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SpaceX Starship factory churning out new rocket parts with Elon Musk's help
SpaceX’s South Texas team of Starship engineers and technicians – including CEO Elon Musk himself – are working around the clock to manufacture hardware that will likely become the company’s next Starship prototype in the near future.
Over the last few days, SpaceX has made quick progress churning out shiny steel rings and wrapping up propellant tank domes – the next round of full-scale Starship hardware. To better build the first flight and orbit-capable prototypes, not to mention hundreds or even thousands of Starship spacecraft and Super Heavy boosters in the years to come, SpaceX teams and contractors have spent the last two months aggressively expanding the company’s Boca Chica, Texas facilities. In fact, the very same company that built Tesla’s newest tent-based Model 3 assembly line – Sprung Instant Structures – has erected part of a massive, new Starship factory.
Finally giving the company’s grizzled South Texas team a large, climate-controlled space to work from, CEO Elon Musk has also been spending more and more time at SpaceX’s upgraded Boca Chica facilities. Most recently, the executive gave Twitter followers the first official glimpse inside one of the new Starship production tents, revealing several giant spacecraft parts in various stages of completion. It’s currently unclear what the destiny of that new Starship hardware will be, but a few recent clues seem to point in one specific direction.
Yeah, we just finished two more propellant domes. SpaceX team & supporting suppliers are doing amazing work ramping Starship production.— Elon Musk (@elonmusk) January 22, 2020
On January 10th, SpaceX intentionally – and largely successfully – ‘popped’ a Starship propellant tank to determine the quality of partially-upgraded manufacturing and assembly techniques. Built in just two weeks, Musk revealed shortly after the test that the baby Starship tank – filled with water – had made it to 7.1 bar (103 psi) before bursting.
While fairly meaningless on its own, it apparently means that the test tank survived well past the pressures Starships will need for orbital flight, although it only managed a safety margin of ~18%. To be fully flightworthy, Musk says that SpaceX wants Starship tanks to survive pressures of at least 8.5 bar (125 psi) – a margin of ~40% – before it considers the giant spacecraft safe enough for humans.
Given that the 7.1 bar the test tank reached is more than enough to support “orbital flight”, albeit with a less-than-optimal safety margin, it would be reasonable to assume that SpaceX would choose to immediately green-light the first flightworthy Starship spacecraft, deemed SN01 (serial number 01) by Musk. While that first prototype would thus be unable to launch humans and fulfill its ultimate goal as a Starship, it would give SpaceX experience building a second full-scale prototype (following Mk1) and give the company time to gradually upgrade its production facilities and manufacturing hardware.
Musk sketched out a number of possible improvements even before SpaceX tested its miniature Starship tank to destruction, indicating that “more precise parts” and an enclosed, wind-protected welding shop should be enough to raise Starship’s safety margin to ~40%. A step further down the road, Musk raised autogenous laser welding as a possibility for future production upgrades, although the advanced welding method would require a truly controlled environment and much more precise parts and manufacturing hardware.
In the last 24 hours, SpaceX has filed for a number of road closures for the highway adjacent to its Boca Chica Starship facilities, a sign that some form of rocket hardware transport and testing is imminent. As such, it now seems much more likely that SpaceX has decided to spend at least a few more weeks building and testing a second (and possibly a third) Starship tank prototype before kicking off the production of the next full-scale rocket.
Intriguingly, SpaceX has also received several large shipments of liquid nitrogen (LN2), a neutral cryogenic fluid often used to simulate cryogenic propellants without risking a massive explosion or fire. That LN2 wont last forever in SpaceX’s storage tanks, confirming that some form of cryogenic testing is imminent. The most likely explanation is that SpaceX is in the late stages of manufacturing a second tank prototype, soon to be shipped about a mile down the road to the company’s nearby test and launch facilities.
If SpaceX is planning to perform a burst test with liquid nitrogen, it will likely be quite the spectacle – much closer to Starship Mk1’s spectacular failure than the milder demise of the first miniature Starship tank. SpaceX has roadblocks scheduled every day for the rest of the week, so stay tuned to find out when exactly Starship’s next big test is expected.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
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Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
