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SpaceX could begin testing its Mars rocket in Texas by late 2018, early 2019

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On the heels of a successful wet dress rehearsal for Falcon Heavy, SpaceX’s President and COO Gwynne Shotwell spoke briefly about SpaceX for an aerospace conference located at Texas’ Academy of Medicine, Engineering & Science. Ars Technica’s senior spaceflight editor Eric Berger was in attendance and provided a rough outline of live tweets during the first group of presentations.

While the phrasing cannot provide absolute confirmation, Berger summarized a statement by Shotwell suggesting that SpaceX’s Boca Chica, Texas launch site, currently in the early stages of construction, could be ready to host “vehicle tests” as soon as late 2018, early 2019. At this point in time, based on comments from Shotwell and CEO Elon Musk, it can be reasonably assumed that SpaceX’s Texas launch facilities will be dedicated mainly to the company’s interplanetary colonization efforts, and will probably be tailored to support the testing and eventual launches of BFR/BFS.

After nine months of earnest construction and rehabilitation, SpaceX’s LC-40 pad was recently reactivated and has since supported two launches without any major hitches. At the same time, LC-39A in flux in order to support launches of SpaceX’s new Falcon Heavy rocket, the size of which required some concomitant upgrades to multiple ground systems. With both of those major tasks now effectively complete, SpaceX’s pad construction team is free to either refocus their efforts towards Boca Chica. Over the past several months, Boca Chica has seen a gradual but consistent level of development, mainly by way of unaffiliated SpaceX contractors. These changes have been dutifully tracked over the last several years on NASASpaceflight.com forums by a handful of friendly local residents interested in the changes coming to Boca Chica and Brownsville, Texas, a nearby town.

SpaceX’s Boca Chica facilities and STARGATE dishes (center-left) seen at sunset from the top of the giant crane garage. (anonymous Instagram user)

Most significantly, the last several months have seen three major developments. First and most prominently, a permanent facility called STARGATE externally appears complete and its two large radio communication dishes have been installed nearby. The STARGATE facility is a public-private partnership between the University of Texas at Brownsville (now part of University of Texas Rio Grande Valley) and SpaceX, with the academic components focusing on research that SpaceX undoubtedly has interest in: improved orbital spacecraft tracking and communications. Operationally, SpaceX will use the facilities to communicate with and operate its Crew Dragon spacecraft during launches, set to begin with an uncrewed demonstration mission as early as August 2018.

Second, an absolutely massive trolley crane appeared on SpaceX’s land and was eventually housed in an apparently purpose-built shed. The crane dwarfs anything currently used at SpaceX’s launch facilities and is almost certainly a custom-ordered piece of equipment, and thus would be both expensive and explicitly purposeful. What that purpose might be is currently unknown, but it is entirely plausible that the crane is intended to support initial testing (or even limited manufacturing) of SpaceX’s first BFS prototype rockets. This speculation has now been strengthened by Shotwell’s January 11 2018 comment on potential “vehicle tests” occurring at the site within a year or so, and also meshes with a presentation she gave in October 2017 at MIT. It also fits with Elon Musk’s 2017 IAC comments that BFR construction tooling and facilities were respectively already ordered and under construction.

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The boom of the giant crane seen in late 2017, parked at SpaceX’s Boca Chica facilities. (Reddit /u/ ticklestuff)

Third and last, the aforementioned SpaceX-following locals observed the early stages of a solar power install beginning on some of SpaceX’s Boca Chica land in late 2017, and also noted that at least some of its contractors were part of Tesla Solar. Plans and permits for solar power were acknowledged as far back as 2014, although at that point the contractor was Solar City (now a part of Tesla). A handful of months later, NASASpaceflight user and all-around awesome guy Nomadd has installed a webcam on a tall pole with a wonderful view of both the solar installation (now nearly completed) and STARGATE. The acre of solar panels can be expected to produce as much as half a megawatt (MW) at peak sun, likely more than enough to offset a considerable amount of the facilities’ electricity usage even after it begins to be see serious use.

 

Originally announced as an additional Falcon launch facility in 2014, Boca Chica has remained relatively dormant over the last three years, and it is truly exciting to see activity ramping up. There are admittedly significant barriers that will prevent SpaceX from effortlessly repurposing its Boca Chica pad for BFR, a much larger rocket. If SpaceX intends to do that, they will almost certainly need to pass a significantly updated FAA environmental impact review and account for any remediations that might be required. Still, that is a small ask for for Brownsville’s local government and Texas as a whole, both of which have clearly enjoyed and begun to benefit from SpaceX’s presence in the otherwise unknown area. SpaceX is unlikely to give up on Boca Chica in the near term, so long as Ms. Shotwell maintains her belief that it is effectively the perfect location for BFR launches.

Overall, Shotwell’s comments over the last several months and today in particular are increasingly encouraging, and things are likely to only speed up as 2018 progresses, allowing SpaceX to focus more and more of its expertise on BFR, BFS, and its South Texas testing and launch facilities.

Full disclosure: As Shotwell did not specify which vehicle or vehicles could be expected to begin testing in 2018/2019, it is possible that Falcon 9, not BFR, was the statement’s target. This article should be taken with a grain of salt, as it is educated speculation based upon public information from SpaceX executives and Texas contractors. Teslarati reached out to SpaceX for additional information, but the company was unable to comment further on Shotwell’s presentation at the moment.

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Investor's Corner

Tesla reports Q3 Earnings today: here’s what to expect

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Credit: TechOperator | X

Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.

Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.

Tesla showrooms picked clean ahead of Q3 end as demand looks strong

For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:

  • Total Revenues: $28.34B
  • Non-GAAP EPS: $0.43
  • Operating Margin: 2.5%
  • Operating Income: $721M
  • Free Cash Flow: ~-$4.51B

Here are a few things we are looking forward to hearing about on the call:

Automotive Gross Margin and Overall Profitability

This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.

Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.

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Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress

The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.

Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.

Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for

Say Investor Questions

  1. How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
  2. When can we anticipate FSD unsupervised in customer cars?
  3. When will the CyberCab be available for customer purchase/ownership?
  4. What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
  5. Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?

The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.

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SpaceX confirms Starship 15 launch window with massive ambitions

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Credit: SpaceX

SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.

CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.

SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms

The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:

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This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”

Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.

The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.

The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.

As of now, the Starship program is firing on all cylinders.

Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.

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Investor's Corner

SpaceX stock gets a slew of price target boosts after bullish earnings call

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Wall Street analysts rapidly raised price targets on SpaceX (NASDAQ: SPCX) after the company reported a bullish third quarter for 2026 following the market close on October 20. Shares were sent sharply higher in after-hours and premarket trading.

SpaceX posted revenue of $14.6 billion, a 161 percent year-over-year increase that comfortably topped consensus estimates, which fell near $12.7 billion. The company also posted a net profit of $4.4 billion from a prior-year loss, with adjusted EBITDA reaching $8.8 billion.

Its Super Intelligence (AI) division generated roughly $7.6 billion and became the largest revenue contributor, growing nearly 830 percent year-over-year, while the Connectivity segment delivered $5.2 billion on strong subscriber additions that lifted the consumer base to 13.6 million for Starlink.

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The Earnings Call proved especially catalytic, as CEO Elon Musk and CFO Bret Johnsen outlined Q1 2027 revenue guidance of $33 billion to $37 billion, which was far above the roughly $22 billion analysts had modeled, alongside fourth-quarter capital-expenditure plans of $35 billion to $40 billion focused on AI compute infrastructure at sites including Memphis and Southaven.

SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms

Management targets 2.5 to 3 gigawatts of nameplate compute capacity by year-end and discussed pathways to 13 gigawatts or more by the end of 2027. Musk described relentless demand from hyperscalers and other customers, with compute pricing supporting payback periods of less than a year and potentially as short as six months.

Additional highlights included Starship’s recent orbital success and V3 satellite deployment, Starlink pricing and enterprise momentum, rapid Grok Bot adoption, spectrum expansion plans, and the formation of special committees to explore a possible combination with Tesla.

These elements prompted a wave of price-target increases:

  • JPMorgan more than doubled its target to $500 from $240 while maintaining an Overweight rating.
  • Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
  • Barclays raised its target to $300 from $254 (Overweight).
  • Citi increased its target to $240 from $200 (Buy),
  • UBS moved to $230 from $210 (Buy), and
  • TD Cowen raised its target to $224 from $200 (Buy).
  • Morgan Stanley held an Overweight rating with a $300 target.
  • Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.

Shares, which closed at $147.79 on October 20, jumped roughly 8 percent in early premarket trading on October 21 as investors digested the results and the newly elevated Street targets.

The average analyst price target has moved higher, which reflects greater conviction in SpaceX’s trajectory across launch, connectivity, and the Super Intelligence business, even as elevated spending remains a point of focus.

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