News
SpaceX Falcon 9 wins Korean launch contract as 2019 mystery missions persist
SpaceX has silently announced that Falcon 9 won a contract for a South Korean military communications satellite, currently scheduled to launch from the company’s Cape Canaveral Air Force Station (CCAFS) LC-40 pad no earlier than November 2019.
Subcontracted from Lockheed Martin to Airbus Defense and Space in 2016, the satellite – known as Anasis II (formerly KMilSatCom 1) – is based on a common bus built by Airbus and could weigh anywhere from 3500 to 6000 kilograms (7500-13,200 lb). Falcon 9 will be tasked with launching Anasis II to geostationary transfer orbit (GTO), after which the satellite will use its own onboard propulsion to circularize the orbit and begin operations. Although the Korean contract brings SpaceX one step closer to its goal of 18-21 launches (excluding Starlink) in 2019, it also raises the question: what mystery missions are missing from public launch manifests?
Manifest Mystery
As previously discussed in both Teslarati articles and newsletters, comments from SpaceX executives in February and May 2019 reiterate the company’s expectation of 18-21 launches in 2019, excluding Starlink. Hofeller’s “more than 21 launches” admittedly came more than two months before a catastrophic Crew Dragon failure threw the spacecraft’s launch manifest into limbo.
Three months later, SpaceX President and COO Gwynne Shotwell reiterated the idea that SpaceX could beat its 2018 launch record (21 launches) or at least get close. Curiously, she specifically noted that SpaceX’s purported 18-21 launch manifest excluded Starlink missions, of which SpaceX has already launched one. In short, SpaceX has completed 7 launches in 2019 (6 if Starlink v0.9 is excluded). The company’s public manifest – unofficially cobbled together by fans – shows 9 more launches scheduled for a total of 15 non-Starlink launches in 2019.
To meet Shotwell’s expected 18-21 non-Starlink launches, anywhere from 3 to 6 missions are apparently missing from publicly-managed launch manifests. It’s unclear if SpaceX actually has enough launch-ready customers to achieve those ambitious targets. Additionally, SpaceX is currently on track to complete 8 launches total (1 Starlink) in the first half of 2019. In 2017 and 2018 (two years without interruption), SpaceX consistently launched an equivalent number (or more) missions in the first half of the year when compared to the second half, and both years have maxed out at 9 launches in H2.
SpaceX will have to beat that H2 record to reach 18 launches in 2019 even if Starlink missions are counted. Meanwhile, SpaceX says that as many as 1-5 additional Starlink launches are scheduled for 2019, bringing the total number of missions as high as 20-27 in differing best-case scenarios. Practically speaking, between SpaceX’s Pad 39A and LC-40 launch facilities, the company could easily maintain a biweekly or even weekly cadence (13-26 launches in H2 2019). The real constraint, however, is hardware availability – i.e. whether SpaceX has the rocket pieces and flight-ready satellite(s) it needs to launch a given mission.
Can SpaceX do it?
This is an extremely hard question to answer, as all details that really matter are of the organizational, company-secrets sort that SpaceX just doesn’t publicize. From a technical and practical perspective, the answer is a reasonable confident “yes.” If Falcon Heavy Flight 3 (STP-2) is completed successfully, SpaceX will have an impressive fleet of at least 8 flight-proven Falcon 9-class boosters. Even assuming that no progress is made beyond the current Block 5 turnaround average of ~110 days (~3.5 months), SpaceX’s current fleet should be able to immediately support four launches and an additional 8-12 before the end of 2019.
The primary limit, then, would be SpaceX’s ability to produce Falcon 9 upper stages and fairings, as well as the stamina and quality of the company’s managers and employees. Even then, the question of SpaceX’s 3-6 mystery launches will remain unanswered until either the customer or launch provider choose to open up. For now, we wait…
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Tesla just told us twice that the Model Y L is coming to the U.S., and two social media posts definitely just tipped the company’s hand, as if they wanted it to be any other way.
The two social media posts basically confirm that the slightly longer version of the Model Y will be heading to the United States soon, and many have speculated that the company could launch the vehicle as soon as this weekend.
The first post was directly from Tesla, and it showed an incredibly long Dachshund, with words above that said, “Looking forward to the long weekend.”
Looking forward to the long weekend pic.twitter.com/URzH6zOUdn
— Tesla (@Tesla) July 1, 2026
Anyone who knows Tesla knows the company loves to troll its fans and have fun, and this is a perfect example of that. While not a direct acknowledgement, Tesla is very involved on social media, especially CEO Elon Musk’s platform X, and the company is well aware of what is being discussed within the community.
With recent sightings of Model Y L test mules in California, peeks of the vehicle at Giga Texas, and a large call for the car to come to the U.S., Tesla is simply stoking conversation with this.
However, the company also made another move that was recognized on social media. Tesla has a large gallery that includes photos of its products so media and others can use them. This gallery applies to the U.S. market specifically, unless otherwise specified.
Tesla uploaded a Model Y L to the Gallery last night:
This looks like a Model Y L https://t.co/TpnBwrLmH9
— TESLARATI (@Teslarati) July 2, 2026
This seems to be another indication that the Model Y L is coming to the United States.
Musk said last year that the Model Y L could make its way to the United States late this year, but it was not something that was set in stone by Tesla. The company definitely needs to establish something in the SUV market that is larger than the Model Y, and the Model Y L might be the answer.
Even still, there are consumers out there who would love Tesla to develop something even larger, like a competitor to the Tahoe or Expedition. Tesla has not really given much of an indication that it will go in that direction.
Tesla is using the vehicles’ internal microphones to improve build quality, Vice President of Engineering Lars Moravy revealed recently.
It’s no secret that Tesla is always finding ways to make its manufacturing operations more efficient, accurate, and valuable. Constantly trying to make its cars better, the company has never placed any restrictions on what it will do to improve everything from panel gaps to paint.
As Teslas have been driving autonomously on the property of the Gigafactory Texas plant for a while now, Moravy revealed to Herbert Ong in a new interview that cars rolling off production lines now autonomously navigate themselves through a bumps, squeaks, and rattles (BSR) portion of the line. This helps to identify any loose or improperly installed internal parts.
The cabin’s microphones, which are used for a variety of things in ownership, simultaneously monitor any noises inside the vehicle while it rolls through the BSR portion of the production line. Moravy actually revealed that Tesla is trying to build “Full Self-Hearing,” an AI system that will detect minor imperfections so they can be corrected before delivery.
It’s no secret that build quality is something that Tesla struggled with as it scaled to a fully massive production operation that manufactures over 1.6 million vehicles per year. However, in recent years, especially, there have not been as many complaints. Tesla has truly improved upon its build quality and paint quality over the past several years, especially in the U.S.
Tesla’s ‘megacasts’ are key to massive build quality improvements
While those improvements have been evident, there are still some complaints; no automaker is perfect with this. But this step will now ensure that every single car that rolls off the production lines at Gigafactory Texas will be void of any creaks, squeaks, or squeals when it leaves the factory.
This measure is one of the most unique we’ve seen in terms of a strategy to avoid build quality issues, but it is not exclusive to Tesla.
Ford uses acoustic analysis AI to find abnormalities in seat motors, climate control units, and other components. Suppliers and OEMs will also use microphone arrays or particle velocity sensors in end-of-line stations.
The full interview with Lars Moravy is available below:
🚨 If you’re a Tesla investor, this is one interview you don’t want to skip. The full video posted below.
Jeff Lutz @thejefflutz and I sat down with Tesla VP of Engineering Lars Moravy, and it was packed with insights!
A few of the biggest takeaways:
• Cybercab is expected to… pic.twitter.com/fhYSr2dCqP
— Herbert Ong (@herbertong) July 1, 2026
Investor's Corner
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
Tesla (NASDAQ: TSLA) beat Wall Street expectations of 406,000 vehicles delivered in Q2 by reporting 480,126 deliveries for the three months ending in June.
Tesla reported it delivered 467,762 Model 3 and Model Y units, while 12,364 Model S, Model X, and Cybertrucks switched hands during the quarter. The Model S and Model X were officially sunset this past quarter and will no longer be part of the company’s Production & Delivery reports moving forward.
🚨 BREAKING: Tesla delivered 480,126 vehicles in Q2, ANNIHILATING Wall Street expectations of 406,000. Production was reported at 451,758.
Deliveries:
Model 3/Y: 467,762
Other Models: 12,364Production:
Model 3/Y: 442,936
Other Models: 8,822 https://t.co/TTHwQAsKt8 pic.twitter.com/7qI4Zj6FE5— TESLARATI (@Teslarati) July 2, 2026
The quarter is a pleasant surprise and a good rebound from Q1, when Tesla slightly missed the Wall Street consensus of 365,645 cars by reporting 358,023 deliveries for the first three motnhs of the year.
Energy storage deployments also provided some strength in Tesla’s delivery report, hitting 13.5 GWh for Q2. This is a particular division of Tesla’s business that has been overwhelmingly robust over the past few years, truly being a strong point of the company’s overall model.
For the year, Tesla analysts still predict deliveries to trend in the 1.69 million unit region, a modest 3 to 5 percent increase from the 1.64 million cars the company delivered last year. Tesla will likely return to more sequential and noticeable year-over-year growth as the Cybercab project starts to ramp up considerably in the next few years.
Tesla has some other potential catalysts to spur vehicle deliveries, too. Not only is it expecting Cybercab to truly start making a change in the next few years, but other vehicles could be entering the company’s lineup.
Tesla sends production Cybercab with no steering wheel, pedals to on-road testing
The slightly longer Model Y L has been a highly speculated release candidate in the U.S. It has already done incredibly well in China, and U.S. buyers have been wanting slightly more interior space than the Model Y. Now that the Model X is gone, it is more needed than ever.
Q2 highlights a pretty stable automotive division within Tesla, and no true concerns arise from these figures, especially considering it managed to beat expectations convincingly.
Tesla just told us twice that Model Y L is coming to the U.S.
Tesla is using vehicle microphones to improve build quality: here’s how
