News
SpaceX’s orbital Starship launch pad tank farm comes to life for the first time
Update: Two days after a bevy of tanker trucks began to arrive at SpaceX’s orbital Starship launch site with load upon load of cryogenic liquid nitrogen, the company’s custom-built tank farm appears to have taken its very first ‘breaths.’
In other words, at least one of seven massive propellant storage tanks – two of which appear to have been fully completed and insulated – began venting. For a tank like SpaceX’s ground support equipment (GSE) tanks, the level of venting observed can only mean one thing: pressure maintenance during operations with cryogenic fluids. As cryofluids are loaded into empty tanks, they inevitably come into contact with warm pipes and tank walls, rapidly warming a portion of the liquid that then boils into gas. Tanks then need to vent that excess gas to avoid bursting.
In the case of SpaceX’s two completed liquid oxygen GSE tanks and a spate of liquid nitrogen (LN2) deliveries this week, it’s clear that the company has begun the process of testing and activating part of its brand new orbital-class Starship tank farm – beginning with much less risky LN2 proof testing. Filling the two finished LOx tanks with LN2 should also serve the dual purpose of flushing and cleaning them of any debris or contaminants, ensuring that it’s safe to fill them with LOx when the time comes.
For the first time, SpaceX appears to have begun delivering large quantities of cryogenic fluids to Starship’s orbital launch pad – still under construction but fast approaching some level of initial operational capability.
Sometime in the morning on September 19th, a semi-truck carrying a cryogenic liquid nitrogen (LN2) transport trailer arrived at SpaceX’s Starbase launch facilities. Normally, that would be a completely mundane, uninteresting event: SpaceX has used and will continue to use liquid nitrogen to safely proof test Starship prototypes and supercool their liquid methane (LCH4) and oxygen (LOx) propellant for the indefinite future. However, up to now, 100% of all Starbase cryogen deliveries have gone to the suborbital launch site, where two “mounts” and a few concrete aprons have supported all Starship and Super Heavy tests and launches to date.
Instead, this particular LN2 tanker headed for Starbase’s first orbital tank farm and began to offload its cryogenic liquid cargo at a number of brand new fill stations specifically designed for the task.
Still well under construction and at least a few weeks or months from total complete, Starship’s orbital launch site tank farm will ultimately be a group of eight massive storage tanks surrounded by thousands of feet of insulated plumbing, industrial pumps, a small army of “cryocoolers,” a blockhouse filled with human-sized valves, and much more. Said tank farm has been under construction for the better part of 2021, beginning with work on its concrete foundation this January.
Nine months later, the orbital tank farm is nearly complete. A power distribution and communications blockhouse has been complete for weeks with virtually all the wiring and cabling needed for the orbital launch mount and tower already in place. Several hundred feet of concrete cable and plumbing conduit have been filled with thousands of feet of wires, cables, and pipes and been sealed and buried. The tank farm blockhouse – where a dozen or so massive valves control the flow of propellant to and from the orbital launch mount and tower – is complete save for some final plumbing.
Finally, seven of eight GSE (ground support equipment) tanks have been installed and partially plumbed. Built in the same factory, six are virtually identical to Starship and Super Heavy tanks and will store LOx (3x), LN2 (2x), LCH4 (2x), and around a million gallons of water. Save for one LCH4 tank, all have been installed at the farm and that last tank (known as GSE8) is nearly complete back at the build site. Additionally, to insulate those seven thin, steel storage tanks, SpaceX has contracted with a water/storage tank company to build seven “cryoshells” and said million-gallon water tank.
The water tank was installed months ago and all seven shells are completed and ready to go as of last month. Only two of those seven cryoshells have been installed – and, rather asymmetrically, both on LOx tanks. SpaceX recently rolled the first LN2 tank cryoshell to the farm and could install it soon but as of now, it will likely be weeks before the orbital tank farm will have sleeved, insulated LOx, LN2, and LCH4 tanks ready for testing.
At the moment, that’s one of the biggest points of uncertainty standing between SpaceX and the ability to test Super Heavy or Starship at the orbital launch site. It’s entirely unclear if uninsulated GSE tanks can support any kind of substantial testing – like, say, the first full Super Heavy static fire test campaign – before their contents effectively boil off. As such, it’s a bit of mystery why SpaceX then had at least three tanker loads of liquid nitrogen – likely more than 70 tons (~150,000 lb) total – delivered to the orbital tank farm on September 19th.
By all appearances the first time that the farm’s actual main tanks have been filled with anything, that liquid nitrogen seems to have been loaded into one or both of the two insulated LOx tanks. There are two or three main explanations. First, SpaceX could simply be testing those more or less completed tanks with their first cryogenic fluids. Those partial ‘cryo proof’ tests would also help clean and flush out the interior of the LOx tanks, removing mundane debris or contamination that could become a major hazard when submerged in a high-density oxidizer. Given that both tanks can easily hold ~1300 tons (~2.9M lb) of liquid nitrogen, 70 tons is more of a tickle than a test, though, so a magnitude more would need to be delivered to perform even a half-decent bare-minimum cryoproof.
The other distinct possibility is that SpaceX plans to temporarily use one or both of the only two finished orbital pad tanks to store liquid nitrogen for Super Heavy Booster 4’s first cryogenic proof test. Either way, SpaceX has test windows scheduled every day this week, beginning with a six-hour window that opens at 5pm CDT today (Sept 20). Stay tuned to find out what exactly SpaceX plans to test and if the orbital tank farm and its first taste of liquid nitrogen are involved!
SpaceX (NASDAQ: SPCX) will report its first public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
SpaceX reports its first earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
