News
SpaceX is building launch pad tanks out of Starship parts and that’s a big deal
SpaceX has begun installing the first of numerous propellant storage tanks at its first orbital South Texas launch facilities – a mostly ordinary and expected step made extraordinary by the fact that those tanks will be built out of Starship parts.
Labeled “GSE” for Ground Support Equipment, the first signs of those self-built storage tanks began appearing at SpaceX’s Boca Chica Starship factory less than two months ago in mid-February. A matter of weeks later, the first of those SpaceX-brand cryogenic storage tanks is off to the launch site for installation (and insulation) while at least two more tanks are well on their way to completion.
While a few ground starge tanks may look like a distraction in the scope of a program tasked with building the world’s largest (and fully reusable) rocket, the existence of those tanks is far more significant than it might initially appear.
Simply put, rocket propellant storage – even for extremely cold cryogenic liquids like those that SpaceX uses – is a thoroughly solved problem. Numerous commercial vendors exist and industrial demand for practically identical tanks is far higher, further lowering commercial tank costs even for those with niche use-cases thanks to economies of scale. For SpaceX’s purposes, major discounts could like be secured given that the company would need to purchase around three to four-dozen commercial-off-the-shelf (COTS) 100,000 gallon tanks to supply a launch pad with enough commodities for two back-to-back launches of Starship and Super Heavy.
That initial launch capability – which SpaceX appears to be working towards – would likely allow the company to start orbital refueling test flights (and Starlink launches, perhaps) immediately after completion. However, that initial capability wouldn’t suffice for ambitious missions to Mars, the Moon, or higher Earth orbits; where one Starship would need to be rapidly refueled with 3-10+ tanker launches. A launch facility capable of supporting 5-10 back-to-back launches (optimally just a few hours apart) would require many times more propellant storage.
The point is that for the initial target of two (or so) launches between commodity resupply, SpaceX could likely acquire the few dozen new storage tanks it would need for a few million dollars apiece for a total cost likely between $50M and $100M. Instead, SpaceX has decided to design and build its own propellant storage tanks. Even more significantly, the GSE tanks SpaceX has already begun building appear to be virtually identical to Starships.
In other words, SpaceX is effectively taking identical rocket parts, slightly tweaking a handful of those parts, and turning what could have been a rocket into a propellant storage tank. This is significant because relative to all other rockets in history, even including SpaceX’s own Falcon 9 and Heavy, building storage tanks with unchanged rocket parts on a rocket assembly line would be roughly akin to hiring Vincent van Gogh to paint lane lines.
Ever since Elon Musk made the radical decision to switch from composite structures to stainless steel, Starship has always aimed to be radically different than any large rocket before it. Crucially, by using commodity steel, the CEO imagined SpaceX would be able to build Starships fairly easily and for pennies on the dollar next to even SpaceX’s exceptionally affordable Falcon 9. In the last 18 months, it’s become apparent that SpaceX has built a factory capable of churning out one or two massive steel rockets per month and is willing to consign at least four or five of those Starship prototypes to all-but-guaranteed failures for the sake of data-gathering and iterative improvement.
Technically, the most logical conclusion would be that Musk was right and that SpaceX has quickly developed the ability to build steel rockets larger than any other launch vehicle on Earth for perhaps just $5M or less apiece. However, SpaceX is also raising on the order of $1-2B in venture capital annually, so they could technically afford to shoulder the cost of extremely expensive Starship prototypes if the company was confident that there was a path to cut those costs and reach the targets needed for the rocket to make economical sense.
Now, the existence of self-built propellant storage tanks virtually identical to flightworthy Starship airframes all but guarantees that SpaceX is already building Starships for a few million dollars each – and possibly much less. More than a year ago, Musk said that SpaceX was already building the Raptor engines that will power Starship and Super Heavy for less than $1M apiece and was working to mass-produce a simpler variant for less than $250,000. Beyond engines and primary structures, Starship hardware is fairly simple and ranges from Tesla-derived motors, basic flaps, and landing legs to off-the-shelf pressure vessels (COPVs) and wiring. SpaceX has managed that extraordinary cost-efficiency despite the fact that Boca Chica is still nowhere close to the level of volume production Musk is aiming for, meaning that there are still far more efficiencies waiting to be realized.
For now, with virtually no retooling and the exact same assembly line, SpaceX’s South Texas rocket factory is busy churning out massive launch pad tanks – one of which is already preparing for installation while another two speed towards completion. All told, SpaceX appears to be preparing foundations for seven 9m-wide (30ft), 27.5m-tall (90ft) Starship-derived tanks that should be capable of storing ~2200 tons (4.9 million pounds) of subcooled liquid methane in three tanks and ~7300 tons (16.1 million pounds) of liquid oxygen in the other four tanks – enough for two orbital Starship launches.
News
Tesla China exports 50,644 vehicles in January, up sharply YoY
The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
Tesla China exported 50,644 vehicles in January, as per data released by the China Passenger Car Association (CPCA).
This marks a notable increase both year-on-year and month-on-month for the American EV maker’s Giga Shanghai-built Model 3 and Model Y. The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
The CPCA’s national passenger car market analysis report indicated that total New Energy Vehicle exports reached 286,000 units in January, up 103.6% from a year earlier. Battery electric vehicles accounted for 65% of those exports.
Within that total, Tesla China shipped 50,644 vehicles overseas. By comparison, exports of Giga Shanghai-built Model 3 and Model Y units totaled 29,535 units in January last year and just 3,328 units in December.
This suggests that Tesla China’s January 2026 exports were roughly 1.7 times higher than the same month a year ago and more than 15 times higher than December’s level, as noted in a TechWeb report.
BYD still led the January 2026 export rankings with 96,859 new energy passenger vehicles shipped overseas, though it should be noted that the automaker operates at least nine major production facilities in China, far outnumering Tesla. Overall, BYD’s factories in China have a domestic production capacity for up to 5.82 million units annually as of 2024.
Tesla China followed in second place, ahead of Geely, Chery, Leapmotor, SAIC Motor, and SAIC-GM-Wuling, each of which exported significant volumes during the month. Overall, new energy vehicles accounted for nearly half of China’s total passenger vehicle exports in January, hinting at strong overseas demand for electric cars produced in the country.
China remains one of Tesla China’s most important markets. Despite mostly competing with just two vehicles, both of which are premium priced, Tesla China is still proving quite competitive in the domestic electric vehicle market.
News
Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Tesla China exports 50,644 vehicles in January, up sharply YoY
Tesla adds a new feature to Navigation in preparation for a new vehicle
