News
SpaceX moves next high-altitude Starship to launch pad after fixing fall damage
Update: Right on schedule, SpaceX rolled Starship serial number 9 (SN9) out of its ‘high bay’ assembly roost and transported the 50-meter-tall (~165 ft) stainless steel rocket to a launch pad about a mile down the road.
Wasting no time at all after having preemptively delivered a large crane from factory to pad the day prior, SpaceX began the process of lifting and installing Starship SN9 on one of two simple launch mounts less than three hours after arrival and began securing the rocket to the stand less than an hour after that. As discussed below, it’s nothing short of spectacular (and possibly unprecedented) that Starship SN9 was a victim of a workstand collapse, suffered some damage as a result, had that damage repaired or parts replaced, and was ready to roll to the launch pad to start pre-launch testing within a span of eleven days.
Additionally, SN9’s arrival means that SpaceX has now delivered a second complete Starship less than two weeks after Starship SN8 became the first full-size prototype to launch to high altitude atop multiple Raptor engines and skydive back to Earth. With the landing pad yet to be fully cleared after that launch debut, the crash-landed wreckage of SN8’s nose is even visible behind Starship SN9 in unofficial coverage of the new rocket’s pad transport and launch mount installation. As of December 22nd, SpaceX has one more road closure scheduled on Dec 23, followed by a trio from 8 am to 5 pm CST (UTC-6) from Dec 28-30. Stay tuned for updates as SpaceX prepares the second full-size Starship ever for tank proof and static fire testing!
A handful of days after a workstand collapse threatened to end SpaceX’s next high-altitude Starship before it could leave the cradle, the rocket appears to have shrugged off whatever damage was caused with ease.
On the morning of December 11th and less than 24 hours after SpaceX investors and VIPs like COO Gwynne Shotwell and CEO Elon Musk were standing almost underneath the rocket, an unknown issue cause Starship SN9’s workstand to partially collapse. Seemingly through sheer luck, the part of the circular stand that collapsed was towards the corner of the ‘high bay’ building housing SN9, causing the rocket to tip around five degrees before colliding with the wall’s steel frame.
Again, by some stroke of luck, the same angle of Starship SN9’s fall that prevented the rocket from tipping over onto Super Heavy’s in-work tank section (with workers possibly inside) seemingly allowed its flaps to absorb the bulk of that impact. One of two pairs used to keep the ship steady during a skydiver-like freefall maneuver, SN9’s forward and aft starboard flaps suffered obvious damage, perhaps unintentionally functioning like the crumple zones designed to protect passengers during car crashes.
Aside from one or two subtle dents caused by the thoroughly off-axis stresses, the rest of the fully-assembled vehicle remained visibly untouched, though it was a near-complete unknown if Starship was capable of surviving such an ordeal. For 99% of the world’s rockets, almost all of which are either built out of aluminum or carbon fiber, tipping from a vertical position into a steel wall at anything less than a snail’s pace would likely be the end of any normal propellant tank – probably up to and including even SpaceX’s own reusable Falcon boosters. At a minimum, extensive repairs would be required.
On December 20th, nine days after the incident and six days after a crane lifted SN9 back into a stable position, SpaceX quietly replaced the Starship’s crumpled forward flap after having removed both damaged flaps in the days prior. The installation of that replacement flap – possibly taken from Starship SN10’s nose – all but confirmed a best-case scenario, as it would be hard to remove the damaged hardware and install a new flap so quickly if the underlying hinge and mounting mechanisms had been damaged in the fall. If only the aft – but not forward – flap mechanism was somehow damaged, it would also make little sense to install a new forward flap.
Meanwhile, in another kind of encouraging sign, SpaceX moved the crane needed to lift Starships onto the launch mount from the build site to the launch pad on December 21st – right on schedule. It’s extremely unlikely that SpaceX would complete that move unless it was confident that a Starship prototype would be ready to roll to the launch pad, further implying that Starship SN9 really has shrugged off its workplace accident after less than two weeks of delays. Stay tuned for updates – road closures that could be used to transport SN9 are still in place from around 8 am to 5 pm CST on December 22nd and 23rd.
News
Tesla Superchargers open to Lucid Air, but not without one key thing
Lucid’s full lineup of EVs is now able to use Tesla Superchargers in the United States and Canada.
Tesla Superchargers will be open to Lucid Air vehicles starting on July 31, a move that comes nearly two years after the companies agreed to terms that would allow them to partner.
Lucid joins a long list of EV makers that have a full lineup of EVs that can utilize Tesla’s extensive Supercharger Network across the United States and parts of Canada. In all, over 32,500 Tesla Superchargers will be accessible to Lucid owners at the end of the month.
Lucid NACS adoption ‘must have been a bitter pill to swallow’: Elon Musk
All Air models, regardless of year or trim level, will gain access to the entire North American Tesla Supercharger Network. It will just need one key thing to charge: an NACS adapter.
Lucid Air sedans will require a DC NACS to CCS1 adapter in order to enable charging at the Tesla stalls. These will be priced at $220 plus tax.
Emad Dlala, Senior VP of Powertrain at Lucid, said:
“In addition to offering the longest-range electric vehicle available, Lucid is committed to offering our customers seamless and wide access to public charging. Access to the Tesla Supercharging Network for the Lucid Air is yet another major milestone.”
Charging speeds will allow Air EVs to charge at up to 50 kW, gaining up to 200 miles of range per hour.
As for the Lucid Gravity, the company’s SUV, it will not require the adapter because of its native NACS port. It gained access to the Supercharger Network in January.
Although Lucid Airs will not be able to charge at the rate of some other vehicles, they do boast some of the best range ratings in the EV industry. Having the luxury of additional charging piles to access will increase the value of the long-range ratings Lucid offers with its vehicles.
Lucid joins several other automakers that have a full lineup of EVs that have access to the Tesla Supercharger Network:
- Ford
- Rivian
- General Motors (Chevrolet, GMC, Cadillac)
- Volvo
- Polestar
- Nissan
- Mercedes-Benz
- Hyundai
- Kia
- Genesis
- Honda
- Acura
- Aptera
Other brands, like BMW, Audi, Volkswagen, Porsche, and Subaru, are expected to gain access in the near future.
News
Tesla Robotaxi wins over firm that said it was ‘likely to disappoint’
Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.”
Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.” The ride-hailing service has been operating for about a month, and driverless rides have been offered to a small group of people that continues to expand nearly every day.
JPMorgan went to Austin to test the Tesla Robotaxi platform, and it did so just a few weeks after listing Tesla as one of its “six stocks to short” in 2025. Highlighting the loss of the EV tax credit and labeling the Robotaxi initiative as one that was “likely to disappoint,” despite Tesla’s prowess in its self-driving software.
Analyst Ryan Brinkman has been skeptical of Tesla for some time, even stating that the company’s “sky-high valuation” was not in line with other stocks in the Magnificent Seven.
However, a recent visit to Texas that was made by JPMorgan analysts proved that the Robotaxi platform, despite being in its earliest stages, was enough for them to change their tune, at least slightly. The firm gave its props to the Tesla Robotaxi platform in a note by stating it was “certainly solid and felt like a safe ride at all times.”
It’s always nice to hear skeptics report positive experiences, especially as Robotaxi continues to improve and expand.
Tesla has already expanded its geofence for the Robotaxi suite in Austin, picking a very interesting shape for its newest boundaries:
Tesla’s Robotaxi expansion wasn’t a joke, it was a warning to competitors
As Robotaxi expands, Tesla is dealing with competition from Waymo, another self-driving ride-hailing service that is operating in Austin, among other areas. After Tesla’s expansion, which brought its accessible area to a greater size than Waymo’s, it responded by doubling its geofence.
Waymo’s expansion surpassed Tesla’s size considerably, and it seems Tesla is preparing to expand its geofence in the coming weeks.
Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement
The Robotaxi platform is not yet available to the public, but Tesla has been inviting more people to try it with every passing day. Currently, the map is roughly 42 square miles, but many believe Tesla is able to broaden this by a considerable margin whenever it decides.
Investor's Corner
Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush
Tesla will report earnings for Q2 tomorrow. Here’s what Wedbush expects.
Tesla (NASDAQ: TSLA) is set to report its earnings for the second quarter of 2025 tomorrow, and although Wall Street firm Wedbush is bullish as the company appears to have its “wartime CEO” back, it is looking for answers to a few concerns investors could have moving forward.
The firm’s lead analyst on Tesla, Dan Ives, has kept a bullish sentiment regarding the stock, even as Musk’s focus seemed to be more on politics and less on the company.
However, Musk has recently returned to his past attitude, which is being completely devoted and dedicated to his companies. He even said he would be sleeping in his office and working seven days a week:
Back to working 7 days a week and sleeping in the office if my little kids are away https://t.co/77cc6sRCFZ
— Elon Musk (@elonmusk) July 20, 2025
Nevertheless, Ives has continued to push suggestions forward about what Tesla should do, what its potential valuation could be in the coming years with autonomy, and how it will deal with the loss of the EV tax credit.
Tesla preps to expand Robotaxi geofence once again, answering Waymo
These questions are at the forefront of what Ives suggests Tesla should confront on tomorrow’s call, he wrote in a note to investors that was released on Tuesday morning:
“Clearly, losing the EV tax credits with the recent Beltway Bill will be a headwind to Tesla and competitors in the EV landscape looking ahead, and this cash cow will become less of the story (and FCF) in 2026. We would expect some directional guidance on this topic during the conference call. Importantly, we anticipate deliveries globally to rebound in 2H led by some improvement on the key China front with the Model Y refresh a catalyst.”
Ives and Wedbush believe the autonomy could be worth $1 trillion for Tesla, especially as it continues to expand throughout Austin and eventually to other territories.
In the near term, Ives expects Tesla to continue its path of returning to growth:
“While the company has seen significant weakness in China in previous quarters given the rising competitive landscape across EVs, Tesla saw a rebound in June with sales increasing for the first time in eight months reflecting higher demand for its updated Model Y as deliveries in the region are starting to slowly turn a corner with China representing the heart and lungs of the TSLA growth story. Despite seeing more low-cost models enter the market from Chinese OEMs like BYD, Nio, Xpeng, and others, the company’s recent updates to the Model Y spurred increased demand while the accelerated production ramp-up in Shanghai for this refresh cycle reflected TSLA’s ability to meet rising demand in the marquee region. If Musk continues to lead and remain in the driver’s seat at this pace, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Tesla will report earnings tomorrow at market close. Wedbush maintained its ‘Outperform’ rating and held its $500 price target.
Tesla Superchargers open to Lucid Air, but not without one key thing
Tesla Robotaxi wins over firm that said it was ‘likely to disappoint’
Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush
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