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SpaceX CEO Elon Musk details orbital refueling plans for Starship Moon lander
After a much-anticipated GAO denial of Blue Origin and Dynetics protests over NASA’s decision to solely award SpaceX a contract to turn Starship into a crewed Moon lander, an in-depth (but heavily redacted) document explaining that decision was released on August 10th.
Aside from ruthlessly tearing both companies’ protests limb from limb, the US Government Accountability Office’s decision also offered a surprising amount of insight into SpaceX’s HLS Starship proposal. One of those details in particular seemed to strike an irrational nerve in the online spaceflight community. Specifically, in its decision, GAO happened to reveal that SpaceX had proposed a mission profile that would require as many as 16 launches to fully fuel a Starship Lander and stage the spacecraft in an unusual lunar orbit.
After around 24 hours of chaos, confusion, and misplaced panic, SpaceX CEO Elon Musk finally weighed in on the GAO document’s moderately surprising indication that each Starship Moon landing would require sixteen SpaceX launches.
Confirming many expectations, SpaceX’s solution to sending an entire single-stage Starship to the Moon, landing it on the lunar surface, and returning it to a lunar orbit (and maybe even Earth) goes as follows.
First, SpaceX will launch a custom variant of Starship that was redacted in the GAO decision document but confirmed by NASA to be a propellant storage (or depot) ship last year. Second, after the depot Starship is in a stable orbit, SpaceX’s NASA HLS proposal reportedly states that the company would begin a series of 14 tanker launches spread over almost six months – each of which would dock with the depot and gradually fill its tanks.
Third, once the depot ship is topped off, the actual Starship Moon lander would launch, dock with the depot, and be fully fueled. Finally, the fueled lander would fire up its Raptor engines and head to the Moon, where it would enter a near-rectilinear halo orbit (NRHO) – a weird high-altitude, elliptical orbit only necessary because NASA’s Orion spacecraft and SLS rocket are too underpowered to reach a more normal, functional orbit around the Moon.
After reaching NRHO, Starship would dock with Orion (or vice versa), receive its Artemis astronauts, land on the Moon for several days, and launch back to NRHO to return those astronauts to Orion. After its main mission is complete, it remains to be seen if Starship will have enough propellant left over to return to some kind of Earth orbit, where it could potentially be refueled and reused on future missions to the lunar surface.
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In response to GAO revealing that SpaceX proposed as many as 16 launches – including 14 refuelings – spaced ~12 days apart for every Starship Moon lander mission, Musk says that a need for “16 flights is extremely unlikely.” Instead, assuming each Starship tanker is able to deliver a full 150 tons of payload (propellant) into orbit after a few years of design maturation, Musk believes that it’s unlikely to take more than eight tanker launches to refuel the depot ship – or a total of ten launches including the depot and lander.
But, as Musk notes, so long as Starship gets anywhere close to its design objectives, it would be a non-issue even if each Starship Moon lander mission somehow required 16 launches. A step further, assuming that SpaceX proposed 16 launches per mission out of an abundance of conservatism, it’s fair to assume that a 12-day gap between tanker launches is also an extremely conservative worst-case scenario. Per Musk and SpaceX, Starship’s design goals call for multiple reuses of ships and boosters per day. Even if SpaceX falls a full magnitude short of those ambitious goals, Starship tankers should feasibly be able to launch every few days or maybe every week.
But thanks to SpaceX’s relatively conservative proposal, the company now knows that NASA is more than happy with Starship even if it falls something like 50% short of its payload performance goals and two magnitudes short of its reusability goals.
Elon Musk
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
The Boring Company’s new tunnel vehicle runs on Tesla Model 3 batteries and drive units.
The Boring Company just introduced a new piece of hardware, and it runs on parts pulled straight from a Tesla showroom. Liner Truck 3, unveiled in a post from the tunneling company’s official X account, is an all electric vehicle built around Tesla Model 3 battery packs and drive units, purpose built to move concrete tunnel segments to the boring machine face without a single person underground.
Introducing Liner Truck 3 — our latest fully electric tunnel vehicle.
– Tesla Model 3 battery and drive units
– Transports 22,000+ lb of concrete segments to the boring machine
– 28 miles of range
– 12 mph max operating speed
– Remotely piloted from Global OCC in Texas, with… pic.twitter.com/XB7FgSXnpy— The Boring Company (@boringcompany) August 7, 2026
The job itself is unglamorous but critical. Each precast segment run weighs more than 22,000 pounds, roughly the load of a full cement mixer, and Liner Truck 3 hauls that weight repeatedly between the surface staging area and wherever the Prufrock machine happens to be cutting.
The Boring Company said Liner Truck 3 is piloted remotely out of its Global Operations Control Center in Texas, extending the Zero-People-In-Tunnel approach the company has spent years building toward. An earlier version of a ZPIT liner truck was already tested at the company’s Bastrop, Texas research tunnels, and a factory tour released last month showed an employee flying a fully loaded liner truck with a PlayStation controller. Liner Truck 3 looks like the production version of that same idea, cleaned up and pushed into daily use.
The timing lines up with a company digging in more places than it ever has before. The Boring Company now has multiple Prufrock machines active or arriving in Nashville, where Music City Loop construction has been accelerating since February, and its Vegas Loop network keeps adding tunnel mileage on a near monthly basis. Every one of those projects depends on getting concrete segments to the cutting face fast enough to keep the boring machine from idling, which is exactly the bottleneck Liner Truck 3 is designed to remove.
It also reinforces something Tesla owners have watched happen gradually across Musk’s companies: passenger car hardware finding a second life in heavy equipment. Model 3 drive units already move people through the Vegas Loop, and now the same components are hauling concrete underground in Nashville and wherever The Boring Company digs next. Whether that kind of component reuse extends further into TBC’s equipment lineup, or into other Musk owned industrial hardware, is the next thing worth watching.
SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
News
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.
Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.
The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.
The Boring Company just doubled its tunneling power in Nashville
The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.
Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.
For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
Elon Musk and SpaceX shrugs off the trading day Wall Street feared most
