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SpaceX’s Starship/Super Heavy rocket needs a launch pad and work is already starting
According to SpaceX job posts published early this month, the company has already begun the process of looking for the engineer or engineers that will be responsible for preparing both Starship/Super Heavy and its prospective pad facilities for the rocket’s inaugural launches.
Per one of those posts, Starship/Super Heavy’s “initial launch capability” will be achieved at Kennedy Space Center’s historic Launch Complex 39A (also known as Pad 39A), a facility SpaceX has leased since 2014 and launched from since 2017. Originally constructed in the 1960s to support Saturn V, the largest operational US rocket ever built, Pad 39A spent another three decades supporting dozens of Shuttle launches until the latter was also retired, after which SpaceX took over the historic facility. Although SpaceX has specifically discussed plans to ultimately turn its South Texas outpost into a full-fledged orbital launch site, that will be an extremely slow and expensive endeavor and Pad 39A makes sense for several reasons.
Building rocket launch facilities is hard
Even though SpaceX has still tended to aggressively outperform its competitors and peers, the process of building a new launch complex from scratch is extremely challenging. For example, after SpaceX suffered a catastrophic failure of Falcon 9 at Pad 40 (LC-40) in September 2016, the company had to conduct extensive refurbishment and even tacked on some pre-planned upgrades. Still, a large portion of the pad remained intact, including the flame trench (with minor damage), hangar facilities, and more.
Ultimately, it took SpaceX more than 10 months and $50M to repair, rebuild, and upgrade LC-40. The biggest single ticket item was likely the new transporter/erector and its associated launch mount and water deluge system, followed by new plumbing and communications infrastructure throughout the pad. By far the most time-consuming and expensive process, however, is laying a foundation for the launch pad itself, most of which SpaceX was able to skip at Pad 40 after some relatively minor repairs and modifications.
Although Blue Origin is as tightlipped as space startups come, owner Jeff Bezos has indicated that the companies large-scale LC-36 pad – built from a clean slate – was part of an overall investment of “more than $1 billion”. That is split between LC-36, a new factory, and a more general-use campus in and around Cape Canaveral, Florida. Building a factory is even more expensive than launch facilities, so the overall cost of building LC-36 from scratch is likely somewhere between $150M and $300M, although it could be even more expensive.
LC-36 is being built for New Glenn, a rocket that will produce roughly 75% as much thrust as Falcon Heavy and ~25% as much thrust as Starship’s Super Heavy booster at liftoff. This is all to make a simple point: if SpaceX means to do so, building a new Super Heavy-class launch pad at Boca Chica is going to take a bare minimum of a year and $100M+ (assuming Blue Origin has been somewhat inefficient, as usual). SpaceX’s current setup is unambiguously dedicated to far lower-thrust Starhopper (and maybe Starship) test flights, whereas an orbital launch complex capable of surviving Super Heavy liftoffs would be at least 5X larger and involve extensive foundation-laying and far more concrete.
All things considered, it’s thrilling that SpaceX is already in the process of designing and – soon – constructing the launch complex (or add-on hardware) that will support the first suborbital and orbital launches of Starship and Super Heavy. Per the aforementioned Launch Engineer job post, it seems all but certain that visible work at Pad 39A could begin at any moment, regardless of whether SpaceX has plans to subtly modify the existing 39A facilities or build something entirely new within its borders.
According to SpaceX VP of Commercial Sales Jonathan Hofeller, “the goal is to get orbital as quickly as possible, potentially even this year, with the full stack operational by the end of next year and then customers in early 2021.” In short, Starship and Super Heavy-compatible launch facilities are going to be needed at 39A (and, eventually, Boca Chica) far sooner than later. Even if it’s likely that the vehicle development will suffer delays that could push Starship’s orbital launch debut into 2021 or beyond, launch pad design and construction is challenging and slow but still fairly predictable. and it is certainly better to be early than to be late. In short, the next 12 months are going to be wild.
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Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
News
Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
Tesla Model Y L is gaining momentum in China’s premium segment
Tesla Cybertruck earns IIHS Top Safety Pick+ award
