AST SpaceMobile: Blue Origin’s launch failures delays our commercial operations until 2027

The satellite company AST SpaceMobile revealed yesterday that it no longer expects to begin commercial operations of its cell-to-satellite constellation by the end of this year, that the recent launch failures by Blue Origin will delay the initiation of that commercial service until the first half of 2027.

William Blair said Scott Wisniewski, AST SpaceMobile’s chief strategy officer, made the estimate June 2 during the bank’s annual growth stock conference in Chicago.

Before the loss of a New Glenn rocket in a static-fire test May 28, AST SpaceMobile had aimed to start early services at the end of 2026 with at least 45 satellites in low Earth orbit, helping anchor customers such as AT&T and Verizon in the United States plug terrestrial service gaps. The Texas-based venture had retained that goal even after the loss of its seventh BlueBird satellite on a New Glenn launch April 19.

The April 19th New Glenn launch failure was the first blow. After this the company said it still hoped to get enough of its Bluebird satellites launched to start service in 2026, as it was negotiating with other rocket companies. The May 28th New Glenn launchpad explosion was the final blow. AST now realizes that even with new launch providers, it can’t get enough satellites in orbit this year.

Blue Origin’s failures here are significant to the entire satellite industry. That industry needs more launch capacity from more providers. Right now, there is a dearth, with only SpaceX capable of launching large payloads frequently. Not only is Blue Origin’s New Glenn grounded, ULA’s new Vulcan rocket is grounded as well. And Arianespace’s Ariane-6 rocket is operational, it is not yet able to launch more than once every two months, and its manifest is already completely filled.

New large rockets by Rocket Lab, Stoke Space, and Relativity are expected to launch before the end of the year, but it will be a while before they will be ready to pick up the slack. And though Blue Origin says it will fly again before the end of 2026, there is great doubt in the industry about this claim. At the moment its recovery operations following the launchpad explosion are slowed as the Space Force assesses the damage to the range.

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Blue Origin CEO: “We will fly again before the end of this year.”

New Glenn launchpad damage
New Glenn launchpad damage. Click for
video source.

In a tweet on X late yesterday, Blue Origin’s CEO David Limp gave a generally positive report of the damage to the launchpad and facilities after last week’s explosion during a static fire test of its New Glenn rocket.

The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” [first stage] and the three GS-2s [upper stages] that were onsite in the integration facility also look good.

…In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.

He added that they will proceed quickly in launching the present design of New Glenn, instead of upgrading to the proposed more powerful version, as some in the space community have speculated. He then said what I quote above: “We will fly again before the end of this year.”

While many in the space community appear skeptical of this possibility, I am not. Getting the launchpad rebuilt and workable again based on this report does not seem a gigantic challenge. If the Russians can rebuild their Soyuz pad in just over three months there is no doubt an American company with the financial and technical resources of Blue Origin can do as well if not better. Moreover, except for the replacing the strongback with a vertical mobile transporter, the rest of the work requires no redesign.

The big question however will be tracing the cause of the explosion and fixing that. But even here, I can’t see this taking more than seven months. I might have said so three years ago, before Limp took over from Blue Origin’s previous very bad CEO, but Limp has made a decided effort to quicken Blue Origin’s operational pace. I think he will make this happen.

I also think there is a potential very bright silver lining to this failure. If Limp does what he should, Blue Origin is going to recover from this incident a much better company. By forcing quick action, Limp is going to be able to separate the wheat from the chaff in his staffing, and weed out the bad eggs in the company.

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Blue Origin’s next New Glenn rocket explodes during static fire test on the launchpad

New Glenn explosion

During a static fire test of the first stage tonight in preparation for the next launch scheduled for June 4), Blue Origin’s New Glenn rocket exploded just as the test began, destroying the first stage and much of the only launchpad the company has to launch this rocket.

The link above is cued to just before the explosion, shown in a screen capture to the right. BtB’s stringer Jay just sent me a link to a different video view, from farther away but is in some ways as spectacular. According to Blue Origin’s statement, all workers are accounted for, so fortunately there were no fatalities.

The rocket was to launch 48 Amazon Leo satellites. As those satellites were not on the rocket during this test, they are safe and can be launched elsewhere.

The failure will likely prevent any further New Glenn launches by Blue Origin for at least three to six months. Not only does the company have to determine and fix the cause of the failure, it will need to rebuild the launchpad. At best I expect the company will at best manage one test launch before the end of the year.

As for Amazon, this puts it in a big bind. It has only 302 satellites in orbit, but is required to have launched 1,616 by July, according to its FCC license. It has requested a waiver but the FCC has not yet responded. At the moment of the four companies it has hired to launch the satellites, two are now grounded:

  • ULA’s Vulcan rocket: 39 launches [GROUNDED]
  • Blue Origin’s New Glenn rocket: 24 launches (reduced from 27) [GROUNDED]
  • Arianespace’s Ariane-6 rocket: 18 launches (2 completed)
  • SpaceX’s Falcon-9: 13 launches (3 completed)
  • ULA’s Atlas-5 rocket: 8 launches (6 completed)

There is no timeline for when Vulcan and New Glenn will fly again. Arianespace hopes to do four to six more launches in ’26, but only one is an Amazon Leo launch, in June. ULA has six additional Atlas-5 rockets in stock, purchased by Boeing to launch its Starliner capsule to ISS. It is very possible a deal could be arranged with Boeing to switch some of those flights to Leo, since at present there are no plans to launch Starliner in the near future.

All in all, Amazon’s only remaining option is SpaceX. Of the ten unflown launches in the SpaceX contract, none are as yet scheduled. It is now likely Amazon will negotiate a deal with SpaceX to accelerate that schedule. While SpaceX’s own launch manifest is quite crowded (launching its own Starlink constellation), making such a deal difficult, the company has also demonstrated its willingness to help competitors. It launched OneWeb satellites when that company’s deal with the Russians fell through. And it quickly launched those first three Leo missions, faster than anyone else.

This also will impact NASA’s just announced unmanned lunar lander program. One mission planned for this year, Blue Origin’s Blue Moon Mark-1 unmanned lander, was scheduled to launch on a New Glenn. In addition, a second New Glenn was set to launch NASA’s Viper rover next year. Neither will happen as scheduled.

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FAA clears New Glenn for launch

The Federal Aviation Administration (FAA) yesterday approved the results of Blue Origin’s investigation into the failure of the upper stage of the company’s New Glenn rocket to reach orbit on the rocket’s third launch in April 2026.

The Blue Origin tweet announcing this FAA decision provided little information, saying only this:

The FAA has approved our NG-3 report, and corrective measures have been implemented. Prior to our second GS2 [upper stage] burn, we experienced an off-nominal thermal condition, and, as a result, one of the BE-3U engines didn’t achieve full thrust to reach our target orbit.

Blue Origin says it is preparing for the next New Glenn launch, but provided no information about when. The company is under heavy pressure to up its launch rate, which compared to SpaceX, Rocket Lab, and ULA appears almost pitiful in its slowness. It had had a contract with Amazon to do 27 Leo satellite launches, but that total has been reduced to 24 due to the lack of launches. It is also unable to do any military launches until it flies New Glenn successfully four more times.

Getting New Glenn off the ground successfully and quickly is becoming critical for the company.

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AST SpaceMobile reaffirms its goal to launch 45 Bluebird satellites by the end of ’26

Despite the launch failure last month by Blue Origin’s New Glenn rocket, causing the loss of its satellite, AST SpaceMobile in its most recent quarterly report this week reaffirmed its goal to get 45 Bluebird satellites into orbit by the end of 2026.

In AST SpaceMobile’s 10-Q filed with the SEC on Monday, the company said the loss is expected to be in line with the carrying value of the satellite, in the range of $155 million to $160 million. The company plans for an asset write-off in the second quarter of 2026. The company also said in the 10-Q it had launch insurance coverage that covered a portion of the satellite and launch costs and has filed claims.

“At the end of the day, remember, we have 33 satellites in advanced stages of production at the factory. So it was a loss, we’re on to the next,” Wisniewski told investors. He added that the company is working closely with Blue Origin and is “optimistic” about New Glenn returning to the launch pad soon.

The company’s next launch is with SpaceX on a Falcon 9 rocket that will launch three satellites — BlueBirds 8, 9 and 10. Wisniewski confirmed the company has contracted launch capacity to meet its target of deploying 45 satellites by the end of this year. He also mentioned that five BlueBirds would fit in a United Launch Alliance Vulcan configuration, mentioning the company has been developing other heavy launch providers outside of SpaceX and Blue Origin.[emphasis mine]

The highlighted sentence suggests the company is also negotiating new contracts with both Arianespace’s Ariane-6 rocket and India’s LVM3 rocket. It has already used the latter on one launch successfully.

Nonetheless, the only company with the capability of ramping up enough launches quickly this year to meet this goal will be SpaceX. Expect that company to get more Bluebird launches in 2026.

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Louisiana state senator: Two unnamed aerospace companies are bidding for major land purchase

Pecan Island SpaceX facility?

In response to the story earlier this week that SpaceX might be acquiring a 200-plus square mile patch of land near Pecan Island on the southern coast of Louisiana, a state senator has now confirmed that two unnamed aerospace companies have been talking with landowners about a possible purchase.

State Sen. Bob Hensgens, R-Abbeville, said he knows of two companies — he did not reveal if it is Elon Musk-owned SpaceX or Jeff Bezos’ Blue Origin — that have reached out to landowners in coastal Vermilion and Cameron parishes about a possible acquisition. “I know both companies are trying to find property in southwest Louisiana,” Hensgens said. “I know from people in the parishes that the companies have made outreach in the area.”

If so, we might actually have a bidding war for this property. Note however that nothing has yet been confirmed, including the names of the companies involved. The article at the link however provides some background into the 136K acre plot owned by Exxon, and how it might now be for sale. It also reports that a number of legislators (not Hensgens) have signed non-disclosure agreements about the negotiations.

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Blue Origin’s 1st unmanned lunar lander completes ground testing

Blue Moon MK-1 in testing chamber
Blue Origin’s unmanned Blue Moon MK-1 lunar lander
in test chamber. Click for original image.

Blue Origin’s 1st unmanned lunar lander, dubbed Blue Moon Mark-1 (MK-1) or “Endurance,” has completed ground testing at the Johnson Space Center in Houston, prior to its planned launch before the end of this year.

The NASA press release however said nothing about the results of that testing.

Testing in NASA Johnson’s Chamber A, one of the world’s largest thermal vacuum test facilities, enabled engineers to model the vacuum of space and the extreme temperature conditions the spacecraft would experience during flight. By recreating these conditions on the ground, teams evaluated system performance and verified structural and thermal integrity prior to launch. NASA and Blue Origin will incorporate lessons learned from MK1’s design, integration, and testing to support NASA’s future Artemis missions that will return American astronauts to the Moon.

Normally when such testing is completed the press release touts their success. The vagueness in the language above is to my instincts somewhat concerning. Did they find something in that testing that needs modification prior to launch? If so, getting this lander off the ground before the end of the year is going to be questionable, as those fixes will have to be incorporated and then tested again.

Any delay such as this would in turn impact the first test in orbit of Blue Origin’s manned Blue Moon MK-2 lunar lander, scheduled for late 2027 during the Artemis-3 manned mission, where NASA wishes to test rendezvous and docking for both Blue Origin’s lander and SpaceX’s Starship.

Some clarity here would be reassuring.

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Blue Origin opens (secretly) its first foreign office, in Luxembourg

Blue Origin last week opened its first office in another country, in Luxembourg, though the company made no official announcement and the fact only became public when a Luxembourg official mentioned it at a conference in Colorado.

In an unexpected twist, the opening of the European HQ was eventually announced on 15 April 2026, not by the company but by Luxembourg Economy Minister Lex Delles – and not at the Grand Duchy office, but on his visit to the 41st annual Space Symposium, held in Colorado Springs in the US.

Blue Origin’s office on the capital’s Avenue de la Liberté had, in fact, opened right on schedule, Tim Collins, the company’s Vice- President of Global Operations and Supply Chain, told the Luxembourg Times in interview on Wednesday.

…Asked why Blue Origin declined to confirm its opening schedule until April, despite media follow-up requests, Collins said there was no cover-up: the company merely wanted to have something to show off before officially opening. The process has been roughly on schedule throughout, he stressed.

The office will work with Blue Origin’s European customers as well as manage its foreign supply chain, not just in European but globally.

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New Glenn launches for 3rd time, reuses first stage and lands it, but fails to put satellite in correct orbit

New Glenn's first stage, just prior to landing
New Glenn’s first stage, just prior to landing

Blue Origin in the early morning hours today successfully completed the third launch of its New Glenn rocket, lifting off from Cape Canaveral Space Force station in Florida and placing in orbit AST SpaceMobile’s Bluebird-7 cellphone satellite. For Blue Origin, this launch was the first for a commercial outside customer, a significant step forward for the company, which has sadly earned a reputation for operating too slowly.

Unfortunately, according to an update from Blue Origin the satellite was deployed but in an “off nominal orbit.” An update just posted by AST states the satellite is a loss and is being de-orbited. This satellite would have been the seventh in AST SpaceMobile’s 45-60 satellite constellation designed to act as cell towers in space. AST hopes to have at least half the constellation in orbit by the end of ’26. Several major phone companies, such as AT&T, Verizon, and Vodaphone in Europe, have already signed on.

For Blue Origin, the launch wasn’t a total failure. The rocket’s first stage had flown in November 2025 on the second New Glenn flight, and was refitted (with a new set of engines) to fly again on this flight, the rocket’s third. It not only did its job, getting the upper stage into space, it successfully landed for the second time on New Glenn’s barge in the Atlantic. This fast reuse and successful landing should do a great deal to improve the company’s slow reputation. Unfortunately, the failure to deliver the customer’s satellite will counter that most significantly.

As for Blue Origin, this was its first launch in 2026, and it was also unsuccessful. The leader board for the 2026 launch race remains unchanged:

The leaders in the 2026 launch race:

46 SpaceX
21 China
6 Russia
5 Rocket Lab

For the third straight year SpaceX continues to lead the entire world combined in total launches, 46 to 37.

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Space Force selects Blue Origin as possible lessor of “Sudden Flats” site at Vandenberg for future heavy lift rocket launches

Vandenberg Space Force Base

The Space Force has chosen Blue Origin to help develop the plans and possibly lease the “Sudden Flats” site — also dubbed Space Launch Complex-14 (SLC-14) — at Vandenberg Space Force Base in California for the launch of heavy lift commercial rockets.

The location is shown in the map to the right. The Space Force had requested proposals for developing the site in December 2025.

Respondents were evaluated based on technical capability, financial maturity and alignment with U.S. government requirements. The selection of Blue Origin reflects their ability to meet these criteria and contribute to the development of heavy or super-heavy launch capabilities at Vandenberg Space Force Base.

SLC-14 is considered the most viable site at [Vandenberg] for heavy and super-heavy launch operations due to its location.

Several crucial milestones must be achieved before any construction or launch activities can commence, to include safety assessments and an environmental impact analysis. The timeline for increased launch activity will depend on the completion of the safety and environmental analysis and subsequent infrastructure development.

I suspect that Blue Origin won this bid because SpaceX didn’t offer a proposal. It already has three launch sites for Starship/Superheavy, and probably decided it didn’t need this site.

Blue Origin meanwhile in November 2025 announced planned upgrades to its New Glenn rocket that would make it as powerful as NASA’s SLS rocket, but much cheaper because its first stage is reusable. The company is likely hoping to build that rocket, dubbed New Glenn 9×4 (based on the number of engines on the first and second stages respectively), and launch it from this site.

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Blue Origin files FCC application for its own 51,600 data center satellite constellation

Blue Origin yesterday filed with the Federal Communications Commission (FCC) an application to launch 51,600 satellites, dubbed Project Sunrise, aimed at creating its own data center constellation in orbit.

The proposed constellation includes up to 51,600 satellites operating in sun-synchronous orbits at altitudes ranging from 500 to 1,800 kilometers. To manage data traffic, the system will primarily use optical links and mesh backhaul networks, supplemented by Ka-band spectrum for telemetry, tracking, and command operations. The spacecraft will utilize multiple antenna variations to maintain efficient coverage across various orbital planes.

You can read the full application here [pdf].

Jeff Bezos
Jeff Bezos, maybe the world’s leader in chutzpah.

Blue Origin also requests several waivers from the FCC’s normal new satellite license requirements, including what I think is a request to waive the FCC’s normal requirement that the applicant launch half its constellation within six years of license approval and complete the constellation three years later. Failure to do so results in financial penalties. The rules were created to prevent companies from getting licenses to grab spectrum from competitors with no intent to launch.

That this Jeff Bezos company is requesting this waiver is what in Yiddish is called chutzpah! Bezos’ other company, Amazon, is clearly going to fail to meet its own license timetable in launching its Leo internet constellation, and was recently lambasted by FCC chairman Brenden Carr for doing so. For Blue Origin to now request this waiver truly is an example of unbelievable gall. I can’t imagine the FCC will do so.

Either way, the competition to put up a lot of satellites continues to grow, with SpaceX and Blue Origin in the best position to make their constellations profitable, because both have their own launch vehicles.

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Sierra Space raises $550 million in private investment capital

Due to its aggressive shift in the past year away from NASA-based civilian contracts to defense work, Sierra Space announced yesterday that it has successfully raised another $550 million in private investment capital.

That shift occurred because of its failure to deliver its Dream Chaser vehicle to NASA as planned, as well as the apparently lack of progress in its partnership with Blue Origin on the Orbital Reef space station. From the press release:

Sierra Space Corporation, an industry-leading defense-tech space company delivering solutions for the nation’s critical missions, announced today a $550 million equity investment led by LuminArx Capital Management (“LuminArx Capital”), a global alternative investment manager, with participation from existing investors. The financing values the company at $8 billion post-money.

With this new capital, Sierra Space will be able to further focus on its national security space efforts through ongoing expansion of production capacity and continued development of differentiated solutions for its customers. The investment better positions Sierra Space to secure additional contracts, leverage existing technologies, and pursue growth opportunities beyond its current satellite and spacecraft mission programs.

Artist rendering of Orbital Reef design, as of April 2025
Artist rendering of Orbital Reef design, as of April 2025,
the best we can likely ever expect from this dead project.
Click for original image.

The release also mentioned General Atlantic, Coatue, Moore Strategic Ventures, and Andalusian Private Capital as investors.

Though this money should help fuel its work on Dream Chaser and Orbital Reef, I suspect little will go to those two projects. The company is now clearly targeting military and national security work as its prime source of income. There are also indications that there are some technical issues with Dream Chaser that Sierra has not yet revealed.

Meanwhile, the lack of effort from Blue Origin on Orbital Reef likely convinced Sierra it was better to turn its eyes elsewhere. While Sierra spent considerable effort testing its LIFE inflatable module, Blue Origin did practically nothing, and continues to do little. It is unlikely this partnership will win any funding from NASA when the agency awards new space station contracts, expected sometime in six months.

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Amazon buys ten more launches from SpaceX to place its Leo satellites in orbit

Amazon Leo logo

Hidden in Amazon’s submission last week to the FCC, requesting more time to launch its Leo internet constellation, was this tidbit:

Less than two years after the Commission granted its authorization, Amazon Leo announced the largest commercial launch procurements in history to deploy its initial constellation. It has since added to this launch capacity, and today has contracted for 102 launches across four providers: 18 launches on Arianespace’s Ariane 6, 24 launches on Blue Origin’s New Glenn, 38 launches on ULA’s Vulcan Centaur, 9 launches on ULA’s Atlas V, and 13 launches on SpaceX’s Falcon 9. [emphasis mine]

The highlighted phrases indicate the significant changes. In my initial post last week I was focused solely on whether the FCC would grant Amazon the time extension to get its constellation in orbit. At the moment it has only 180 satellites operating in orbit, and to meet its license requirement it must have 1,616 launched by July.

Thus, I didn’t look closely at these launch contract numbers. While the number of launches for Arianespace (18) and ULA (47) appears to match Amazon’s contract numbers from its original 2022 announcement, Blue Origin’s total has dropped by three launches, 27 to 24.

SpaceX in turn has gained another ten launches, on top of its original already completed 2023 three-launch contract. (In 2023, faced with a stockholder lawsuit for ignoring SpaceX’s Falcon 9, the only operational rocket among all of these at the time and by far the cheapest, Amazon’s management quickly signed SpaceX to that three-launch contract.)

The submission last week tells us that sometime recently Amazon signed SpaceX to a new contract for ten more launches. The numbers also suggest that the company took three launches away from Blue Origin’s New Glenn. Apparently, Amazon is not happy with Blue Origin’s launch pace, and signed SpaceX to help get more satellites in orbit. Without question, SpaceX will get these ten additional launches off faster than ULA, Arianespace, or Blue Origin combined. In fact, I bet it gets all ten done before the middle of this year, assuming Amazon can deliver it the satellites.

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Blue Origin shuts down New Shepard suborbital tourist flights

Blue Origin yesterday announced it is “pausing” the suborbital tourist flights of its New Shepard spacecraft for no less than two years.

Blue Origin today announced it will pause its New Shepard flights and shift resources to further accelerate development of the company’s human lunar capabilities. The decision reflects Blue Origin’s commitment to the nation’s goal of returning to the Moon and establishing a permanent, sustained lunar presence.

Those “lunar capabilites” not only include its lunar landers, both manned and unmanned, but its New Glenn rocket, which it wants to sell to NASA to use for these missions. Both need more attention. In addition, it could be the company’s CEO, David Limp, wants to allocate more resources to the company’s Orbital Reef space station proposal, which has been sitting dead in the water for the past year-plus. All these projects have been very slow to get out of the starting gate, partly because of the very leisurely culture that Blue Origin’s previous CEO installed, and partly because the company has put out too many projects it is not focusing well on finishing.

There is also likely a third reason: New Shepard was not making a profit. While the company has been flying it quite regularly in recent months, it does not appear it could ever recover its costs. Moreover, I suspect the demand for these short suborbital tourist flights has diminished with advent of orbital tourism and the soon-to-arrive multiple commercial space stations.

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Blue Origin to reuse first stage on next New Glenn flight

New Glenn first stage after landing
The New Glenn first stage after landing
in November.

In a sign that Blue Origin’s CEO David Limp is beginning to reshape the previously slow culture of the company, it announced yesterday that its next New Glenn launch, set for no earlier than late Feburary, will reuse the first stage that the company successfully landed on the last New Glenn flight in November 2025.

If this launch takes place as scheduled, it will mean Blue Origin was also able to inspect, refurbish as necessary, and prepare that used first stage in a little over three months. While not as fast as SpaceX is now doing with its Falcon 9 first stages, it is still remarkably fast, considering it is the first booster Blue Origin has recovered. SpaceX didn’t attempt its first reuse of a recovered first stage for a little more than a year after its first successful landing.

Of course, SpaceX was breaking new ground, so more caution and engineering work was needed. Blue Origin has the advantage of almost a decade of experience to draw upon. Nonetheless, Blue Origin’s decision to reuse so quickly is still impressive. It suggests its engineering behind New Glenn is very robust.

Limp still has work to do, however, to get Blue Origin operating with the speed matching SpaceX. This third launch of New Glenn will place an AST SpaceMobile Bluebird satellite into orbit, because the original payload, Blue Origin’s unmanned Blue Moon MK1 lunar lander, wasn’t ready as planned, and is still undergoing final ground check-ups.

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Blue Origin’s proposed TeraWave constellation: Is it really competition with SpaceX?

TeraWave logo

Blue Origin announced yesterday that it going to build a major satellite constellation — dubbed TeraWave and comprising more than 5,000 satellites — to provide internet service to the globe while also providing data center capability for those companies that wish to establish space-based cloud computing facilities.

It plans to begin launching satellites in 2027.

As I noted in today’s quick links below, such a story would normally merit a full post, “but considering Blue Origin’s inability to get almost anything off the ground, this proposal doesn’t deserve that much coverage at this point.” I just can’t get excited about any Blue Origin proposal, until they actually start launching it. For almost a decade this company has been making these kind of grand announcements, and has only so far managed to achieve one, its New Glenn rocket. And that has come years late and at a pace that is glacial.

Not surprisingly, the mainstream propaganda press immediately went bonkers over this proposal, immediately declaring most absurdly that TeraWave is already a major challenger to SpaceX’s Starlink constellation. Here are just a few very typical examples:

This adulation by the mainstream press of Bezos is far from unusual. For reasons that baffle me, the propaganda press has consistently considered any project proposal coming from a Jeff Bezos’ company to instantly be God’s gift to humanity. For more than a decade now it has been touting Blue Origin as the company that SpaceX needs to beat, flipping reality on its head. Now it ranks Blue Origin’s TeraWave constellation a major Starlink rival, when it is at least two years from even launching its first satellite.

There is one aspect of this story however that does deserve to be highlighted because it appears no one else is noticing it, which is why I after some thought I decided to write this full post. » Read more

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Space Force awards nine launch contracts to SpaceX

In announcing its next round of satellite launch awards, the Space Force’s Space Systems Command (SSC) has awarded all nine launches (valued at $739 millon total) to SpaceX, bypassing both Blue Origin and ULA.

SSC awarded the [three] SDA-2 missions to SpaceX for launches projected to begin in [the fourth quarter of fiscal year ’26], and awarded the [two] SDA-3 missions to SpaceX for launches to begin in [the third quarter of fiscal year ’27]. SSC also awarded the [four] NTO-5 launches to SpaceX projected to occur in [the first quarter of fiscal year ’27 and the second quarter of fiscal year ’28]. The total value of these awards is $739M.

It is surprising that SpaceX got all nine contracts. Even though SpaceX charges less than ULA, and Blue Origin’s New Glenn rocket is not yet certified by the Pentagon for operational launches, it has been military policy in recent years to distribute this work to more than one launch provider so as to guarantee a redundancy. ULA exists today for expressly that reason. In the past it would have certainly gotten at least one of these launches.

As for Blue Origin, the Space Force could have awarded it at least one of the later launches in ’27 and ’28, contingent on getting New Glenn certified.

That the Space Force bypassed both companies entirely speaks volumes. It appears it has decided to simply go with the best product now available, and to heck with redundancy.

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Former ULA CEO Tory Bruno now working for Blue Origin

In a tweet on X, Blue Origin today announced that former ULA CEO Tory Bruno is now working for them, acting as president for its “newly formed National Security Group.”

Blue Origin’s CEO, David Limp, quickly chimed in with his own tweet, endorsing the hire.

My guess is that Limp felt Blue Origin needed someone with experience dealing with the military, and Bruno brings that capability, having managed ULA’s military launch contracts for years. It also means Blue Origin is very serious about grabbing a larger market share of those launches once its New Glenn rocket begins launching regularly.

I also wonder if Bruno grew tired of the culture at ULA, which has appeared resistant to building reusable rockets. Bruno sold Vulcan initially with the idea of quickly upgrading it to recover its engines for reuse, but by all signs the company has been very unenthusiastic about the idea. (The idea itself might not be viable, but overall ULA has shown no interest in developing a reusable rocket of any sort.) Bruno might have decided he’d rather work with a company enthused by reusability, especially as this is the future. Once ULA completes its large Amazon Leo launch contract it faces a bleak future, with many newer cheaper reusable rockets coming on line.

It could also be that Bruno was made an offer he couldn’t refuse. Money is always a powerful incentive.

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Florida opposition grows against renewing Blue Origin’s wastewater permit

Chicken Little strikes again!
Chicken Little gains support!

It appears the political opposition by local politicians and activists against renewing Blue Origin’s wastewater permit for its Florida rocket facilities is growing, and could result in major delays for the company.

Four weeks ago, Cocoa Beach Realtor Jill Steinhauser launched an online petition opposing Blue Origin’s draft permit to discharge wastewater into the Indian River Lagoon, writing that “decades of nutrient pollution, algae blooms, seagrass collapse, habitat loss, and record manatee deaths have pushed this fragile ecosystem to the edge.” Since then, Space Coast buzz has significantly grown opposing Blue Origin’s permit-renewal bid to operate a 490,000-gallon-per-day industrial wastewater treatment facility at its massive rocket manufacturing plant just south of the Kennedy Space Center Visitor Complex.

And on Thursday, Dec. 18 — the Florida Department of Environmental Protection’s deadline date for public comment — Steinhauser submitted 43,475 verified petition signatures to the state agency.

A five-year permit had first been issued in 2020, and now needs to be renewed. Steinhauser’s campaign has apparently caught the interest of local Democratic Party politicians, who see another great way for them to to block another American success. In early December the Democrats on the Brevard county commission came out against renewing the permit, and followed up with an official vote of opposition shortly thereafter. This was then backed by the Cape Canaveral City Council on December 16th. That same week “eight Democratic state legislators signed a letter opposing Blue Origin’s draft permit.”

It appears that unlike SpaceX’s closed loop system, Blue Origin’s system is open-looped, which carries the possibility that its system can overflow into the Indian River Lagoon. However, officials from Florida’s Department of Environmental Protection (DEP) note that the system has more than ample capacity to avoid such an overflow.

The facility’s flow averages about 40,000 gallons per day, which is less than 10% of the maximum limit. The industrial wastewater covered by the permit does not come into contact with fuel or other hazardous materials, and it is discharged into a 9¼-acre stormwater retention pond. If the pond reaches its designed holding capacity during heavy rainfall, it overflows through a 3-mile-long drainage ditch along Ransom Road before eventually reaching the lagoon.

Though it is likely that this opposition will fail in the end, it could cause a delay in the permit renewal. If that happens, Blue Origin might find its launch plans for 2026 seriously hampered.

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Pentagon decides New Glenn must fly four times before its certifies it for military launches

Pentagon officials yesterday announced that before it will certify Blue Origin’s New Glenn rocket for commercial military payloads, it must complete two more successful orbital launches, for a total of four flights.

Blue Origin’s New Glenn rocket will have to complete four successful orbital flights as its pathway to certification under the U.S. Space Force’s National Security Space Launch (NSSL) program, Lt. Gen. Philip Garrant said Dec. 10 at the Spacepower conference. Garrant, who leads the Space Systems Command, said Blue Origin selected the four-flight benchmark and the government agreed. “The government is supporting a four-flight certification for New Glenn,” he told reporters. The rocket has logged two successful missions so far, and Garrant said a third launch is expected “earlier in the new year than later.” If upcoming flights stay on track, he added, “I think they’re going to be in a fantastic place to become our third certified provider and compete for missions.”

If certified, Blue Origin would join SpaceX and United Launch Alliance as the Space Force’s third heavy-lift launch provider.

It is surprising that the military is requiring four successful flights from Blue Origin, but required only two from ULA’s new Vulcan rocket, and certified that even though there were problems on Vulcan’s second flight.

These extra flights should not cause a significant delay, since Blue Origin is expecting to complete a number of launches in 2026 to meet its obligations under its Amazon Leo contract

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