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SpaceX’s youngest Falcon 9 booster returns to port after second launch
SpaceX’s youngest flight-proven Falcon 9 booster has returned to port after its second successful launch in ten weeks, preceded by the shrapnel of a destroyed payload fairing two days prior.
On June 30th, Falcon 9 B1060 lifted off for the first time, ultimately supporting SpaceX’s first operational US military satellite launch and completing the first successful booster landing after such a mission. Originally scheduled as early as August 29th, the same booster supported Starlink-11 on September 3rd, just 64 days after launching the US military’s GPS III SV03 satellite. In doing so, B1060 became the third Falcon 9 booster ever to launch twice in less than 70 days – all three instances of which occurred this year.
On the fairing recovery front, SpaceX’s Starlink-11 mission was not not nearly as lucky. Recovery ships GO Ms. Tree and GO Ms. Chief returned to Port Canaveral about 48 hours prior the Falcon 9 booster they launched on – but in a pile of jagged shards rather than two intact halves.


While SpaceX will have to continue chasing the ever-illusive double-fairing-catch it first tasted on July 20th, any recovery – even if just fragments – should still produce valuable data that can inform future recovery attempts and help prevent a similar fate from befalling future fairings. Outcome aside, the recovery also made for a spectacular port return for the (mostly) emptyhanded ships.



The success of Falcon 9 booster B1060’s second launch and ocean landing in 64 days is unequivocal, however. To support a combined commercial and Starlink launch cadence as ambitious as SpaceX’s in 2020, a heavy reliance on booster reuse – particularly with a focus on speed – was going to be a necessity. As a result of the unplanned loss of four Falcon Block 5 boosters between December 2018 and March 2020, SpaceX’s reuse-oriented decision to slow first stage production saw the company’s fleet of flightworthy boosters rapidly shrink.
Thankfully, Crew Dragon’s Demo-2 astronaut launch debut and the aforementioned GPS III SV03 mission introduced two new boosters – B1058 and B1060 – into circulation, resulting in a booster flight likely just large enough to support the lower bound of SpaceX’s 2020 launch ambitions. In late 2019 and early 2020, SpaceX executives revealed plans for anywhere from 24 to 36 launches this year – roughly two-thirds of which would be internal Starlink missions.




As the first Falcon 9 booster to be permitted to land after an operational National Security Space Launch (NSSL), B1060 would have been the perfect choice to support the first booster reuse during a US Air Force or National Reconnaissance Office launch. Much like NASA’s first launch on a flight-proven Falcon 9, though, that pathfinder qualification process would have likely necessitated 6+ months of inspections, reviews, and repairs. If not the first NSSL-sponsored reuse, B1060 would have also been a prime booster option for a more conservative customer or a high-value mission later this year or early next.
Instead, barely two months after its launch debut, SpaceX assigned B1060 to launch the 12th batch of Starlink satellites, pushing the internet constellation over the 700-satellite mark. In simple terms, the move implies that SpaceX is pushing as hard as ever to launch as many times as possible this year. As of now, SpaceX has launched 16 times in a bit more than eight months, averaging almost exactly two launches per month. If SpaceX continues that pace, it will beat its current annual record of 21 launches with ~24. If the company sustains the pace its kept over the last ~90 days, it could complete as many as 28 launches this year.
SpaceX’s September manifest certainly leans towards the latter option. Aside from two more Starlink missions scheduled in mid and late September, Falcon 9 booster B1062 is scheduled to debut with another GPS III satellite launch for the US military. Another five commercial missions have feasible launch targets in the fourth quarter, while it’s safe to assume that SpaceX will continue to target at least two Starlink launches per month for the indefinite future. Altogether, SpaceX has at least 15 more missions that will likely be ready to launch before the end of the year – plenty to sate Falcon 9’s ever-growing thirst.
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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.
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.

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.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
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Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, 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 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.