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SpaceX’s first 33-engine Super Heavy booster reaches full height
Approximately 11 weeks after the process began, SpaceX has finished stacking its newest Super Heavy booster prototype – the first of its kind intended to host 33 new Raptor V2 engines.
Designed to launch Starship’s massive, namesake upper stage part of the way to orbit, Super Heavy is in many ways simpler than Starship but just as complex and unprecedented in others. Ignoring SpaceX’s unusual plans to have boosters land on huge mechanical arms installed on a skyscraper-sized tower, Super Heavy is ‘merely’ a large vertical-launch, vertical-landing liquid rocket booster – the likes of which SpaceX already has extensive experience with through Falcon 9 and Falcon Heavy. What mainly sets Super Heavy apart is its sheer scale.
Measuring around 69 meters (~225 ft) from tip to tail, Super Heavy – just one of two Starship stages – is almost as tall as an entire two-stage Falcon 9 or Falcon Heavy rocket. At nine meters (~30 ft) wide, a single Super Heavy booster – effectively a giant steel tube – should be able to store at least six or seven times as much propellant as Falcon 9 and about two to three times as much as Falcon Heavy. Engine count and peak thrust are similarly staggering.
SpaceX’s newest Super Heavy prototype – Booster 7 (B7) – expands those engine-related capabilities even further. Instead of the 29 Raptor V1 engines installed on Super Heavy B4, Booster 7 is designed to support up to 33 Raptor V2 engines. While the V2 design significantly simplifies Raptor’s design to make it easier to build, install, and operate, it also substantially boosts maximum thrust from around 185 tons (~410,000 lbf) to at least 230 tons (~510,000 lbf). In theory, if Super Heavy B7 is outfitted with a full 33 Raptor V2 engines capable of operating at that claimed thrust level, Booster 7 could theoretically produce at least 40% more thrust than Booster 4. B4, however, has yet to attempt a single static fire.
The fact that SpaceX hasn’t put Booster 4 through a single full wet dress rehearsal (a launch simulation just shy of ignition) or static fire test after more than half a year at the orbital launch site has led many to assume that the prototype is likely headed for premature retirement. With Booster 7 now perhaps just a week or two away from test-readiness, SpaceX finally has a viable replacement capable of both carrying the flame forward and kicking off the qualification of the first prototype designed to use Raptor V2 engines.
Booster 7 features a number of other design changes, including sleeker raceways (external conduits that protect wiring and smaller plumbing); a different layout of the pressure vessels, ‘hydraulic power units,’ and umbilical panel installed on its aft; and significant changes to the aerocovers that slot over that aft hardware. Beyond its Raptor engines, the two next most substantial modifications made to Super Heavy Booster 7 are arguably a pair of strake-like aerocovers and the addition of large internal ‘header’ tanks meant to store landing propellant.
A series of new sharp-edged aerocovers are now expected to slot over the top of two new pairs of five composited-overwrapped pressure vessels (COPVs) that run about a third of the way up Booster 7’s tanks. It’s possible that they will function a bit like strakes, fixed wing-like structures designed to improve aerodynamic stability. In comparison, Super Heavy B4 has four sets of two COPVs spaced evenly around the outside of its engine section.
Finally, SpaceX appears to have upgraded Super Heavy Booster 7 with a full set of internal header tanks, meaning that it should now be able to store all needed landing propellant in separate tanks. That significantly decreases the amount of pressurization gas required and makes it much easier to ensure that Super Heavy’s Raptor engines are fed with an uninterrupted flow of propellant during complex in-space and in-atmosphere maneuvers. Following SpaceX’s decision to turn Super Heavy’s tank vents into maneuvering thrusters, header tanks should also decrease the chances of liquid propellant being accidentally vented while the booster is in microgravity/free-fall conditions.
With any luck, Super Heavy B7 will be fully assembled and ready for proof testing. It’s very likely that it will take SpaceX several more months to mature Raptor V2’s design into something ready for flight and produce and qualify at least 33 of the engines but in the interim, Booster 7 can hopefully kick off cryogenic proof and wet dress rehearsal testing as early as late March or early April.
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.
