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SpaceX sends Falcon 9’s West Coast drone ship to the Panama Canal in surprise move
In a surprise turn of events, SpaceX has decided to send Just Read The Instructions (JRTI) – one of the company’s two autonomous spaceport drone ships (ASDS) – from Port of Los Angeles to either the Gulf or East Coast.
The likely destination: either Port Canaveral, Florida or Port of Brownsville, Texas. This move comes as the company enters a major lull in launch activities from its West Coast SLC-4 pad, situated in California’s Vandenberg Air Force Base (VAFB). Lacking manifested launches, SpaceX has gone as far as redistributing almost all of its VAFB-based launch team and laying off those that could not move to Texas or Florida. As early as the first half of 2020, this major move east could easily culminate in the end of all West Coast SpaceX fleet activity, aside from a rare fairing retrieval or two.
On June 12th, SpaceX successfully launched what is expected to be its last West Coast mission for at least 6-9 months, while drone ship JRTI was most recently used to recover a VAFB-launched Falcon 9 booster during the January 11th launch of Iridium NEXT-8. Unexpectedly, it appears that Falcon 9 B1049.2’s landing aboard JRTI will be the drone ship’s last West Coast recovery for quite some time.
On August 1st, the approximately 300 foot by 170 foot converted barge departed its well-worn Port of Los Angeles berth behind tugboat “Alice C”. In fact, the drone ship’s departure went unknown for a solid 12-24 hours before a member of the unofficial SpaceX subreddit (/r/SpaceX) discovered paperwork filed with the Panama Canal Authority for an August 15th passage.
Back in January 2019, SpaceX fairing recovery vessel Mr. Steven (now GO Ms. Tree) – in a bit of what now is obvious foreshadowing – began a very similar ~5000 mi (8000 km) journey, traveling from Port of LA to Port Canaveral via the Panama Canal. Mr. Steven, however, is a far faster ship and sustained a solid 15-20 knots (17-22 mph) over the entire voyage, while drone ship JRTI – towed the entire way – will have to suffice with an average speed less than half that.
Where to?
Assuming a day-long canal passage, JRTI’s journey to Port Canaveral or Brownsville would take no less than three weeks (~22 days) from start to finish, indicating a likely arrival at the unknown final destination in the third week of August. The two probable destinations, Texas and Florida, would both arguably make sense.
In Florida, SpaceX drone ship Of Course I Still Love You (OCISLY) is now tasked with handling the vast majority of SpaceX’s non-LZ booster recoveries, including Falcon Heavy center cores. In February 2018, CEO Elon Musk noted that a third drone ship (aside from JRTI & OCISLY) was “under construction” with the intention of allowing SpaceX to conduct Falcon Heavy launches where the center core is expended and both side boosters land at sea.
Perhaps SpaceX analyzed its fairly short West Coast manifest and decided that it would be even faster (and cheaper) to simply send JRTI East. Falcon Heavy’s next (public) launch is scheduled no earlier than late 2020, ruling out that as a primary motivation, but SpaceX is also about to begin operational Starlink launches that will demand an unprecedented cadence. Starlink’s cadence requirements could be so high that a second dedicated drone ship is necessary to prevent SpaceX’s internal manifest from delaying and generally disrupting its customers’ launches, thus explaining JRTI’s move.
At the same time, the spectacular pace of SpaceX’s orbital Starship prototype construction could very well demand the use of a large ocean-based landing platform in the near-term, at least according to Elon Musk’s recent comments on the subject of the first Starship test flights. Per Musk, either or both of SpaceX’s two Starship Mk1 (technically Mk1 & Mk2) prototypes could be ready for their first significant flights as early as September 2019, initially targeting altitudes of at least 20 km (12 mi).
Somewhat coincidentally, Starship’s tripod fin-legs – circa. a September 2018 design update – would actually almost fit inside the span of a Falcon 9 booster’s deployed landing legs (~18m diameter). This is to say that SpaceX’s two drone ships may already be large enough (give or take) to support Starship and Super Heavy booster landings. Given that the SpaceX plans to eventually put one or both of the in-work orbital Starship prototypes through an increasingly intensive series of high-speed, high-altitude (but still suborbital) tests before the first orbital flights, a drone ship may be necessary for the same reasons that not all Falcon 9 boosters can conveniently return to land during recovery.
Regardless of the ultimate purpose of drone ship JRTI’s move, it is undoubtedly a sign that things are about to get even more interesting and exciting in the world of SpaceX.
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Ferrari’s first electric vehicle, the Luce, is fully sold out for 2027, according to CEO Benedetto Vigna.
Presenting third-quarter results, he stated: “Everything we plan to sell next year is already fully allocated. Client test drives, scheduled for next year, will help further boost demand. We have no critical issues, neither on manufacturing nor on the demand side. Obviously, the car is more complex because it has many new parts and many new technologies.”
First customer deliveries are expected before the end of 2026, with the model already commanding waitlists despite a turbulent debut.
The Luce is a five-seat, four-door liftback saloon—the longest Ferrari ever produced—powered by four electric motors producing approximately 1,035 horsepower.
It features an 800-volt architecture, a 122-kWh battery, a claimed WLTP range of around 329 miles, 0-62 mph acceleration in 2.5 seconds, and a starting price near €550,000 in Europe (roughly $560,800–$615,000 in the U.S. depending on configuration).
Developed in collaboration with Jony Ive and Marc Newson’s LoveFrom studio alongside Ferrari’s own Centro Stile, it represents a deliberate departure from the brand’s traditional mid-engine sports cars toward a more spacious, grand-touring format.
Its exterior has proven deeply polarizing. Unveiled in Rome in May 2026, the design features smooth, sweeping surfaces, a large glass roof, and restrained detailing that critics described as bland, generic, or more reminiscent of an Apple product or mass-market EV than a Ferrari.
Ferrari unveils its Luce EV, and its reception has been a disaster
Online reactions included memes comparing it to a Nissan Leaf or Polestar, while former Ferrari chairman Luca di Montezemolo publicly warned of “the destruction of a myth” and suggested the prancing horse logo be removed. Italian politicians and longtime owners joined the chorus of disappointment, and Ferrari’s shares dropped roughly 8% in a single day, erasing billions in market value.
Design experts noted the absence of the brand’s signature tension, aggression, and emotional drama.
Yet the controversy has not translated into weak demand among the ultra-wealthy clientele who actually buy Ferraris. Production volumes remain tightly limited, as reports suggest fewer than 500 units in the current year and a longer-term pace of roughly 600 annually through 2030, preserving exclusivity.
One early chassis sold for $40 million at auction. Vigna has indicated that seeing the car in person, along with upcoming client test drives, is expected to strengthen rather than weaken interest. Ferrari aims for fully electric models to comprise 20 percent of its lineup by 2030, with a second EV now delayed to 2028.
For a brand defined by scarcity and desirability, the Luce’s sell-out status suggests that among those who can afford it, the polarizing design has not proven to be a commercial liability.
Tesla and SpaceX shares fell on Wednesday after Democrats swept both chambers of Congress. The decline stood out as broader market securities recovered and turned positive, while both of Musk’s publicly traded companies lagged.
CEO Elon Musk already joked about the unsuccessful campaigning for the Republicans, but now the new party will make pretty drastic changes to how it handles Tesla and SpaceX, and those companies will adjust their outlook.
Let’s take a deeper look.
Tesla ($TSLA)
Tesla shares traded lower during the regular session after Democrats secured both the House and Senate. The stock was down 2.32 percent at around 1:45 p.m. on the East Coast, trading at around $389.30.
The pressure is tied to more than the raw scale of Musk’s political spending, estimated at $450–474 million this cycle with roughly $224 million directed at Texas. In that state, Tesla now faces a Democratic governor and a Democratic senator after Gina Hinojosa unseated Greg Abbott and James Talarico defeated Ken Paxton.
The Austin Gigafactory, Robotaxi pilot programs in multiple Texas cities, and any related AI compute expansion sit under a new state executive who campaigned against certain corporate subsidies and floated a moratorium on new data-center construction.
Federally, Democratic control of key committees opens the door to deeper examination of Tesla’s autonomous-driving safety record, federal energy-storage and manufacturing incentives, and the national-security implications of any combination with SpaceX.
Investors are also weighing whether the company’s historically close alignment with the prior Republican leadership will invite slower permitting, additional hearings, or tighter rules on Full Self-Driving deployment.
For Tesla, the political shift adds near-term friction around state permitting and federal regulatory approvals for autonomy and energy storage. A potential merger with SpaceX may face slower review even if it proceeds.
Core growth drivers such as vehicle deliveries, energy deployments, and robotaxi rollout remain intact, yet the stock now carries a higher political-risk premium that could weigh on valuation until the company demonstrates workable relationships with the new Texas leadership and congressional majorities.
SpaceX ($SPCX)
SpaceX shares also declined in live trading on November 4 following the Democratic midterm sweep. The stock traded at $134.97, down 4.49 percent. The drop occurred even as broader indexes stabilized, highlighting a company-specific reaction to the election outcome.
Musk’s large contributions, concentrated in Texas races that both companies lost, place SpaceX’s Starbase launch facility and headquarters under a new Democratic governor.
At the federal level, Democratic control of Congress enables greater scrutiny of NASA, the Department of Defense, and other contracts that support a meaningful share of revenue, along with reviews of Starlink national-security uses and any Tesla merger. Analysts have noted that empowered committees can hold hearings and request documents on these relationships.
For SpaceX, the results raise the risk of delayed contract awards, higher compliance costs, and tighter constraints on AI and satellite infrastructure expansion, particularly in Texas where a data-center moratorium has been discussed.
A merger with Tesla could encounter political friction that slows integration of launch, connectivity, and autonomy capabilities.
While Starlink growth and launch cadence continue as primary drivers, the company faces a more contested path for federal funding and state-level operations, requiring management to rebuild ties with the new congressional majorities and Texas leadership to limit the overhang.
Tesla’s new vehicle registrations in Germany rose sharply in October, nearly quadrupling from the same month a year earlier. That’s according to data from the KBA, Germany’s federal motor transport authority.
The KBA reported 2,932 Tesla vehicles registered in October, a 290.9 percent year-over-year- increase. For the first ten months of the year, Tesla’s cumulative registrations reached 47,742 units. This number is up 206.1 percent compared with the January-October period of 2025. These gains occurred against a backdrop of strong overall growth in the BEV sector as a whole.
Germany registered 94,086 new BEVs in October, a 79.5 percent rise that brought the BEV share of the passenger car market to 37 percent of the 254,492 total cars registered that month.
🇩🇪 Tesla’s new registrations in Germany nearly quadrupled in October, according to KBA data.
October: 2,932 units, +290.9% YoY Jan–Oct: 47,742 units, +206.1%
Germany’s overall BEV market grew 79.5% to 94,086 units last month. https://t.co/GMwNqsFAOC
— TESLARATI (@Teslarati) November 4, 2026
Despite the percentage surge, Tesla’s absolute numbers left it with a 1.2 percent share of all new car registrations for October. Chinese competitors did record higher volumes, as BYD registered 5,173 vehicles, a 2 percent share, Leapmotor with 3,661 cars, which equates to 1.4 percent, and Xpeng had a 0.5 percent share.
Year-to-date through October, BYD edged ahead of Tesla with 47,961 registrations versus Tesla’s 47,742.
The October results follow a notably strong September for Tesla in Germany, when it registered 12,552 vehicles, an increase of roughly 269 percent year-over-year and one of its strongest monthly totals on record in the country. That month, the Model Y led all EVs and ranked among the top-selling vehicles of any powertrain.
The figures form part of a broader recovery in Tesla’s European registrations after an extended period of softer demand. While monthly volumes remain subject to typical quarter-end patterns and competitive pressure from both established European brands and rapidly expanding Chinese manufacturers, the year-to-date growth indicates improved traction in Europe’s largest car market.
Tesla’s Gigafactory Berlin-Brandenburg continues to supply the region, positioning the company to capture a share of the expanding German BEV market as overall EV adoptions looks to be accelerating.
Ferrari Luce sold out for 2027 after design controversy
Musk’s Tesla and SpaceX decline after Democratic Midterm sweep
