SpaceX's own cargo accounts for most of the launch activity in our model. Satellites for Starlink, SpaceX's satellite internet network, share capac...
The Launch Keystone models how rocket capacity and customer demand could affect launch prices outside China from 2026 through 2040. Across 1,999 sa...
The launch market is the business of flying payloads for paying customers. A satellite operator or a government buys a ride to orbit from a launch ...
The launch market that gets priced and argued about had its best year on record in 2025. Customers paid launch providers to fly 347 tonnesto orbit,...
Interactive brief on why SpaceX has to make Starship propellant on site instead of buying and trucking it in.One flight needs ~5,250 tonnes of LOX ...
Starbase is quietly becoming a chemical plant. Linde started an air separation unit in Brownsville in early 2026; its release named no customer. In...
We identify 21 use cases with viable launch economics at different points on the Starship cost curve.SpaceX captures the initial economics because ...
Last week we published a bottom-up cost comparison of orbital versus terrestrial compute infrastructure. The model showed that a 1 GW orbital compu...
Executive Summary• Elon Musk’s claim of manufacturing up to ~10,000 Starships per year is not about cadence, it is about cost regime. Whether or no...
Executive summary• Blue Origin enters a pivotal phase. With the second New Glenn (NG-2) flight likely occurring this week, the next two years will ...