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SpaceX orbital Starship launch debut officially slips to 2022 – but it’s not all bad news
US government documentation suggests that the Federal Aviation Administration (FAA) aims to complete an environmental review of SpaceX’s orbital Starship launch site no earlier than December 31st, 2021, precluding an orbital launch attempt this year.
In light of the FAA taking until September 2021 to publish the draft of that environmental assessment (EA), a major delay has been the expected outcome for months. The latest development finally makes that delay official, confirming that even in the new best-case scenario, SpaceX will be unable to conduct Starship’s first orbital launch before January 1st, 2022. But while that unfortunate confirmation comes as little surprise, it’s not all bad news.
It’s unclear how accurate the Federal Infrastructure Projects’ “Permitting Dashboard” actually is but the information displayed on the website is specific and detailed enough for it to be deemed trustworthy. If correct, it states that the FAA aims to complete SpaceX’s orbital Starship EA by December 31st. To an extent, that internal estimate relies on the optimistic assumption that the FAA will rule in SpaceX’s favor on the matter and issue either a finding of no significant impact (FONSI).
Of course, there’s a chance that the portal’s claim that the FAA will file Starship’s final orbital EA and conclude the EA process on the same day actually implies that the FAA has already ruled out the worst-case scenario (a no action alternative finding), which would be excellent news for SpaceX. In an optimal scenario, the 12/31/21 target means that the FAA could issue a FONSI or mitigated FONSI before the end of 2021. However, even if that’s the case, a highly favorable environmental review is just one part of the process of securing an orbital Starship launch license, which will be the next gating factor for the SpaceX rocket’s full-up launch debut.
Update: In an official email, the FAA says that the final EA it intends to release by December 31st “will include a Finding of No Significant Impact or decision to initiate an Environmental Impact Statement.” It’s unclear if that FONSI includes the possibility of a mitigated FONSI, which would be the optimal compromise scenario. If the FAA pursues an EIS, it would effectively restart the environmental review process from scratch, potentially delaying orbital Starship launches by a year or more.
There is very little public insight into what that launch licensing process involves or how long it usually takes but it’s safe to say that it could take months for the FAA to move from issuing a favorable EA to approving even the most limited possible orbital Starship launch license (a permit for a single flight). Still, there is some reason for optimism. If the FAA actually publishes a final – and favorable – environmental assessment by the end of 2021, less than four months after issuing the first draft EA for orbital Starship launches, it would be an exceptionally quick turnaround for such a large project and review.
Now that SpaceX has completed the first successful six-engine Starship static fire, the company could potentially be technically ready for the first orbital Starship launch as soon as the ship’s Super Heavy booster completes similar testing. That test campaign is even more ambitious than Starship’s and will eventually culminate in the first one or several 29-engine booster static fires, making Super Heavy the most powerful rocket stage ever tested. Plenty of uncertainty remains about the timeline for Super Heavy Booster 4 (B4) testing, though.
With a quick burst of progress, both Super Heavy B4 and Starbase’s orbital launch site could feasibly be ready to support testing before the end of November. Before true Super Heavy testing can began, SpaceX will need to close out one or both of the orbital pad’s liquid methane (LCH4) tanks, fill them with several hundred to several thousand tons of LCH4, button up Booster 4’s aft section with six steel ‘aerocovers’, finish reinstalling 29 Raptors, and complete the heat shield that will protect most of those engines during ground testing and in flight. Normally, that would likely be a few-day or few-week process for SpaceX but the company’s unusually slow pace of work as of late could turn it into a several-month ordeal.
With any luck, SpaceX has simply prioritized work on Starbase’s orbital launch site over the last few months and will refocus on preparing Super Heavy B4 and Starship S20 for flight as the FAA’s environmental review and launch licensing processes finally near their end.
Tesla launched a new configuration of the Model Y this week, bringing more complexity to its lineup of the vehicle and adding a new, lower entry point for those who require an All-Wheel-Drive car.
However, the broadening of the Model Y lineup in the United States could signal a somewhat uncomfortable reality for Tesla fans and car buyers, who have been vocal about their desire for a larger, full-size SUV.
Tesla has essentially moved in the opposite direction through its closure of the Model X and its continuing expansion of a vehicle that fits the bill for many, but not all.
Tesla brings closure to Model Y moniker with launch of new trim level
While CEO Elon Musk has said that there is the potential for the Model Y L, a longer wheelbase configuration of the vehicle, to enter the U.S. market late this year, it is not a guarantee.
Instead, Tesla has prioritized the need to develop vehicles and trim levels that cater to the future rollout of the Robotaxi ride-hailing service and a fully autonomous future.
But the company could be missing out on a massive opportunity, as SUVs are a widely popular body style in the U.S., especially for families, as the tighter confines of compact SUVs do not support the needs of a large family.
Although there are other companies out there that manufacture this body style, many are interested in sticking with Tesla because of the excellent self-driving platform, expansive charging infrastructure, and software performance the vehicles offer.
Additionally, the lack of variety from an aesthetic and feature standpoint has caused a bit of monotony throughout the Model Y lineup. Although Premium options are available, those three configurations only differ in terms of range and performance, at least for the most part, and the differences are not substantial.
Minor Expansions of the Model Y Fail to Address Family Needs for Space
Offering similar trim levels with slight differences to cater to each consumer’s needs is important. However, these vehicles keep a constant: cargo space and seating capacity.
Larger families need something that would compete with vehicles like the Chevrolet Tahoe, Ford Expedition, or Cadillac Escalade, and while the Model X was its largest offering, that is going away.
Tesla could fix this issue partially with the rollout of the Model Y L in the U.S., but only if it plans to continue offering various Model Y vehicles and expanding on its offerings with that car specifically. There have been hints toward a Cyber-inspired SUV in the past, but those hints do not seem to be a drastic focus of the company, given its autonomy mission.
Model Y Expansion Doesn’t Boost Performance, Value, or Space
You can throw all the different badges, powertrains, and range ratings on the same vehicle, it does not mean it’s going to sell better. The Model Y was already the best-selling vehicle in the world on several occasions. Adding more configurations seems to be milking it.
The true need of people, especially now that the Model X is going away, is going to be space. What vehicle fits the bill of a growing family, or one that has already outgrown the Model Y?
Not Expanding the Lineup with a New Vehicle Could Be a Missed Opportunity
The U.S. is the world’s largest market for three-row SUVs, yet Tesla’s focus on tweaking the existing Model Y ignores this. This could potentially result in the Osborne Effect, as sales of current models without capturing new customers who need more seating and versatility.
Expansions of the current Model Y offerings risk adding production complexity without addressing core demands, and given that the Model Y L is already being produced in China, it seems like it would be a reasonable decision to build a similar line in Texas.
Listening to consumers means introducing either the Model Y L here, or bringing a new, modern design to the lineup in the form of a full-size SUV.
Elon Musk
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
Musk shared his comments in a series of posts on social media platform X.
Elon Musk recently reiterated one of the most ambitious forecasts for Tesla’s humanoid robot, Optimus, stating it could become the first real-world example of a Von Neumann machine. He also noted once more that Optimus would be Tesla’s biggest product.
Musk shared his comments in a series of posts on social media platform X.
Optimus as a von Neumann machine
In response to a post on X that pondered on sci-fi timelines becoming real, Musk wrote that “Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet.” In a separate post, Musk wrote that Optimus will be Tesla’s “biggest product ever,” a phrase he has used in the past to describe the humanoid robot’s importance to the electric vehicle maker.
A Von Neumann machine is a class of theoretical self-replicating systems originally proposed in the mid-20th century by the mathematician John von Neumann. In his concept, von Neumann described machines that could travel to other worlds, use local materials to create copies of themselves, and carry out large-scale tasks without outside intervention.
Elon Musk’s broader plans
Considering Musk’s comments, it appears that Optimus would eventually be capable of performing complex work autonomously in environments beyond Earth. If Optimus could achieve such a feat, it could very well unlock humanity’s capability to explore locations beyond Earth. The idea of space exploration becomes more than feasible.
Elon Musk has discussed space-based AI compute, large-scale robotic production, and the role of SpaceX’s Starship in transporting hardware and materials to other planets. While Musk did not detail how Optimus would fit with SpaceX’s exploration activities, his Von Neumann machine comments suggest he is looking at Tesla’s robotics as part of a potential interplanetary ecosystem.
News
Tesla China January wholesale sales rise 9% year-on-year
Tesla reported January wholesale sales of 69,129 China-made vehicles, as per data released by the China Passenger Car Association.
Tesla China reported January wholesale sales of 69,129 Giga Shanghai-made vehicles, as per data released by the China Passenger Car Association (CPCA). The figure includes both domestic sales and exports from Gigafactory Shanghai.
The total represented a 9.32% increase from January last year but a 28.86% decline from December’s 97,171 units.
China EV market trends
The CPCA estimated that China’s passenger new energy vehicle wholesale volume reached about 900,000 units in January, up 1% year-on-year but down 42% from December. Demand has been pressured by the start-of-year slow season, a 5% additional purchase tax cost, and uncertainty around the transition of vehicle trade-in subsidies, as noted in a report from CNEV Post.
Market leader BYD sold 210,051 NEVs in January, down 30.11% year-on-year and 50.04% month-on-month, as per data released on February 1. Tesla China’s year-over-year growth then is quite interesting, as the company’s vehicles seem to be selling very well despite headwinds in the market.
Tesla China’s strategies
To counter weaker seasonal demand, Tesla China launched a low-interest financing program on January 6, offering up to seven-year terms on select produced vehicles. The move marked the first time an automaker offered financing of that length in the Chinese market.
Several rivals, including Xiaomi, Li Auto, XPeng, and NIO, later introduced similar incentives. Tesla China then further increased promotions on January 26 by reinstating insurance subsidies for the Model 3 sedan. The CPCA is expected to release Tesla’s China retail sales and export breakdown later this month.
Tesla Model Y lineup expansion signals an uncomfortable reality for consumers
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
