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SpaceX begins filling Starship’s orbital launch site with rocket propellant
Less than a year after tank farm assembly began in South Texas, SpaceX has begun the painstaking process of filling Starship’s first orbital launch site with thousands of tons of rocket propellant.
Comprised of seven giant custom-built tanks, the last of which SpaceX installed and ‘sleeved’ in mid-October, Starbase’s first orbital-class tank farm is a bit like the pad’s circulatory system and needs to store, chill, and distribute all the propellant needed for a rocket launch. To support Starship and Super Heavy, both the largest individual rocket stages and the largest integrated rocket ever built, its launch site and tank farm have to be equally immense. In classic SpaceX fashion, the company has strived to keep the costs of that tank farm low and its speed of construction high, resulting in a setup that’s fairly unique as far as launch pads go.
Perhaps nothing emphasizes the scale of Starship’s first orbital-class tank farm than the process of filling it with the supercool propellant and fluids its designed to hold.
In mid-September, SpaceX began delivering cryogenic fluids to Starbase’s orbital tank farm for the first time ever. Instead of propellant, dozens of tanker trucks delivered liquid nitrogen to one or two of the farm’s tanks between mid-September and mid-October. Altogether, around 40-60 truckloads was delivered – only enough to partially fill one tank. That liquid nitrogen also appeared to be piped into two of the farm’s three liquid oxygen tanks, meaning that it may have only been used to clean and proof test them.
Combined, the farm’s seven main tanks should be able to store roughly 2400 tons (5.3M lb) of liquid methane (LCH4), 5400 tons (12M lb) of liquid oxygen (LOx), and 2600 tons (5.7M lb) of liquid nitrogen (LN2). LCH4 and LOx are Starship’s propellant, while LN2 is needed to ‘subcool’ that propellant below its boiling point, significantly increasing its density and the mass of propellant Starships can store.
In recent weeks, LN2 deliveries have picked back up at the orbital tank farm, suggesting that more tanks are being cleaned and proofed. SpaceX may have also begun filling one or both of the farm’s dedicated LN2 tanks, though it’s hard to say for sure. More importantly, around October 17th, SpaceX began filling Starship’s orbital tank farm with liquid oxygen – real propellant – for the first time. Rather than a slow and cautious process, deliveries have streamed in almost daily ever since. As of November 4th, at least 74 tanker trucks have delivered LOx to the farm in 18 days.
Based on Department of Transportation (DOT) regulations that limit the gross weight of cryogenic tanker trucks to about 37 tons (~81,000 lb), each of those trucks has likely delivered around 20 tons (~45,000 lb) of LOx to Starbase. Altogether, that amounts to around 1500 tons (3.3M lb) delivered in less than three weeks – enough to fill about 80% of one of the farm’s three LOx tanks or a quarter of its total LOx storage capacity.
Based on data from AI-based tracker Starbase Deliveries, which can only count daytime deliveries, at least 134 tankers have delivered LCH4, LOx, or LN2 to Starbase’s orbital and suborbital launch sites between October 4th and November 4th – an average of 4.3 per day. At that rate, even if every delivery went to the orbital pad, it would take SpaceX nearly four months just to fill the orbital tank farm. Put simply, the facilities and logistics required to support even a single orbital Starship launch are gargantuan.
SpaceX (NASDAQ: SPCX) will report its second 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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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.
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