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SpaceX’s surprise Falcon 9 drone ship landing explained ahead of Cargo Dragon launch

SpaceX is set for an unexpected drone ship landing on Wednesday and explained earlier today why Falcon 9 will be taking that detour. (Richard Angle)

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Speaking in a press briefing prior to NASA’s next Cargo Dragon launch, a SpaceX official shed some light on a surprise Falcon 9 drone ship landing planned for Wednesday, revealing the circumstances behind the unique decision.

A few days ago, it became clear that SpaceX and NASA and decided to perform a drone ship booster landing attempt after Cargo Dragon’s CRS-19 launch, an unusual trajectory compared to the more typical return-to-launch-site (RTLS) Landing Zone recoveries. Teslarati discussed this quandary earlier today.

“As it turns out, this Falcon 9 landing is a bit of mystery: it’s unclear why exactly SpaceX has decided to land the booster at sea instead of the usual Landing Zone recoveries that have followed most recent Cargo Dragon launches. Typically, the low insertion orbit (~200 km x ~390 km) and relatively low mass of Cargo Dragon (less than 10 tons or 22,000 lb) means that Falcon 9 has (literally) tons of propellant left over, giving it the margins needed to flip around, cancel out a huge amount of horizontal velocity, and boost 100+ km (62+ mi) back to shore.

Instead, new Falcon 9 booster B1058 is scheduled to land aboard drone ship OCISLY some 350 km (220 mi) downrange, an unusual distance. For reference, SpaceX’s May 2019 CRS-17 mission is the only time Falcon 9 has landed at sea after a CRS launch since CRS-8, the rocket’s first successful drone ship recovery. That scenario was forced because LZ-1/2 had coincidently been showered in Crew Dragon debris after C201 exploded during testing. Even then, OCISLY was stationed just 20 or so kilometers offshore, meaning that Falcon 9 B1056 still performed a routine Return To Launch Site (RTLS) landing in spirit.”


Teslarati.com — December 3rd

Falcon 9 B1048 lands aboard drone ship OCISLY after its fourth successful launch. In a surprise, SpaceX’s next launch is now also expected to feature a drone ship recovery. (SpaceX)

According to Jessica Jensen, SpaceX’s director of Dragon mission management, the actual reason behind Falcon 9 B1058’s surprise drone ship landing is relatively simple and was more or less one of the possibilities posed earlier today at Teslarati.

“[It’s] also possible that CRS-19 will follow in the footsteps of CRS-18, which sported a prototype Falcon 9 upper stage designed to push the enveloped of its orbital longevity. Falcon 9 B1056 still managed to land at LZ-1 after CRS-18, but a more ambitious follow-on test could potentially require much more propellant, accounting for the drone ship’s position further downrange “

Much as predicted, SpaceX is essentially going to perform an even more ambitious coast test, requiring significantly larger propellant margins that took away from Falcon 9’s own landing propellant budget. For whatever reason, the gray coating covering the CRS-18 upper stage’s RP-1 (refined kerosene) tank is not present on Falcon 9. Based on a picture taken of the horizontal rocket by a NASA Social CRS-19 attendee, CRS-19’s upper stage looks no different than any other.

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Jensen says that the coast test will be performed for unspecified “other” customers, presumably referring to the US Air Force (USAF) and other commercial customers interested in direct-to-geostationary (GEO) launch services. Direct GEO launches require rocket upper stages to perform extremely long coasts in orbit, all while fighting the hostile vacuum environment’s temperature swings and radiation belts and attempting to prevent cryogenic propellant from boiling off or freezing solid. In simple terms, it’s incredibly difficult to build a reliable, high-performance upper stage capable of remaining fully functional after 6-12+ hours in orbit.

Although SpaceX said that the test was for “other” customers, that may well have been a cryptic way to avoid indicating that one such customer might be NASA itself. NASA is in the midst of a political battle for the Europa Clipper spacecraft’s launch contract, which is currently legally obligated to launch on NASA’s SLS rocket. Said rocket will likely cost on the order of >$2 billion per launch, meaning that simply using Falcon Heavy or Delta IV Heavy could save no less than ~$1.5 billion. Incredibly, that means that simply using a commercial launch vehicle could save NASA enough money to fund an entire Curiosity-sized Mars rover or even a majority of the cost of building a dedicated Europa lander. Such a launch would demand every ounce of Falcon Heavy’s performance, including a very long orbital coast.

NASA’s ambitious and exciting Europa Clipper mission is being held back by the joint NASA-Congress SLS rocket. (NASA/Teslarati)

Regardless of the prospective beneficiaries of SpaceX’s planned Falcon 9 upper stage test, CRS-19 is scheduled to launch no earlier than 12:51 pm EST (16:51 UTC), December 4th. High upper-level winds may delay the mission 24 hours to December 5th but for now, it remains on track for Wednesday.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet

Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.

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Credit: @niccruzpatane/X

Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently. 

Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.

Recent Cybercab sightings

Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.

Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.

Previewing the autonomous future

Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.

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The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds. 

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Tesla celebrates 9 million vehicles produced globally

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.

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Credit: Tesla Asia/X

Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai. 

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.

Tesla’s 9 million vehicle milestone

The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.” 

Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.

Giga Shanghai’s legacy

Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment. 

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Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub. 

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Tesla officially publishes Q4 2025 vehicle delivery consensus

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.

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Credit: Tesla

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.

Credit: Tesla Investor Relations

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. 

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