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Here’s why SpaceX’s latest Starship rocket exploded after touchdown
In what has become a bit of a tradition, CEO Elon Musk has taken to Twitter again to explain the outcome of SpaceX’s latest Starship launch and landing attempt in more detail.
This time around, Musk’s debriefing comes after Starship serial number 10 (SN10) briefly became the first prototype of its kind to land in one piece – an extremely encouraging milestone for SpaceX. Less than 15 minutes later, though, an uncontrolled fire somehow breached the rocket’s stainless steel propellant tanks, resulting in a violent depressurization and explosion that tore Starship SN10 to pieces.
SN10’s momentarily successful landing came less than 30 days after Starship SN9’s own launch and landing attempt, which debuted a quick-fix design change meant to sidestep a different issue that caused Starship SN8 to fail shortly before touchdown last December. As it turns out, that design change – which SN9 never really had the chance to test – may have been Starship SN10’s downfall.
Starships must perform highly unusual maneuvers during their skydiver-style approach to atmospheric descent and the aggressive flip required to transition from that belly-down attitude into a propulsive vertical landing configuration. To enable those acrobatics, Starships need secondary ‘header’ tanks that permit the high-pressure storage of landing propellant.
Instead of having to maintain Starship’s building-sized main tanks at high pressures, header tanks make it far easier to safely store and feed propellant to Raptor engines. Most importantly, they help avoid prevent fuel flow interruptions or bubbles that can easily damage or destroy high-performance liquid rocket engines like Starship’s Raptors.
After Starship SN8’s last-second landing failure on December 8th, SpaceX concluded that low pressure in the liquid methane header tank was largely to blame. Normally pressurized with methane gas in a cutting-edge process called autogenous pressurization, SpaceX ultimately seemed to think that that process was the root cause and responded by adding an alternative helium pressurization workaround at the last second. Long-term, helium is not a viable solution as it’s virtually impossible to resupply in-situ (on the fly), meaning that any Starships reliant upon helium would find themselves stranded on the Moon or Mars.
Starship SN9 ultimately failed a few seconds earlier than Starship SN8 when one of its Raptor engines failed to ignite, precluding a true flight test of the helium pressurization fix. As it turns out, Musk believes that that very fix may have doomed Starship SN10.
As Starship SN10 forged ahead past the points of failure that killed SN8 and SN9, the SpaceX CEO thinks that one or more of the vehicle’s three Raptor engines began to ingest some of that helium pressurant as they emptied their methane header tank. As a result, engine thrust would have dropped below expected values, preventing Starship SN10 from slowing down for a truly soft landing. Instead, the Starship hit the ground traveling a solid 25 mph (~10 m/s), obliterating its tiny landing legs and damaging its skirt section.
It’s unclear if that hard landing was the sole cause of SN10’s subsequent explosion, as both official and unofficial webcasts of the launch appear to show a major fire starting well before touchdown and continuing to burn up to the point of failure. Regardless, Musk says that “multiple fixes” are in work for Starship SN11, which is currently speeding towards a launch attempt as early as next week. It remains to be seen if those planned “fixes” will delay SN11’s launch plans.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
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Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
