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SpaceX Starship factory eyes cutting-edge industry solutions for inspiration [updated]
Update: In a Twitter response to this article, SpaceX CEO Elon Musk says that the reality of things is unsurprisingly a bit more complex. As noted, the standards and requirements for aerospace hardware are much stricter than those needed for the water towers, storage tanks, and other utilities that existing commercial solutions are commonly used to build.
As such, it’s inaccurate to suggest that those off-the-shelf solutions are capable of building rockets right out of the box. Still, several pieces of commercial fabrication equipment from providers like IMCAR have been spotted in use at SpaceX’s Boca Chica, Texas Starship facilities. With “substantial capital and engineering” investments into making those solutions more precise, however, SpaceX may still be able to use existing hardware – or at least the concepts they underly – to rapidly build high-quality Starships and Super Heavy boosters.
A SpaceX engineer says that the company wants to adopt commercially-available manufacturing equipment that could allow its Boca Chica, Texas team to build Starship tank parts in minutes and nearly-complete rocket bodies in a matter of days.
Originally created to meet the needs of a variety of different companies – typically oil and gas related – that need efficient, affordable, and standardized storage tanks, a small but growing niche exists for semi-automated tank production. While there is some clear uncertainty given that the quality and consistency required for oil and gas needs or even simple water storage likely isn’t the same needed to meet strict spaceflight margins, SpaceX has already acquired several production tools from existing contractors and is working around the clock to prove that those same tools can be used to build large, reusable rockets.
The gamble is simple: if it turns out that off-the-shelf (COTS) equipment can become an almost turnkey solution for manufacturing high-quality Starship spacecraft and Super Heavy boosters, SpaceX may have found a shortcut to orbit, avoiding the huge expense of finding and building its own custom production solutions. But is that COTS tank fabrication hardware truly up to the task?
At least right now, the simple answer is “yes”. Thanks to two highly successful destructive tests of Starship tank prototypes that wrapped up last month, SpaceX has confirmed that at least a subset of the available COTS solutions can be used to build Starships (theoretically) capable of orbital flight. To be clear, those tanks reached only the most basic kind of specification needed for a true orbital-class spacecraft, demonstrating that they can fairly easily survive the pressures required for Starship and its Super Heavy boosters to remain structurally sound from liftoff to touchdown.
For the most part, the only truly COTS aspect of those test tanks were the flat, cylindrical rings at their center – produced by cutting and welding together giant sheets of coiled steel. The tanks’ domes were more or less welded together by hand with the help of large jigs, while finished domes and rings were also welded together by hand. Given that the welds used to create the rings themselves have never obviously been a problem, the success of Starship’s two test tanks can thus be heavily attributed to skilled welders’ hands rather than any particular off-the-shelf solution.
Still, the fact of the matter is that automatic solutions like those currently available exist for good reason – aside from requiring far less labor to produce similar results, the consistency and quality of those results can actually be much better than anything that can be reliably achieved in a more boutique fashion. This is, at least, the promise of solutions like those shown below.
SpaceX certainly appears to be pursuing the best-case scenarios that could be made possible with some of the hardware shown above. Already, it looks like Starship ring segments – themselves formed and welded with semi-automated IMCAR hardware – are being stacked and tack welded (temporary welds used like clamps) inside one of SpaceX’s new tents before the stand holding those ring(s) rotates itself, automatically welding them together.
The three mated rings pictured above were assembled over the course of several days using some of those methods and COTS fabrication hardware. However, if SpaceX can refine its procedures – currently still in the oven, so to speak – and become an expert at modifying and using available tank fabrication hardware to fabricate rockets, the company could conceivably build entire Starship and Super Heavy bodies in a matter of days.
It might take a substantial amount of trial and error, but SpaceX is clearly well on its way.
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Tesla Superchargers open to Lucid Air, but not without one key thing
Lucid’s full lineup of EVs is now able to use Tesla Superchargers in the United States and Canada.
Tesla Superchargers will be open to Lucid Air vehicles starting on July 31, a move that comes nearly two years after the companies agreed to terms that would allow them to partner.
Lucid joins a long list of EV makers that have a full lineup of EVs that can utilize Tesla’s extensive Supercharger Network across the United States and parts of Canada. In all, over 32,500 Tesla Superchargers will be accessible to Lucid owners at the end of the month.
Lucid NACS adoption ‘must have been a bitter pill to swallow’: Elon Musk
All Air models, regardless of year or trim level, will gain access to the entire North American Tesla Supercharger Network. It will just need one key thing to charge: an NACS adapter.
Lucid Air sedans will require a DC NACS to CCS1 adapter in order to enable charging at the Tesla stalls. These will be priced at $220 plus tax.
Emad Dlala, Senior VP of Powertrain at Lucid, said:
“In addition to offering the longest-range electric vehicle available, Lucid is committed to offering our customers seamless and wide access to public charging. Access to the Tesla Supercharging Network for the Lucid Air is yet another major milestone.”
Charging speeds will allow Air EVs to charge at up to 50 kW, gaining up to 200 miles of range per hour.
As for the Lucid Gravity, the company’s SUV, it will not require the adapter because of its native NACS port. It gained access to the Supercharger Network in January.
Although Lucid Airs will not be able to charge at the rate of some other vehicles, they do boast some of the best range ratings in the EV industry. Having the luxury of additional charging piles to access will increase the value of the long-range ratings Lucid offers with its vehicles.
Lucid joins several other automakers that have a full lineup of EVs that have access to the Tesla Supercharger Network:
- Ford
- Rivian
- General Motors (Chevrolet, GMC, Cadillac)
- Volvo
- Polestar
- Nissan
- Mercedes-Benz
- Hyundai
- Kia
- Genesis
- Honda
- Acura
- Aptera
Other brands, like BMW, Audi, Volkswagen, Porsche, and Subaru, are expected to gain access in the near future.
News
Tesla Robotaxi wins over firm that said it was ‘likely to disappoint’
Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.”
Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.” The ride-hailing service has been operating for about a month, and driverless rides have been offered to a small group of people that continues to expand nearly every day.
JPMorgan went to Austin to test the Tesla Robotaxi platform, and it did so just a few weeks after listing Tesla as one of its “six stocks to short” in 2025. Highlighting the loss of the EV tax credit and labeling the Robotaxi initiative as one that was “likely to disappoint,” despite Tesla’s prowess in its self-driving software.
Analyst Ryan Brinkman has been skeptical of Tesla for some time, even stating that the company’s “sky-high valuation” was not in line with other stocks in the Magnificent Seven.
However, a recent visit to Texas that was made by JPMorgan analysts proved that the Robotaxi platform, despite being in its earliest stages, was enough for them to change their tune, at least slightly. The firm gave its props to the Tesla Robotaxi platform in a note by stating it was “certainly solid and felt like a safe ride at all times.”
It’s always nice to hear skeptics report positive experiences, especially as Robotaxi continues to improve and expand.
Tesla has already expanded its geofence for the Robotaxi suite in Austin, picking a very interesting shape for its newest boundaries:
Tesla’s Robotaxi expansion wasn’t a joke, it was a warning to competitors
As Robotaxi expands, Tesla is dealing with competition from Waymo, another self-driving ride-hailing service that is operating in Austin, among other areas. After Tesla’s expansion, which brought its accessible area to a greater size than Waymo’s, it responded by doubling its geofence.
Waymo’s expansion surpassed Tesla’s size considerably, and it seems Tesla is preparing to expand its geofence in the coming weeks.
Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement
The Robotaxi platform is not yet available to the public, but Tesla has been inviting more people to try it with every passing day. Currently, the map is roughly 42 square miles, but many believe Tesla is able to broaden this by a considerable margin whenever it decides.
Investor's Corner
Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush
Tesla will report earnings for Q2 tomorrow. Here’s what Wedbush expects.
Tesla (NASDAQ: TSLA) is set to report its earnings for the second quarter of 2025 tomorrow, and although Wall Street firm Wedbush is bullish as the company appears to have its “wartime CEO” back, it is looking for answers to a few concerns investors could have moving forward.
The firm’s lead analyst on Tesla, Dan Ives, has kept a bullish sentiment regarding the stock, even as Musk’s focus seemed to be more on politics and less on the company.
However, Musk has recently returned to his past attitude, which is being completely devoted and dedicated to his companies. He even said he would be sleeping in his office and working seven days a week:
Back to working 7 days a week and sleeping in the office if my little kids are away https://t.co/77cc6sRCFZ
— Elon Musk (@elonmusk) July 20, 2025
Nevertheless, Ives has continued to push suggestions forward about what Tesla should do, what its potential valuation could be in the coming years with autonomy, and how it will deal with the loss of the EV tax credit.
Tesla preps to expand Robotaxi geofence once again, answering Waymo
These questions are at the forefront of what Ives suggests Tesla should confront on tomorrow’s call, he wrote in a note to investors that was released on Tuesday morning:
“Clearly, losing the EV tax credits with the recent Beltway Bill will be a headwind to Tesla and competitors in the EV landscape looking ahead, and this cash cow will become less of the story (and FCF) in 2026. We would expect some directional guidance on this topic during the conference call. Importantly, we anticipate deliveries globally to rebound in 2H led by some improvement on the key China front with the Model Y refresh a catalyst.”
Ives and Wedbush believe the autonomy could be worth $1 trillion for Tesla, especially as it continues to expand throughout Austin and eventually to other territories.
In the near term, Ives expects Tesla to continue its path of returning to growth:
“While the company has seen significant weakness in China in previous quarters given the rising competitive landscape across EVs, Tesla saw a rebound in June with sales increasing for the first time in eight months reflecting higher demand for its updated Model Y as deliveries in the region are starting to slowly turn a corner with China representing the heart and lungs of the TSLA growth story. Despite seeing more low-cost models enter the market from Chinese OEMs like BYD, Nio, Xpeng, and others, the company’s recent updates to the Model Y spurred increased demand while the accelerated production ramp-up in Shanghai for this refresh cycle reflected TSLA’s ability to meet rising demand in the marquee region. If Musk continues to lead and remain in the driver’s seat at this pace, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Tesla will report earnings tomorrow at market close. Wedbush maintained its ‘Outperform’ rating and held its $500 price target.
Tesla Superchargers open to Lucid Air, but not without one key thing
Tesla Robotaxi wins over firm that said it was ‘likely to disappoint’
Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush
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