News
A Tesla Supercharger V3 invasion is coming, and it’s starting in a nondescript building in Shanghai
Inside an unmarked, nondescript building less than four miles away from the growing, sprawling Gigafactory Shanghai complex, American electric vehicle maker Tesla is starting what could very well be another disruption in the making. Tesla announced recently that it had started operations in its first dedicated Supercharger V3 plant in Shanghai. The goal of the facility is simple: it would produce 10,000 Superchargers per year.
This goal is quite impressive considering that Tesla, in its official website, notes that it currently operates just over 20,000 Superchargers stalls in more than 2,000 stations across the globe. This means that if the Shanghai Supercharger V3 plant could hit its target production figures, Tesla should be able to double the number of its Superchargers in just a few years. But this is not the most impressive part of this ramp.
Drone operator WU WA, who has been following the progress of Tesla China’s Shanghai projects for over two years now, noted in a recent flyover that Tesla’s Supercharger V3 plant in Shanghai covers just about 5,000 sqm (about 54,000 square feet). That’s not a small area by any means, but it is very compact considering that the Roadrunner line, which hosts the company’s pilot 4680 battery production line in Fremont, covers over 180,000 square feet. It should also be noted that Tesla’s Roadrunner site is already one of the EV maker’s more conservatively-sized facilities.
The fact that Tesla could essentially produce 10,000 Supercharger V3 stations from a 54,000-sq ft facility every year bodes very well for the electric car maker’s efforts to thrive in the mainstream market. With a growing fleet of vehicles, after all, Tesla needs to expand its Supercharger Network to a significant degree. Adding 10,000 chargers to the network annually from one dedicated facility is a great way to support the company’s aggressive vehicle production ramp.
What is quite impressive is that Tesla was able to establish its Supercharger V3 plant in China in just a few months. Granted, this pace may be quite challenging to replicate in other locations like Giga Berlin considering China’s trademark quick construction, but even a Supercharger plant that takes twice as long to build would already increase expand the rapid-charging network to a significant degree. The fact that a 10,000-per-year Supercharger factory could take up only 54,000 square feet also means that Tesla may very well be able to add such a facility in projects like Giga Berlin and Texas.
As noted in a report from the Harvard Business Review, Tesla’s Supercharger Network is arguably one of the electric car maker’s trump cards in the EV race. Established at a time when the company was only building the Model S sedan, the Supercharger Network has become a tried and tested way for electric car owners to undertake long trips without range anxiety. Considering that Tesla is now attempting to break into new markets like the pickup and Class 8 segments, a robust charging network would likely become more important than ever. Fortunately, if Shanghai’s launch of its Supercharger V3 plant is any indication, it appears that Tesla has figured out a formula of sorts to expand its Superchargers worldwide.
Watch a flyover of Tesla’s Supercharger V3 facility in Shanghai in the video below.
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Elon Musk
SpaceX issues statement on Starship V3 Booster 18 anomaly
The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX’s initial comment
As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.
“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X.
Incident and aftermath
Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.
Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
SpaceX issues statement on Starship V3 Booster 18 anomaly
Tesla analyst maintains $500 PT, says FSD drives better than humans now
