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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.
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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.
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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
