An excellent overview of AST SpaceMobile following the New Glenn launch failure
Link here. For an article in a mainstream media outlet the writing is remarkable in its general accuracy and understanding of the larger context. It is also quite thorough, covering all aspects of AST SpaceMobile’s business model and how it stacks up against its main competitor, SpaceX’s Starlink.
According to the article, the company still hopes to get as many as 45 of its large new Bluebird satellites in orbit by the end of this year, though it admits the New Glenn failure now makes that goal more difficult. As the article notes:
AST SpaceMobile is continuing to manufacture, assemble and test satellites in Midland, and it will soon ship three new BlueBird satellites for launch on a yet-to-be-announced rocket. [emphasis mine]
That unnamed rocket is likely the Falcon 9, but at some point AST must find other rockets, as there is likely a limit to how many launches SpaceX can provide. Both ULA’s Vulcan rocket and Blue Origin’s New Glenn are both presently grounded because of launch failures, and other than SpaceX’s Falcon-9 and Falcon Heavy they are the only American rockets capable of launching the Bluebirds. It is also doubtful AST can buy flights on Europe’s Ariane-6 rocket. Though that rocket has had trouble garnering customers because of its high cost, its operator, the European Space Agency’s (ESA) commercial agency Arianespace, has also been very slow to ramp up operations. Even if AST was willing to pay a premium, Arianespace would likely not be able to fit extra launches into its schedule.
Overall, this situation illustrates a great opportunity. There is a strong demand for rockets from the satellite industry that the present rocket industry — excluding SpaceX — has been unable to meet.
Link here. For an article in a mainstream media outlet the writing is remarkable in its general accuracy and understanding of the larger context. It is also quite thorough, covering all aspects of AST SpaceMobile’s business model and how it stacks up against its main competitor, SpaceX’s Starlink.
According to the article, the company still hopes to get as many as 45 of its large new Bluebird satellites in orbit by the end of this year, though it admits the New Glenn failure now makes that goal more difficult. As the article notes:
AST SpaceMobile is continuing to manufacture, assemble and test satellites in Midland, and it will soon ship three new BlueBird satellites for launch on a yet-to-be-announced rocket. [emphasis mine]
That unnamed rocket is likely the Falcon 9, but at some point AST must find other rockets, as there is likely a limit to how many launches SpaceX can provide. Both ULA’s Vulcan rocket and Blue Origin’s New Glenn are both presently grounded because of launch failures, and other than SpaceX’s Falcon-9 and Falcon Heavy they are the only American rockets capable of launching the Bluebirds. It is also doubtful AST can buy flights on Europe’s Ariane-6 rocket. Though that rocket has had trouble garnering customers because of its high cost, its operator, the European Space Agency’s (ESA) commercial agency Arianespace, has also been very slow to ramp up operations. Even if AST was willing to pay a premium, Arianespace would likely not be able to fit extra launches into its schedule.
Overall, this situation illustrates a great opportunity. There is a strong demand for rockets from the satellite industry that the present rocket industry — excluding SpaceX — has been unable to meet.









