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SpaceX’s Starbase environmental review suffers third delay
The Federal Aviation Administration (FAA) has announced that the completion of a crucial ‘environmental assessment’ SpaceX needs to begin orbital-class Starship launch attempts out of South Texas has been delayed for the third time.
Official known as a programmatic environmental assessment or PEA, the FAA says it started the process in late June 2021 with the goal of verifying that SpaceX’s Starbase orbital launch site (OLS) was mostly benign before the end of 2021. Compared to a regular EA, the programmatic nature of SpaceX’s Starbase review would theoretically allow the company to start small and gradually expand and add new facilities and capabilities without having to restart the arduous review process for each change.
Along those lines, SpaceX’s first draft PEA requested permission for no more than five full-stack Starship launches per year compared to the maximum of 12 Falcon 9 launches or nine Falcon 9 and three Falcon Heavy launches out of Boca Chica that SpaceX had already received permission for from the FAA in 2014.
Unfortunately, even at the time that the start of the process was announced, completing a full PEA in half a year was already unbelievably optimistic. No comparable review, of which there are effectively none, has been completed anywhere close to that quickly. In the face of substantial local opposition, like in the case of Georgia’s Camden Spaceport, even an FAA environmental review for a relatively small rocket launch facility can make little progress after years of tooth-and-nail fighting.
However, the best possible comparison has always been SpaceX’s own environmental assessment for an almost identical orbital-class Starship launch site at Florida’s Kennedy Space Center. Despite the fact that no untouched ground would be broken and even with the apparent might of NASA behind it, it took the FAA and SpaceX about a full year to complete a Pad 39A EA for up to 24 Starship launches per year. As such, the idea that the FAA would be able to complete a PEA for Boca Chica Starship launches in six months was always almost unimaginable.
It should come as no surprise, then, that nine months after SpaceX and the FAA began their Starbase PEA, they appear to be only marginally closer to completing the review. Days before the original December 31st, 2021 deadline, the FAA announced a delay to February 28th, 2022. On February 14th, the FAA announced a second delay to March 28th. Most recently, on March 25th, the FAA announced a third delay to April 29th.
Put simply, the FAA is effectively saying that it is actually further away from completing SpaceX’s South Texas Starship PEA than it was in December 2021. The extraordinarily opaque nature of the process also means that anyone outside of the loop or without internal sources is left to simply guess what is causing those delays or why the FAA keeps pushing the goalposts back just one or two months at a time when it’s unclear that anyone can actually predict when the process will be completed.
Without journalists filing Freedom of Information Act (FOIA) requests, the full extent of public knowledge about what is causing those delays would be the FAA’s scant few statements on the process. The most valuable information provided thus far is that the FAA is “reviewing the Final PEA,” which does seem to imply some degree of progress. Nonetheless, the agency still included a boilerplate statement noting that it’s “completing consultation and coordination with agencies at the local, State, and Federal level,” making it hard to actually say if any progress has been made. In February 2022, the FAA said it was “continuing consultation and coordination with other agencies.”
In December 2021, the FAA stated that it was “continuing consultation and coordination with other agencies at the local, State, and Federal level” while “SpaceX continues to prepare the Final PEA for…FAA review and acceptance.” By using such vague and unspecific language, the FAA makes what little it does say virtually impossible to parse and barely better than nothing. Solely thanks to documents secured through FOIA, we know that the FAA itself may not actually be to blame for most or all of the PEA’s four months of delays.
Instead, the US Department of the Interior (DOI), Fish and Wildlife Services (FWS), and National Park Services (NPS) may be partially responsible through their required coordination with the FAA, which they appear to be taking full advantage of to exert some form of control over the outcome. Bureaucrats are being bureaucratic, in other words.
Outside of email chains and boardrooms, however, it’s no longer clear that completing the PEA and securing an FAA launch license are the limiting factor for the first orbital Starship test flights. SpaceX CEO Elon Musk recently announced that SpaceX is changing the prototypes assigned to the first full-stack launch – likely to Booster 7 and Ship 24. Super Heavy B7 has yet to begin any kind of testing and Starship S24 is still in several pieces, so it’s safe to say that SpaceX’s new pair are months of concerted testing away from launch readiness.
If anything goes wrong during those tests, any significant design issues are discovered, or any damage is caused, it’s entirely possible that what Elon Musk says could take as few as two months will actually take more like four to six. Only time will tell. For now, the FAA likely has a few months before Starship’s South Texas PEA and full-stack launch license truly become the limiting factor for the rocket’s first orbital launch attempt.
Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
Google just picked SpaceX for its first step into orbital AI
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
