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SpaceX to mature Starship Moon landing and orbital refueling tech with NASA’s help
NASA has announced 19 technology partnerships between the agency’s many spaceflight centers and 13 companies, including SpaceX, Blue Origin, and more. This round of Space Act Agreements (SAAs) shows a heavy focus on technologies and concepts that could benefit exploration of the Moon and deep space more generally, including lunar landers, food production, reusable rockets, and more.
Put simply, all 19 awards are great and will hopefully result in tangible products and benefits, but SpaceX has a track record of achievement on the cutting edge of aerospace that simply has not been touched over the last decade. As such, the company’s two SAAs are some of the most interesting and telling, both ultimately focused on enabling Starship launches to and landings on the Moon and any number of other destinations in the solar system. Perhaps most importantly, it signals a small but growing sect within NASA that is willing and eager to acknowledge Starship’s existence and actively work with SpaceX to both bring it to life and further spaceflight technology in general.
One agreement focuses specifically on “vertically land[ing] large rockets on the Moon”, while the other more generally seeks to “advance technology needed to transfer propellant in orbit”, a feature that Starship’s utility would be crippled without. In this particular round of SAAs, they will be “non-reimbursable” – bureaucratic-speak for a collaboration where both sides pay their own way and no money is exchanged. SpaceX’s wins ultimately show that, although NASA proper all but refuses to acknowledge Starship, the many internal centers it is nothing without are increasingly happy to extend olive branches towards the company and its ambitious next-generation rocket.
“SpaceX of Hawthorne, California, will work with NASA’s Kennedy Space Center in Florida to advance their technology to vertically land large rockets on the Moon. This includes advancing models to assess engine plume interaction with lunar regolith.”
“SpaceX will work with Glenn and Marshall to advance technology needed to transfer propellant in orbit, an important step in the development of the company’s Starship space vehicle.”
NASA, July 30th, 2019
Giant rockets on the Moon
SpaceX’s first SAA centers around studying the task of landing Starship – a “large rocket” – on the Moon and attempting to understand just how the Moon’s powdery regolith (i.e. inorganic topsoil) will respond when subjected to the plume of a Raptor engine. Put simply, the task of landing a spacecraft as massive as Starship has never been attempted on the Moon, and the process itself – irrespective of any potential surprises from plume-regolith interaction – poses some obvious challenges.
In the most basic sense, Starship is massive. According to the vehicle’s circa. 2018 dimensions, it will stretch 55m (180 ft) from nose to tail, be 9m (30 ft) in diameter, and weigh (per 2017 specs) ~85 tons (190,000 lb) empty and upwards of ~1350 tons (2.95 million lbs) fully fueled. For reference, that is almost 80% as tall and more than 2.5 times as heavy as an entire Falcon 9 rocket. In the history of lunar exploration, Apollo’s Lunar Module (LM) – including landing and ascent stages – is the heaviest vehicle to have ever landed on the Moon, weighing a maximum of 5500 kg (12,100 lb) at landing (Apollo 17).
As such, an expendable Starship landing on the Moon with zero propellant for a possible return to Earth would easily break the record for landed mass by a factor of 10-20, while a Starship landing with enough delta V to simply return to lunar orbit – let alone land back on Earth – could easily up that to 30-50x.
Aside from the mass of Starship, there is also the question of how to gently land the spacecraft in the first place. Lunar gravity is roughly 1/6th of Earth’s, meaning that, say, 200 tons (i.e. Raptor’s thrust) would equate to more than 1200 tons of effective thrust on the Moon, a more than 10:1 thrust-to-weight ratio. For reference, the Apollo Lunar Module descent stage was powered by an engine with ~10,000 lbf (4.5 tons) of thrust that could throttle as low as ~1000 lbf (0.45 tons), meaning that even in lunar gravity conditions, the LM could have a thrust-to-weight ratio less than 1. For the purpose of safely landing on the Moon and ensuring a gentle landing, that is an extremely desirable thing to have.
Much like Falcon 9’s upper stage features cold-gas nitrogen thrusters to settle its propellant before MVac ignition, Starship will likely need a similar system, and it’s possible that that system could be used to gently land Starship and tweak its velocity in the final stages of a Moon landing. This study will likely be used in part to figure out what exactly the optimal method of landing Starship is.
How to Refuel Your Starship
Finally, SpaceX’s second NASA SAA focuses on developing the immature technology of in-orbit propellant transfer, an absolute necessity for Starship to simultaneously be fully reusable and capable of landing significant payloads on other planets (or moons). Ever since SpaceX CEO Elon Musk first revealed the company’s Mars-bound launch vehicle in 2016, it has incorporated in-orbit refueling as a foundational feature.
Due to the additions required for full reusability, Starship will essentially need to be launched into Earth orbit and then quickly refueled anywhere from 1 to 10+ times depending on the ultimate destination and the mass of the cargo being delivered. This is not to say that Starship will be useless without refueling – according to SpaceX VP of Sales Jonathan Hofeller, Starship will be capable of launching more than 100 tons (220,000 lb) to low Earth orbit and 20 tons (44,000 lb) to geostationary transfer orbit (GTO), more than enough to satisfy every commercial demand currently in existence.
However, with one or several refueling missions, Starship should be able to turn 100 tons to LEO into 100 tons to the surface of Mars or dozens of tons to the surface of the Moon. Put simply, with reliable and fast refueling, Starship goes from being a major step forward in reusable spaceflight to the key to the solar system and to radically affordable deep spaceflight.
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Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
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Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
