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SpaceX tweaks Starship's Super Heavy rocket booster as design continues to evolve
CEO Elon Musk says that SpaceX continues to evolve the design of its next-generation Starship spacecraft and Super Heavy rocket booster, a process of continuous improvement the company has successfully used for a decade.
Designed to place more than 100 metric tons (220,000 lb) of payload into Low Earth Orbit (LEO), Starship would effectively double (and possibly triple) the expendable performance of SpaceX’s existing Falcon Heavy rocket. Critically, it would be able to dramatically outclass Falcon Heavy (and Falcon 9 even more so) in a fully reusable configuration, meaning that both the Starship upper stage and Super Heavy booster could be recovered and reused.
Since SpaceX first publicly revealed its next-generation launch vehicle and Mars ambitions in September 2016, the path to realizing the dream of a fully-reusable super heavy-lift launch vehicle has been decidedly windy. After making the radical decision to move entirely from carbon composites to stainless steel in late 2018, the Starship design has remained relatively similar, coalescing around a specific concept that has matured to full-scale tank tests. Now, Musk says that Super Heavy’s design was tweaked slightly to make the booster even taller than before, while he later noted that Starship’s design also continues to “[evolve] rapidly.”
According to Musk, the Super Heavy booster will be stretched by a steel ring or two, reaching a new height of ~70m (230 ft). In other words, Starship’s first stage alone will measure as tall as the entirety of a Falcon 9 or Falcon Heavy rocket – first stage, second stage, and payload fairing included. Powered by up to 37 Raptor engines, a Super Heavy booster could produce more than ~90,000 kN (19,600,000 lbf) of thrust at liftoff – an incredible 12 times as much thrust as SpaceX’s workhorse Falcon 9 rocket.
Starship, meanwhile, will be a beast of an orbital-class upper stage on its own, measuring at least 50m (165 ft) tall and weighing some 1350 metric tons (3 million lb) fully-fueled. Stacked on top of Super Heavy, a Starship ‘stack’ would reach a staggering 120m (395 ft) and weigh more than 5000 metric tons (11 million lb) once loaded with liquid oxygen and methane propellant.
In simple terms, Starship/Super Heavy should be the tallest, heaviest, and most powerful launch vehicle ever assembled once it heads to the launch pad for the first time. While SpaceX is making great daily progress its ever-growing South Texas rocket factory, built up from next to nothing in a matter of months, it could still be quite some time before that milestone is within reach.
SpaceX’s process of continuously tweaking and improving the design and production of its rockets does typically have that effect. However, it’s more a symptom of the company’s approach to hardware and software development. Instead of working slowly and carefully from nothing to a preconceived finished product, SpaceX typically seeks to design, build, and test the minimum viable product, gradually improving (or entirely replacing) past ideas, designs, and hardware until overarching goals are fully achieved.
With Falcon 9 and Falcon Heavy, this meant beginning with Falcon 1, a dead-simple proof-of-concept rocket. After successfully reaching orbit, SpaceX expanded its Falcon 9 development program, itself focused initially on the minimum viable product – a full-scale expendable rocket. Since Elon Musk founded SpaceX in 2002, the goal has always been to build a fully-reusable rocket – the company has simply chosen the far more sustainable and practical approach of tackling only a select few problems at a time.
The Starship and Falcon development programs aren’t directly comparable but it’s safe to say that Starship is currently still in the very early stages of hardware development. Shortly after revealing Super Heavy’s height growth, Musk noted that Starship’s design is also being tweaked.
Sketching out a rough series of upgrades that could feasibly be made to the reusable spacecraft’s currently design, Musk thinks that Starship’s conical tank domes (and thus Super Heavy’s, too) could be flattened. That might allow an extra ~3m (10 ft) of propellant tank space to be squeezed into the same 50m Starship length, improving performance by simply using the vehicle’s fixed volume more efficiently.
With a nascent factory quite literally churning out Starship hardware, these tweaks are a whole different animal. Thanks to data and insight gathered from testing actual full-scale Starship tanks, up to and including fully-assembled tank sections, SpaceX will be able to guide its continuous improvement with even greater precision, honing in on the next-generation rocket’s orbital launch debut.
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Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
