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SpaceX’s Mr Steven gains upgraded arms to catch its first Falcon 9 fairings

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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.

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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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.

 

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.

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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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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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Tesla CEO Elon Musk sends final warning to Bill Gates over short position

“If Gates hasn’t fully closed out the crazy short position he has held against Tesla for ~8 years, he had better do so soon,” Musk said.

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Tesla CEO Elon Musk sent a final warning to former Microsoft CEO Bill Gates over his short position, which he confirmed he held to Musk directly several years ago.

Gates has been a skeptic of Tesla for some time, but he has also tried to work with Musk on philanthropic opportunities several years ago, which was coincidentally when he admitted to the company’s frontman that he held a short position.

Musk was, in turn, “super mean” to Gates, according to Walter Isaacson’s biography about the Tesla CEO. Gates had put $500 million against Tesla, shorting the stock and hoping to profit from its failure.

Elon Musk explains Bill Gates beef: He ‘placed a massive bet on Tesla dying’

A short position essentially means Gates is betting Tesla shares will go down, which would make him money. However, shares have gone up over six percent this year and increased nearly 150 percent over the past five years.

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At the recent Annual Shareholder Meeting, Musk made many claims about Tesla’s future projects and how they could manage to disrupt various industries. He also recently had a massive $1 trillion compensation package approved, which will be awarded in twelve tranches, all of which combine a company valuation goal and an individual goal related to a product.

Musk was able to complete his last approved pay package, but it was not awarded due to a ruling by a Delaware Chancery Court. Nevertheless, his track record of proving growth for Tesla shareholders is excellent, and investors are obviously very encouraged by his capabilities as a CEO, considering 76.6 percent of shareholders voted to approve his new compensation.

After it was revealed that the Gates Foundation dumped 65 percent of its Microsoft position for nearly $9 billion, Musk had one final message for him: drop your Tesla short position soon, or else.

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Musk’s rivalry with Gates is mostly founded on the Tesla CEO’s discontent with the former Microsoft frontman’s short position. However, Musk might have a bit of a soft spot for Gates, considering he is giving him a warning of what is potentially to come. If he really wanted to do some damage to Gates, he would not give him any heads-up at all.

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Tesla rolls out most aggressive Model Y lease deal in the US yet

With the promotion in place, customers would be able to take home a Model Y at a very low cost.

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(Credit: Tesla)

Tesla has rolled out what could very well be its most aggressive promotion for Model Y leases in the United States yet. With the promotion in place, customers would be able to take home a Model Y at a very low cost.

Zero downpayment leases

The new Model Y lease promotion was initially reported on X, with industry watcher Sawyer Merritt stating that while the vehicles’ monthly payments are still similar to before, the cars can now be ordered with a $0 downpayment. 

Tesla community members noted that this promotion would cut the full payment cost of Model Y leases by several thousand dollars, though prices were still a bit better when the $7,500 federal tax credit was still in effect. Despite this, a $0 downpayment would likely be appreciated by customers, as it lowers the entry point to the Tesla ecosystem by a notable margin.

Premium freebies included

Apart from a $0 downpayment, customers of Model Y leases are also provided one free upgrade for their vehicles. These upgrades could be premium paint, such as Pearl White Multi-Coat, Deep Blue Metallic, Diamond Black, Quicksilver or Ultra Red, or 20″ Helix 2.0 Wheels. Customers could also opt for a White Interior or a Tow Hitch free of charge.

A look at Tesla’s Model Y order page shows that the promotion is available for all the Model Y Premium Rear-Wheel Drive and the Model Y Premium All-Wheel Drive. The Model Y Standard and the Model Y Performance are not eligible for the $0 downpayment or free premium upgrade promotion as of writing. 

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🚨 Tesla Full Self-Driving v14.1.7 is here and here’s some things it did extremely well! #tesla #teslafsd #fullselfdriving ♬ You Have It – Marscott

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Tesla is looking to phase out China-made parts at US factories: report

Tesla has reportedly swapped out several China-made components already, aiming to complete the transition within the next two years.

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(Source: Tesla)

Tesla has reportedly started directing its suppliers to eliminate China-made components from vehicles built in the United States. This would make Tesla’s US-produced vehicles even more American-made.

The update was initially reported by The Wall Street Journal.

Accelerating North American sourcing

As per the WSJ report, the shift reportedly came amidst escalating tariff uncertainties between Washington and Beijing. Citing people reportedly familiar with the matter, the publication claimed that Tesla has already swapped out several China-made components, aiming to complete the transition within the next two years. The publication also claimed that Tesla has been reducing its reliance on China-based suppliers since the pandemic disrupted supply chains.

The company has quietly increased North American sourcing over the past two years as tariff concerns have intensified. If accurate, Tesla would likely end up with vehicles that are even more locally sourced than they are today. It would remain to be seen, however, if a change in suppliers for its US-made vehicles would result in price adjustments for cars like the Model 3 and Model Y.

Industry-wide reassessments

Tesla is not alone in reevaluating its dependence on China. Auto executives across the automotive industry have been in rapid-response mode amid shifting trade policies, chip supply anxiety, and concerns over rare-earth materials. Fluctuating tariffs between the United States and China during President Donald Trump’s current term have made pricing strategies quite unpredictable as well, as noted in a Reuters report. 

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General Motors this week issued a similar directive to thousands of suppliers, instructing them to remove China-origin components from their supply chains. The same is true for Stellantis, which also announced earlier this year that it was implementing several strategies to avoid tariffs that were placed by the Trump administration. 

@teslarati 🚨 Tesla Full Self-Driving v14.1.7 is here and here’s some things it did extremely well! #tesla #teslafsd #fullselfdriving ♬ You Have It – Marscott
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