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SpaceX working on several Starship, Super Heavy upgrades and design changes

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Not long after Elon Musk confirmed plans to add three more Raptor engines to Starship and stretch the upper stage’s propellant tanks, the SpaceX CEO has confirmed one of several smaller design changes planned in the interim.

On January 3rd, Musk confirmed that SpaceX is entirely relocating one of two secondary ‘header’ tanks that Starships use to store landing propellant. A graphic sketched on the side of future Starship rings further revealed plans to tweak most of the subsections that SpaceX stacks to form a Starship, complementing an upgraded nosecone design. Finally, another design change was spotted on hardware that will eventually become part of the first full-thrust Super Heavy booster.

According to Musk, starting with Starship 24 (S24), which is likely the next ship SpaceX will complete, the methane (fuel) header tank will be relocated from Starship’s common dome to its nosecone. From the start, Starship’s oxygen header tank has been located in the very tip of the nose – placed in such an inconvenient location for the sole purpose of shifting Starship’s center of gravity forward. Now, the methane header tank will join it in the nose, with the obvious explanation being a need to shift that center of gravity even further forward. It’s possible that this change was planned before SpaceX realized the performance benefits of a stretched, nine-engine Starship, but it could also be a preemptive modification meant to counteract the added weight of three more Raptor engines and longer tanks.

Starship’s current nose and common dome header tanks. (NASASpaceflight – bocachicagal; SpaceX)

Musk’s confirmation of the methane header tank’s relocation came just a few days after a drawing on the side of a Starship section further confirmed several more minor design changes. Starbase ‘hieroglyphics’ are not uncommon, as SpaceX engineers and technicians have often used hardware itself as a sort of whiteboard to sketch out plans and literally annotate ongoing work. This particular drawing was exceptionally detailed and useful, effectively showing exactly how Starship’s design will change beginning with Ship 24. The changes are simple enough: in essence, SpaceX will be adding an extra ring to several Starship ‘sections.’ For current ships, six distinct sections are stacked to form the Starship’s cylindrical tankage and hull.

It takes another five stacked sections to complete the current nosecone design. Counting the nose as one, it takes about seven stack operations to fully assemble the basic structure of a Starship. With the design changes sketched out on a Starship S24 ring and an upgraded nosecone that will debut on the same ship, fully assembling a nosecone will now take two or three stacks (down from five) and fully assembling a Starship will take six stacks (down from seven). While obviously not a major redesign, the changes will significantly simplify (and thus potentially speed up) Starship assembly, which will have additional positive follow-on impacts on plumbing, wiring, and heat shield installation.

Old nose prototypes, September 2020. (NASASpaceflight – bocachicagal)
Starship’s new, more monolithic nose design. (NASASpaceflight – bocachicagal)

There’s good reason to believe that some of the changes – especially expanding Starship’s nose barrel from four to five rings tall – will end up being applied to Super Heavy, potentially reducing the number of booster ‘sections’ needed from nine to seven or eight. However, there are already signs of some weirder changes being made to Super Heavy’s design. On December 21st, a Super Heavy thrust dome – likely Booster 7’s – was sleeved with several steel rings as part of a now-routine process, partially completing the first 33-engine thrust section. However, instead of the usual aft barrel section comprised of three six-foot-tall (~1.82m) steel rings, this ‘sleeve’ was made up of four ~1.4m-tall rings – the first time in Starbase history that shorter rings have appeared on any hardware.

This traditional three-ring Super Heavy thrust dome ‘sleeve’ design is present on Boosters 3, 4, and 5. (NASASpaceflight – bocachicagal)

Unlike all the other changes described above, it’s entirely unclear what benefit SpaceX is getting from keeping a given ship or booster section the same height while adding more smaller rings to it – a process that will inherently increase the complexity and amount of work required to complete that section. Regardless, it’s clear that SpaceX is in the midst of a significant period of design revision that could see Ship 24 and Booster 7 debut with a wide range of upgrades and design changes in just a few months.

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla CEO Elon Musk reminds everyone about Roadster’s true meaning

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Elon Musk addresses the crowd next to the new Tesla Roadster, which Tesla offers in Performance, Thrust and Rocket versions. (Image: Tesla/X)
Elon Musk addresses the crowd next to the new Tesla Roadster, which Tesla offers in Performance, Thrust and Rocket versions. (Image: Tesla/X)

Tesla CEO Elon Musk took to his social media platform X on Sunday to remind everyone that the Roadster’s true meaning is not about company growth or adding dollars to shareholders’ pockets. Sometimes, you just do things because you can.

Following the Roadster’s epic unveiling event last Thursday, skeptics and critics of the company or the project itself came out to say that the vehicle is a pointless project because it is not geared toward growing the company, delivering supreme margins for profitability, nor does it contribute to the big picture of Artificial/Super Intelligence.

But that’s just the thing: Roadster is not meant to be some shareholder dream; it’s meant to be a vehicle that people buy just because it is something awesome, unique, and the first of its kind.

Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds

Musk had to remind those who are skeptical about the Roadster’s importance to the company mission that while it is not a major contributor to Tesla’s long-term goals, it is something that is being built just because it can be:

“Optimus and Cybercab will be the vast majority of Tesla’s value. The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power, and mass to space. And, of course, if you have the first two, the rest will follow. But Roadster is super cool, so we’re doing it anyway.”

Musk has said on many occasions that Optimus would be the project that would make up the vast majority of Tesla’s value in the coming years.

Robotics will be a major focus of Tesla over the coming years, especially as Musk believes Optimus will enable work to be optional for humans and will enable what he calls “High Universal Income.”

Cybercab will be a passive income opportunity for owners, Musk and Tesla have said for a very long time, as a fleet of self-driving vehicles will operate within a ride-hailing Robotaxi service that won’t require a human driver to be present.

Tesla investors are more than enthusiastic about the company’s future projects, at least from a general consensus perspective. However, it is important to note that the Roadster is a fun and cool project that pushes the boundaries of what people thought was possible for an automobile.

What we saw last week was the first true example of a flying car, and despite the backlash about how it might not contribute to Tesla’s grand ambitions, it’s okay to have fun sometimes, too.

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Investor's Corner

SpaceX’s biggest earnings test yet lands Tuesday, and Tesla shareholders should be watching

SpaceX reports earnings Tuesday as Wall Street watches AI spending, Starlink growth and Tesla merger

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SpaceX reports third quarter results after the market closes Tuesday, with a webcast at 4:30 p.m. ET streamed on X, and Tesla follows a day later. Bloomberg consensus, cited by Pepperstone, calls for revenue of $12.89 billion, adjusted EBITDA of $6.62 billion and adjusted EPS near $0.15. That would be about 65% growth from the second quarter and SpaceX’s first profitable quarter since its IPO. Analysts expect roughly $6.4 billion from AI and $4.9 billion from Starlink, which is projected to reach 14.3 million consumer subscribers. Capital spending is forecast at $19.6 billion, leaving free cash flow near negative $11.6 billion.

The numbers matter because SpaceX has spent months trying to win over a skeptical market. It priced its record IPO at $135, spiked to $225.64, then sank near $105 in early August. Friday’s close of $146.03 sits about 28% below the June high. The Q2 report beat on revenue at $7.8 billion and put Starlink at 12 million subscribers, but $18.4 billion of capex hurt the stock. Since then SpaceX reached orbit on Starship Flight 14 with 26 Starlink V3 satellites, agreed to buy 800 MHz spectrum for about $8 billion as part of its Starlink Mobile push, and signed a fourth compute hosting deal in four months worth roughly $13 billion a year from December. Management is targeting more than 2 gigawatts of compute by year end and a $100 billion annualized revenue run rate. Evercore ISI, which raised its target to $275, said the quarter may be judged more on those targets than the reported figures

All of this sits under the Tesla merger question. Barclays analyst Dan Levy expects an all stock deal in which SpaceX buys Tesla at a premium, using reference values of $2.1 trillion and $1.5 trillion, and said an announcement would need to come by late October or early November to be voted on at Tesla’s December 6 annual meeting. Barclays estimates Musk would hold about 37% of the combined company and 56% of the votes. Musk said in July that combining companies cannot be discussed on an earnings call, but an investor question asking when SpaceX will merge with Tesla is sitting on SpaceX’s Q&A platform, and Teslarati has tracked how the Roadster demo revived the talk.

If a deal happens, Tuesday’s result would effectively set the price Tesla holders would receive. Their shares would convert into SpaceX stock, along with exposure to a company with a heavy investment on AI, while Tesla itself expects 2026 capex above $25 billion. A strong quarter and calmer spending would make that exchange easier to sell. Another round of heavy capex and a falling stock would make it harder.

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SpaceX’s Gwynne Shotwell just made a quiet gesture toward Tesla

SpaceX president Gwynne Shotwell quietly followed Tesla on X, and merger watchers noticed right away.

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SpaceX President and COO Gwynne Shotwell has started following Tesla’s official account on X, a small change that landed in the middle of a very loud merger conversation. Whole Mars Catalog joked about it on Sunday.

A follow is not an announcement, and neither company has said anything about a deal. What gives the moment weight is the timing. Barclays analyst Dan Levy has told clients that an agreement could come before Tesla’s annual meeting, which must be held by December 6, with SpaceX as the buyer in an all stock deal, as we reported after the Roadster unveiling. Wedbush’s Dan Ives has stuck with a 2027 timeline.

Shotwell is the executive most worth watching if the two companies do move closer. When Musk was asked at the All In Summit why Tesla and SpaceX remain separate, Shotwell sat next to him and said SpaceX personnel had already moved into xAI to fill leadership and engineering gaps. The businesses were integrating “faster than I thought,” she said, though “not fully integrated yet.” Her responsibilities have also grown since SpaceX absorbed xAI, and she now oversees operations that include Grok and the company’s AI compute buildout.

The financial links are already there. Tesla’s $2 billion xAI investment turned into a stake of less than one percent in SpaceX, the two share the Terafab chip project in Austin, and Musk exercised his 2018 Tesla options a week after SpaceX began trading, a sequence analysts flagged as giving SpaceX public shares to use in a deal. Musk holds about 20 percent of Tesla and controls 85.1 percent of SpaceX’s voting power, according to our earlier breakdown.

The next test is close at hand. SpaceX reports its second earnings as a public company on Tuesday after the close, and Tesla follows on Wednesday. Musk told analysts in July that “we can’t talk about combining companies and that kind of thing on an earnings call,” so a direct answer is unlikely from either stage. Tesla shareholders can still submit and vote on questions through the Say portal until 4 p.m. EDT on Monday, and the merger is a recurring theme in the queue.

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