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SpaceX braces for Florida-bound Dorian as hurricane threatens local Starship facility
Hurricane Dorian is currently growing into a potentially devastating Atlantic storm some 1,200mi (~2000km) off the Florida Coast and local spaceflight facilities – including SpaceX’s launch pads and Starship campus – are at high risk.
As of the latest storm advisories, Hurricane Dorian is likely to grow into a Category 3 or 4 storm prior to making landfall somewhere along the East Coast of Central Florida. Dorian’s ground track forecast is unusually uncertain just four days out from landfall, but the Space Coast’s Kennedy Space Center (KSC), Cape Canaveral Air Force Station (CCAFS), and other local spaceflight facilities (including SpaceX’s) are at high risk and are preparing for a worst-case scenario.
HURCON V – I
As of 0800hrs Wednesday morning, Brigadier General Doug Schiess – Commander of the 45th Space Wing at Cape Canaveral Air Force Station and Director of the Eastern Range at Patrick Air Force Base – initiated HURCON V preparations across Cape Canaveral Air Force Station (CCAFS) and surrounding areas. This precaution is triggered when storm winds in excess of 50 knots (58mph) are measured fewer than 96 hours to landfall. While CCAFS hurricane operations begin 96h out from landfall, KSC’s preparations begin after HURCON IV, indicating that storm winds in excess of 50 knots (58mph) have been measured 72 hours out from landfall. All facilities then follow a HURCON IV – I warning system that defines a series of preparation events and personnel evacuation plans.
A HURCON IV issuance will see all personnel report for duty as usual while specialized teams will begin implementing organization-specific checklists, vehicles are fueled, and storm Ride-Out Team (ROT) personnel will be identified. From there as the storm approaches non-essential personnel will be evacuated, facilities will be secured, and roads will be closed. ROT personnel will remain on-site and will begin the evaluation of the premises once the storm has passed.
SpaceX follows KSC’s lead, battens down Starship hatches
As SpaceX leases Launch Complex 39-A from KSC it is expected that they will follow all precautions initiated by KSC as they did almost two years ago amid launch preparations during HURCON III conditions while facing down Hurricane Irma. SpaceX has released an official statement confirming the obvious: the company is working closely with KSC and CCAFS to monitor weather conditions and plan to take all necessary precautions before, during, and after landfall.
SpaceX may not be new to preparing its Florida launch facilities for hurricanes and tropical storms, but Hurricane Dorian poses entirely new challenges due to the fact that the company has recently begun operating a fairly extensive Starship production facility in Cocoa, Florida. The vast majority of Cocoa’s work is done entirely out in the open, rarely protected by more than a spartan windbreak or temporary tent. According to local photographer Greg Scott, SpaceX has paused all Starship production work for the moment and is working all-out to secure its facilities as the potentially catastrophic Cat 4 Hurricane Dorian fast approaches.
The total lack of hurricane-rated protection puts SpaceX’s Starship facility at exceptionally high risk. The Cocoa production facility is thus facing many obstacles with hurricane preparedness as the majority of Starship production takes place outside and is completely vulnerable to the elements. Aerial photos depict what a daunting – if not utterly impossible – task it will be to secure all of the current production pieces of Starship Mk2.
Along with the main section structures and the completed nose cone section of Starship, many smaller fabrication pieces including large steel rings, a large bulkhead, and an array of assembly tools will need to be secured. Luckily a newly constructed wind guard structure covered in a white canvas material seemingly just reached completion and may be used to house the largest section of Starship if teams can manage to move it inside before storm conditions arrive.
Although it is surely going to suffer some damage from hurricane-force winds, the tent structure should offer some limited protection for any hardware that can be moved inside it. While Starship is being fabricated to withstand the stresses of launch and re-entry conditions, it may not be able to stand against the fury of a hurricane in its current fragile state.
Been here before…
SpaceX has faced damage to Starship prototypes at the hand of wind before. The first prototype – now known as Starhopper – constructed at their testing facility in Boca Chica, TX originally featured a tall nose cone portion that was ultimately lost. A storm that brought 50mph (80 km/h) wind gusts blew through and knocked the fairing piece off of its concrete stand and resulted in a completely crumpled heap of steel mess. The loss of the nose cone ended up being purely aesthetic and caused little to no setback to Starhopper testing – delayed instead by issues with Raptor engines.
Any damage suffered in Cocoa as an effect of Hurricane Dorian will almost certainly cause setbacks for SpaceX. Even if SpaceX gets extremely lucky and suffers no direct damage from a glancing blow, disruption to local infrastructure (power, waste, water, industry) could significantly hamper production operations. In the event that Dorian makes landfall at or near Cape Canaveral, Starship Mk2 and the many Super Heavy-related steel rings and facilities situated around the Cocoa campus could easily be destroyed or damaged beyond salvage, owing to the fact that they are made out of relatively thin and lightweight metal and have expansive, sail-like surface areas.
On the plus side, if any of the above does occur, SpaceX is simultaneously building a second near-identical prototype – Starship Mk1 – at its Boca Chica, Texas facilities. Disruption is undesirable, but SpaceX and its Starship program will likely (and hopefully) be largely unharmed. Additionally, SpaceX’s next Falcon 9 launch out of Florida is an internal Starlink mission scheduled no earlier than late October, leaving at least 1.5-2 months for clean-up and any necessary repairs.
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Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
