News
SpaceX’s next Starship launch go for Tuesday attempt after licensing dispute
Update 2: Activity at the launch pad suggests that SpaceX is preparing Starship SN9 for a launch attempt as early as 3 pm CST (UTC-6). Today’s launch window lasts until 6 pm CST, enough time for one or more scrub-and-recycle flows in the event of an abort.
Update: Despite signs to the contrary yesterday evening, SpaceX appears to have received an FAA license for Starship SN9’s high-altitude launch debut or is confident that that disputed license is imminent.
According to Mary (aka BocaChicaGal), one of a handful of remaining Boca Chica Village residents, SpaceX has asked the villagers to evacuate for an SN9 launch attempt as early as Tuesday afternoon (CST/UTC-6). To be clear, this is not the first (or second) time residents have evacuated in anticipation of a launch attempt that never came, but there is certainly a chance that this particular instance is the real deal. Stay tuned for SpaceX’s official webcast and unofficial coverage from NASASpaceflight.com and others.
The Washington Post’s Christian Davenport reports that SpaceX’s Starship SN9 FAA launch license is close to being approved, potentially setting the company up for another high-altitude Starship launch as early as Tuesday afternoon, February 2nd.
However, no update on the status of the FAA’s launch license “review” came on February 1st and local Boca Chica residents received a health and safety alert later that evening, likely implying that Tuesday is off the table for Starship SN9’s launch debut.
Delayed for unknown reasons when the FAA withheld a necessary launch license, Starship serial number 9 (SN9) was believed to be ready for an SN8-style launch debut as early as January 25th. According to sources that spoke with The Verge last week, “SpaceX [refused] to stick to the terms of what the FAA authorized” during Starship SN8’s wildly successful launch debut and last-second landing failure, but the FAA refused to comment on the specifics and never offered a material example of how SpaceX violated its SN8 launch license.
Simply put, if the FAA actually had some kind of smoking gun that demonstrated a clear failure by SpaceX to follow the rules it agreed to in good faith, it’s almost impossible to believe that the regulatory agency would withhold that information – especially once it began to be raked over the coals of public perception as the news broke. Why stay silent in the face of harsh criticism if one could easily show that the source was in the wrong?
One possible explanation is a general disinterest or feeling of obligatory detachment at the FAA or its spaceflight wing – often a valuable tactic employed by bureaucratic institutions to operate (or appear to operate) more objectively. On the other hand, it’s also possible that the FAA is splitting hairs to argue that SpaceX refused to “stick to the terms” it laid out, possibly to the point that even the agency itself is aware that publicizing the specifics of SpaceX’s purported sins wouldn’t help its case in the public eye.
It’s fairly easy to imagine that SpaceX – as habitually fast-moving and quick to respond to changing scenarios as it is – may have tweaked Starship SN8’s flight profile as the date got closer and a more detailed picture of vehicle health and weather conditions materialized.
Ultimately, it appears that Tuesday is likely out of the question for Starship SN9’s launch debut. However, SpaceX submitting a safety alert to local residents for possible testing from 8am to 5pm CST (UTC-6) implies that the company could continue testing the SN7.2 test tank, kick off Starship SN10’s first test(s), or even put Starship SN9 through another wet dress rehearsal or static fire. Stay tuned for updates!
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 has finished construction at its biggest Supercharger ever in Lost Hills, California, and all 168 stalls are officially open as of today.
After several years of development, the company has officially announced that the Lost Hills Supercharger, known as Project Oasis, is officially open with 168 stalls active and available to drivers.
Tesla announced the completion of the Lost Hills Supercharger on Tuesday, showing off the site, which is powered by 10 Megapack batteries for storage and is completely independent of the grid, as it has 11 MW of solar panels bringing energy to the massive Battery Energy Storage System (BESS).
All 168 Stalls at the Tesla Supercharger in Lost Hills, California are officially open! pic.twitter.com/eo9xmZyUNB
— TESLARATI (@Teslarati) November 25, 2025
This is the largest Supercharger in the world and opens just in time for the Thanksgiving holiday, which is the most-traveled weekend of the year in the United States.
Spanning across 30 acres, it was partially opened back in July 2025 as Tesla opened just 84 of the 168 stalls at the site. However, Tesla finished certifying the site recently, which enabled the Supercharger to open up completely.
The site generates roughly 20 GWh of energy annually, which is enough to power roughly 1,700 homes. The launch of this site specifically is massive for the company as it plans to launch more Superchargers in more rural areas, making charging more available for cross-country rides that require stops in more remote regions of the United States.
This is perhaps the only weak point of Tesla’s massive charging infrastructure.
It has some features that are also extremely welcome for some owners, including things like pull-through stalls for those who tow, an idea that was extremely popular following the launch of the Cybertruck.
Tesla has over 70,000 active Superchargers across the world. The company has also made efforts to create unique experiences at some of the stops, most notably with its Tesla Diner, located on Santa Monica Boulevard in Los Angeles.
That Supercharger has two massive drive-in movie theaters and will soon transition to a full-service restaurant following the departure of its executive chef, Eric Greenspan.
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
