News
SpaceX wins OneWeb launch contracts, demonstrating extreme flexibility
Demonstrating a level of flexibility that no other commercial launch provider on Earth can likely match, SpaceX and OneWeb have entered into a major launch contract barely three weeks after Russia kicked the satellite internet company off of its Soyuz rockets.
Beginning in early 2020, OneWeb has launched approximately 430 operational small internet satellites – about two-thirds of its first constellation – on a dozen different Russian Soyuz 2.1b and ST-B rockets, including a mission completed as recently as February 10th, 2022. That nominal – albeit slow – deployment ground to a violent halt alongside Russia’s second unprovoked invasion of Ukraine on February 24th, 2022. Within a week, extraordinary Western economic sanctions pushed the unstable head of Russia’s Roscosmos space agency to retaliate by both ending the practice of European-owned Soyuz launches and holding OneWeb’s 13th operational launch hostage.
Another three weeks later, outside of increasingly tense and reluctant cooperation on the International Space Station, the relationship between Russian and Western spaceflight programs has effectively ceased to exist. That includes all 6-7 of OneWeb’s remaining Soyuz launch contracts, each of which the company had already paid more than $50 million for. Though OneWeb technicians were able to escape the increasingly hostile country, Russia effectively repossessed (i.e. stole) OneWeb’s remaining rockets and its 13th batch of operational satellites.
That left OneWeb in an unsurprisingly precarious situation. Having already gone bankrupt once, a major delay could be financially catastrophic for the company. Normally, procuring half a dozen near-term launch contracts at the last second would be virtually impossible. Indeed, ignoring a certain US company, no other launch provider on Earth could even theoretically find or build enough capacity to launch the last third of OneWeb’s constellation without at least a one or two-year delay. Luckily for OneWeb, SpaceX does exist.
As discussed in a March 2nd Teslarati newsletter, SpaceX is extraordinarily unique in a sea of expendable, outdated rockets.
“SpaceX – a direct competitor that is far more vertically integrated than OneWeb and has suffered no major issues from Russian sanctions – may be OneWeb’s only near-term option for its orphaned satellites. The only obvious alternative would be to self-inflict what could be years of delays to avoid SpaceX purely out of spite and instead wait for space to open up on the manifests of companies like Arianespace and ULA or for even less available rockets from India or Japan.
SpaceX has plans for as many as 52+ Falcon launches in 2022, many of which are Starlink missions that the company might be willing to partially replace with a handful of lucrative launches for OneWeb.”
Teslarati – March 2nd, 2022
Because of SpaceX’s exceptional vertical integration and decision to launch its own Starlink internet satellites, which directly compete with OneWeb, the company has dozens of flexible launches planned over the next year or two that it can feasibly convert into commercial missions. No other international launch provider on Earth has the ability to scavenge its own internal manifest to effectively create capacity for last-second commercial demand out of thin air.
At the cost of a handful of Starlink launches, of which SpaceX already has close to 2100 working satellites in orbit, the company will be able to almost heroically step in and complete OneWeb’s constellation, allowing the company to avoid a potential multi-year delay if forced to use other providers.
In fact, due to Europe’s chronic lack of domestic launch capacity as a result of years of Ariane 6 delays, even some institutional European satellites orphaned by Russia’s actions may ultimately be moved to SpaceX Falcon 9 rockets to avoid lengthy launch delays. All told, OneWeb has offered no specific details about the cost, the number of total missions procured, or any other changes implemented in its new SpaceX contract, but the company says it could begin launches as early as this summer – a truly extraordinary demonstration of flexibility from both OneWeb and SpaceX.
Tesla (NASDAQ: TSLA) reported strong delivery figures that beat Wall Street guesses, and they were revealed alongside the company’s second-best quarter in terms of energy deployments ever.
Tesla announced this morning that it delivered 486,532 cars in Q3, while producing 464,391, exceeding analyst consensus, which sat around 462,000 units.
Meanwhile, Tesla reported 13.7 GWh of energy storage deployed for the quarter. That’s the second-best quarter Tesla has ever reported on that side of things.
🚨 Tesla delivered 486,532 vehicles in Q3, beating expectations at 464,391.
Big Q from the Tesla team, also 13.7 GWh of energy was deployed. pic.twitter.com/olioLWgG7a
— TESLARATI (@Teslarati) October 2, 2026
Vehicle Deliveries
Deliveries were strong, and it was another quarter when Tesla had the opportunity to outshine the Wall Street pundits who are quick to criticize and slow to give credit. Tesla saw a slight decrease in deliveries compared to Q3 2025, but Tesla still had the $7,500 EV Tax Credit to use to help incentivize consumers to pick an EV.
A small decrease of 2.1 percent is pretty telling because it shows Tesla does not need massive federal credits to convince consumers to purchase its vehicles.
It was also the company’s third-best performance all-time in terms of deliveries, trailing that of Q3 2025 with 497,099 deliveries and Q4 2024, when the company handed over 495,570 cars.
We reported several days ago that Tesla Showrooms across the United States were completely bare of inventory or unclaimed units. Many locations also removed Demo Drive units, which had been bought by customers looking to take delivery sooner.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
Energy Generation
Tesla’s Energy Generation performance in Q3 was also very strong, as the company deployed 13.7 GWh of energy storage over the past three months. The only quarter when Tesla reported stronger energy deployment figures was Q4 2025, when 14.2 GWh of energy storage was deployed.
Tesla’s Q3 performance in energy generation has continued to grow each quarter, with the company increasing its deployments by ten-fold since Q3 2021, when just 1.3 GWh was deployed.
It is also nearly double what it was in Q3 2024, when the company reported 6.9 GWh. This is one of Tesla’s quickest-growing divisions, and it flies under the radar with fans and analysts, as many are focused on self-driving or the vehicles themselves.
Tesla Stock
Shares rose 5.07 percent to $372.06 at just after 10 a.m. on the East Coast. This is a rarity for Tesla after a strong delivery report, as positive news usually brings the stock down. Many quarters with extremely robust delivery reports have not been as kind to the Teslanaires of the world.
Lifestyle
Tesla’s newest feature lets you floor it out of a Supercharger while plugged in
Tesla’s new Emergency Drive Away feature lets owners flee a Supercharger while still plugged in.
Tesla has given drivers a way to escape while a vehicle is plugged-in at a Supercharger, in the event of an emergency. The company’s charging team announced a new feature on X called Emergency Drive Away, which lets a driver shift into Drive and pull away while the charging cable is still connected to the car.
Until now, a Tesla would not leave Park with a charge cable plugged in. Drivers had to release the latch from the touchscreen, the Tesla app, or the button on the charge handle, then wait for the port to let go. Emergency Drive Away removes that lockout, but Tesla is clear that it comes at a cost. “Use of this feature will damage your vehicle and the Supercharger,” the company wrote, adding that the function is meant for emergencies only and that deliberate misuse will lead to “additional penalties.” Tesla did not say what those penalties are.
Emergency Drive Away lets you shift into Drive while still plugged into a Supercharger pic.twitter.com/40GSzyP4lG
— Tesla Charging (@TeslaCharging) October 1, 2026
The in-car prompt is just as direct, with the warning reading: “Driving with the cable connected will cause damage to your vehicle and the Supercharger. Short camera recordings will be shared with Tesla.” That footage gives Tesla a way to separate a real emergency from someone who simply did not want to wait for the latch.
The feature requires software update 2026.38.3, and Tesla said in replies to owners that it works at every Supercharger in the United States without new stall hardware. Model S and Model X vehicles built before 2021 are not supported, and the company says the feature applies to U.S. Superchargers “for now,” leaving Canada and other markets out at launch.
Tesla Supercharger argument leads to tragic shooting incident
Tesla did not tie the announcement to any specific event, but it arrives two months after a gunman opened fire at an In-N-Out in Twin Falls, Idaho, on August 1, targeting three people in two Teslas at the neighboring Supercharger. One of them, a 66 year old man from Salt Lake City, was killed. Superchargers have been the scene of violence before, including a fatal shooting at a station near Denver in 2023.
In the weeks after Twin Falls, owners pushed Tesla for a native way to escape a stall, and many pointed back to EVject, the aftermarket breakaway connector Tesla sued in 2024 over claims it lacked overtemperature protection. The two companies later reached an agreement that led EVject to recall its earlier connectors in favor of a version with thermal sensors.
Our mission has always been about providing peace of mind and eliminating sitting duck scenarios.
We patented the built-in breakaway charger tip on Feb 15, 2023. Awarded Jan 30, 2024. Then shared the designs with @TeslaCharging
Thank you @Tesla for rolling out a solution. This… https://t.co/djOzswLw9N
— EVject (@EVject) October 2, 2026
Tesla announced on Monday that the Roadster event scheduled for today would be postponed due to the need for it to be held outside.
Less than 24 hours later, CEO Elon Musk broadened that by stating it was due to high winds, immediately sending everyone into a frenzy over the Roadster’s potential ability to fly.
And realistically, it could definitely have to do with it flying, hovering, or hopping; whatever Tesla has in mind for this demonstration could not be impacted by wind. However, it might have nothing to do with the vehicle flying whatsoever, and instead could be a simple precaution, as the Roadster is a very unique vehicle with some already official specs that are just mind-blowing.
Tesla will very, very likely be showcasing both the acceleration rate and potentially even a top speed demo at the event in Waco. Both of these demonstrations, performed with a vehicle that has such incredibly fast metrics, could easily be impacted by wind as well.
Tesla Roadster event requires restricted airspace, and the FAA obliges
Top Speed Demo
At high speeds, aerodynamic forces are already overwhelmingly present. A crosswind or sudden gust adds a layer of sideways force that the tires must counter with slip angle. On a short demo course, that force can shove the car off the intended line, especially in a light car with a low frontal area and little mass to resist the push.
Electric cars, due to their battery packs, have an advantage of an extremely low center of gravity, giving them extra stability. However, the speeds at which the Roadster could travel at the demo could spell some issues if crosswinds are present.
Gusts are worse than a steady wind because the load changes faster than a driver can smoothly correct. That shows up as weaving or a late correction. Headwinds and tailwinds can also spell disaster. Headwinds cut a measured top speed but raise the power needed to get there or maintain it. Meanwhile, a tailwind can inflate the top speed, and downforce issues could become more noticeable.
Wind also loads the body unevenly. A low car can feel light on the upwind side or see a sudden change in downforce if the gust hits a wing or diffuser at an angle. Tire temperature and pressure might stay near a normal level, but lateral grip can be lost as the vehicle is spent fighting the wind.
Acceleration Demo
Launch and 0-60 MPH runs are shorter, so the car spends less time exposed to forces that could cause things to go awry. However, the first second is very sensitive, as a crosswind at launch could yaw the car before speed builds and prior to aerodynamic impact being too great. The driver will be required to correct traction control or manage how much the wheels are spinning, which will likely be corrected automatically by some sort of traction control system within the Roadster (we are fairly certain Tesla will implement something brilliant with it).
These things could cause an unstable run.
A headwind would increase drag as speed rises, while a tailwind would do the opposite. Meanwhile, surface effects, like wind-driven dust, light debris, or even rain, could reduce grip at the exact moment the tires are asked for peak longitudinal force. Standing water plus a crosswind is a common reason an acceleration attempt might be scrapped.
Flying or Not
No matter what Tesla has in store for the Roadster, waiting for ideal conditions is a great idea. People who follow and support the company, along with the engineers involved in the Roadster program, have been waiting nine years since the last unveiling for this moment. Everything should be ideal.
Some speculate that it’s just not ready, and that’s ridiculous. Why would Tesla even schedule the event — albeit prematurely — after nine years if it was not ready? Why would they jump the gun now?
We were all excited for today, but it truly is the most ideal thing in the world to wait two more weeks so everything, including the weather, can be perfect. The delay is simply worth it. But Tesla, seriously, make this the last one.
Tesla deliveries best Wall Street guesses alongside second-best energy quarter
Tesla’s newest feature lets you floor it out of a Supercharger while plugged in
