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SpaceX’s second Super Heavy booster enters production in South Texas
In a rare burst of visible activity, SpaceX’s South Texas Starship factory has begun fabricating a second Super Heavy booster and taken a significant step forward on the first prototype.
Set to be the largest operational rocket stage ever built by more than a factor of two, Super Heavy is the booster tasked with launching a fully fueled and loaded Starship (~1400 mT or 3 million lbs) out of the bulk of Earth’s atmosphere. Powered by up to 28 Raptor engines, Super Heavy and Starship will weigh upwards of 5000 metric tons (~11 million lbs) and produce anywhere from 5600 to 7700 metric tons (12.5-17 million lbf) of thrust at liftoff.
Most importantly, though SpaceX CEO Elon Musk has noted that an optimized Starship might be able to reach orbit on a one-way trip, a giant, reasonably efficient booster like Super Heavy is necessary to send Starship into a healthy orbit with all the extra hardware and mass needed to make the orbital spaceship reusable. More than twice as heavy and two-thirds as tall as SpaceX’s workhorse Falcon 9 rocket, that will be no small feat.
Following the appearance of Super Heavy booster number 1’s (BN1) unique common dome, extra-large ‘transfer tube’ segments, and a donut-like eight-Raptor thrust section last month, visible booster work settled down for the next several weeks. In the interim, Musk revealed that SpaceX aims to hop the first Super Heavy booster (BN1) just “a few months” into 2021, followed by the bombshell that the CEO wants to eventually catch Super Heavy boosters to avoid the need for landing legs entirely.
Two weeks after that latest info from Musk and a month after major booster-related factory activity, the first hardware intended for Super Heavy prototype BN2 was spotted on January 19th. Featuring a never-before-seen structural addition in the form of what looks like a hexagonal or octagonal steel ring, the booster’s unique forward dome represents the first real evidence of the modifications needed to install a variety of hardware specific to Super Heavy.
The limited nature and number of current views make it hard to conclude with certainty that the BN2 forward dome’s add-on is hexagonal or octagonal – either could technically be made to work. Barring a surprise design change, Super Heavy – like Falcon 9 and Heavy boosters – will sport four equally spaced grid fins and use them to ensure aerodynamic stability and control authority from hypersonic to supersonic velocities. Based on official SpaceX graphics, Super Heavy’s grid fins will be built out of welded steel, measure some 7 meters (23 ft) tall, and likely weigh 5+ metric tons apiece, thus requiring extremely powerful actuation systems and strong structural support.
Meanwhile, beyond Super Heavy BN2’s first visible appearance, the process of assembling the first booster prototype also took a significant step forward. Sometime on January 19th, SpaceX ended a long period of inactivity, stacking the first Super Heavy ring sections since November 2020. More specifically, SpaceX teams appear to have installed either one or two four-ring sections on an existing booster segment already inside the high bay.
If at rest on top of the rest of the stack in Mary’s (BocaChicaGal) latest photo, one of two Super Heavy ‘stacks’ inside the high bay is now 12 rings (three sections) tall, representing almost a third of a complete 70-meter (~230 ft) tall booster. As of the most recent look inside the high bay, there were two separate stacks of Super Heavy rings – one with four and the other with eight. Based on the location of the new 12-ring stack, it’s more likely than not that SpaceX has simply combined the 12 rings last seen inside the high bay rather than adding one or two new ring sections to one of the two separate stacks.
Ultimately, the return of Super Heavy stacking activity after a two-month pause is an encouraging sign that SpaceX has settled on a design for the first few prototype boosters and could, in fact, be ready to start testing BN1 “a few months” from now.
News
Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
Tesla celebrates 9 million vehicles produced globally
Tesla officially publishes Q4 2025 vehicle delivery consensus
