News
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.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
