Musk: I have merged xAI with SpaceX

Elon Musk today announced that he has merged the company xAI (which includes X) with SpaceX, because in his mind the needs of the two companies interlace perfectly.

The requirement to launch thousands of satellites to orbit became a forcing function for the Falcon program, driving recursive improvements to reach the unprecedented flight rates necessary to make space-based internet a reality. This year, Starship will begin delivering the much more powerful V3 Starlink satellites to orbit, with each launch adding more than 20 times the capacity to the constellation as the current Falcon launches of the V2 Starlink satellites. Starship will also launch the next generation of direct-to-mobile satellites, which will deliver full cellular coverage everywhere on Earth.

While the need to launch these satellites will act as a similar forcing function to drive Starship improvements and launch rates, the sheer number of satellites that will be needed for space-based data centers will push Starship to even greater heights. With launches every hour carrying 200 tons per flight, Starship will deliver millions of tons to orbit and beyond per year, enabling an exciting future where humanity is out exploring amongst the stars.

The basic math is that launching a million tons per year of satellites generating 100 kW of compute power per ton would add 100 gigawatts of AI compute capacity annually, with no ongoing operational or maintenance needs. Ultimately, there is a path to launching 1 TW/year from Earth.

My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space. This cost-efficiency alone will enable innovative companies to forge ahead in training their AI models and processing data at unprecedented speeds and scales, accelerating breakthroughs in our understanding of physics and invention of technologies to benefit humanity.

Many sources online are speculating that this new merged company will make the company’s initial public offering (IPO) now rumored for this summer even more sky high. I remain puzzled however why Musk would want to do it, and this merger today illustrates why. He controls both SpaceX and xAI completely, as both are privately owned. He didn’t need to convince government regulators of anything. Once the company is public, with publicly traded stock, that will change. He will no longer have such freedom of action.

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.

SpaceX launches 25 more Starlink satellites; uses 1st stage for 31st time

SpaceX this morning successfully placed another 25 Starlink satellites into orbit, its Falcon 9 rocket lifting off from Vandenberg in California.

The 1st stage (B1071) completed its 31st flight, landing on a drone ship in the Pacific. Though this number set no records, it moved that booster closer to catching the records for the most reused launch vehicle, presently held by the shuttle Discovery:

39 Discovery space shuttle
33 Atlantis space shuttle
32 Falcon 9 booster B1067
31 Falcon 9 booster B1071
29 Falcon 9 booster B1063
28 Falcon 9 booster B1069
28 Columbia space shuttle

Sources here and here.

The 2026 launch race:

14 SpaceX
6 China
2 Rocket Lab

This list is likely inaccurate, as Russia had a Soyuz-2 launch of a classified payload planned just prior to SpaceX’s launch, but as yet there been no confirmation of its success. SpaceX also has another launch schedule for this evening. I will include both when I update then.

SpaceX submits proposal to FCC for new constellation of one million satellites

SpaceX yesterday submitted a proposal to Federal Communications Commission to build new satellite constellation made up of one million satellites designed as an orbiting data center.

In one 8-page document, SpaceX describes its proposed Orbital Data Center system. “To deliver the compute capacity required for large scale AI inference and data center applications serving billions of users globally, SpaceX aims to deploy a system of up to one million satellites to operate within narrow orbital shells spanning up to 50 km each (leaving sufficient room to deconflict against other systems with comparable ambitions),” the company says.

The same satellites would harness the sun’s energy, orbiting at “between 500 km and 2,000 km altitude and 30 degrees and sun-synchronous orbit inclinations,” the company adds. The orbiting data centers would also use “optical links,” or lasers, to connect with Starlink, using the existing satellite internet system to route traffic to users below.

“Orbital data centers are the most efficient way to meet the accelerating demand for AI computing power,” the filing adds in bold, pointing to the growing energy costs of AI data centers on Earth. The company is also betting it can launch the space-based data centers at a rapid clip using SpaceX’s more powerful Starship vehicle, which is also crucial to upgrading Starlink with next-generation satellites.

The FCC is likely not going to okay this submission, as written. It is clearly very preliminary, but appears to be consistent with SpaceX’s way of doing business. It sees an opportunity, and jumps in with full force. While others are working up their plans, SpaceX submits its first license proposal outlining the plan in very broad terms, thus getting there first.

And SpaceX is very well positioned to launch this constellation as promised. It has the rockets, and has proven itself capable of running a satellite constellation of vast size.

Axiom wins slot for next tourist mission to ISS

NASA yesterday announced that it awarded the space station startup Axiom the next slot for a tourist mission to ISS.

NASA and Axiom Space have signed an order for the fifth private astronaut mission to the International Space Station, targeted to launch no earlier than January 2027 from the agency’s Kennedy Space Center in Florida.

…Axiom Mission 5 is expected to spend up to 14 days aboard the space station. A specific launch date will depend on overall spacecraft traffic at the orbital outpost and other planning considerations.

Both Axiom and the space station startup Vast had been bidding for the fifth and sixth tourist slots. That Axiom had already done this four times previously was probably NASA’s reasons for choosing it. The agency has not yet decided on who will get the sixth slot, targeting a mission likely in 2028. My bet is that it will give to Vast, because by then Vast’s own demo station Haven-1 will have launched and been visited, thus giving that company some of the experience Axiom already has.

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.

Amazon asks FCC for time extension for launching its Leo constellation

Amazon yesterday submitted a request to the Federal Communications Commission to extend the July deadline on its license for its Leo internet satellite constellation, which presently requires it to have 1,616 satellites in orbit by that date.

At present Amazon has 181 satellites in orbit, all launched in the last ten months. At that pace there is no chance the company can meet its FCC requirement. From its FCC submission:

While Amazon Leo will meet the deadline for full deployment of its constellation established by its license and the Commission’s rules, launch delays will cause it to fall short of the interim milestone requirement to deploy half of its originally authorized constellation by July 30, 2026. The Commission’s rules provide for extension of such milestones where, as here, delay arises from unforeseeable circumstances beyond an operator’s control or overriding public interest considerations favor an extension.

Because it meets both criteria, Amazon Leo respectfully requests a 24-month extension of its 50% milestone to July 30, 2028, or alternatively, a waiver of this interim requirement.

In its submission Amazon claims the delay is entirely the fault of the rocket companies it was relying on to launch the satellites, but that is a bogus claim. It initially choose to depend almost entirely on three new rockets (Blue Origin’s New Glenn, ULA’s Vulcan, and Arianespace’s Ariane-6), all of which had not launched and were still under development. To expect these to launch on time was absurd.

Furthermore, its ULA contract also called for launches using company’s already operational Atlas-5 rocket, which Amazon claims were delayed because of “unexpected anomalies and delays caused by issues with its vehicle fairings and solid rocket boosters.” I don’t buy it, and suspect the real cause was that Amazon was unable to produce the satellites on time.

Faced with these delays and a stockholder lawsuit, Amazon subsequently signed SpaceX to do three launches, which that company did quickly, in less than four months. If Amazon had truly wanted to get its Leo satellites in orbit on time, it would have given SpaceX more launches and gotten it done.

Nonetheless, it is likely the FCC will agree to Amazon’s extension request. The company has now shown it is committed to the process and intends to get its constellation in orbit. It is not sitting on its license doing nothing. I would not be surprised however if the FCC imposes some new requirements in an effort to force Amazon to launch more satellites more quickly.

Rumors: Musk is considering merging SpaceX with xAI and Tesla

According to a bunch of unconfirmed stories today from different news outlets, Elon Musk is considering merging SpaceX with xAI and Tesla as part of the initial public offering (IPO) of SpaceX that the company is contemplating for sometime this summer.

Reuters reports that Musk wants to merge xAI — his very valuable AI company that has already merged with the company that used to be called Twitter — into SpaceX, his very valuable rocket company. And Bloomberg reports that SpaceX is also considering a merger with Tesla, citing people familiar with the matter.

The SpaceX-xAI tie-up could help Musk build data centers in space. “The combination would bring Musk’s rockets, Starlink satellites, the X social media platform and ​Grok AI chatbot under one roof,” the Reuters report says. Then again, Reuters also says it doesn’t know several key details about the theoretical deal, including “its ‌primary rationale.”

None of this is confirmed, but Musk has not denied it either. If so, this IPO would be the largest ever in the history of the stock markets, by many magnitudes. As noted at the link, xAI is raising gigantic amounts of capital. SpaceX in turn is expected to do even better in its IPO, as a single entity. Tesla is in far less demand, but this merger could be a way to reshape that company to give it a better future. It has already said it is beginning the transition from electronic cars to robots and other autonomous machines.

Whether such a merger will help SpaceX or Musk in his goal of building a Mars colony remains decidedly uncertain. A publicly traded stock company does not have the freedom of action that SpaceX now has as privately owned company.

FAA moves forward on its environmental assessment of SpaceX’s proposal to launch Starship/Superheavy from Kennedy Space Center

Proposed Starship/Superheavy launchsites at Kennedy and Cape Canaveral
Proposed Starship/Superheavy launchsites at
Kennedy (LC-39A) and Cape Canaveral (SLC-37)

While NASA has already determined that Starship/Superheavy launches from the Kennedy Space Center in Florida will have no significant impact on the environment, the FAA has not yet completed its own environmental impact statement.

Last week it released a preliminary summary [pdf] of its impact statement, revealing that it has reduced its final options to either approving SpaceX’s request to do as many as 44 launches per year, or to reject any changes — the “no action alternative” — which would block all Starship/Superheavy launches at Kennedy.

The overall tone of this summary suggests strongly that the FAA is almost certainly going to approve SpaceX’s request, allowing as many as 44 launches per year from launchpad LC-39A, as shown on the map to the right. As it notes in describing the “no action alternative”:

SpaceX would not launch Starship-Super Heavy from LC-39A. NASA would not develop, implement, or approve agreements with SpaceX associated with Starship-Super Heavy operations at LC-39A. The No Action Alternative would not meet the purpose and need. [emphasis mine]

In other words, rejecting SpaceX’s request would not fulfill the FAA’s obligation to serve the public. It would also not fulfill the FAA’s obligation to serve a fellow government agency, NASA, which has already approved this SpaceX request in a 2019 environmental assessment.

It appears a final decision by the FAA is imminent. A nice summary of this FAA document can be found here, which notes that if approved, it will give SpaceX license approval to launch Starship/Superheavy as much as 146 times per year, from its launchpads at Boca Chica, Kennedy, and Cape Canaveral. Note too that this FAA assessment is independent of the Air Force’s environment assessment, which has already approved 76 launches per year at the SLC-37 launchpad.

Two American launches this evening

Two American companies, Rocket Lab and SpaceX, successfully completed launches during the evening of January 29-30.

First, Rocket Lab today (January 30th in New Zealand) placed a South Korean test smallsat, its Electron rocket lifting off from one of its two launchpads in New Zealand. The satellite is the first of a planned mass-produced constellation to provide precise observations of the Korean peninsula.

Next, SpaceX placed another 29 Starlink satellites into orbit, its Falcon 9 rocket lifting off from Cape Canaveral in the early morning hours. The first stage completed fifth flight, landing on a drone ship in the Atlantic.

The 2026 launch race:

13 SpaceX
5 China
2 Rocket Lab

Varda capsule successfully returns to Earth after nine weeks in orbit

Varda's W-5 capsule after landing today
Varda’s W-5 capsule after landing today

The orbiting capsule startup Varda today successfully returned to Earth its W-5 capsule after nine weeks in orbit, landing in Australia’s Koonibba Test Range, operated by the commercial spaceport startup Southern Launch.

W-5 launched in November 2025, Varda’s fourth launch last year, and spent 9 weeks in orbit. The mission was funded through the Prometheus program, a partnership between the Air Force Research Laboratory (AFRL) and commercial space entities.

…The W-5 mission is the first reentry of Varda’s in-house developed satellite bus, designed specifically to meet the rigorous demands of both long-duration orbital pharmaceutical processing and high-velocity reentry. The W-5 flight was also equipped with an in-house manufactured heatshield, made in Varda’s El Segundo headquarters from C-PICA (Conformal Phenolic Impregnated Carbon Ablator).

…The W-5 capsule carried a specialized payload for the U.S. Navy, focusing on data collection during reentry. Varda’s ability to provide fixed-cost, routine reentry offers the Department of War a unique, cost-effective platform for iterative testing of hypersonic flight characteristics. The Varda capsules endure extreme environments when they reenter at speeds exceeding Mach 25.

While previous capsules had used their time in orbit testing the manufacture of products like pharmaceuticals, this mission was used by the Air Force to test hypersonic missile sensors and equipment during the high-speed re-entry.

Varda’s earlier capsules had used a satellite bus (that provides power and control) built by Rocket Lab. With this capsule it is now capable of building its entire capsule. It is also ramping up its launch pace, with plans to launch as many as 20 capsules through ’28.

SpaceX launches 25 more Starlink satellites

The beat goes on: SpaceX today successfully launched another 25 Starlink satellites, its Falcon 9 rocket lifting off from Vandenberg Space Force Base in California.

The first stage completed its 19th flight, landing on a drone ship in the Pacific.

It also appears on this launch SpaceX placed its 11,000th Starlink satellite into orbit. The actual number of satellites in orbit presently is much less than this, as SpaceX retires older Starlink satellites on a regularly basis. Nonetheless, the overall number is impressive, in that it was accomplished in less than seven years.

The 2026 launch race:

12 SpaceX
5 China
1 Rocket Lab

Though it is still early in 2026, note that SpaceX has now launched twice as much as the rest of the world, combined.

New ground-based space antenna startup raises $100 million and wins $50 million Space Force contract

In a clear sign that the space industry in space now requires increased support on the ground, the ground-based space antenna startup, Northwood Space, this week announced it has raised $100 million in private investment capital even as it simultaneously won a $50 million Space Force contract.

The funding round, announced January 27, was led by Washington Harbour Partners and co-led by Andreessen Horowitz. The financing came on the heels of a $49.8 million contract that was signed with the United States Space Force to help improve the “satellite control network,” which “handles a huge variety of consequential space missions for our government,” said Bridgit Mendler, founder and CEO.

Northwood is an end-to-end ground infrastructure provider for space missions. In other words, it manufactures and deploys antennae systems, which are smaller than older models, that allow Earth to communicate with satellites in space.

Northwood was only formed three years ago, so its success is an clear indication that there is a real need for more and better ground-based facilities.

SpaceX launches GPS satellite

SpaceX last night successfully launched a GPS satellite for the Space Force, its Falcon 9 rocket lifting off from Cape Canaveral in Florida.

The Space Force had originally hired ULA to launch this satellite, but two weeks ago it switched launch provider to SpaceX. Apparently the military wanted this satellite launched now, and for some reason ULA could not do it, even though the Vulcan rocket was supposedly ready for launch.

The first stage completed its fifth flight, landing on a drone ship in the Atlantic. The two fairing halves each completed their second flight.

The 2026 launch race:

11 SpaceX
5 China
1 Rocket Lab

Musk: Next Starship/Superheavy test launch in mid-March

According to a recent tweet by Elon Musk , the next Starship/Superheavy test launch will occur “in 6 weeks,” placing that launch sometime in mid-March.

Musk provided no other information, but this announcement suggests the company’s engineers now understand and have corrected the issues that caused two Superheavy ruptures during two different tank tests in recent weeks. It also suggests that the launchpad repairs and upgrades will soon be completed, and that a new version 3 Superheavy prototype is ready to go, replacing one that was damaged during those tank tests.

The mission specifics however remain unclear. SpaceX could repeat the flight path of the last few tests, in an orbit low enough so that the atmosphere will bring Starship down over the Indian Ocean. In such a flight the company would test refueling within Starship, restarts of its Raptor engines, and deployment of dummy or even real Starlink satellites.

It is possible however that this next test flight will go into a full orbit, and circle the Earth once or several times. SpaceX has said that in 2026 it intends to do a Starship refueling test using two Starships, launched several weeks apart. To do this more ambitious mission however it first needs to do at least one full orbital flight of Starship. Since the company has already tested on previous orbital test flights the restart of Starship’s Raptor engines — proving its capability to do a controlled re-entry — there really is no reason it can’t go for a full orbit on the next flight. There is even the possibility that Starship will come back to Boca Chica and be caught the company’s tower chopsticks, though this remains unconfirmed.

Avio gets two new launch contracts for its Vega-C rocket

The Italian rocket company Avio has won two separate launch contracts for its Vega-C rocket, one from Airbus and a second from Brazil.

It also appears that these two contracts are the ones that Avio touted in late December for a total of $117 million, but did not reveal the customers at the time.

First, Brazil’s government will pay Avio $35.6 million to use the Vega-C rocket to launch its Amazonia-1B Earth observation satellite in 2027. This contract was obtained though the launch services company SpaceLaunch and is likely the deal first announced in September without mention of the customer.

Next, Airbus will use the Vega-C in 2028 to launch the first satellite in its Pléiades Neo Next Earth observation satellite constellation. Though the contract price was not announced, it is likely $84.4 million, the difference between the $117 million total for the two contracts and the $35.6 million Brazil is paying.

The price on both launch contracts illustrates how the competition from SpaceX and Rocket Lab is forcing launch costs down. A decade ago launches never cost less than $100 million. Now they always do, and the Brazil price of $35.6 million indicates even lower prices in the future.

Oman says it wants to sign the Artemis Accords

Middle East, showing Oman's proposed spaceport
The Middle East, showing the location of
Oman’s proposed spaceport at Duqm.

In a diplomatic meeting between Oman and U.S. state department in Oman, Oman officials announced their Sultan wants his country to sign the Artemis Accords.

The two sides discussed means of maximising the benefits of the Free Trade Agreement between the two countries and augmenting American investments in sectors of priority for the Sultanate of Oman. These sectors include the digital economy, technology and space, in addition to mining, logistics, aviation and infrastructure.

Cooperation in the fields of education and culture was also discussed, particularly educational programmes, academic and professional exchange and investment in research and innovation. The two sides further exchanged views and positions on a number of regional and international issues, emphasising the importance of backing efforts for peace, stability and development.

During the dialogue, the Omani side announced the Sultanate of Oman’s approval to join the ‘Artemis Accords’ for space exploration. A cooperation statement on the 250th anniversary of the founding of the United States of America was also signed. [emphasis mine]

Much of this is diplomatic blather, meaning little. While I would expect the Trump administration welcome Oman as an Artemis Accord partner, in the talks related to the highlighted first paragraph above it likely demanded some concessions first. Free trade in Oman is going to require some protection for American technology.

For example, right now State Department rules make it difficult if not impossible to launch American satellites or rockets from Oman’s proposed spaceport in Duqm, rules imposed because Oman cannot be trusted. I expect the State Department is demanding total security control from U.S. entities on any launch before agreeing to an Oman Artemis Accord agreement.

ESA awards startup Rocket Factory Augsburg a two-launch contract

Screen capture of test failure
Screen capture from video of the RFA-1
test failure in August 2024. Note the flame
shooting out sideways.

The European Space Agency (ESA) yesterday awarded the German rocket startup Rocket Factory Augsburg a two-launch contract under its “Flight Ticket Initiative”, designed to encourage the development of a commercial independent European launch market.

With these signatures between ESA and Rocket Factory Augsburg (RFA), two more missions will be launched with the RFA One rocket from Saxavord Spaceport in the UK as part of the Flight Ticket Initiative. ESA and the European Commission have thus once again placed their trust in RFA as a future launch service provider.

…The Lurbat mission will fly a collection of demonstrator technologies and is developed by Added Value Solutions based in Spain. … A second mission will see the launch of two CubeSats developed under ESA contract by the Spanish company Indra Space. The CubeSats will hold five experiments selected by the European Commission through the Horizon Europe IOD/IOV call for Expression of Interest

Rocket Factory also has a launch contract with the German government. However it needs to first complete the first launch of its RFA-1 rocket. That launch was originally supposed to occur in 2024 but was canceled when the rocket’s first stage was destroyed during a static fire test on its Saxavord launchpad that year.

Since then the company has released little information about the rocket’s status. According to this news report today, it hopes to finally do that test launch this year. It better do it soon, as there is a slew of other European rocket companies that intend to do the same.

And then of course there is the question of the Saxavord spaceport and the red tape that has crippled all the spaceports in Great Britain. Both Saxavord and Rocket Factory have previously gotten their launch licenses from the UK’s Civil Aviation Authority (CAA), but it is unclear if those licenses remain valid, especially after the static fire explosion. Based on its past behavior, the CAA could have pulled the licenses, and is now reviewing the whole thing.

If so, it might take years for both to get an approval again. In fact, this might very well be the reason Rocket Factory didn’t launch in 2025.

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.

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

Isar postpones 2nd Spectrum rocket launch attempt, no new date set

Proposed or active spaceports in North Europe
Proposed or active spaceports in North Europe

The German rocket startup Isar Aerospace yesterday canceled its second attempt to launch its Spectrum rocket from Norway’s Andoya spaceport, citing an issue with a “pressurization valve”.

We are standing down from today’s launch attempt to address an issue with a pressurization valve. The teams are currently assessing the next possible launch opportunities and a new target date will be announced shortly.

The update also stated the company is moving to a “new launch window” without noting the dates of that window. This statement however suggests that no new launch attempt will occur for at least a month. And considering it is winter at Andoya in the high north, it is quite possible the launch will be delayed until March.

Meanwhile, Andoya continues to lead the race to become the first spaceport in Europe to achieve an orbital launch. Sweden’s Estrange spaceport is limited because of its interior location. The two sea platforms proposed for the North Sea are not yet ready.

And the United Kingdom has effectively eliminated itself from the competition. Its bureaucracy and Byzantine regulations have now put two rocket companies out of business, and that same red tape (combined with location opposition) has essentially shut down the Sutherland spaceport. I doubt there are any rocket companies willing to deal with the UK at this point.

French smallsat rocket startup Latitude targeting a first launch in early ’27

In a long interview released yesterday, the CEO of the French smallsat rocket startup Latitude revealed that they expect to do the first launch its Zephyr rocket no later than early ’27, and that launch will not take place in French Guiana, where it is presently developing facilities for launches.

The spaceport at French Guiana is developing a single launchpad designed to serve multiple rocket companies, and so it can’t handle Latitude’s planned launch rate. Thus the company is presently negotiating with other spaceports for its first launch, to give it more flexibility.

Zephyr will also not be reusable, as the company has determined that it isn’t profitable for small rockets.

Latitude has deliberately chosen not to pursue first-stage reusability for Zephyr, a decision Maximin defended with detailed economic analysis. “Our calculations show that with that size, it is not economically viable,” he stated, noting that even with parachute recovery, the maintenance costs and performance penalties outweigh manufacturing savings for a rocket of Zephyr’s class. He pointed to Rocket Lab’s paused reusability efforts as validation: “They have stopped it, despite having done everything. I think it’s not that profitable, if not at all.”

If the company upgrades to a larger rocket in the future it plans to revisit this issue.

Video of the interview is available here.

Rocket Lab experiences a tank failure during Neutron pressure test

Artist's rendering of the Neutron first stage deploying its second stage
Artist’s rendering of Neutron’s first stage fairings opening
to deploy the payload with the second stage engine.

According to an update posted yesterday, during a pressure test of a first stage tank for Rocket Lab’s new Neutron rocket, the tank ruptured.

As the company pushes Neutron to the limits and beyond to qualify its systems and structures for launch, qualification testing of the Stage 1 tank overnight resulted in a rupture during a hydrostatic pressure trial. Testing failures are not uncommon during qualification testing. We intentionally test structures to their limits to validate structural integrity and safety margins to ensure the robust requirements for a successful launch can be comfortably met.

There was no significant damage to the test structure or facilities, the next Stage 1 tank is already in production, and Neutron’s development campaign continues while the team assesses today’s test outcome.

The team is reviewing the Stage 1 test data, which will determine the extent of the impact to Neutron’s launch schedule.

The company was aiming to do Neutron’s first launch in the first quarter of this year. Though the press release is vague on this point, its language suggests the rupture did not occur at the expected maximum pressure, but took place sooner, at a lower pressure level. If the tank failed at maximum pressure, then there would be no need to reconsider the launch schedule. A failure at lower pressures would require changes in tank design, and thus a launch delay.

The company says it will provide an update in February, which further suggests a launch in the first quarter is now unlikely.

Orbex’s Danish subsidiary to file for bankruptcy

In what appears to confirm the story yesterday that the rocket startup Orbex was about to be bought out by the French startup The Exploration Company — thus likely ending operations in Great Britain — there was a second follow-up story later in the day that claimed Orbex’s Danish subsidiary is about to file for bankruptcy.

On 20 January, more than 15 Orbital Express Launch ApS employees announced at around the same time on LinkedIn that they were looking for work. Since then, European Spaceflight has received confirmation from three independent sources, who wished to remain anonymous, that the subsidiary has dismissed its entire workforce, with the company expected to officially file for bankruptcy on 22 January.

The article notes that this subsidiary had been losing millions in the past two years, and was entirely reliant on cash from its parent company. Unfortunately, Orbex has had no incoming revenue itself, because red tape in the United Kingdom had prevented it from launching for the past four years.

If true, this story confirms that Orbex’s negotiations with The Exploration Company is likely an attempt to make as much money from its remaining assets as possible before closing down.

Congratulations to the United Kingdom, the land where rocket companies go to die!

Orbital tug startup Starfish Space wins $52.5 million Space Force contract to de-orbit its defunct satellites

Remora rendezvous
Images taken by Starfish’s camera during rendezvous
maneuvers.

The orbital tug startup Starfish Space yesterday announced it has been awarded a $52.5 million contract from the Space Force’s Space Development Agency (SDA) to use its Otter tug to de-orbit satellites when they have reached their end-of-life.

Under the contract, Starfish Space will build, launch, and operate an Otter spacecraft in low Earth orbit (LEO) to safely and efficiently dispose of SDA satellites at the end of their operational lives. The mission begins with an initial deorbit, with options for multiple additional deorbits, enabled by Otter’s significant capacity and ability to service several satellites in a single mission. The mission is targeting launch in 2027.

While a number of contracts have been issued in the U.S., Europe, and Japan to demonstrate de-orbit technology, this is the first operational contract ever issued. Moreover, I don’t think any of those other demo missions have actually achieved a de-orbit as of yet. Starfish itself has only successfully demonstrated rendezvous and proximity capabilities on two missions, with a third a failure. In the most recent late last year (as shown by the image on the right), Impulse’s Mira tug used Starfish software and camera to move within 1.2 kilometers of another Mira tug.

As for docking, its Otter Pup tug has flown two missions. The first failed in 2023 when both spacecraft began spinning unexpected. The second was supposed to achieve a docking, but after completing rendezvous maneuvers the company has provided no new updates. As far as we know, the docking never occurred or was a failure.

Nonetheless, it appears Starfish’s overall recent performance convinced the Space Force it could handle this new de-orbit contract.

Haven-1 launch delayed until 2027

Haven-1 with docked Dragon capsule
Artist rendering of Haven-1 with docked
Dragon capsule

According to Vast’s CEO, Max Haot, the launch of its single module Haven-1 space station has now been pushed back to the first quarter of ’27.

Last Saturday (January 10) we reached the key milestone of fully completing the primary structure, and some of the secondary structure; all of the acceptance testing occurred in November as well. Now we are starting clean room integration, which starts with TCS (thermal control system), propulsion, interior shells, and then moving on to avionics. And then final close out, which we expect will be done by the fall, and then we have on the books with NASA a full test campaign at the end of the year at Plum Brook. Then the launch in Q1 next year.

Until recently the company had been targeting a launch in the first half of 2026. This is a delay of almost a full year, and suggests the previous launch date has not been a serious target for quite some time.

Haot at the article at the link provides some new details about the manned missions to the station. It will launch unmanned, and after check-out in orbit that could last two weeks or longer, a professional SpaceX Dragon crew will fly a two-week mission there to do further check-outs.

After this up to three more two-week missions are planned, with Vast already having a deposit for the first. It also is willing to do more during Haven-1’s three year lifespan.

More and more it appears to me that in my rankings below of the five commercial space stations presently under development, the top three space stations are practically tied. And of the five stations, three are hoping to begin launching modules in the ’27-’28 time frame.
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French startup The Exploration Company negotiating purchase of UK rocket startup Orbex

Prime rocket prototype on launchpad
The prototype of Orbex’s never-launched Prime rocket,
on the launchpad in 2022

In what appears to be a direct consequence of British red tape blocking Orbex from launching in the past four years, it is now in negotiations to sell its assets to the French startup The Exploration Company.

On 21 January, Orbex published a brief press release stating that a letter of intent had been signed and that negotiations had begun. The company added that all details about the transaction remain confidential at this stage. A statement from Orbex CEO Phil Chambers suggests that the company’s financial position factored into its decision to pursue a buyer. “Our Series D fundraising could have led us in many directions,” said Chambers. “We believe this opportunity plays to the strengths of both businesses, and we look forward to sharing more when the time is right.”

Let me translate: In 2022 Orbex had set up a factory close to the proposed Sutherland spaceport on the north coast of Scotland, had signed a 50 year lease with that facility to launch its Prime rocket there, had built a launch platform and tested a prototype of the rocket, and was poised to do its first launch. All it needed was license approvals from the United Kingdom’s Civil Aviation Authority (CAA).

And then it waited, and waited, and waited, and waited. By 2024 it gave up on Sutherland, because the authorities (local and national) kept rejecting its spaceport license for environmental and political reasons. It switched its launch site to the SaxaVord spaceport on the Shetland Islands, pushing back that first launch to 2026. Along the way the UK gave it a $25 million grant, likely to keep the company above water because the UK was blocking its ability to launch.

All for naught. It is very clear Orbex has run out of cash waiting, and is now looking to salvage its work by selling everything to the French company, which so far has focused on building a cargo capsule to supply the upcoming commercial space stations.

If the sale goes through, do not be surprised if Orbex’s assets exit the UK entirely. And at that point, the CAA’s red tape can be given credit for destroying a second rocket company, following Virgin Orbit.

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