News
SpaceX targeting 52 Falcon 9, Falcon Heavy launches in 2022
Shortly before SpaceX was scheduled to launch an Italian Earth observation satellite, a member of NASA’s Aerospace Safety Advisory Panel (ASAP) revealed that the company aims to conduct as many as 52 launches this year.
Supporting several estimates published by Teslarati over the last month, SpaceX officially targeting up to one launch per week in 2022 meshes well with the company’s record-breaking commercial launch manifest and plans for up to 10 Falcon launches in December 2021 and January 2022 alone. It also comes as no surprise after SpaceX’s spectacular performance in the first six months of 2021.
In H1 2021, before major production issues effectively halted all Starlink launches, SpaceX launches 20 Falcon 9 rockets in six months, demonstrating a sustainable cadence of 40 launches per year. Of those 20 launches, 13 were Starlink missions and 7 were commercial. Due to a lack of commercial launches and a lack of Starlink satellites to launch, SpaceX then proceeded to launch just three times between July 1st and November 11th.
However, in the last two months of 2021, SpaceX managed to go from launching three times in 19 weeks to launching eight Falcon 9 rockets in six weeks. Further, SpaceX completed five of those eight launches in less than three weeks. Given that that feat made December 2021 SpaceX’s first five-launch month ever just a year after SpaceX’s first four-launch month ever, it wasn’t unreasonable to assume that five launches in one month was a fluke. However, the fact that SpaceX abruptly went from a record of five launches in ~27 days to five launches in ~19 days did feel like more than a mere coincidence
That was confirmed about two weeks later, when a US military official responsible for managing the Florida range implicitly revealed that SpaceX was targeting up to five East Coast Falcon launches in January 2022. It then became a question of whether SpaceX’s plans would survive the only true constant of spaceflight: delays.
However, three weeks later, SpaceX has successfully launched three Falcon 9 rockets and is on track to launch another two from Florida in the last few days of the month. Originally scheduled to launch in late 2021, the Italian Space Agency’s (ASI) CSG-2 Earth observation radar satellite was eventually rescheduled for January 27th, but poor weather forced SpaceX to delay that launch to 6:11 pm EST (23:11 UTC), Friday, January 28th, 29th, and finally the 30th. Perhaps less than a day later, as early as 2:17 pm (19:17 UTC) on Monday, January 31st (delayed from Jan 29th and 30th), another Falcon 9 rocket is scheduled to launch a batch of approximately 49 Starlink satellites known as Starlink 4-7.
Last but not least, SpaceX has already tested and static-fired a third Falcon 9 rocket and is prepared to launch the National Reconnaissance Office’s (NRO) NROL-87 spy satellite(s) out of California’s Vandenberg Space Force Base (VSFB) no earlier than (NET) 11:07 am PST (19:07 UTC), Wednesday, February 2nd. If all three of those launches happen according to plan, SpaceX will have kicked off 2022 with six launches in the first five weeks of the year and, technically, just 27 days. Further, over a period of 10 weeks, SpaceX will have potentially completed twelve Falcon 9 launches.
In short, while just one month into the year, SpaceX is undeniably maintaining the launch cadence it will need to launch an average of one Falcon rocket per week for all of 2022. It’s obviously far more likely that unexpected issues will arise, significantly delaying a number of launches and pushing SpaceX below its goal of 52 launches in one year, but even 40 launches per year would be an extraordinary achievement. If SpaceX actually does achieve 50+ launches in 2022, Falcon 9 and Falcon Heavy will represent the second rocket family in history to achieve such a cadence – and the first to do so since the 1980s.
Tune in below around 6pm EST on Friday, January 28th to watch SpaceX’s fourth Falcon launch of the year.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
