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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Elon Musk
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Fort Bend County approved four incentive agreements Thursday for Tesla’s proposed $10.1 billion solar factory.
Fort Bend County commissioners on Thursday approved a package of tax incentives for Tesla’s proposed $10.1 billion solar cell factory near Needville, Texas, giving the company one of the last local approvals it needs before it decides where to build. All four Tesla agreements passed 4 to 0.
The votes covered a property tax abatement inside Reinvestment Zone No. 34, a Chapter 381 economic development agreement, a foreign trade zone non-objection paired with payments in lieu of certain taxes, and a separate payment in lieu of taxes “true up” agreement, according to agenda notes from the Fort Bend Commissioners Court meeting.
The project, known internally as “Project Crystal Sun,” would make solar cells and finished modules on roughly 3,000 acres near FM 762 and FM 1994, south of the Brazos River. As Teslarati reported when the filing first surfaced in August, Tesla’s application under the state’s JETI Act splits the investment into $1.5 billion in real property and $8.6 billion in equipment, with 9,712 permanent jobs projected by 2033 and commercial operations targeted for the first quarter of 2029. The plant would handle the full chain from ingot and wafer production through cell testing.
Inside Tesla’s secretive $10 Billion “Project Crystal Sun” filing
Thursday’s approval does not lock in the site. Tesla has told the Texas Comptroller it is still weighing other locations, and site selection adviser David Dennison told Lamar Consolidated ISD trustees in September that the race had narrowed to Fort Bend and one out of state rival with a “very compelling package,” according to the Houston Chronicle. Tesla hopes to decide before the end of 2026, and the incentives still need sign off from the Comptroller and the Governor’s office.
Local officials have now done nearly everything within their control. Commissioners created the reinvestment zone in an August 24 special meeting, with Interim County Judge Daniel Wong formally withdrawing himself over his engineering firm’s past work with Tesla. Lamar CISD trustees voted 7 to 0 on September 15 to advance a JETI agreement that would tax Tesla’s qualifying property at 50 percent of its value for maintenance and operations from 2029 through 2038.
The plant lines up with a target Elon Musk set on Tesla’s Q4 2025 earnings call in January, when he said the company would “work toward getting 100 GW a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels.” In March, Tesla was reported to be negotiating a $2.9 billion purchase of Chinese solar manufacturing equipment bound for Texas. The Houston area already hosts Tesla’s Megafactory in Brookshire, where Megapack 3 production has started. Tesla said on its Q3 call that Megapack supply for 2027 is nearly sold out, and Musk wrote on X Thursday that the company is “increasing production of Megapacks as much as possible,” as demand from data centers climbs.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Tesla is building its own maps to fix Navigation issues
