpaceX has several more Falcon 9 launches firmly scheduled in December. It remains to be seen how exactly the indefinite delays of Starlink 2-4 and HAKUTO-R will impact those upcoming launches. Starlink 4-37, for example, was scheduled to launch from the same pad as HAKUTO-R as early as December 6th, but that date will slip for every day HAKUTO-R is delayed. A SpaceX ship tasked with recovering HAKUTO-R’s Falcon 9 fairing appears to be heading back to port, indicating a delay of at least two or three days.
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News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
