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SpaceX begins launch pad upgrades for Starship flight tests in Texas and Florida
Beneath the buzz of Starship Mk1’s glamorous wing installation, SpaceX has begun installing new launch pad hardware meant to support the spacecraft’s first flights, several components of which have been in Boca Chica for more than a year.
Simultaneously, SpaceX broke ground on a complimentary Starship launch facility on September 21st, an add-on to the existing LC-39A pad in Cape Canaveral, Florida and the probable site of Starship’s first Super Heavy-supported orbital launch attempts.
SpaceX’s Starship-related progress at Pad 39A was noted and photographed by Julia Bergeron on September 21st during one of the hour-long bus tours offered by Kennedy Space Center’s Visitor Complex (KSCVC). SpaceX has been staging hardware at the proposed location of its Pad 39A Starship launch mount over the last ten or so days and finally broke ground (i.e. actually moved earth) on Saturday, a likely indicator that the company was waiting on an official go-ahead or construction permit.
The work at 39A could take anywhere from a few dozen weeks to 6-12 months depending on how substantial the changes are and how permanent SpaceX wants the facilities to be. For the time being, SpaceX applications show a fairly minimal series of modifications, including a concrete pad, a steel launch mount and water-cooled rocket exhaust diverter, a methane farm and associated plumbing, extensions of existing oxygen/nitrogen/helium ground systems, and a few stormwater management-related items.
At the same time, SpaceX is planning to transport its Starship Mk2 prototype – currently staged at a Cocoa, FL assembly facility – several dozen miles to Pad 39A as early as this month, although October is looking more likely. It appears that SpaceX has diverted a large portion of its Florida Starship workforce to Texas in an attempt to expedite Starship Mk1 integration, but SpaceX Cocoa has already fabricated nearly two-dozen steel rings and is likely far ahead of Boca Chica on the road to the first Super Heavy prototype. Barring calamity, Starship Mk1 is nevertheless all but guaranteed to beat Mk2 to flight.
Entering ‘Phase 2’
Back in Boca Chica, Texas, SpaceX ground engineers and technicians are working to upgrade the site’s existing launch facilities, previously used to support an extremely fast-paced campaign of Starhopper wet rehearsals, Raptor static fires, and hops. Starhopper completed its second and final flight on August 27th and the low-fidelity prototype will be retired either as a monument or a static Raptor test stand. Although the existing pad hardware was more than enough for Starhopper, Starship is much larger and has new needs that demand a few upgrades.
Along the lines of its proposed Phase 2 modifications, partially pictured above, SpaceX delivered two massive, new propellant tanks (one for methane, one for oxygen) on September 19th and September 22nd. Somewhat fittingly, those tanks marked the first major rocket-related SpaceX movement in Boca Chica after a long period of inactivity, and their deliveries in July and October 2018 rekindled the excitement surrounding the company’s South Texas launch site.
It remains to be seen whether SpaceX will revamp its current pad with a full concrete foundation and the nature of the Phase 2 pad’s launch mount and water deluge is also unclear. However, the upgrades do appear to be minimal and should take no more than a few weeks to a few months. SpaceX CEO Elon Musk wants Starship Mk1 ready for its first flight tests as early as October 2019 and the company has filed for FCC communications permits that indicate a no-earlier-than (NET) date of October 13th.
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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.
News
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.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
