Space Intelligence

SEP 10, 2026

Launch Providers Earn $945 per Customer Kilogram in Our Median 2035 Case

SpaceX's own cargo accounts for most of the launch activity in our model. Satellites for Starlink, SpaceX's satellite internet network, share capac...

analysis Launch Orbital Data Centers SpaceX

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SEP 1, 2026

Brief: Why SpaceX Must Make Its Own Propellant

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 ...

brief Launch SpaceX Starship

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AUG 26, 2026

SpaceX Louisiana and the Math Behind On-Site Propellant Infrastructure

Starbase is quietly becoming a chemical plant. Linde started an air separation unit in Brownsville in early 2026; its release named no customer. In...

analysis Launch SpaceX Starship

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APR 1, 2026

How Soon Does Starship Get Cheap Enough for Orbital Compute?

Last week we published a bottom-up cost comparison of orbital versus terrestrial compute infrastructure. The model showed that a 1 GW orbital compu...

analysis Launch Orbital Data Centers SpaceX

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JAN 7, 2026

A World With 10,000 Starships

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...

analysis Launch SpaceX Starship

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