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SpaceX to ship Starship ‘deluge’ hardware from Florida to Starbase
SpaceX appears to be preparing to ship a huge collection of hardware – including parts of a possible launch deluge system – from Florida to Texas.
Captured live by NASASpaceflight’s 24/7 Space Coast Live webcam, hardware began accumulating at NASA’s Kennedy Space Center (KSC) Turning Basin on January 12th. Within a few days, four midsize storage tanks, two or three large storage tanks, five high-pressure gas tanks, multiple sections of an apparent launch deluge system, and an unfinished Starship booster transport stand were all staged and ready for shipment. Save for implicit statements from reliable sources, there wasn’t an obvious guarantee that the hardware was all SpaceX’s or headed to the company’s Starbase, Texas factory and launch site.
But combined with the sheer volume of hardware and its privileged presence on NASA KSC property, the last part to arrive – the base of an unmistakable Starship (booster) transport stand – all but confirmed that the destination is Starbase. SpaceX has already shipped hardware from Florida to Starbase multiple times, including a trio of tanks sent in October 2022, which further increases the odds that everything visible is destined for Starbase.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
It might also not be a coincidence that in its first attempt to build a Starship launch site at Kennedy Space Center, SpaceX installed four midsize tanks and plenty of high-pressure gas tanks at LC-39A. The resurgence of work on a totally different Starship pad design at 39A in late 2021 likely made that hardware redundant. It’s possible that the four smaller tanks set to be shipped to Starbase originated at 39A and are being moved in the hopes that they can be more useful elsewhere.
Additionally, satellite photos taken on January 3rd, 2023 and shared by Harry Stranger show a pair of larger tanks also sitting unused at Pad 39A. Ultimately, it’s almost certain that the delivery is SpaceX hardware bound for Starbase, Texas.
A deluge? Under my Starship?
The most interesting part of the shipment is arguably a group of giant metal tubes. Measuring several feet wide, dozens of feet long, and fitted with multiple outlets connected to the same giant pipe, the likeliest possible explanation is that the manifolds are part of a plan to upgrade SpaceX’s Texas Starship launch site with a deluge system.
Almost all rockets use some sort of deluge system to prevent their own exhaust from damaging or destroying themselves or their surroundings. A large volume of water sprayed into the space just below a rocket’s engines can prevent the immense acoustic energy (sound) they produce from wreaking havoc. A deluge also helps protect launch pad hardware by allowing some of the energy in the exhaust to boil and vaporize water instead of eating into concrete or steel. But CEO Elon Musk has infamously stated that SpaceX is intentionally attempting to build an orbital launch site that doesn’t need a flame diverter for Starship – the most powerful rocket in history.
That’s gone about as well as one might expect. Even Starship, which can produce about 18% as much thrust as Super Heavy, has repeatedly incinerated the concrete beneath its test stand, spreading molten debris for thousands of feet and starting major brush fires in a nature reserve. After every six-engine Starship static fire, SpaceX must painstakingly remove and replace all of the concrete beneath the test stand.
The problem is even more apparent at Starbase’s orbital launch mount, where SpaceX has begun to conduct Super Heavy booster static fire tests. Thus far, SpaceX has had to replace the concrete under the OLM after almost every Super Heavy static fire – a process that takes a week or two. The company recently replaced that concrete with a mix optimized to survive high temperatures, but it remains to be seen if that will survive a direct blow from the most powerful rocket in history.
For the time being, Starbase’s environmental permit only allows up to five orbital launches per year, making lengthy post-launch repairs mostly inconsequential. However, if SpaceX ever wants Starbase to rapidly launch multiple Starships back to back – essential for in-space refilling – or launch dozens of Starships per year, it’s become clear that a deluge system is likely essential.
Starship’s Florida deluge
Some part of SpaceX knows that. The design of Starship’s first Florida launch pad has already been upgraded to include a giant deluge ring embedded in the ground at the base of the mount. Unusual design aside, the structure is sized such that it’s almost certainly a high-flow deluge system capable of spraying thousands of gallons of water per second.
Three months later, SpaceX appears to be preparing to ship two giant deluge manifolds and some deluge plumbing from Florida to Starbase. If SpaceX intends to retrofit Starbase’s existing orbital launch site with a giant deluge system, the process would likely take months and render the pad more or less unusable from start to finish. Alternatively, Musk recently reported that SpaceX intends to build a “rocket test facility” at a separate property it purchased in South Texas. Located miles from the Starbase launch pad, the former gun range could potentially allow SpaceX to test Starships and Super Heavy boosters without disrupting orbital launch preparations and taking over Starbase’s only orbital launch mount.
Perhaps it’s not a coincidence that the same site – currently used for storage and limited Starship tank testing – already hosts some smaller parts of a potential Starbase deluge system. Regardless, it’s clear that significant changes are coming to Starbase and its associated facilities.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
