News
SpaceX’s Starbase environmental review delayed another month
The FAA says that it will take at least another month to complete a crucial environmental review of orbital Starship launches from SpaceX’s South Texas Starbase facilities.
The agency now expects that Starbase’s Programmatic Environmental Assessment (PEA) will be completed no earlier than March 28th, 2022, delaying the process at least another four weeks on top of an initial delay from December 31st, 2021 to February 28th, 2022. However, while the FAA gained some infamy for repeatedly delay SpaceX Starbase launch operations in late 2020 and early 2021, there is growing evidence that other US government agencies – not the FAA itself – are primarily responsible for most of the review’s delays.
Namely, information acquired through a Freedom Of Information Act (FOIA) request indicates that US Departments of Fish and Wildlife Services (FWS) and National Parks Services (NPS) are the primary sources of recent delays and the only real sources of discord this late in the process. As an example, as of the end of October 2021, the NPS had a list of at least 31 comments on SpaceX’s Starbase Draft PEA, each of which would have required a detailed response and additional back-and-forth to refine each response. The critiques and requests cover virtually every aspect of orbital Starship launches from Starbase, including FAA launch license details, recent SpaceX land acquisitions, impacts on a local Civil War battlefield landmark, pad lighting, air quality, noise, paint colors, road closures, Raptor thrust, contingency plans, and more.
Meanwhile, in a general review, the Department of the Interior (DOI) – speaking on behalf of the FWS and NPS – raised concerns about “launch site blast area hazards, closure of FWS and NPS lands, environmental justice (EJ) concerns, NHPA Section 106 and 110(f), [endangered] species, air quality emissions, and climate change impacts. It’s difficult to say how many of the concerns raised are actually serious. For example, the point repeatedly made by the DOI, FWS, and NPS is that hypothetical emissions from a natural gas power plant SpaceX proposed to build in its Draft PEA would violate EPA rules.
However, since that draft was published, there is growing evidence that SpaceX is behind a brand new power distribution line set to connect Boca Chica and Brownsville, Texas. The new lines appear to be sized to provide Starbase with enough power to entirely preclude the need for the construction of any dedicated power plants on site. Only a backup power source of some kind would be necessary. Assuming SpaceX is actually behind the development, it’s difficult to believe that the company hasn’t communicated that change of plans to the FAA and other Starbase PEA stakeholders.
As another example, the Fish and Wildlife Services’ own list of complaints includes the bizarre request that SpaceX increase its estimate for the number of failures that will occur during future Starship testing fivefold from 10% (already an extremely pessimistic figure) to 50% because “[nine] of 16 tests or hops that have occurred [at Starbase]…resulted in some type of anomaly with fire or debris.” While true that many of SpaceX’s developmental Starship tests have resulted in major failures or explosions, the FWS appears to fundamentally misunderstand the purpose of those failures and SpaceX’s approach to development, which is to learn from failures and prevent their reoccurrence. Something would have to go terribly wrong for half of all future Starship ground and flight tests to result in failure when SpaceX’s goal is to develop Starship into a reliable launch vehicle – not to futilely test prototypes forever.
Ultimately, it remains to be seen if SpaceX and the FAA will be able to secure the DOI, FWS, and NPS approvals required to finish the Starbase PEA. If the parties can’t come to some kind of agreement, SpaceX may be forced to effectively restart the environmental review process from scratch and pursue a more thorough Environmental Impact Statement (EIS). Completing an EIS could easily take years, potentially forcing SpaceX to give up on South Texas as a site for regular orbital Starship launches.
While CEO Elon Musk recently implied that SpaceX would never abandon Starbase and might use the site as a sort of dedicated research and development facility, it’s difficult to believe that the cost of operating and maintaining an entire Starship factory and orbital launch site would make sense from a programmatic or financial perspective given that SpaceX appears likely to build a Florida Starbase for East Coast Starship launches. SpaceX already has full environmental approval to launch 24 Starships per year from its Kennedy Space Center Pad 39A facilities.
News
Tesla Model Y configurations get hefty discounts and more in final sales push
Tesla Model Y configurations are getting hefty discounts and more benefits as the company is in the phase of its final sales push for the year.
Tesla is offering up to $1,500 off new Model Y Standard trims that are available in inventory in the United States. Additionally, Tesla is giving up to $2,000 off the Premium trims of the Model Y. There is also one free upgrade included, such as a paint color or interior color, at no additional charge.
NEWS: Tesla is now offering discounts of up to $1,500 off new Model Y Standard vehicles in U.S. inventory. Discounts of up to $2,000 are also being offered on Model Y Premiums.
These discounts are in addition to the one free upgrade you get (such as Diamond Black paint) on… pic.twitter.com/L0RMtjmtK0
— Sawyer Merritt (@SawyerMerritt) December 10, 2025
Tesla is hoping to bolster a relatively strong performance through the first three quarters of the year, with over 1.2 million cars delivered through the first three quarters.
This is about four percent under what the company reported through the same time period last year, as it was about 75,000 vehicles ahead in 2024.
However, Q3 was the company’s best quarterly performance of all time, and it surged because of the loss of the $7,500 EV tax credit, which was eliminated in September. The imminent removal of the credit led to many buyers flocking to Tesla showrooms to take advantage of the discount, which led to a strong quarter for the company.
2024 was the first year in the 2020s when Tesla did not experience a year-over-year delivery growth, as it saw a 1 percent slide from 2023. The previous years saw huge growth, with the biggest coming from 2020 to 2021, when Tesla had an 87 percent delivery growth.
This year, it is expected to be a second consecutive slide, with a drop of potentially 8 percent, if it manages to deliver 1.65 million cars, which is where Grok projects the automaker to end up.
Tesla will likely return to its annual growth rate in the coming years, but the focus is becoming less about delivery figures and more about autonomy, a major contributor to the company’s valuation. As AI continues to become more refined, Tesla will apply these principles to its Full Self-Driving efforts, as well as the Optimus humanoid robot project.
Will Tesla thrive without the EV tax credit? Five reasons why they might
These discounts should help incentivize some buyers to pull the trigger on a vehicle before the year ends. It will also be interesting to see if the adjusted EV tax credit rules, which allowed deliveries to occur after the September 30 cutoff date, along with these discounts, will have a positive impact.
News
Tesla FSD’s newest model is coming, and it sounds like ‘the last big piece of the puzzle’
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026.”
Tesla Full Self-Driving’s newest model is coming very soon, and from what it sounds like, it could be “the last big piece of the puzzle,” as CEO Elon Musk said in late November.
During the xAI Hackathon on Tuesday, Musk was available for a Q&A session, where he revealed some details about Robotaxi and Tesla’s plans for removing Robotaxi Safety Monitors, and some information on a future FSD model.
While he said Full Self-Driving’s unsupervised capability is “pretty much solved,” and confirmed it will remove Safety Monitors in the next three weeks, questions about the company’s ability to give this FSD version to current owners came to mind.
Musk said a new FSD model is coming in about a month or two that will be an order-of-magnitude larger and will include more reasoning and reinforcement learning.
He said:
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026. We’re gonna add a lot of reasoning and RL (reinforcement learning). To get to serious scale, Tesla will probably need to build a giant chip fab. To have a few hundred gigawatts of AI chips per year, I don’t see that capability coming online fast enough, so we will probably have to build a fab.”
NEWS: Elon Musk says FSD Unsupervised is “pretty much solved at this point” and that @Tesla will be launching Robotaxis with no safety monitors in about 3 weeks in Austin, Texas. He also teased a new FSD model is coming in about 1-2 months.
“We’re just going through validation… https://t.co/Msne72cgMB pic.twitter.com/i3wfKX3Z0r
— Sawyer Merritt (@SawyerMerritt) December 10, 2025
It rings back to late November when Musk said that v14.3 “is where the last big piece of the puzzle finally lands.”
With the advancements made through Full Self-Driving v14 and v14.2, there seems to be a greater confidence in solving self-driving completely. Musk has also personally said that driver monitoring has been more relaxed, and looking at your phone won’t prompt as many alerts in the latest v14.2.1.
This is another indication that Tesla is getting closer to allowing people to take their eyes off the road completely.
Along with the Robotaxi program’s success, there is evidence that Tesla could be close to solving FSD. However, it is not perfect. We’ve had our own complaints with FSD, and although we feel it is the best ADAS on the market, it is not, in its current form, able to perform everything needed on roads.
But it is close.
That’s why there is some legitimate belief that Tesla could be releasing a version capable of no supervision in the coming months.
All we can say is, we’ll see.
Investor's Corner
SpaceX IPO is coming, CEO Elon Musk confirms
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon. Musk replied, basically confirming it.
Elon Musk confirmed through a post on X that a SpaceX initial public offering (IPO) is on the way after hinting at it several times earlier this year.
It also comes one day after Bloomberg reported that SpaceX was aiming for a valuation of $1.5 trillion, adding that it wanted to raise $30 billion.
Musk has been transparent for most of the year that he wanted to try to figure out a way to get Tesla shareholders to invest in SpaceX, giving them access to the stock.
He has also recognized the issues of having a public stock, like litigation exposure, quarterly reporting pressures, and other inconveniences.
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon.
Musk replied, basically confirming it:
As usual, Eric is accurate
— Elon Musk (@elonmusk) December 10, 2025
Berger believes the IPO would help support the need for $30 billion or more in capital needed to fund AI integration projects, such as space-based data centers and lunar satellite factories. Musk confirmed recently that SpaceX “will be doing” data centers in orbit.
AI appears to be a “key part” of SpaceX getting to Musk, Berger also wrote. When writing about whether or not Optimus is a viable project and product for the company, he says that none of that matters. Musk thinks it is, and that’s all that matters.
It seems like Musk has certainly mulled something this big for a very long time, and the idea of taking SpaceX public is not just likely; it is necessary for the company to get to Mars.
The details of when SpaceX will finally hit that public status are not known. Many of the reports that came out over the past few days indicate it would happen in 2026, so sooner rather than later.
But there are a lot of things on Musk’s plate early next year, especially with Cybercab production, the potential launch of Unsupervised Full Self-Driving, and the Roadster unveiling, all planned for Q1.