News
High winds scrub SpaceX Starship SN9’s Monday launch attempt
Update (2:30 pm CST): SpaceX appears to have called off Monday’s Starship SN9 launch attempt due (primarily) to high winds along the flight corridor. Additional opportunities are available from 8 am to 6 pm CST (UTC-6) on Tuesday (Jan 26) and Wednesday (Jan 27).
Technically, lacking any official confirmation, there’s still a chance of a launch attempt or additional ground testing happening today but either possibility is extremely unlikely at this point.
Update: SpaceX has completed what is known as a Flight Readiness Review (FRR) and determined that Starship prototype SN9 is ready to attempt its first high-altitude launch as early as today.
All necessary aviation and maritime notices and restrictions are in place and the company has begun the process of closing a public highway and clearing the launch site of employees. Today’s (Jan 25) launch window lasts from noon to 6 pm CST (UTC-6) and Starship SN9 could likely be made ready to launch anytime after 2pm be ready to fly as early as 4 pm CST according to a loudspeaker announcement at the launch pad. Stay tuned for updates and, hopefully, an official SpaceX webcast.
All signs point to SpaceX’s second high-altitude Starship prototype preparing for a 12.5-kilometer (~40,000 ft) as early as Monday, January 25th in a bid to rectify a last-second bug that caused its predecessor to explode last month.
Known as Starship serial number 8 (SN8), the SpaceX-built prototype was the first to have its basic airframe (tank and nose sections) fully integrated, as well as the first Starship to attempt to break the 150m (~500 ft) ceiling set by Starhopper, SN5, and SN6. Break the ceiling SN8 most certainly did, performing a spectacularly successful 12.5 km launch that aced almost every single goal SpaceX had hoped to complete. Keyword almost.
After an impressive 280 seconds of uninterrupted operation of its Raptors, Starship SN8 shut down the last of those three engines, flipped onto its belly, and successful freefell ~12 kilometers back to Earth. The rocket then carried that success even further, reigniting two Raptors, performing a dramatic 120-degree flip, orienting itself vertically, and beginning to slow down for a soft landing.
Only then did Starship SN8’s performance deviate from virtual perfection. At T+6:38, a few seconds after beginning its crucial landing burn, one of Starship’s active Raptors shut down and the other effectively stopped generating thrust. The reason, CEO Elon Musk would later explain, was low head pressure in a smaller tank (‘header tank’) dedicated to supplying fuel during Starship’s wild flip and landing maneuver. It was never confirmed if the Raptor engine shutdown observed milliseconds prior to the other engine losing thrust was intentional.
Cause aside, the end result was unsurprising: without enough thrust to slow down, Starship SN8 accurately impacted the concrete landing zone but did so at high speed – likely around 50-60 m/s (100-150 mph). Given that Starhopper and Starships SN5 and SN6 had already successfully proven Starship’s ability to gently land from 150 meters on a single Raptor engine and that, prior to SN8, Starship’s bizarre belly-flop descent and 90-degree flip had been almost entirely theoretical, SpaceX deemed the launch a spectacular success.
Nothing better exemplifies that than the fact that a little over a month later, SpaceX quite literally began scrapping the most complex, completed section of a future Starship prototype (SN12) before it ever reached the assembly phase. Instead, SpaceX appears to be more focused than ever on a mysterious series of “major” upgrades Musk has said will debut on Starship SN15. Nearly all SN15 subsections have been completed and are simply waiting to be joined together, while parts of SN16 and SN17 are also starting to pile up in staging areas.
Starship SN10 is practically ready to move to the launch pad to prepare for flight as soon as SpaceX chooses to do so and Starship SN11 is likely no more than a week or two of work away from reaching same level of readiness.
Ultimately, despite a long and delay-ridden test campaign, Starship SN9 finally completed what looked like a full-duration static fire of all three of its Raptor engines – the rocket’s sixth static fire overall. On Saturday, January 23rd, SpaceXers installed SN9’s flight termination system (FTS) – a system of explosives designed to destroy Starship if it flies too far off course. For Starship, FTS installation all but guarantees that a launch attempt is a matter of days away. Fresh county roadblocks, Temporary Flight Restrictions (TFRs) granted by the FAA, and Coast Guard a safety notice further imply that SN9 will attempt to launch as early as Monday morning, January 25th, with backup opportunities on Tuesday and Wednesday.
With any luck, like SN8’s high-altitude debut, SpaceX hopefully livestream Starship SN9’s own attempt at the same feat. Stay tuned for more details as they come.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
