News
SpaceX just blew up a Starship tank on purpose and Elon Musk says the results are in
Before dawn on January 10th, SpaceX technicians and engineers intentionally blew up a miniature Starship tank in order to test recently-upgraded manufacturing and assembly methods, likely to be used to build the first Starships bound for flight tests and orbit.
SpaceX CEO Elon Musk quickly weighed in on Twitter later the same day, revealing some crucial details about the Starship tank test and effectively confirming that it was a success. While somewhat unintuitive, this is the second time SpaceX has intentionally destroyed largely completed Starship hardware in order to determine the limits of the company’s current methods of production and assembly.
Most notably, on November 20th, SpaceX is believed to have intentionally overpressurized the Starship Mk1 prototype in a very similar – albeit larger-scale – test, destroying the vehicle and sending its top tank dome flying hundreds of feet into the air. It’s generally believed that SpaceX (or perhaps even just Musk) decided that Starship Mk1 was not fit to fly, leading the company to switch gears and deem the prototype a “manufacturing pathfinder” rather than the first Starship to fly – which Musk had explicitly stated just a few months prior.
Bopper (Baby StarPopper) this morning after the overpressure event at SpaceX Boca Chica. ??@NASASpaceflight https://t.co/nCG7E9XtKM pic.twitter.com/PRTDQvvlRh— Mary (@BocaChicaGal) January 10, 2020
Dome to barrel weld made it to 7.1 bar, which is pretty good as ~6 bar is needed for orbital flight. With more precise parts & better welding conditions, we should reach ~8.5 bar, which is the 1.4 factor of safety needed for crewed flight.— Buff Mage (@elonmusk) January 10, 2020
Instead, Starship Mk1 suffered irreparable damage during its pressurization test and was rapidly scrapped in the weeks following, although several segments were thankfully salvaged – perhaps for use on future prototypes. Along those lines, it can arguably be said that the results from the mini Starship tank’s Jan. 10 pop test have paved the way for SpaceX to build the first truly flightworthy Starship prototypes – potentially all the way up to the first spaceworthy vehicles.
Hours after the test, Musk revealed that the Starship test tank failed almost exactly where and how SpaceX expected it would, bursting when the weld joining the upper dome and tank wall failed. Critically, the tank reached a maximum sustained pressure of 7.1 bar (103 psi), some 18% over the operating pressure (6 bar/87 psi) Musk says Starship prototypes will need to be declared fully capable of orbital test flights. In other words, given the tank’s size, it survived an incredible ~20,000 metric tons (45 million lbf) of force spread out over its surface area, equivalent to about 20% the weight of an entire US Navy aircraft carrier.
Musk also revealed that SpaceX will require Starships to survive a minimum of 140% of that operating pressure before the company will allow the spacecraft to launch humans.
Some have less than generously taken to smugly noting that several modern spaceflight and engineering standards require that launch vehicle tankage be rated to survive no less than 125% of their operating pressure, while this test tank would be rated for less than 118% under identical conditions. However, this ignores several significant points of interest. First and foremost, the Starship test tank intentionally destroyed on January 10th was assembled from almost nothing – going from first weld to a completed pressurization test – in less than three weeks (20 days).
Second, all visible welding and assembly work was performed outside in the South Texas elements with only a minor degree of protection from the coastal winds and environment. Although some obvious tweaks were made to the specific methods used to assembly the prototype tank, it also appears that most of the welding was done by hand. For the most part, in other words, the methods used to build this improved test article were largely unchanged compared to Starship Mk1, which is believed to have failed around 3-5 bar (40-75 psi).
Additionally, it appears that almost all aspects of this test tank have smaller structural margins, meaning that the tank walls and domes are likely using steel stock that is substantially thinner than what was used on Starship Mk1. Nevertheless, thanks to the addition of continuous (single-weld) steel rings, a tweaked dome layout, and slightly refined welding, this test tank has performed anywhere from 20% to 200+% better than Starship Mk1 – again, all while coming together from scratch in a period of less than three weeks.
As Musk notes, with relatively minor improvements to welding conditions and the manufacturing precision of Starship rings and domes, SpaceX can likely ensure that Starships (and thus Super Heavy boosters) will be able to survive pressures greater than 8.5 bar (125 psi), thus guaranteeing a safety margin of at least 40%. Even a minor improvement of ~6% would give vehicles a safety margin of 125%, enough – in the eyes of engineering standards committees – to reasonably certify Starships for orbital test flights.
All things considered, it’s safe to assume that SpaceX is going to begin building and assembling Starship SN01 (formerly Mk3) hardware almost immediately. Given that this test tank took just 20 days to assemble, it’s safe to say that the upgraded prototype’s tank section could be completed in just a handful of weeks. Stay tuned for progress reports.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Investor's Corner
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh.
Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026.
Q4 2025 production and deliveries
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.
In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla’s Full Year 2025 results
For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.
In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year.
Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time.
Elon Musk
Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
Tesla analyst breaks down delivery report: ‘A step in the right direction’
Tesla releases Q4 and FY 2025 vehicle delivery and production report
