OVERVIEW: The Next American Heavy
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New Glenn during the hotfire test on Dec. 27, 2024. Credit: Blue Origin |
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A decade in the making, Blue Origin’s moment is finally here.
New Glenn — a 30-story skyscraper-sized rocket, with a fairing large enough to hold three school buses and designed to be reusable from the first launch — is finally about to debut.
The inaugural launch of New Glenn is a turning point in Blue Origin’s history. While its diminutive New Shepard rocket has been taking short hops to space, the grander plans of Jeff Bezos’ company rest on New Glenn flying to orbit — and flying a lot. Blue’s hopes of flying satellites, deploying a space station and reaching the moon rest on the shoulders of New Glenn.
It’s often been convenient to compare SpaceX and Blue Origin, given the dueling interests of their centi-billionaire founders. But it’s never really been a true rivalry. For all intents and purposes, SpaceX has dominated, and much of the space industry with it.
So this launch is about Blue unlocking a crucial capability. Orbital missions are the industry table stakes of the rocket business, and the industry’s been waiting: New Glenn was supposed to debut as early as 2020. And I still remember being shocked when a source told me, in mid-2021, that New Glenn wouldn’t fly until “2024 or later,” but here we are. Even though Blue missed CEO Dave Limp’s target, the past year’s flurry of work has made it clear how hard the company is pushing to get New Glenn across the line.
This is only the start for New Glenn. Blue leadership is targeting 10 launches this year and even reaching half of that goal would be impressive. And, like most orbital rockets, New Glenn seems destined to evolve, with a company job posting this week indicating that the rocket will undergo a significant jump from seven BE-4 engines to nine. (The company did not respond to my request for comment about which flight they’re targeting for the debut of a nine-engine New Glenn.)
As I’ve written before, the debut of new heavy-lift rockets is an encouraging sign for a market starved of frequently flying alternatives to SpaceX. That means that after debut, cadence is the real mountain to climb. Critically, this will serve as New Glenn’s first national security certification flight, moving closer to tapping lucrative NSSL contracts.
I wonder what the rocket’s astronaut namesake, the legendary late John Glenn, would have said after the launch. But he saw the potential. Shortly before he died, Glenn wrote this to Bezos:
“When I first orbited the earth, in 1962, you were still two years from being born. And when I returned to space, in 1998, Blue Origin was still two years in the future. But you were already driven by a vision of space travel accessible not only to highly trained pilots and engineers and scientists, but to all of us. And you understood that to realize that vision, we would have to be able to get to space more often and more inexpensively."
“As the original Glenn, I can tell you I see the day coming when people will board spacecraft the same way millions of us now board jetliners.” |
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Toyota is exploring rocket development, the auto giant announced, in a move that would see the company take on Japanese rival Mitsubishi in the launch market. Toyota made an initial nearly $45 million investment in launch startup Interstellar Technologies, which is developing orbital rockets. – CNBC
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United accelerates Starlink deployment, with the airline now expecting to have its first commercial flight with the satellite internet service this spring, and its full two-cabin regional fleet outfitted by the end of this year. – CNBC
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Italy in discussions with Starlink over $1.6 billion (€1.5 billion) deal, as talks are reportedly advanced for SpaceX to provide secure services to the Italian government and military. – Bloomberg
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DeSantis calls for NASA to move HQ to Florida, saying the agency should relocate its headquarters from D.C. to Kennedy Space Center: “I think they're planning on spending like a half a billion to build a new building up in D.C. that no one will ever go to.” – Florida Today
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OneWeb service outage suspected to be caused by ‘leap year’ miscalculation, according to Eutelsat, which found the 48-hour gap in service was caused by “a software issue within the ground segment.” – Via Satellite
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LA wildfires close NASA’s JPL, director Laurie Leshin announced, with “hundreds” from the center’s workforce evacuated. Satellite imagery released by Maxar and Planet captured the devastation from the fires, which have destroyed thousands of buildings. – Leshin / Planet / Maxar
- Biden administration looks to open missile and rocket sales to allies, in new guidance about the Missile Technology Control Regime (MTCR) that could open the export of U.S.-build orbital launch vehicles. – Breaking Defense
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Eric Schmidt reportedly is financing Relativity Space: The billionaire former CEO of Google appears to have made a significant but unspecified investment in the rocket company. – Bloomberg
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Meet Trump’s NASA transition team, a quintet reportedly identified as Lynk chairman Charles Miller, UCF professor Greg Autry, former NASA engineer Ryan Whitley, Heritage Foundation adviser Lorna Finman, and former NASA deputy administrator Jim Morhard. – Payload
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Ligado sues Viasat, as bankruptcy leads to AST spectrum deal talks: Shortly after filing for Chapter 11, Ligado said it is seeking more than $1.7 billion in damages and restitution from Viasat’s Inmarsat, alleging unresolved terminal interference issues. Meanwhile, Ligado and AST SpaceMobile are negotiating a $550 million long-term deal for L-Band spectrum in the U.S. and Canada. – Space News / Space News
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NASA defers decision on Mars Sample Return to 2026, saying the agency is examining two options for the mission: Using existing JPL technology or turn to a commercially developed lander. Rocket Lab wants NASA to reconsider its plan, instead proposing the company’s alternative approach that it argues can be doing faster and cheaper. – NASA / Rocket Lab
- FBI investigate bomb threat against SpaceX’s Starbase, after receiving a report that several individuals had threatened to blow up a Starship rocket. – San Antonio Express-News
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Kratos wins nearly $1.5 billion Pentagon hypersonic testing contract, with the defense company’s five-year deal to be supported by sub-contractors including Leidos, Rocket Lab and Stratolaunch. – Kratos
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Gilat Satellite acquires terminal-maker Stellar Blu Solutions for $98 million in cash, as the Israeli satellite network company seeks to expand its share of the in-flight connectivity market. – Gilat
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Tom Vice is out as CEO of Sierra Space, in a seemingly abrupt move that the company called a retirement. Fatih and Eren Ozmen, the leaders of Sierra Nevada Corporation, are serving as interim CEO and president. – CNBC
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Narayanan appointed head of ISRO, taking over the India’s space agency from S. Somanath. – Times of India
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Adam Schlesinger selected as NASA’s CLPS manager, having previously been a lead engineer on the lunar Gateway program. – NASA
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Stephen Kitay joins True Anomaly as senior vice president of space defense, joining the satellite defense startup after previously leading Microsoft’s Azure Space division. – True Anomaly
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Ian Canning named to lead OneWeb U.S., as president and CEO of EACOWT (Eutelsat America Corp. and OneWeb Technologies Inc). Canning was previously EACOWT’s COO, and before that was a part of OneWeb’s predecessor TrustComm. – Eutelsat
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Dan Caine joins Voyager’s defense advisory board, having previously served as associate director of the CIA and a U.S. Air Force lieutenant general. – Voyager
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Jan. 9: SpaceX Falcon 9 launches NRO mission from California.
- Jan. 10: SpaceX Falcon 9 launches Starlink satellites from Florida.
- Jan. 12: Blue Origin New Glenn launches inaugural flight from Florida.
- Jan. 13: SpaceX Falcon 9 launches Starlink satellites from Florida.
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Jan. 13: SpaceX Starship launches Flight 7 from Texas.
- Jan. 14: SpaceX Falcon 9 launches Transporter 12 mission from California.
- Jan. 15: SpaceX Falcon 9 launches Firefly’s Blue Ghost and ispace’s Mission 2 lunar landers from Florida.
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Jan. 16: NASA astronauts Nick Hague and Suni Williams conduct ISS spacewalk to conduct repairs and maintenance.
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Michael Sheetz is CNBC’s space reporter – send tips, talent moves and more to michael.sheetz@nbcuni.com.
Follow and listen to CNBC's "Manifest Space" podcast, hosted by Morgan Brennan, wherever you find podcasts. |
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