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SpaceX’s first BFR manufacturing facility approved by the Port of LA
SpaceX has been given initial approval by the Port of Los Angeles to acquire and develop a massive vacant lot into a facility capable of manufacturing the first BFR prototypes and refurbishing the company’s reusable Falcon 9 boosters. This approval is without a doubt the biggest step forward yet for the company’s ultimate goal of sending massive spaceships to Mars.
A request summary completed on March 6 details SpaceX’s proposal, laying out a bright future of rocket manufacturing for the abandoned 18-acre lot at Berth 240, one that might soon support “composite curing, cleaning, painting, and assembly [of commercial transportation vessels]” that “would need to be transported by water due to their size.” This description meshes almost perfectly with past discussion of BFR manufacturing plans from SpaceX executives like Elon Musk and Gwynne Shotwell, both of which have in the recent past affirmed the need for any BFR manufacturing facility to be located adjacent to a large body of water due to the difficulty of transporting rocket hardware as large as BFR.
- Might those cranes be refurbished? (Pauline Acalin)
- Teslarati photographer Pauline Acalin took a trip down to the Port to take a look at the vacant lot. (Pauline Acalin)
- An outline of the Port of San Pedro lot SpaceX hopes to develop. (Port of LA)
On March 15, around a week after the environmental impact assessment gave a green light for SpaceX’s facility, Port of Los Angeles’ Board of Harbor Commissioners approved the proposal, effectively giving SpaceX permission to begin serious demolition and construction activities at Berth 240, an abandoned lot located on the San Pedro side of the greater Port of Los Angeles, which refers to both Ports of San Pedro and Long Beach. To provide context, SpaceX’s primary manufacturing facilities in Hawthorne, CA occupy 10-15 acres of urban real estate – in other words, even partial development of Berth 240’s 18 acres would mark a huge expansion of the company’s available manufacturing and refurbishment space, an absolute necessity for the construction of a launch vehicle as large as BFR.
The construction of such a facility would make it significantly easier for SpaceX to build its first BFR/BFS prototypes, avoiding the massive disruption and cost that transporting the 9m-diameter vehicle through downtown LA. Rather than dealing with that nightmare, SpaceX would instead be able to simply crane an assembled booster or spaceship onto a barge (perhaps a drone ship?) that would then ship the rocket hardware through the Panama Canal to the company’s facilities in Cape Canaveral, FL or Boca Chica, TX.
Caught a glimpse of SpaceX’s upcoming Mars facility. @teslarati #SpaceX #BFR pic.twitter.com/hNWzIL5jeH
— Pauline Acalin (@w00ki33) March 19, 2018
While it is likely to take a fair amount of time to prepare the lot for the construction of a facility capable of manufacturing advanced composite rocket components, the wording in the Port documentation also suggests that SpaceX means to transfer its Falcon 9 recovery work to the new berth as soon as it’s available. Indeed, the comparatively massive space would give SpaceX far more room for recovery operations with the drone ship Just Read The Instructions (JRTI), and could potentially become a one-stop-shop for booster recovery and refurbishment. As of now, boosters recovered on the West Coast are transported to the Hawthorne factory for all refurbishment work, operations that themselves already require brief road stoppages to accommodate the sheer size of Falcon 9. As of 2018, SpaceX is planning for BFR to be 50% taller and close to three times as wide as Falcon 9 (350 feet long and 30 feet in diameter).
Although SpaceX is specifically named in the study, the company appears to have created a distinct LLC to lease the lot, referred to as “WW Marine Composites” by the authors. At the point of publishing, WW Marine Composites does at least appear to exist, but that is the sum of all info available on the circa-2016 LLC. This obscure, stealthy LLC appears to continue SpaceX’s habit of purchasing and leasing land through shell corporations, a common behavior of businesses thanks to its tax benefits and protection against liability. Finally, an additional document from December 2017 hints that SpaceX is still working closely with Janicki Industries, a globally-renowned carbon composite structures manufacturer that SpaceX tasked with the creation of the first 12m-diameter composite tank, revealed to the surprise of almost everyone in 2016 and soon after tested to destruction in 2017.
- SpaceX’s carbon fiber Starship tank prototype, revealed during Elon Musk’s 2016 IAC presentation. (SpaceX)
- SpaceX’s massive carbon fiber liquid oxygen tank seen testing in Northern Washington. BFR’s tankage will be 25% narrower, and thus easier to manufacture. (SpaceX)
- BFR’s booster and spaceship, tiny human for scale. (SpaceX)
Regardless, it will be exciting to watch SpaceX develop what will likely become its newest property acquisition. BFR is a massive rocket and will require commensurately massive manufacturing hardware, hardware that is likely to be spotted by any number of eagle-eyed SpaceX fans and observers in the LA area. Berth 240 may also uniquely lend itself to some incredible photos of the company’s progress, thanks in part to the fact that it’s all but surrounded by shoreline that is accessible to the public. Teslarati photographer Pauline Acalin visited the site just after receiving insight on the latest development to get a feel for the location.

It’s liable (and perhaps probable) to change, but curious observer can currently walk up right beside Berth 240, a location that might soon support SpaceX’s first BFR manufacturing. (Pauline Acalin)
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News
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.





