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SpaceX, NASA finalize contract for second crewed Starship Moon landing
Around eight months after announcing its intention to do so, NASA has awarded SpaceX a contract for a second crewed Starship Moon landing as early as 2027.
Known as Option B, NASA has exercised a baked-in right to modify its Human Landing System (HLS) Option A contract with SpaceX – signed in April 2021 – to extract even more value from investments into the program. In addition to an uncrewed Starship Moon landing planned no earlier than (NET) 2024 and a crewed demonstration that could land two NASA astronauts on the Moon as early as 2025, NASA’s contract modification gives SpaceX the approval and resources it needs to prepare for a second crewed Starship Moon landing.
On top of securing NASA’s Artemis IV mission astronauts a ride to the lunar surface, the Option B contract will also allow SpaceX and NASA to pursue and demonstrate upgrades that will make Starship an even more capable and cost-effective Moon lander.
Update: NASA says that the Option B modification will cost $1.15 billion, raising the maximum value of SpaceX’s HLS contract to approximately $4.2 billion.
When NASA first announced its intention to add a second crewed Moon landing to SpaceX’s existing HLS contract, the agency couldn’t offer specific information about when that landing might occur or which Artemis mission it would be attached to. Part of the reason for that uncertainty was another announcement two months prior that NASA no longer expected a Moon landing to be paired with its Artemis IV (4) mission. And five days after a March 2022 announcement of plans for a second crewed Starship Moon landing, NASA seemingly reaffirmed that there would be a multi-year gap between Starship’s first crewed Moon landing (NET 2025; tied to Artemis III) and NASA’s second crewed Moon landing, which would use an unspecified lander.
But as of November 2022, NASA has thankfully abandoned plans to intentionally allow a gap between Moon landings. SpaceX’s Starship is now on contract to support back-to-back crewed Moon landings NET 2025 and 2027 as part of NASA’s Artemis III and Artemis IV missions. It’s unclear how or why NASA was able to make that change, but it’s a definite improvement over the alternative.
Additionally, NASA will work with SpaceX to debut new capabilities and improvements on Starship’s second crewed Moon landing. While the Artemis III landing will be about as barebones as possible, the Artemis IV Starship will be upgraded with the ability to transport more NASA astronauts (four instead of just two) and more cargo to the lunar surface. It’s not entirely clear, but NASA reportedly wants to land just ~180 kilograms (~400 lb) of cargo with the first crewed Starship, a vehicle likely capable of landing dozens of tons of cargo in addition to several astronauts. NASA hopes that future “sustainable” lander missions, a category that Starship’s Option B landing may or may not fall under, will transport up to one ton (~2200 lb) of cargo to and from the lunar surface.
Finally, the Artemis IV Starship will also be able to dock with NASA’s Lunar Gateway. Gateway is a small deep space station that will be located in a strange, high lunar orbit. It exists almost exclusively to give NASA’s Space Launch System (SLS) rocket and Orion crew capsule a destination they can both reach. The Orion capsule is almost twice as heavy as its Apollo counterpart and its European Service Module (ESM) offers less than half the performance of NASA’s retired Apollo Service Module. Combined, Orion is physically incapable of transporting itself (or astronauts) to the simpler low lunar orbits used by the Apollo Program.
Instead, NASA’s new Moon lander(s) have to pick up Orion’s slack. Starship will be responsible for picking up astronauts in a lunar near-rectilinear halo orbit (NRHO), transporting them to low lunar orbit, and returning them to NRHO in addition to landing on the Moon, spending a week on the surface, and launching back into lunar orbit.
Until it’s modestly upgraded in the late 2020s or 2030s, Gateway will be equally underwhelming. In fact, that’s part of the reason that Starship docking with the Gateway is in any way significant. SpaceX and NASA have decades of expertise docking and berthing spacecraft with space stations. But those spacecraft are typically smaller and lighter than the stations they were joining. Even after the Gateway is fully outfitted with a range of international modules, Starship will likely weigh several times more than the tiny station, making docking even more challenging than it already is.
Starship’s Moon lander variant could also have a cabin with hundreds of cubic meters of habitable space, while the Gateway is unlikely to ever have more than a few dozen. Having a Starship docked would thus immediately make the ultra-cramped station far more livable.
NASA says Artemis IV and the second crew Starship Moon landing will occur as early as 2027. But a ‘space prophet’ who predicted in 2017 that NASA’s SLS launch debut would slip from 2019 to “around 2023” and forecasted that SpaceX alone would win NASA’s Moon lander contract recently told Ars Technica’s Eric Berger that Artemis III, the mission before Artemis IV, is unlikely to launch before 2028. At the time, that source’s predictions verged on blasphemy, but they’ve ultimately proven to be eerily accurate. Only time will tell if their third ‘prophecy’ follows the same path.
Elon Musk
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Fort Bend County approved four incentive agreements Thursday for Tesla’s proposed $10.1 billion solar factory.
Fort Bend County commissioners on Thursday approved a package of tax incentives for Tesla’s proposed $10.1 billion solar cell factory near Needville, Texas, giving the company one of the last local approvals it needs before it decides where to build. All four Tesla agreements passed 4 to 0.
The votes covered a property tax abatement inside Reinvestment Zone No. 34, a Chapter 381 economic development agreement, a foreign trade zone non-objection paired with payments in lieu of certain taxes, and a separate payment in lieu of taxes “true up” agreement, according to agenda notes from the Fort Bend Commissioners Court meeting.
The project, known internally as “Project Crystal Sun,” would make solar cells and finished modules on roughly 3,000 acres near FM 762 and FM 1994, south of the Brazos River. As Teslarati reported when the filing first surfaced in August, Tesla’s application under the state’s JETI Act splits the investment into $1.5 billion in real property and $8.6 billion in equipment, with 9,712 permanent jobs projected by 2033 and commercial operations targeted for the first quarter of 2029. The plant would handle the full chain from ingot and wafer production through cell testing.
Inside Tesla’s secretive $10 Billion “Project Crystal Sun” filing
Thursday’s approval does not lock in the site. Tesla has told the Texas Comptroller it is still weighing other locations, and site selection adviser David Dennison told Lamar Consolidated ISD trustees in September that the race had narrowed to Fort Bend and one out of state rival with a “very compelling package,” according to the Houston Chronicle. Tesla hopes to decide before the end of 2026, and the incentives still need sign off from the Comptroller and the Governor’s office.
Local officials have now done nearly everything within their control. Commissioners created the reinvestment zone in an August 24 special meeting, with Interim County Judge Daniel Wong formally withdrawing himself over his engineering firm’s past work with Tesla. Lamar CISD trustees voted 7 to 0 on September 15 to advance a JETI agreement that would tax Tesla’s qualifying property at 50 percent of its value for maintenance and operations from 2029 through 2038.
The plant lines up with a target Elon Musk set on Tesla’s Q4 2025 earnings call in January, when he said the company would “work toward getting 100 GW a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels.” In March, Tesla was reported to be negotiating a $2.9 billion purchase of Chinese solar manufacturing equipment bound for Texas. The Houston area already hosts Tesla’s Megafactory in Brookshire, where Megapack 3 production has started. Tesla said on its Q3 call that Megapack supply for 2027 is nearly sold out, and Musk wrote on X Thursday that the company is “increasing production of Megapacks as much as possible,” as demand from data centers climbs.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Tesla is building its own maps to fix Navigation issues
