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SpaceX’s first two Super Heavy boosters making good progress towards test debuts
SpaceX is making good progress on Starship’s first two Super Heavy boosters, both of which could potentially be ready for their first major test campaigns before the end of the year.
On November 19th, some ten weeks after the process began, SpaceX craned Super Heavy B5’s methane (LCH4) tank on top of its oxygen (LOx) tank, marking the end of major structural assembly for the 69m (~225′) tall booster. A team of welders has since been working around the clock to weld the two tanks together and complete a transfer tube that routes methane propellant down through B5’s oxygen tank.
Two days prior, CEO Elon Musk shared a photo of SpaceX’s other Super Heavy booster (B4) which has been slowly progressing towards test readiness for more than three months. It’s unclear why SpaceX has been so sluggish to prepare Super Heavy B4 for testing but with B5 finally approaching the finish line, the company will soon find itself in a position where it will need to decide which booster to proceed with towards the program’s near-term end goal: the first orbital Starship test flight.
Once Booster 5’s two halves are welded together, only a few things will set it and Booster 4 apart. In recent weeks, SpaceX’s slow progress on Super Heavy B4 relented a bit as technicians began closing out the booster’s raceway (a conduit for plumbing, wiring, and avionics) with basic covers. More importantly, SpaceX also began reinstalling Raptor engines and installing heat shielding around those engines for the first time. In the photo Musk published on November 17th, that heat shield is easily visible and there are signs that it will ultimately enclose the entire outer ring of 20 Raptor Boost engines above their nozzles.
Once complete, that shield will theoretically protect each engine’s nest of sensitive plumbing and wiring during static fires; ascent, boostback, and landing burns; and – most importantly – reentry. Unlike Falcon boosters, which always perform a ~30-second, three-engine ‘reentry burn’ to slow down and cushion the blow of reentry heating, SpaceX plans to recover steel Super Heavy boosters without reentry burns. In theory, that should making booster recovery more efficient, allowing another dozen or so tons of propellant to go towards sending Starship to orbit instead of landing.
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As of November 17th, SpaceX has reinstalled all 29 Raptor engines on Booster 4, partially finished the outer ring of Raptor heat shields, and set the stage for more heat shielding around its 9 center engines and the gap between those inner and outer Raptors. Shielding the Raptor Center engines in a way that still seals off Super Heavy’s aft will be even more challenging given that all nine need to be able to freely gimbal to vector their thrust, while the outer ring of 20 Raptor Boost (RB) engines are fixed in place. At pace of work established over the last few months, it will likely take SpaceX several more weeks to finish that heat shield and install seven ‘aerocovers’ over racks of sensitive equipment installed around Booster 4’s base.
Super Heavy Booster 5, on the other hand, has taken a slightly different path through assembly. Unlike Booster 4, which first rolled out as little more than a giant steel tank with Raptors half-installed, SpaceX appears to have installed most of Booster 5’s external plumbing, wiring, equipment racks, and maybe even the start of its Raptor heat shield during assembly instead of after. Perhaps as a result, SpaceX has taken more than ten weeks to stack Booster 5 versus 2.5 weeks for Booster 4. But given that Booster 4 still doesn’t appear to be complete some 18 weeks after its assembly began, there’s a chance that Booster 5 will ultimately take 4-6 weeks less to reach initial test readiness.
If SpaceX does complete Super Heavy B5 well ahead of B4’s schedule, it will soon find itself with two test-ready Starship boosters but only one orbital-class stand with which to test them, potentially forcing the company to make some interesting decisions.
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Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
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Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
