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SpaceX to put custom Starship propellant storage tanks through first trial
In the latest twist in the saga of SpaceX’s custom-built Starship launch pad propellant storage tanks, the company appears to have retroactively decided to build small prototype meant solely for testing.
Known as a ‘test tank,’ the relatively small steel structure was fairly rapidly assembled from parts of an older Ground Support Equipment (GSE) tank scrapped in July over the last week or so. SpaceX completed the first Starship-derived propellant storage tank in April 2021 and rapidly rolled that tank (GSE1) and a second (GSE2) from the build site to the orbital launch pad just a few weeks apart. Less than a month after that, SpaceX also completed GSE tank #3, though things seemingly devolved into chaos immediately thereafter.
Only three months later would GSE3 finally be transported to – and installed on a concrete mount at – Starship’s first orbital launch site, and only after a number of structural modifications and in the footsteps of GSE tanks #5 and #6. Little is known about why SpaceX’s custom GSE tank production faltered so soon after it began, why none of the five Starship-sized tanks installed at the orbital pad have been fully plumbed or subjected to any kind of testing, or why structural modifications were seemingly required after the fact. However, it’s safe to say that SpaceX’s brand new GSE ‘test tank’ is now at the center of the mystery.
Thankfully, at minimum, the rapid appearance of SpaceX’s first GSE test tank returns some level of familiarity to the brief but chaotic history of Starship’s orbital launch pad propellant tanks. Test tanks are nothing new and have been an integral part of Starship development since Test Tank 1 first headed to SpaceX’s suborbital launch (and test) facilities in January 2020. In the 20 months since, SpaceX has built and tested seven small test tanks, several of which didn’t survive.
Whether intentionally destroyed or not, each test tank explicitly helped SpaceX qualify new manufacturing techniques, different materials, and different skin thickness and generally gather data more quickly and cheaply than full-scale prototypes would allow. Most recently, for example, SpaceX seemingly successfully tested a Super Heavy booster test tank, subjecting the prototype to cryogenic liquid nitrogen and using hydraulic rams to simulate the thrust of nine Raptor engines on an unproven disk-like thrust structure.
Now, almost as if SpaceX snapped out of a trance and remembered the utility of test tanks, the company has assembled a subscale GSE prototype presumably meant to verify that its custom-built propellant storage tanks can handle a set of conditions significantly different from the Starships they’re derived from. In this case, that GSE tank was quite literally built from scrapped sections of GSE tank #4. In fact, the top half (forward dome section) was quite literally cut off of GSE4 after the tank was scrapped last month for unknown reasons.
Over the last several months, while GSE tank production and installation took an unexpected hiatus, SpaceX workers slowly but surely welded steel rings (stiffeners) to the exterior of GSE1, GSE2, and GSE3. When GSE5 and GSE6 eventually headed to the pad, they left with those stiffeners already installed, implying that whatever tripped SpaceX up was likely structural. The GSE4 test tank also includes external stiffeners along each circumferential weld (where rings were stacked or domes joined).
At the same time as SpaceX was (or wasn’t, for several months) building its own GSE tanks, contractors normally tasked with assembling water towers and storage tanks in situ built eight massive 12m (~40 ft) wide tanks of their own. Deemed “cryo shells,” much like their name suggests, those tanks are meant to fully enclose SpaceX’s GSE tanks. SpaceX will use those shells to insulate their thin, single-walled steel propellant tanks, thus keeping their cryogenic contents cryogenic for as long as possible. How they’ll be insulated is unclear, though.
Based on the seemingly retroactive decision to strengthen the exterior of those GSE tanks, the general consensus as of late is that SpaceX wants to pull at least a partial vacuum in the gap between shell and tank. It’s also possible that SpaceX will do the opposite and pressurize that gap (as much as possible) with an insulative gas like nitrogen. Extra confusion comes from the fact that Starship tanks are technically designed to support a literal spacecraft (operating in a near-total vacuum) without the need for external stiffeners.
Additionally, it’s fairly clear that SpaceX hasn’t built a custom subscale cryoshell or concrete installation pad for its GSE4 test tank, meaning that it will really only be useful for testing some of the loads operational GSE tanks will experience inside their sleeves. Additionally, given that SpaceX has already completed six of the orbital pad’s seven GSE tanks and all seven of their cryosleeves, the discovery of any significant issues during GSE4 testing could easily trigger months of rework and delays. With any luck, though, GSE4 will sail through an imminent test campaign, clearing the way for SpaceX to finish plumbing, sleeving, and activating Starship’s first orbital launch site tank farm.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Another Tesla Model 3 variant sold out for January 2026 in China
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
