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SpaceX's Texas Starship factory set to receive more parts from Florida
After successfully delivering Starship hardware and manufacturing tools to SpaceX’s Boca Chica, Texas rocket factory and launch facilities, the company has begun preparing a second load of parts to be shipped from Florida to Texas in the near future.
This is the latest chapter in a saga that began when SpaceX revealed that it would effectively pause its Florida Starship manufacturing operations and reassign most of its affected employees. Since SpaceX’s early-December confirmation, the company’s Cocoa, Florida Starship production hub has been more or less at a standstill, only interrupted once and awhile by efforts to either scrap hardware that is no longer needed or send it to Texas, where SpaceX has redoubled efforts to build the next series of Starship prototypes.
Teams in Florida are still working tirelessly to construct a massive Starship launch mount at Pad 39A believed to be capable of supporting full-scale Starship and Super Heavy static fires and launches, confirmation that SpaceX is likely only temporarily halting Starship production in the region. Nevertheless, the focus is now unequivocally on SpaceX’s Boca Chica facilities, where the company is rapidly building and expanding manufacturing facilities and constructing the next full-scale Starship prototype (SN01).
Although manufacturing operations have been paused in Florida, the existing Cocoa facility still has a huge amount of Starship hardware strewn about, most of which appears to be bound for scrapyards. Some of that hardware and infrastructure, however, can be salvaged and used elsewhere by SpaceX, and that is exactly what the company is now doing.
Most recently, SpaceX loaded transport ship GO Discovery with two giant steel stands and a completed Starship dome and transported that hardware from Port Canaveral, Florida to Port of Brownsville in early-December 2019. After arriving, SpaceX moved the rocket parts and infrastructure by road to its Boca Chica facilities, where they have since been stored until they’re needed.
At the moment, the almost-finished Starship Mk2 prototype remains at SpaceX’s Cocoa factory in three giant pieces – a cylindrical tank and engine section, the start of a curved nose section, and the tip of that nose section. It remains to be seen what the fate of those rocket parts is, as much of the structure could theoretically be sent to Texas to expedite Starship SN01 production and assembly. However, the utility of those parts is likely almost entirely dependent on their quality and the design and fabrication delta between them and whatever SpaceX has in mind for the next phase of prototypes.
SpaceX continues to develop Starship in largely the same way it worked on Falcon 9 booster landings, beginning with a minimum viable product (Grasshopper/Starhopper) and gradually improving the test hardware into something much more reminiscent of the real deal (F9R/Starship Mk1, Mk2). Ultimately, all the experience gained and lessons learned from building and flying those increasingly more complex prototypes is merged with true orbital-class flight hardware.
It appears that SpaceX (or at least CEO Elon Musk) believes that the company may have already learned enough from Starhopper and Starship Mk1/Mk2 to graduate directly to some form of serial production – implied by his statement that the next Texas prototype will now be known as Starship SN01. Formerly Starship Mk3, Starship SN01 will be built with an array of refined or fully-new production and assembly processes, hopefully resulting in a prototype that is significantly more refined than Starship Mk1, which is believed to have been intentionally destroyed during pressure testing in November 2019.
In line with that strategy, SpaceX is preparing to ship more upgraded Starship hardware and infrastructure from Florida to Texas.
Based on photos taken in the last few days by local photographer and observer John Winkopp, GO Discovery’s next shipment will include a number of rolls of stainless steel stock, another steel stand for Starship ring assembly, and parts of another unfinished Starship tank dome.
Altogether, it’s possible that Starship SN01 assembly will end up taking far less time than Starship Mk1 or Mk2. Musk believes that that new and improved Starship prototype could be ready for flight testing as early as February or March 2020.
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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.
