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SpaceX envisions massive rocket enclosure for military applications
SpaceX has published the first renders of a massive tower (MST) designed to fully enclose a Falcon Heavy rocket, giving the US military access to certain prized satellite payloads even when the vehicle is vertical at the launch pad.
Stretching some 70 m (230 ft) tall and 12.2 m (40 ft) wide, building a movable tower capable of fully enclosing SpaceX’s Falcon Heavy rockets is no mean feat. Known as a mobile service tower (MST), SpaceX has managed to avoid the need for the expensive, complex, and extremely unwieldy infrastructure for the first decade of Falcon 9 and Falcon Heavy launch operations. Instead, SpaceX has designed its launch vehicles around the concept of horizontal integration, meaning that its Falcon rockets can be entirely integrated and prepared for flight before going vertical for launch. This approach has ensured easy, cheap access to the entire rocket and payload up until the last few days of static fire and launch operations, lowering the cost of launch.
Beyond Russian spaceflight operations, SpaceX, and a handful of other companies around the world, nearly all other major launch providers and space agencies – including the United Launch Alliance (ULA), Arianespace, ISRO (India), and CNSA (China) – rely almost exclusively on vertical integration. With its new Pad 39A mobile tower, SpaceX will soon join that small club, giving it the ability to compete on completely even footing with ULA and others for lucrative military launch contracts.
While one only has so much flexibility when designing a mobile skyscraper that needs to survive Florida’s hurricane seasons, SpaceX’s solution is still visually unique. According to the company, the mobile service tower (MST) it plans to build at its Kennedy Space Center (KSC) Launch Complex 39A (Pad 39A) facilities will measure 87m (284 ft) from its wheels to the top of its roof, while the tower’s ‘crawler’ base will be some 36m x 33m (118 ft x 108 ft) wide, a quarter of the area of a US football field.
During launch preparations, SpaceX would integrate its Falcon Heavy and Falcon 9 rockets like usual, joining boosters, side boosters, upper stages, and recovery while still horizontal inside its Pad 39A hangar. The integrated rocket would be installed (still horizontal) on 39A’s transporter/erector (T/E) – the white steel structure seen backing the rocket above – and rolled out to the launch mount, where the T/E is effectively bolted into the ground before lifting the rocket vertical.
Once vertical, SpaceX’s new tower would slowly crawl about 40m (130 ft) to fully encompass a given Falcon Heavy or Falcon 9 rocket. Once safely inside the MST, 11 different levels would give SpaceX and customer technicians access to the vast majority of the rocket. Most importantly, the tower would allow SpaceX technicians to crane certain US military payloads – encapsulated inside a Falcon payload fairing – onto the top of the rocket.
At the end of the day, that’s really the only reason SpaceX needs such a tower – certain customers (the US military and, to a lesser extent, NASA) have certain payloads that they either can’t or won’t tweak to allow for horizontal integration. No schedule for the MST construction has been mentioned yet but knowing SpaceX, it’s safe to say it could be completed sooner than later once environmental impact studies are complete and construction permits have been secured.
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Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla needs to come through on this one Robotaxi metric, analyst says
