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SpaceX installs new Starship on static fire test stand
SpaceX may be focused on preparing Starship S24 and Super Heavy Booster 7 for their potentially imminent orbital launch debut, but the rest of the company’s Starship factory isn’t just sitting around.
The laser focus on carefully testing Ship 24 and Booster 7 may have limited the effectiveness of Starbase rocket production, but the factory has continued to produce new ships and boosters. SpaceX has even conducted some limiting testing of a pair of prototypes meant to follow in the footsteps of S24 and B7. In mid-January, that process entered a new and more active phase as SpaceX transported Starship S25 from the factory to the launch pad.
The trip is not Ship 25’s first. Starship S25 first headed to SpaceX’s South Texas launch and test facilities on October 19th, 2022, shortly after the vehicle was fully assembled. Around three weeks of testing followed, and now Ship 25 is back for more.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Ship 25
The first round of tests was thorough and put Ship 25 through a pneumatic proof test, multiple cryogenic proof tests, and likely a few simulated thrust tests using six hydraulic rams.
“Ship 25 was removed from SpaceX’s other Starship test stand on November 8th, it was rolled back to Starbase’s Starship factory. Ship 25 first rolled to the launch site on October 19th and has since completed four visible tests. On October 28th, Ship 25 survived a pneumatic proof test that showed that its tanks were leak-free and capable of surviving flight pressures (roughly 6-8.5 bar or 90-125 psi). Three cryogenic proof tests followed on November 1st, 2nd, and 7th. The first cryoproof was likely just that – a test that pressurized Ship 25’s tanks and filled them with cryogenic liquid nitrogen (LN2) or a combination of liquid oxygen and LN2.
The next two tests likely took advantage of the customized test stand, which has been semi-permanently outfitted with a set of hydraulic rams that allow SpaceX to simulate the thrust of six Raptor engines while Starship’s structures are chilled to cryogenic temperatures and loaded with roughly 1000 tons (~2.2M lb) of cryogenic fluids. If a Starship can survive those stresses on the ground, the assumption is that it will likely survive similar stresses in flight.”
Teslarati.com – October 20th, 2022
As usual, SpaceX didn’t comment on the development or indicate how that initial proof testing had gone, but Ship 25’s January 14th, 2023 return to the launch site all but guaranteed that that testing had gone more or less according to plan. On January 17th, SpaceX lifted Ship 25 onto Starbase’s only Starship static fire test stand, further confirming that Ship 25 proof testing went to plan.
Soon after its November 2022 return to Starbase’s build site, six Raptor engines were moved into the High Bay and installed on Ship 25. The Starship’s aft was then likely buttoned up with a heat shield before it headed to the test site to begin its static fire test campaign. That campaign could tell us a lot about the status of Starship prototypes. To date, only two Ships have completed full six-Raptor static fire tests, and both took days, weeks, or months to build up to those six-engine milestones with multiple smaller tests. If Ship 25 were to skip those preliminary tests and immediately conduct a six-engine static fire, it would be a sign that SpaceX is significantly more confident in the current Starship design.
Booster 9
Ship 25 is believed to be paired with Super Heavy Booster 9, which recently finished its own round of proof tests. About two months behind Ship 25, Booster 9 rolled out of its Starbase assembly bay and headed to the launch site on December 15th, 2022. The Super Heavy prototype ultimately completed two partial cryogenic proof tests on December 21st and 29th, during which it was likely loaded with around a thousand tons of liquid nitrogen to simulate explosive liquid oxygen and methane propellant. Booster 9 then returned to Starbase’s factory on January 10th, 2023.
Assuming those tests went well, Raptor engine installation could begin at any moment. However, thanks to significant design changes and upgrades present on Booster 9, outfitting and testing this Super Heavy could take longer than usual. Many smaller changes are present, but the most significant by far is the addition of an upgraded version of Raptor. The engine’s combustion-related hardware is likely the same as the Raptor V2 engines present on Booster 7, Ship 24, and Ship 25. But the hardware used to steer each engine – called thrust vector control (TVC) – has been completely changed.
Instead of using a complex web of plumbing and hydraulic power units bolted to the side of Super Heavy, Booster 9’s 13 central Raptors will be electrically steered. That has allowed SpaceX to remove those power units (streamlining Booster 9’s exterior) and reduce the already rats nest of plumbing required to fuel, control, power, and steer dozens of high-performance rocket engines on one booster. SpaceX has been testing electric Raptor TVC for months at its McGregor, Texas development facilities, but it’s unclear if the new technology has progressed to the point that 13 upgraded engines are ready to be installed on Booster 9. In the meantime, SpaceX may install Booster 9’s fixed outer ring of 20 Raptor V2 engines – none of which gimbal or need new electric TVC hardware.
Once all 33 engines are installed, it’s likely that Booster 9 will be thoroughly tested to ensure that all 13 electrically-steered engines work well together before, during, and after numerous static fire tests. SpaceX will also need to verify that the batteries likely powering those new systems function as expected. During the peak stresses they will likely experience, the electric TVC could need to rapidly redirect more than 3000 tons (~6.6 million lbf) of thrust multiple times per second. The peak power required from Super Heavy’s batteries will likely be immense as a result.
For now, the start of Super Heavy B9’s own static fire test campaign could be months away and will have to wait until Starbase’s only orbital launch mount – currently occupied by Booster 7, Ship 24, and Starship’s first orbital launch campaign – is vacated. With that orbital launch debut unlikely to happen before March 2023, Booster 9 has plenty of time to relax inside Starbase’s Wide Bay while Ship 25 begins static fire testing at a separate stand.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
