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SpaceX’s Moon Starship is a brilliant step towards reusable Mars rockets
SpaceX’s newly-announced Moon Starship is a fairly radical departure from the Mars-focused, fully-reusable vehicle the company has been pursuing for years. Unintuitively, that may be the perfect half-step towards truly reusable Mars rockets.
On April 30th, NASA announced that SpaceX had won $135 million to design and build a highly-customized variant of its reusable Starship spacecraft with the intention of launching a handful of space agency astronauts to the Moon in the mid-2020s. Whether or not that initial seed translates into enough funding to seriously design and build the ship SpaceX has shown off in new renders, it has already broken the ice, so to speak, between the US federal government (or at least NASA) and the company’s ambitious next-generation launch vehicle.
With a substantial amount of money now on the table for SpaceX to begin initial work on its Moon Starship, it’s worth analyzing just how different it is from the Starship the company is working on today.
First and foremost, perhaps the most obvious difference between SpaceX’s ‘base’ Starship and its lunar variant is the rocket’s hull. In the case of the Moonbound ship, SpaceX appears to have returned to a fully-painted vehicle for unknown reasons. More likely than not, that white paint is likely motivated by the fact that proposed NASA Moon landers must (obviously) be capable of landing and safely returning their astronaut cargo back into lunar orbit.
To do that, those landers must be able to sit on the surface of the Moon after landing for at least several days, with longer stays being even better. For Starship, this means that the vehicle must likely be able to keep its cryogenic liquid methane and oxygen propellant from warming up and turning into gas, thus preventing it from igniting its main Raptor engines. White paint is at least a bit more reflective (and thus insulating) compared to Starship’s shiny steel hull but it could also hint at the use of more extensive insulation then sealed off with paint.
This ties into perhaps the most significant functional change to the rocket. While visible in a render of the craft after landing on the Moon, a separate render just before touchdown fully revealed not only the addition of large vacuum-optimized retrothrusters – but a major strategic shift in how Lunar Starship will attempt to land on the Moon.
In short, it appears that SpaceX does not plan on propulsively landing Lunar Starship on the Moon under the power of its main Raptor engines. Instead, three triple-thruster clusters – likely relying on the same methane and oxygen propellant as Raptor – will fire up shortly before touchdown to gently land Starship on the Moon. This approach has significant benefits: the Moon’s gravity is so low (~1/6th of Earth’s) that using even just one engine as powerful as Raptor to land would be incredibly difficult – a single engine could theoretically lift a fully-fueled Starship thanks to low lunar gravity.
Additionally, powerful Raptor engines – even if they could be used to land – would likely dig huge craters in the Moon’s powder-like surface during a landing burn, making it more difficult astronauts to leave the ship to explore their surroundings. However, it also means that SpaceX must design and certify an entirely new kind of vacuum-optimized rocket engine – likely using gas propellant and fed by high-pressure tanks – for an extremely critical part of operations. If those landing engines were to fail, Starship would very likely crash on the Moon, marooning, wounding, or even condemning the astronauts aboard it.
Beyond new thrusters, a radically different landing strategy, and a painted (and possibly insulated) steel hull, Lunar Starship also features what looks like the tip of a Crew Dragon spacecraft in place of its nose, likely including Draco thrusters and a docking port. SpaceX has also copied the concept of Crew Dragon’s trunk section, installing a curved solar array that wraps around a large portion of Starship’s conical nose. Lunar Starship also offers what looks like the first official glimpse into a new style of Starship landing legs, prototypes of which are already installed on Starship SN4.
Simplicity first (ish)
Additionally, SpaceX has chosen to entirely exclude a windward heat shield from Lunar Starship, as NASA’s plan is (rather painfully) to launch astronauts to the Moon with SLS and carry them to lunar orbit and back to Earth on Orion. Starship also appears to be missing its complex and extensive habitation module and massive gallery window. All that absent hardware is almost certainly meant to dramatically simplify Starship to the point that even NASA would consider funding its development. Incredibly, that strategy appears to have worked and it’s possible that we could see Lunar Starships flying to the Moon as early as 2022.
While a stop at the Moon is decidedly one-way and requires a bit of a one-off Starship variant, what SpaceX has really done is found a way to get NASA to help fund the development of its fully-reusable next-generation launch system. Even if NASA’s Artemis program dies, flounders, or goes nowhere, SpaceX will likely still benefit significantly, much in the same way that NASA’s assistance developing Cargo Dragon and Falcon 9 was a huge boon for the company.
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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 Cybercab stands to gain from new rules that the Trump Administration is aiming to enforce on autonomous vehicles. On Thursday, NHTSA, under the Trump Administration’s U.S. Department of Transportation, commenced rulemaking on the Federal Motor Vehicle Safety Standards (FMVSS).
This effort aims to eliminate the mandate for manual brake pedals in vehicles that are designed to be driven exclusively by automated driving systems. This would impact the Tesla Cybercab, which the company has stated would operate without a steering wheel or pedals.
Tesla Cybercab launch is imminent after latest sighting at Giga Texas
The Trump Administration is looking to revise FMVSS No. 135, which requires standard braking systems on light-duty vehicles.
Currently, the regulation requires light-duty cars to use traditional manual braking systems that allow operators to slow the vehicle. With the advent of self-driving in the U.S., these regulations need updating, and these are the changes that could come to FMVSS No. 135:
- Removes requirements for hand- or foot-operated brake controls for vehicles designed never to be operated by a human. Existing rules still apply to AVs that retain manual controls.
- All subject vehicles must still meet the same stopping distance performance criteria via alternative testing procedures.
- While this update ensures AVs can physically stop when commanded, NHTSA is separately developing safety performance requirements for AVs in real-world driving scenarios.
- NHTSA will continue to use its broad defect enforcement authority to investigate unsafe ADS behavior and oversee recalls.
As autonomy becomes a greater part of passenger travel, these types of rule adjustments will be more than reasonable. It will give manufacturers the ability to self-certify their vehicles and avoid any red tape that could ultimately delay the deployment of these vehicles.
Administrators are also incredibly excited about the opportunity to play a role in the advancement of self-driving vehicles.
“We are at the cusp of the greatest technological revolution in vehicle technology since the innovation of the Model T,” NHTSA Administrator Jonathan Morrison said. “If we want America to lead the way, we have to reimagine our regulatory framework. That’s why under Secretary Sean Duffy’s AV Framework, NHTSA is tearing down pointless barriers to innovative designs while strengthening the fundamental safety requirements that matter and holding AV developers accountable for safe performance.”
The Cybercab entered mass production at Gigafactory Texas in April. Tesla ultimately plans to push the vehicle into its Robotaxi fleet, potentially when frameworks like these are established.
Tesla plans to boost production at its Gigafactory Berlin plant in Germany following a sharp rebound in sales and demand in Europe after a softer 2025.
The plans put Tesla in a better position to compete with strengthening companies in Europe and potentially other markets; demand indicators show Tesla is much better off than in 2025.
Last year was a tough year for Tesla in terms of overall demand in Europe. The company produced over 200,000 vehicles at the German plant last year, a soft figure compared to the 375,000 vehicles Tesla lists as its current capacity at the factory.
🚨 Tesla said this morning it will ramp up production at Gigafactory Berlin to a volume of 7,500 vehicles per week.
This is a 20 percent boost in production. Tesla will hire 1,000 new employees to help with the increase.$TSLA pic.twitter.com/kravKfRO5n
— TESLARATI (@Teslarati) June 25, 2026
Tesla’s overall European sales dropped significantly last year due to a variety of factors. However, sales are rebounding, and demand is strong once again, and only getting stronger. Tesla is now planning to bump production of Model Y vehicles at Giga Berlin upward by about 20 percent. It will also bring 1,000 new jobs to the plant.
Tesla confirmed the details of its planned production expansion in Germany this morning. It is a strategy to keep up with strengthening demand.
In Q1, Tesla saw a record 61,000 vehicles produced at Giga Berlin. European registrations rebounded sharply, with Model Y seeing 117 percent increases in March 2026 compared to last year. Germany alone saw stark increases, with a quadrupling in registrations to 9,252 units.
This trend continued in other key European markets, including France, Denmark and Sweden. Tesla registrations were up over 46 percent in some of these markets, and Model Y continued its trend as a top BEV in the market.
Demand has been recovering strongly in 2026, giving Tesla a reason to expand production efforts at the factory. These increases signal management’s confidence in sustained or growing European pull for Berlin-built vehicles.
One of Tesla’s biggest threats just got banned in the U.S.
Tesla Cybercab stands to gain from new Trump autonomy rules
