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SpaceX’s BFR factory in LA spied with four Falcon 9 fairing halves
In an unexpected turn of events, Teslarati photographer Pauline Acalin came across a remarkable scene in Port of Los Angeles – four flight-proven Falcon 9 fairing halves temporarily stored on a plot of land soon to become SpaceX’s dedicated BFR factory.
While it’s difficult to guess exactly which fairing half is which, it appears that the halves from PAZ, Iridium-5, and Iridium-6 are present and accounted for. Reminiscent of SpaceX’s late-2016, early-2017 struggles with finding enough space to store their massive flight-proven Falcon 9 boosters, these fairing halves are unable to be reused as a consequence of too much saltwater exposure, making it significantly easier for the company to effectively find any old plot of SpaceX land on which to store them.
A massive panorama of Berth 240 shows the abandoned shipyard in all its gritty glory, as well as initial construction preparations underway. (Pauline Acalin)
Officially in early 2018, SpaceX is leasing Berth 240 with the explicit intent of constructing a dedicated facility for production of their first Mars rocket prototypes, as well as the relocation of Falcon 9 and Dragon recovery ops, which are quite space-constrained at their current berths. By all appearances, contractor Buntich is staging equipment ahead of initial demolition, refurbishment, and construction operations at Berth 240. Known predominately for pipeline and utility construction and refurbishment, it’s likely that the contractor is in the very early stages of modernizing the decades-abandoned shipyard, particularly, utilities like water, gas, electricity, and more.
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- One half of SpaceX’s Iridium-6/GRACE-FO just moments before touchdown on the Pacific Ocean. (SpaceX)
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- From left to right, my best guess for each fairing is PAZ, Iridium-6 Half 1, Iridium-5, and Iridium-6 Half 2. (Pauline Acalin)
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- Less than a year after SpaceX quite literally scrapped its Port of San Pedro presence, the company is again in talks to build a Starship factory in California. (Pauline Acalin)
It may be fairly clear why SpaceX is storing four massive, unwieldy, and unreusable Falcon 9 fairing halves at Berth 240, but it’s much less clear what exactly their fates will be. With yet another added to the pack just this morning after a successful half recovery post-SES-12, SpaceX’s awkward fairing fleet is likely up to six structurally-intact halves now. These halves could be used for drop testing to perfect fairing recovery accuracy and ensure, at long last, that recovery vessel and claw-boat Mr Steven can catch them out of the air, avoiding the vast majority of exposure to seawater. SpaceX CEO Elon Musk recently noted that Mr Steven’s net would apparently be massively expanded, quadrupling its area to relieve some of the burdens of precision currently placed almost entirely on each payload fairing’s navigational capabilities.
Yup, we are extending the net area by a factor of 4
— Elon Musk (@elonmusk) June 5, 2018
Whether drop testing will actually be conducted is thus unclear, as a decision to expand Mr Steven’s net at least partially indicates that SpaceX engineers are less confident in the each half’s ability to reduce their margins of error by approximately 50%. A quadrupling of usable area implies that Mr Steven’s net will most likely be stretched twofold length-wise and width-wise, or perhaps by 50% for the width and 150% for the length to avoid a need for either an elaborate arm retraction mechanism or a comically unwieldy net.
Either way, Mr Steven’s next fairing catch attempt is unlikely to occur until the Falcon 9 Block 5 launch of Iridium-7, currently no earlier than mid-July. This gives recovery engineers and technicians at least five weeks to refine fairing accuracy and expand Mr Steven’s net, and Pauline will undoubtedly be there to capture any significant developments aboard the eclectic vessel as both it and drone ship Just Read The Instructions prepare for a return to action.
It’s difficult to imagine how Mr Steven’s already vast net could plausibly be expanded by a factor of two in each dimension. I certainly can’t wait to see what that looks like! Fairing aboard, Mr Steven performed rapid turns and high-speed sprints with the fairing half aboard. (Pauline Acalin)
Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
