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SpaceX scrubs Starhopper’s final Raptor-powered flight as Elon Musk talks “finicky” igniters
For unknown reasons, SpaceX’s Starhopper prototype suffered a hold just 0.8 seconds prior to its second planned flight test, a hold that was eventually followed by a decision to scrub the August 26th attempt and try again tomorrow, August 27th.
Starhopper is a full-scale, partial-height testbed for SpaceX’s next-generation Starship launch vehicle, serving more as a semi-mobile test stand for steel rockets and Raptor engines than an actual Starship prototype. The unusual vehicle took flight for the first time ever on July 25th, reaching an altitude of roughly 20m (65 ft) under the power of a single Raptor engine, capable of producing up to 200 tons (450,000 lbf) of thrust. That test also suffered a minor scrub on the 24th, followed by a successful flight one day later, a chapter that Starhopper may now mirror on its second attempted flight, a 150m (500 ft) hop.
Notably, SpaceX CEO Elon Musk took to Twitter just seconds after the rocket’s scheduled liftoff suffered a last-second hold to indicate that Raptor’s torch igniters were proving somewhat finicky relative to the chemical alternative used by SpaceX’s proven Merlin engines.
The CEO later confirmed that that comment was directly related to the 26th’s scrub, indicating that Raptor serial number 06 (SN06) needed to have its igniters inspected prior to a second hop test attempt, now scheduled to occur no earlier than 6pm EDT (22:00 UTC) on August 27th. The gist of the difficulties with Raptor’s igniter starts with the reason that SpaceX is attempting to integrate an entirely new form of ignition into the engine, replacing the methods successfully used over tens or even hundreds of thousands of seconds of firing with the company’s Merlin 1 and Merlin Vacuum engines.
Merlin 1D and MVacD both rely on a relatively simple, reliable, cheap, and easy method of chemical ignition, using a duo of pyrophoric materials known as triethylaluminum-triethylborane (TEA-TEB). When mixed, these materials immediately combust, generating an iconic green flash visible during Falcon 9 and Heavy launches, and thus producing the ‘spark’ needed to start Merlin engines.
Generally speaking, TEA-TEB is an excellent method of igniting rockets, even if it is more of a brute-force, inelegant solution than alternatives. It does, however, bring limitations: every single ignition requires a new ‘cartridge’ be expended, fundamentally limiting the number of times Merlin 1D (and Merlin Vacuum) engines can be ignited before and after liftoff.
This doesn’t even consider the fact that TEA-TEB are extremely complex chemical products that would be next to impossible to produce off of Earth, at least for the indefinite future.
To combat these downsides, SpaceX has designed Raptor with an entirely different method of ignition, known as torch ignition. Technically speaking, Raptor’s power, design, and methalox propellant combine to demand more than a relatively common solution, in which spark plugs are used to ignite an engine. Instead, Raptor uses those spark plugs to ignite its ignition sources, what CEO Elon Musk has described as full-up blow torches. Once ignited, those blow torches – likely miniature rocket engines using the same methane and oxygen fuel as Raptor – then ignite the engine’s methane and oxygen preburners before finally igniting those mixed, high-pressure gases in the combustion chamber.
In simple terms, the fact that Raptor is a full-flow staged-combustion (FFSC) engine means that the pressures it must operate under are extreme, verging on unprecedented in large-scale rocketry. Extremely high-pressure gases (on the order of 3,000-10,000+ psi or 200-700+ bar) are just as difficult to reliably ignite, especially if hypergolic solutions (i.e. TEA-TEB) are off the table.
To get an even ignition – critical to avoid burn-through, minor explosions, and even catastrophic engine failures – Raptor’s torch ignition may actually involve a 360-degree ring of spark plug-lit torches around the point of ignition, an undeniably complex solution.
However, as Musk notes, these significant, “finicky” challenges brought on by Raptor’s exotic ignition method are motivated by the potential benefits such a solution might bring. Relative to Merlin 1D’s TEA-TEB ignition, torch ignition – once optimized and matured into a reliable solution – will permit an almost unlimited number of Raptor ignitions before, during, and after flight.
Avoiding TEA-TEB and other complex chemical igniters also means that Starship will technically be able to launch to Mars or the Moon, perform injection and landing burns, maybe even hop around the surface, and still be able to return to Earth – all without resupply. Such a return voyage would still be predicated on the ability to generate the methane and oxygen propellant needed to fuel Starships, but – assuming that challenge can be solved – torch-lit Raptors would be ready for such a mission. In the event that, say, something like August 26th’s scrub happens to a Starship on Mars, the crew would also be able to get out, inspect Starship’s Raptors, and even replace faulty spark plugs if necessary.
Technically, one could bring lots of spare TEA-TEB cartridges and install those in space or after landing, but those cartridges are quite literally firebombs waiting to ignite, whereas spare spark plugs are entirely inert.
For now, we’ll have to wait for SpaceX technicians to get their eyes and hands-on Starhopper’s lone Raptor engine to verify that its ignition hardware is in good health. If all goes well, Starhopper will attempt its final flight test as early as August 27th.
Update (August 27th): Starhopper is reportedly set for a second attempted 150m (500 ft) flight test today, scheduled to occur no earlier than 5pm EDT (21:00 UTC) on August 27th. Stay tuned for SpaceX’s official Livestream!
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Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Investor's Corner
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh.
Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026.
Q4 2025 production and deliveries
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.
In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla’s Full Year 2025 results
For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.
In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year.
Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time.
Tesla Q4 delivery numbers are better than they initially look: analyst
Tesla analyst breaks down delivery report: ‘A step in the right direction’
