Tag: competition

SpaceX official confirms it is considering an IPO

10:58 am

In a message to employees on December 12, 2025, SpaceX’s chief financial officer, Bret Johnson, confirmed the company is considering issuing an initial public offering of stock sometime in 2026, but that nothing has been decided in any way.

His announcement also indicated the reason to do so would be to raise enough funds to “ramp Starship to an insane flight rate, deploy AI data centers in space, build Moonbase Alpha and send uncrewed and crewed missions to Mars.”

I think the question is whether the company is raising enough revenue from Starlink to do what it wants, or whether it now sees a need for more investment capital that it cannot get from either that revenue or private stock sales. If it finds in the coming months the former is sufficient, the stock sale will be put off, probably for several years. If it finds the latter, than we shall see this IPO sometime in 2026.

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The two American launches today set a new global annual launch record exceeding 300+

10:56 pm

Liberty enlightens the world
Now liberty is enlightening the solar system!

Two American companies today successfully completed launches from opposite sides of the globe, and in doing so set a new global benchmark for rocket launches in a single year.

First, Rocket Lab placed a Japanese technology test smallsat into orbit, its Electron rocket taking off from one of its two launchpads in New Zealand. The satelliite, dubbed Raise-4, was built by Japan’s space agency JAXA and carries eight different experimental payloads from a variety of academic and industry entities, including a test of a new solar sail design.

SpaceX then followed, launching another 27 Starlink satellites, its Falcon 9 rocket lifting off from Vandenberg Space Force Base in California. The first stage completed its 9th flight, landing on a drone ship in the Pacific.

The leaders in the 2025 launch race:

165 SpaceX (a new record)
83 China
16 Rocket Lab (a new record)
15 Russia

SpaceX now leads the rest of the world in successful launches, 165 to 136.

More significantly, with these two launches the total number of successful orbital launches in 2025 has now exceeded 300, for a present total of 301. To put the spectacular nature of this number in perspective, until 2020 it was rare for the world to exceed 100 launches in a year, especially after the fall of the Soviet Union. Most often, the total each year ranged between 50 to 80 launches.

Those numbers are now history, and it has been competition and freedom that has made all the difference.
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South Africa lifts its racial quota rules for Starlink

11:01 am

The South African government has finally removed the racist rule that required SpaceX to sell 30% of its company to local black citizens before allowing Starlink terminals to be sold in its country.

Instead, the government will allow SpaceX to do what the company had repeatedly offered to do, make substantial investments in “local development programs.”

Starlink has been unable to launch in South Africa for years because the current ICASA rules require telecommunications companies to sell 30% of their equity to historically disadvantaged individuals. Starlink has consistently refused, stating it does not sell equity in any market where it operates.

But now under the new directive, multinational companies that cannot sell equity due to global shareholding structures can instead make substantial investments in local development programs. These equity equivalent investment programs must be worth either 30% of the company’s South African operations value or 4% of annual local revenue. The programs require approval and monitoring by the Department of Trade, Industry and Competition.

…Starlink has already outlined plans to invest nearly R2 billion in South Africa. The company proposed investing R500 million to connect approximately 5,000 schools to high-speed internet, benefiting about 2.4 million students.

One of the reasons the government backed down on this issue is that it received more than 19,000 public comments in which 90% blasted the racist quotas and demanded the government approve SpaceX’s proposals.

If you live in South Africa however don’t expect to go out and buy a Starlink terminal tomorrow. Final regulatory approvals will still delay Starlink availability until late 2027, at the earliest.

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China launches recoverable capsule; satellite launched two days ago just misses Starlink satellite

11:03 pm

Two Chinese launch-related stories tonight. First, one of the nine satellites launched on a Kinetica-3 rocket on December 10, 2025 apparently almost collided with a Starlink satellite after deployment in orbit.

As far as we know, no coordination or deconfliction with existing satellites operating in space was performed, resulting in a 200 meter close approach between one of the deployed satellites and STARLINK-6079 (56120) at 560 km altitude.

The government-owned pseudo-company that launched the rocket, CAS Space, responded shortly thereafter.

Our team is currently in contact for more details. All CAS Space launches select their launch windows using the ground-based space awareness system to avoid collisions with known satellites/debris. This is a mandatory procedure. We will work on identifying the exact details and provide assistance as the LSP.

It is possible China did the proper due diligence but the large number of satellites in orbit as well as being launched simply makes these events increasingly likely. It is also possible CAS Space is lying, and it didn’t do a thorough analysis prior to launch. Either way, this incident should force it to do a better job in the future.

Next, China tonight (December 13, 2025 in China) continued its annual end-of-year ramp up of launches, placing the first Dear-5 recoverable capsule into orbit, its Kuaizhou-11 rocket lifting off from its Jiuquan spaceport in northwest China. This capsule is comparable to Russia’s Bion capsule, designed to be used for research in orbit for return to Earth for sale.

China’s state-run press made no mention where the rocket’s lower stages crashed inside China.

The leaders in the 2025 launch race:

164 SpaceX
83 China (a new record)
15 Rocket Lab
15 Russia

SpaceX still leads the rest of the world in successful launches, 164 to 135.

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Leftist lawsuit against beach closures at Boca Chica appealed to higher Texas court

10:59 am

The leftist anti-Musk activists groups have now appealed the dismissal of their lawsuit against the law allowing more frequent beach closures at Boca Chica for Starship/Superheavy launches.

The lawsuit was filed by Save the Rio Grande Valley (SaveRGV), the Sierra Club, and the Carrizo/Comecrudo Nation of Texas against Cameron County, the Texas General Land Office, Texas Land Commissioner Dawn Buckingham, and the Texas attorney general. When the case was reviewed by the lower court in Cameron county, it dismissed it entirely, saying the activist groups had no standing and had failed to show any harm from the law.

The activists then appealed to a higher court.

The Thirteenth Court of Appeals found the Plaintiffs have standing and that immunity had been waived for each Defendant. The case was remanded to the trial court to proceed on the merits, but Defendants appealed the Thirteenth Court’s ruling to the Supreme Court of Texas.

Oral arguments before the Supreme Court of Texas will occur on January 13, 2026. In the more rational world of America until two decades ago, the case would be thrown out again, since the law that initially limited these beach closures was legally revised by the state legislature.launches. Just because these leftists don’t like it doesn’t mean they and the courts have the right to cancel legal legislation.

We no longer live in that more rational American world, however. Politics now rule, and it is leftist politics that most often win, regardless of the law or rationality.

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Iraq and SpaceX close to signing Starlink deal

9:28 am

Meetings this week between SpaceX officials and the Iraqi government appear to have finalized an agreement that would allow Starlink to be marketed inside Iraq.

The meeting on Thursday concluded with discussions on “the final procedures related to granting satellite internet licenses, including the license designated for SpaceX, as well as avenues for strengthening cooperation in the telecommunications sector, the services provided by the company, and its prospective coverage areas,” the statement added.

It is not clear if the deal has been signed, or is simply written and still needs review. Based on the little information provided, it sounds as if SpaceX will be marketing its terminals directly to Iraqi citizens. I suspect however that some Iraqi government entity will demand a cut, and might even demand the right to do the marketing itself, as a number of other nations have done.

Regardless, Starlink continues to expand worldwide, and in doing so makes censorship increasingly difficult for the petty power-hungry thugs that run many of these third world nations. And when Amazon Leo begins operations, that censorship will become even more difficult.

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Avio to build $500 million rocket facility in Virginia

9:18 am

The Italian rocket company Avio has selected Virginia as the location where it will build a $500 million solid-fueled rocket facility as part of establishing its American-based division.

Italian rocket builder Avio has announced that it has selected the state of Virginia to build its planned US-based production facility. The $500 million project forms part of the company’s expansion of its defence business.

Avio founded its wholly owned US subsidiary, Avio USA, in 2022 to capitalise on a market opportunity created by constrained solid rocket motor production capacity relative to surging demand for tactical propulsion solutions. Since then, the company has signed contracts with the US Armed Forces, Raytheon, and Lockheed Martin.

Avio presently builds the Vega-C solid-fueled rocket, which until this year was managed and controlled by the European Space Agency’s (ESA) commercial division, Arianespace. That arrangement however is ending. Beginning next year, Arianespace will be out of the picture. Avio is already marketing its own rocket, as indicated above, and as part of that process the company has been expanding operations, such as creating this U.S. division.

And for Avio this situation presents a great opportunity. The only company producing solid-fueled rockets and missiles in the U.S. appears to be Northrop Grumman, and the lack of competition has made its rockets expensive. There is room for competition. Moreover, the decisions of the Biden administration to provide the Ukraine a very large percentage of the Pentagon’s missile stock means there is a big need to replenish those stocks.

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Turkey begins construction of spaceport in Somalia

9:07 am

Somalia

According to statements by one Turkish official this week, his nation has begun building its own spaceport on the southeast coast of Somalia at a location not yet specified.

Türkiye has begun construction of a space launch facility in Somalia, marking the country’s entry into an exclusive group of nations with oceanside spaceports, Board Chairman of Baykar Selcuk Bayraktar announced on Thursday. “Türkiye now has a space launch station. Normally, you need to be by the ocean. Türkiye has a 30 kilometer by 30 kilometer area in Somalia,” Bayraktar said during a panel at Take Off İstanbul 2025. “When you have oceanside access, you can deploy launch vehicles, meaning you have a spaceport. There are 12 such places in the world. Because Somalia is part of our heartland geography, there will be a space station there,” he noted.

This plan has been in the works since earlier this year, though few real details (such as its specific location) have not been released. It appears however that Turkey wants to use it to test both ballistic missiles and eventually launch orbital rockets. The location on the coast will permit test flights of bigger missiles that Turkey cannot do from its present test sites inside Turkey.

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China launches nine more Guowang internet-of-things satellites

8:56 pm

China today successfully launched another nine internet-of-things satellites for the Guowang (or SatNet) constellation, its Long March 12 rocket lifting off from its coastal Wenchang spaceport.

China’s state-run press did not reveal the number of satellites, but the previous three Long March 12 launches that carried Guowang satellites all launched nine, so I think it is safe to assume nine launched today as well. This was the sixteenth launch for this constellation, which now has about 119 satellites in orbit, with a planned 13,000 once complete.

The Long March 12 is expendable. Though the launch proceeded over the ocean, one drop zone for the rocket’s lower stages was in the Philippines, where authorities warned its citizens to avoid those zones and to exercise caution if they see any likely rocket debris.

An upgraded version, the Long March 12A, with a first stage designed to land vertically and be reused, is scheduled to launch sometime in the next two weeks.

The leaders in the 2025 launch race:

164 SpaceX
82 China (a new record)
15 Rocket Lab
15 Russia

SpaceX still leads the rest of the world in successful launches, 164 to 134.

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French startup The Exploration Company now building an in-orbit servicing spacecraft

12:28 pm

The French startup The Exploration Company, which has been developing an unmanned cargo spacecraft called Nyx to supply the commercial space stations under development, has now also gotten funds from the European Space Agency (ESA) to build an in-orbit spacecraft designed to provide refueling and servicing capabilities as well.

More information here.

In a 25 November update on its progress with an ESA-funded project, the company revealed that it is also working on a spacecraft called Oura, designed to refuel satellites in orbit, thereby extending their operational lifespan.

…As part of the 25 November update, the company announced that it had been awarded a Phase B2 contract for the InSPoC-1 programme. The Phase B2 development of the project will include activities up to Technology Readiness Level 6, which represents the development of a prototype and its demonstration in a relevant environment.

Once again, this contract from ESA is radically different than its past policy of building and owning everything itself. Instead, it is hiring this French company to develop this capability, which this French company will then own and be able to sell for profits to others.

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

11:33 am

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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Chinese astronauts complete spacewalk inspecting damaged Shenzhou capsule

12:53 pm

Two Chinese astronauts yesterday completed their first spacewalk since arriving on China’s Tiangong-3 space station, during which they inspected the damaged viewport on the Shenzhou-20 capsule as well as installed a cover to protective that damage when the capsule returns to Earth.

Shenzhou-21 mission commander Zhang Lu and rookie crewmate Wu Fei began an extravehicular activity (EVA) at 9:28 p.m. Eastern, Dec. 8 (0228 UTC, Dec. 9), when Zhang opened the Wentian experiment module airlock hatch and exited the Tiangong space station.

The more than eight-hour EVA concluded at 5:42 a.m. Eastern (1042 UTC) Dec. 9, with the pair safely back inside Tiangong. Zhang and Wu, wearing Feitian EVA suits with red and blue markings respectively, were assisted by the space station’s robotic arm, crewmate Zhang Hongzhang from inside Tiangong, and teams in mission control. New, upgraded Feitian suits were delivered to Tiangong via the July Tianzhou-9 cargo mission.

The first series of tasks centered on the Shenzhou-20 spacecraft, the return module of which suffered a suspected debris impact to a viewport window, rendering the spacecraft unsafe to return its three-astronaut crew to Earth in early November. At around 12:19 a.m. Eastern, Zhang Lu approached the viewport window of the Shenzhou-20 return module while attached to the Tiandong robotic arm and photographed and assessed the damage.

China has said that the damage was caused by a millimeter-sized object that impacted at high speed. It has yet however to release any images of the damage, and provided no other details.

Thus, we still do not know the damage’s exact nature, other than what that state-run press has told us. It could very well be that this damage was caused by some other factor that China does not wish to reveal.

NOTE: This is a recreation of a post published on December 10, 2025 that was lost during this morning’s server outage.

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