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SpaceX’s Mr Steven gains upgraded arms to catch its first Falcon 9 fairings
SpaceX’s iconic Falcon 9 payload fairing recovery ship, known as Mr Steven, has been spotted in California’s Port of San Pedro having new arms installed with two cranes and a crew of SpaceX technicians. Aside from the sudden addition of dramatically different arm design, a large inflatable structure also took shape – seemingly overnight – right behind Mr Steven, the purpose of which is entirely unclear.
Incredibly, these massive new arms and their new equally large support struts and base plates have begun installation barely two weeks after Mr Steven took roost and had his old arms removed at SpaceX’s Berth 240 property. While the timeline of the arm and net upgrades – mentioned by CEO Elon Musk several weeks ago – was previously uncertain, the incredibly quick turnaround from old arm removal to new arm install suggests that SpaceX may, in fact, be aiming to have Mr Steven ready for recovery operations as early as Iridium-7, scheduled for launch on July 20th. In all likelihood, the fairing recovery vessel will be held up till the subsequent Vandenberg Air Force Base launch while a net with an area perhaps four times larger is custom-built for SpaceX.
A massive inflatable structure appeared out of nowhere at Berth 240 roughly four days after Teslarati photographer Pauline Acalin had last checked up on the facility. (Pauline Acalin)
Nevertheless, SpaceX’s speed rarely fails to surprise, and it’s entirely possible that a new, larger net was already ordered some time ago in preparation for the eventuality that Mr Steven’s first recovery mechanism was unsuccessful. Given the fact that at least two main arms and perhaps eight white, cylindrical struts have apparently been completed and are awaiting installation at Berth 240, it’s probable that the lead time on this new recovery mechanism stretches back at least several months, likely at least a month before Musk mentioned that Mr Steven would have its usable catching area grown “by a factor of [four]” in early June.
Yup, we are extending the net area by a factor of 4
— Elon Musk (@elonmusk) June 5, 2018
Closing the fairing recovery gap
With four times the net available to catch wayward Falcon 9 payload fairings, SpaceX may be able to finally close the gap between Mr Steven and the successful and routine recovery and reuse of the second of three main Falcon 9 (and Heavy) components. At roughly 10% of the total cost (not price) of a single-booster Falcon 9, the considerable effort being put into the recovery of carbon-composite payload fairings is in a way motivated more by manufacturing bottlenecks than by the money it will save SpaceX (somewhat less than $3m per half).
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- Taken on Friday, these two photos show the new arm mounting brackets, installed on Mr Steven the week of July 2nd. (Pauline Acalin)
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- Scarcely 48 hours later, an entirely new pear-shaped arm and two huge, circular struts were successfully installed, presumably the first of four sets. (Pauline Acalin)
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- (Pauline Acalin)
SpaceX’s team of composite technicians and engineers will need to reliably fabricate as many as ~50 payload fairing halves in 2018, effectively one half each week
By recovering payload fairings before they touch the ocean surface, the company may – in one fell swoop – be able to dramatically reduce the operational expenditure required to sustain the annual production of dozens of Falcon fairings, each of which requires an inescapable and tediously slow stint in a massive autoclave, only a few of which can be squeeze into the company’s Hawthorne factory. As an example, SpaceX’s team of roughly 150 dedicated composite technicians and engineers will need to reliably fabricate as many as ~50 payload fairing halves – nearly a full half each week – to sustain SpaceX’s anticipated 2018 manifest of 24-28 launches, excluding three Cargo Dragon resupply missions that don’t need fairings.
While both Crew and Cargo Dragon spacecraft and trunks contain a large proportion of carbon fiber-composite structures, every composite Falcon 9 interstage that rolled off of the assembly line since February 2018 is part of a Block 5 booster and is thus expected to support a bare minimum of several missions on its own, functionally multiplying the useful output of any given production line even while the amount of work (and thus work-hours) is reduced. While Falcon 9 boosters – making up roughly 70% of the cost of the entire rocket – have been successfully upgraded to support several reuses each, SpaceX still has to produce a new payload fairing and upper stage for each launch. A spectacular Block 4 farewell earlier this month – complete with a recoverable booster expended to make way for Block 5 – simply served to emphasize the company’s desire to mitigate the expandability of both (currently) unreusable segments of Falcon 9.
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- Meanwhile, the purpose of this massive inflatable ring is almost entirely unclear, as it would appear to be redundant with the initial installation of Mr Steven’s new recovery mechanism. (Pauline Acalin)
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- Arm installation will presumably continue over the course of the week, hopefully reaching completion in time to recovery Iridium-7’s payload fairing. (Pauline Acalin)
If Mr Steven can recover even a small fraction – say 25% – of SpaceX payload fairings launched annually, the exact same level of effort (and thus capital) could support 25% more launches annually or reduce the work hours spent on fairing production by 25%. As it happens, SpaceX’s next-generation rocket (BFR) happens to be built (theoretically) almost entirely out of carbon-composites, from the propellant tanks to the spaceship’s delta wing.
Originally meant to focus on the wholly unexpected appearance of a giant inflatable structure at Berth 240, SpaceX’s breakneck pace of action abruptly recentered it on the equally unexpected installation of one the vessel’s first upgraded arms, meant to support a net that could be as much as four times larger than its predecessor. That symbolism on its own is a worthy representation of some of the best aspects of SpaceX’s world-class team of engineers and technicians, acting as a slightly more on-topic corollary to the equally rapid design, prototyping, fabrication, and testing of ad-hoc ‘submarines’ intended to help a number of Thai children currently trapped in a cave near the country’s border with Myanmar/Burma.
Mr Steven shows off the first of four new arms as a mysterious inflatable ring patiently sits astern. (Pauline Acalin)
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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
