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What’s causing SpaceX’s Falcon Heavy delays?

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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.

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.

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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.

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.

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Tom CrossInstagram

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Eric Ralph Twitter

 

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it

The Boring Company’s new tunnel vehicle runs on Tesla Model 3 batteries and drive units.

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The Boring Company just introduced a new piece of hardware, and it runs on parts pulled straight from a Tesla showroom. Liner Truck 3, unveiled in a post from the tunneling company’s official X account, is an all electric vehicle built around Tesla Model 3 battery packs and drive units, purpose built to move concrete tunnel segments to the boring machine face without a single person underground.

The job itself is unglamorous but critical. Each precast segment run weighs more than 22,000 pounds, roughly the load of a full cement mixer, and Liner Truck 3 hauls that weight repeatedly between the surface staging area and wherever the Prufrock machine happens to be cutting.

The Boring Company said Liner Truck 3 is piloted remotely out of its Global Operations Control Center in Texas, extending the Zero-People-In-Tunnel approach the company has spent years building toward. An earlier version of a ZPIT liner truck was already tested at the company’s Bastrop, Texas research tunnels, and a factory tour released last month showed an employee flying a fully loaded liner truck with a PlayStation controller. Liner Truck 3 looks like the production version of that same idea, cleaned up and pushed into daily use.

The timing lines up with a company digging in more places than it ever has before. The Boring Company now has multiple Prufrock machines active or arriving in Nashville, where Music City Loop construction has been accelerating since February, and its Vegas Loop network keeps adding tunnel mileage on a near monthly basis. Every one of those projects depends on getting concrete segments to the cutting face fast enough to keep the boring machine from idling, which is exactly the bottleneck Liner Truck 3 is designed to remove.

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It also reinforces something Tesla owners have watched happen gradually across Musk’s companies: passenger car hardware finding a second life in heavy equipment. Model 3 drive units already move people through the Vegas Loop, and now the same components are hauling concrete underground in Nashville and wherever The Boring Company digs next. Whether that kind of component reuse extends further into TBC’s equipment lineup, or into other Musk owned industrial hardware, is the next thing worth watching.

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Elon Musk and SpaceX shrugs off the trading day Wall Street feared most

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Rendering of Elon Musk overlooking a Starship fleet (Credit: Grok)

SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.

Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.

SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles

The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”

When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.

The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.

None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.

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The Boring Company’s newest Vegas Station has a permit quietly waiting behind it

Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.

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Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.

The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.

The Boring Company just doubled its tunneling power in Nashville

The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.

Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.

For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.

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