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SpaceX rocket booster aces tenth launch and landing in major reusability milestone
Update: SpaceX Falcon 9 booster B1051 aced its Starlink-27 launch without issue, becoming the first Falcon booster ever to complete ten consecutive launches and landings.
The mission’s success also means that SpaceX’s internet constellation has more than 1500 functional satellites in orbit, leaving Starlink just two more 60-satellite batches and a few months of orbit-raising away from the ability to deliver internet virtually anywhere on Earth.
Next Spaceflight reports that SpaceX’s next Starlink launch – scheduled as few as five days after the last mission – will see Falcon 9 mark a hugely significant milestone for truly reusable rocketry.
According to Next Spaceflight’s sources, SpaceX has chosen Falcon 9 booster B1051 to launch Starlink-27 – the constellation’s 26th operational mission – as early as 2:42 am EDT (06:42 UTC) on Sunday, May 9th. Scheduled eight weeks (56 days) after the same booster’s last orbital-class launch and landing and just five days after SpaceX’s 25th operational Starlink launch, Starlink-27 will be Falcon 9 B1051’s 10th launch.
While seemingly minor in the scope of SpaceX’s unending roster of spaceflight ‘firsts,’ B1051’s Sunday flight will make Falcon 9 the first reusable liquid rocket booster of any kind to complete ten orbital launches. With that tenth launch and (hopeful) landing, SpaceX will cross a largely symbolic – but still significant – milestone that many traditional aerospace companies and direct competitors have used for at least a decade to rationalize resting on their laurels and continuing to design and build expensive, expendable rockets with no serious path to reusability.
For the entirety of SpaceX’s operational life, its only two real competitors have – and continue to be – US conglomerate United Launch Alliance (ULA) and European conglomerate Arianespace. Almost like clockwork, both extremely conservative groups – comprised of numerous traditional, entrenched aerospace and military contractors – have gone through a similar cycle of belittlement and dismissal, denial, goalpost-moving, disbelief, and resignation as SpaceX announced plans for reusability, began real-world attempts, and gradually worked out the kinks.
As it became clear that SpaceX would succeed in its efforts to vertically launch and land Falcon 9 boosters and ULA and Arianespace had to move their goalposts from “it’ll never work,” both generally settled on largely arbitrary claims that even if SpaceX could land rockets, reuse would never be economical. ULA went even further than Arianespace with an explicit claim – derived from armchair analysis built on opaque, unspecified assumptions – that SpaceX’s approach to Falcon reuse would “require ten [booster] uses to be profitable.” [PDF]
Instead, ULA – proudly standing on its high horse – proffered an alternative called “SMART (Sensible Modular. Autonomous Return Technology) Reuse” for its next-generation Vulcan rocket. Instead of landing and reusing entire boosters like SpaceX, ULA would develop an extremely complex engine section that would detach from Vulcan in mid-air, deploy an experimental inflatable heat shield, and be grabbed out of the sky with a helicopter. Even back when the concept was first announced in 2015, ULA’s schedule for SMART reuse would have seen the technology debut no sooner than the mid 2020s.
More than half a decade later, ULA no longer talks about “SMART Reuse” and it certainly doesn’t talk about the program’s schedule. As late as mid-2020, though, CEO Tory Bruno still parrots ULA’s arbitrary estimate that reusability only makes sense after ten flights per booster – and with the added bonus of new goalposts that demand that that “breakeven flight rate…be achieved as a fleet average.”
Arianespace executives have echoed similar sentiments over the years and more recently implied that it would only ever make sense to invest in SpaceX-style reusability if the conglomerate could guarantee at least 30 launch contracts annually.
In the meantime, Arianespace and ULA all but handed the vast majority of their commercial market share to SpaceX’s far more affordable Falcon 9 and Falcon Heavy. As a result, the company has effectively taken over the commercial spaceflight industry while its relentless, iterative development approach have produced refined Falcon 9 and Heavy rockets with an unprecedented degree of reusability. Looking at all Falcon 9 Block 5 boosters that have flown more than once, the fleet average is already more than five launches less than three years after the Block 5 upgrade debuted.
SpaceX has also demonstrated – multiple times – that it can launch the same Falcon 9 booster twice in less than a month, quite literally halving the Space Shuttle’s 54-day record while likely requiring somewhere between 10 and 100 times less hands-on work. Just last month, NASA gave SpaceX’s reusability work the ultimate blessing when a Falcon 9 booster launched astronauts for the second time. Of the more than 1500 Starlink satellites SpaceX has launched over the last two years, not a single one of those internet satellites flew on a new Falcon 9 booster.
Finally, Falcon 9 booster B1051 is now on track to become the first liquid rocket booster in history to cross the ten-flight mark set by ULA and targeted by SpaceX CEO Elon Musk. For Musk, “ten flights” has long been a line drawn in the sand – explicitly meant to be an arbitrary target. In reality, after flying multiple Falcon 9 boosters six, seven, eight, and even nine times apiece, SpaceX already believes that the rocket’s existing design is capable of significantly surpassing that target.
Perhaps most importantly, despite the fact that Arianespace and ULA have scarcely begun to even attempt to counter Falcon 9 and Falcon Heavy, SpaceX is already working on Starship – a far more capable, fully-reusable rocket designed from the ground up with lessons learned from Falcon.
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.
