News
SpaceX Mars rocket test site receives first huge rocket propellant storage tank
SpaceX has delivered one of the first undeniably rocketry-related pieces of hardware to its prospective Boca Chica test and launch facility in South Texas, this time in the form of a massive 100,000-gallon liquid oxygen tank now stationed adjacent to the company’s ~600 kW Tesla solar and battery array.
In a statement provided to local paper Valley Morning Star, SpaceX spokesperson Sean Pitt filled in a few of the details and confirmed that the LOX tank had been delivered to Boca Chica as part of an ongoing effort to ready the site for initial testing – and eventually launches – of an unspecified “vehicle”
“Delivery of a new liquid oxygen tank, which will be used to support propellant-loading operations during launch and vehicle tests, represents the latest major piece of launch hardware to arrive at the [South Texas] site for installation.” – SpaceX
The official SpaceX statement may not have explicitly stated that the aforementioned “vehicle” was something other than Falcon 9 or Heavy, but it can be all but guaranteed that the testing and launching described refers to the company’s next-generation Mars rocket, a completely reusable architecture known as BFR.
An immense liquid oxygen (LOX) tank just arrived at @SpaceX's prospective Boca Chica, TX facility, likely to be dedicated to BFR & BFS testing. @NASASpaceflight forum user "Nomadd" caught some of the first detailed photos, as well as the tank's arrival at SpaceX land on July 11. pic.twitter.com/hr7SeA6BGw
— Eric Ralph (@13ericralph31) July 12, 2018
A slow burn in South Texas
Over the past 6-9 months, SpaceX CEO Elon Musk and President/COO Gwynne Shotwell have repeatedly spoken on the subject of SpaceX’s South Texas ambitions, lending unambiguous credence to the idea that the Boca Chica rocket facility will be almost exclusively dedicated to testing BFR’s first flightworthy spaceship prototypes, beginning with a series of familiar suborbital “hops”.
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- Artist David Romax’s jaw-dropping rendition of a BFR burning to Mars orbit. The craft’s various curves and hull complexities will likely rely on cutting-edge composite joining tech to function. (Gravitation Innovation)
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- SpaceX may well already be fabricating propellant tanks and structural components for the first Mars spaceship prototype in a giant tent at Port of San Pedro. July 1st. (Pauline Acalin)
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- An overview of SpaceX’s Port of LA tent, April 2018. While not confirmed, SpaceX seems to intend to begin early BFR prototype construction at the temporary facility. (Pauline Acalin)
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In the early days of SpaceX’s Falcon 9 reusability program, the company completed several different phases of short flights (“hops”, hence the Grasshopper label) of a development version of a Falcon 9 booster, ranging from purely vertical jaunts just above the pad to 1000+ meter cross-range maneuvers, tests that ultimately culminated in SpaceX’s extraordinarily reliable Falcon 9 and Heavy booster recovery capabilities. Something similar – albeit somewhat more ambitious – is planned for BFR, starting with a prototype of the upper stage (spaceship). Musk described these plans in more detail in an October 2017 Reddit AMA:
Will we see BFS hops or smaller test vehicles similar to Grasshopper/F9R-Dev?
A (Elon): A lot. Will be starting with a full-scale Ship doing short hops of a few hundred kilometers altitude and lateral distance. Those are fairly easy on the vehicle, as no heat shield is needed, we can have a large amount of reserve propellant and don’t need the high area ratio, deep space Raptor engines.
Speaking a bit less than five months later after the stunningly successful debut of Falcon Heavy, Musk expanded further on the BFR test program, reiterating that spaceship hop testing would “most likely … happen at our Brownsville [South Texas] location,” perhaps as early as 2019.
“We’ll do flights of increasing complexity. We really want to test the heat shield material… like fly out, turn around, accelerate back real hard, and come in hot to test the heat shield.”
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- Blue Origin’s New Glenn LOX and liquid methane (LNG) propellant tanks, looking suspiciously identical to the SpaceX tank that just arrived in Boca Chica. It’s likely that both companies are using the same contractor. (Blue Origin)
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- Captured by NASASpaceflight user nomadd before it arrived in Boca Chica, the storage tank is clearly vacuum-insulated. (NASASpaceflight /u/nomadd)
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- An immense liquid oxygen (LOX) tank arriving at SpaceX’s prospective Boca Chica BFR testing facility, July 11th. (NASASpaceflight.com /u/Nomadd)
Musk also noted that he expected the first full-up orbital launch with both the Booster (BFB) and Spaceship (BFS) could happen as soon as 2021 or 2022. Shotwell, on the other hand, stated in early 2018 and again more recently that she believed BFR could begin its first orbital test missions as early as 2020, an extraordinarily rare moment where the typically pragmatic executive appeared to be more confident than Musk, often lambasted for his reliably over-optimistic timelines. About a month later, Musk’s comments were much more closely aligned with Shotwell’s BFR timeline estimates, and he enthusiastically said that that spaceship hop tests would likely begin within the first half of 2019.
The unambiguous arrival of a rocket propellant storage tank – confirmed officially by SpaceX – strongly suggests that activity is about to seriously pick up speed in Boca Chica for the first time in a year and a half, paving the way for full-scale hop tests of the first Mars spaceship prototype perhaps less than a year from today. Stay tuned…
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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
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During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
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Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
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For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
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Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
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CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
