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SpaceX to attempt to crush Starship test tank
A week after rolling a different ‘test tank’ from its South Texas Starship factory to nearby launch and test facilities, SpaceX has moved a second test tank to the pad.
Hearkening back to a period in 2020 where SpaceX built and tested six different Starship test tanks in a period of six months, the company appears to be preparing to test another batch of tanks in the hopes of qualifying Super Heavy booster design changes and clearing the way for a significant upgrade to all Starship tank domes. The sequencing of the latest tank raises some questions, however.
Known unofficially as the “EDOME” tank in reference to a cryptic label on the side of one of its halves, the first new test tank’s purpose is much more cut and dry. While its steel rings appear to be unchanged from current Starship and Super Heavy prototypes, the tank’s two domes share almost nothing in common with the dozens of domes SpaceX has built and tested over the last three years of development. The new domes are much simpler and should be easier to manufacture than the domes SpaceX is familiar with. Thanks to their more spherical shape, they should also be more efficient, allowing future Starship tanks to store a bit more propellant while taking up the same amount of vertical space. SpaceX has yet to begin testing the EDOME tank since its June 8th rollout and does not appear to be much closer to starting 12 days later.
On June 16th, SpaceX rolled a second test tank to the launch site, which eventually joined the EDOME tank at a staging area that used to be a Starship landing pad. Whereas the EDOME tank is more of a generic test article, the second tank – known as B7.1 – is specifically designed to test Super Heavy booster design changes.
B7.1 is a bit like a miniature Super Heavy. Its three-ring top section is mostly similar to the top section of a booster and is reinforced with dozens of external stringers. Oddly, it is missing cutouts for grid fins, and the tank’s forward dome does not have the reaction frame those hypothetical grid fins would anchor to. On the tank’s bottom half, the same stringers are present, and the tank features a new design that squeezes four slightly shorter rings into the same height as three. The Super Heavy thrust dome those rings enclose is also a new design that expands the number of central Raptor engines from 9 to 13.
It’s unsurprising that SpaceX wants to test those significant design changes. SpaceX did technically conduct a similar test in mid-2021 with a test tank known as BN2.1, but that tank featured a thrust dome with room for 9 older Raptors that would have generated about ~1700 tons of thrust. B7.1’s testing will go a step further than BN2.1 and use a structural test stand that should allow SpaceX to simulate the compressive forces Super Heavy boosters might experience in flight, adding another dimension of stress on top of the 13 hydraulic rams that will simultaneously subject the test tank to the equivalent of ~3000 tons (~6.6M lbf) of thrust.
And lift over to the crusher for a nice bit of torture. pic.twitter.com/SxV3BTs7ry— Chris Bergin – NSF (@NASASpaceflight) June 19, 2022
What is surprising, however, is the fact that SpaceX has waited so long to build and test a tank like B7.1. SpaceX has already completed an entire Super Heavy booster (B7) with all the design changes B7.1 is meant will test and recently installed 33 new Raptor 2 engines on that prototype. A second upgraded booster, B8, is also nearly finished. In that sense, B7.1 is quite unusual and feels more like a reluctant afterthought than part of a methodical development process. If B7.1 suffers an unintentional failure during testing, SpaceX could be forced to abandon two nearly-finished Super Heavy boosters, wasting months of assembly and testing and rendering prototypes that are likely worth tens of millions of dollars all but useless.

The design changes B7.1 is meant to test are not exactly radical, but it’s still unclear why SpaceX has chosen to conduct those tests after building two entire Super Heavy boosters. Earlier on in Starship development, SpaceX regularly used test tanks to qualify significant design changes before applying those changes to full prototypes, limiting the amount of resources that could be wasted on any unproven prototype. Thankfully, Super Heavy Booster 7 may have already completed similar Raptor thrust simulation tests on the same test stand B7.1 was recently installed on, meaning that SpaceX’s confidence may have been well-placed. However, if the first use of the ‘can crusher’ stand on a Super Heavy test tank finds any problems or ends in failure, B7 and B8 could still be easily rendered unusable or incapable of flight, significantly delaying Starship’s first orbital launch attempt.
Lately, SpaceX has been focused on preparing Starship S24 and Super Heavy B7 for static fire tests that could eventually qualify the pair to support the first orbital test flight. It’s not clear if or when SpaceX will be able to set aside time and evacuate Starbase’s busy orbital launch site to test B7.1 or the EDOME tank.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.