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What’s causing SpaceX’s Falcon Heavy delays?
Although uncertainty in the schedule remains, SpaceX’s Falcon Heavy rocket appears to be nearly ready for its first engine ignition test (called a ‘static fire’) sometime within the next week or so.
An attempt at 1 PM EST today, January 16, was canceled for unspecified reasons, although Kennedy Space Center reportedly maintained the usual roadblock to prevent vehicles from driving past, implying that SpaceX still intends to conduct propellant loading tests with Falcon Heavy. It was noted earlier this morning by spaceflight journalist Chris Bergin that things were “a bit too quiet” if a test was indeed planned for today, and his intuition appears to have been correct. It still remains the case that Falcon Heavy is an experimental and untested rocket to an extent, and these delays are to be expected as SpaceX works out the inevitable kinks and bugs that arise during the extensive testing big launch vehicle has been and is still being put through.
KSC is in roadblock stance, so they will still do some testing it would seem, but we will have to wait for the Static Fire itself. https://t.co/DxzsRn85NR
— NSF – NASASpaceflight.com (@NASASpaceflight) January 16, 2018
Due to range requirements in support of an upcoming launch of the United Launch Alliance’s (ULA) Atlas 5 rocket, currently NET Thursday, SpaceX has postponed the static fire of Falcon Heavy without a replacement date. It is unlikely that another attempt will occur before the upcoming weekend, but SpaceX should have at least a solid week of uninterrupted range support once ULA’s launch occurs, hopefully without delay. Godspeed to ULA, in the meantime.
The crazy complexity of rocketry
Most recently, and perhaps somewhat related to Falcon Heavy’s static fire delays, SpaceX completed as many as two complete wet dress rehearsals (WDRs), which saw Falcon Heavy topped off with full tanks of its cryogenic (super cool) liquid oxygen (LOX) and rocket-grade jet fuel (RP-1). In essence, the rocket became equivalent to several hundred tons of carefully stabilized explosive. Nominally, these rehearsals appear entirely uneventful to an outside observer, with little more than ice formation and the occasional bursts of propellant tank vents to suggest that something important is occurring. However, anomalies like the failure of Falcon 9 during the Amos-6 static fire provide a staggering demonstration of just how explosive and sensitive a rocket’s fuel is, and Falcon Heavy has approximately three times the fuel capacity of Falcon 9. Empty, Falcon 9’s mass has been estimated to be around 30 metric tons, a minuscule amount of structure in the face of the more than 500 metric tons of propellant the vehicle carries at liftoff.
These propellant loading tests can also be challenging for reasons aside from their highly explosive nature. Due to basic realities of the physical nature of metal, the predominate ingredient for Falcon 9’s load-bearing structures, metallic structures shrink under extreme cold (and expand under heating). In the case of Falcon 9’s massive 45 meters (150 foot) tall first stage, the scale of this contraction can be on the order of several inches or more, particularly given SpaceX’s predilection towards cooling their propellant as much as possible to increase its energy density. For Falcon 9, these issues (thermodynamic loads) are less severe. However, add in three relatively different first stage boosters linked together with several extremely strong supports at both their tops and bottoms and that dynamic loading can become a fickle beast. The expansion or compression of materials due to temperature changes can create absolutely astounding amounts of pressure – if you’ve ever forgotten a glass bottled drink in the freezer and discovered it violently exploded at some future point, you’ll have experienced this yourself.
With several inches of freedom and the possibility that each Falcon Heavy booster might contract or expand slightly differently, these forces could understandably wreak havoc with the high precision necessary for the huge rocket to properly connect with the launch pad’s ground systems that transmit propellant, fluids, and telemetry back and forth. Information from two reliable Kennedy Space Center sources experienced with the reality of operating rockets, as well as NASASpaceflight.com, suggested that issues with dynamic loads (such as those created by thermal contraction/expansion) are a likely explanation for the delays, further evidenced by their observations that much of the pad crew’s attention appeared to be focused at the base of Transporter/Erector/Launcher (TEL). The TEL base hosts the clamps that hold the rocket down during static fires and launches, as well as the Tail Service Masts (TSMs) that connect with the Falcon 9/Heavy to transport propellant and data to the first stage(s). These connection points are both relatively tiny, mechanically sensitive, and absolutely critical for the successful operation of the rocket, and thus are a logical point of failure in the event of off-nominal or unpredicted levels of dynamic stresses.
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- The white bars in this photo are half of Falcon Heavy’s seperation mechanism. A number of actuators take the place of the more common solid rocket motors used with vehicles like the Delta IV Heavy. (SpaceX)
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- Falcon Heavy’s three boosters and 27 Merlin 1D engines on full display. (SpaceX)
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- Falcon Heavy. Modeled and rendered by NASASpaceflight forum user WBY1984. (WBY1984)
Test, launch, land, repeat.
All things considered, these difficulties demonstrate that even after months (even years) of relentless modeling, testing, remodeling, and retesting, rockets (and especially huge rockets like Falcon Heavy) are immensely complex, and even tiny mistakes can lead the vehicle to stray from its expected behavior. Quite simply, the reality of engineering only truly comes into play once hardware is fully in the loop, and it’s in this state that SpaceX has demonstrated again and again a distinct and elegant ability to learn from their hardware, rather than attempt to salve uncertainty with a neurotic and counterproductive level of statistical analysis, modelling, and documentation. The agile launch company still dabbles in those aspects when beneficial or necessary, but testing comes first in its importance.
The conclusion here, then, is that Falcon Heavy’s delays betray this aspect of SpaceX – a launch company that loves its fans, but also understands the need for cautious testing when it comes to new and untried rocket hardware. Whether Falcon Heavy succeeds or fails, SpaceX will learn from the proceedings, and they will be better off for it (although maybe less so financially…).
Follow along live as launch photographer Tom Cross and I cover these exciting proceedings as close to live as possible.
Teslarati – Instagram – Twitter
Tom Cross – Instagram
Eric Ralph – Twitter
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
