{"frequency":"weekly","subject":"Weekly Space Intelligence","introduction":null,"banner":null,"posts":[{"title":"Starfall \u0026 Intro to the In-Space-Manufacturing Series","slug":"starfall-intro-to-the-in-space-manufacturing-series","visibility":"public","type":"analysis","summary":"Inside SpaceX’s leaked ‘Starfall’ plan to turn Starship into an orbital factory - this kickoff article explains the economics of making things in microgravity and introduces the Disruptability Index for judging which products could win.","tags":["SpaceX","In Space Manufacturing"],"url":"https://research.33fg.com/analysis/starfall-intro-to-the-in-space-manufacturing-series","published_at":"Aug 05, 2025","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEyNywicHVyIjoiYmxvYl9pZCJ9fQ==--f7cb6f5318876861f542f89be485052e99ddbf42/starship%20reentry.jpeg"}],"charts":[],"news":[{"title":"Firefly Raises IPO Price Range, Eyes $6 B Valuation","summary":"Austin-area Firefly Aerospace has raised its IPO price range to target more than $6B valuation.","tags":[],"url":"https://research.33fg.com/news/firefly-raises-ipo-price-range-eyes-6-b-valuation","published_at":"Aug 05, 2025","source":"Statesman","thumbnail":null,"commentary":"\u003cdiv\u003eIn an updated SEC filing, Firefly Aerospace increased its planned Nasdaq IPO range to $41–$43 per share, targeting up to $697 million in proceeds and valuing the company at just over $6 billion. Bankers cited strong demand following Firefly’s successful Blue Ghost lunar landing and recent $176.7 million NASA cargo contract. Extra capital will fund higher Alpha launch cadence and scale production of upgraded landers. The upsized offering signals renewed public-market appetite for well-executing launch providers.\u0026nbsp;\u003c/div\u003e"},{"title":"Blue Origin’s NS-34 Sends Justin Sun and Five Others Past 100 km","summary":"Blue Origin launched its third crewed New Shepard flight in just over two months Aug. 3, sending six people to space that included a crypto entrpreneur.","tags":["Blue Origin"],"url":"https://research.33fg.com/news/blue-origin-s-ns-34-sends-justin-sun-and-five-others-past-100-km","published_at":"Aug 03, 2025","source":"Spacenews","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEzMSwicHVyIjoiYmxvYl9pZCJ9fQ==--e2d01131937cac28de88381c3dbb1db648ea28a6/Screenshot%202025-08-05%20113905.png","commentary":"\u003cdiv\u003eA New Shepard rocket blasted off from West Texas at 08:30 a.m. ET, carrying crypto entrepreneur Justin Sun and five international tourists to 106 km and back. The 10-minute flight was New Shepard’s 14th crewed mission and its sixth of 2025, pushing the program’s passenger count to 46. Both booster and capsule landed safely, keeping Blue Origin’s human-flight success rate at 100 percent.\u0026nbsp;\u003c/div\u003e"},{"title":"Crew-11 Launch Set for 11:43 a.m. ET, August 1st","summary":"Spaceflight Now will have live coverage beginning about four hours prior to liftoff.","tags":["SpaceX"],"url":"https://research.33fg.com/news/crew-11-launch-set-for-11-43-a-m-et-august-1st","published_at":"Jul 31, 2025","source":"Spaceflightnow","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEwMywicHVyIjoiYmxvYl9pZCJ9fQ==--8a26c47b40eec4125acee235818ba81e6968addd/end.png","commentary":"\u003cdiv\u003e[Update: Due to cumulus cloud presence, the flight was delayed and subsequently set for 11:4m a.m., August 1.]\u003cbr\u003eNASA and SpaceX rolled Dragon Endeavour and its Falcon 9 to Pad 39A overnight and aim to lift four Expedition 73 crew members to the ISS at 12:09 p.m. Eastern. Weather officers give a 90 percent “go” forecast, and the booster is expected to land at Cape Canaveral’s LZ-1 eight minutes after liftoff. This will be the first Dragon to fly a sixth time, reflecting NASA’s growing confidence in deep vehicle reuse. A clean, on-time launch would keep crew-rotation cadence intact and push cumulative Dragon crew-hours above two million.\u0026nbsp;\u003c/div\u003e"},{"title":"Rocket Lab to Launch ‘KUSHINADA-I’ on 69th Electron Mission","summary":"Rocket Lab's 69th Electron mission will deploy iQPS's Earth imaging satellite. Company maintains 100% success rate with 11th launch of 2025. Get mission details.","tags":[],"url":"https://research.33fg.com/news/rocket-lab-to-launch-kushinada-i-on-69th-electron-mission","published_at":"Jul 31, 2025","source":"Stocktitan","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEzMCwicHVyIjoiYmxvYl9pZCJ9fQ==--594ff6ab9ecc5da8864db77a908c0b601d5c0dcc/rkrk.png","commentary":"\u003cdiv\u003eRocket Lab’s (Nasdaq: RKLB) next Electron, “The Harvest Goddess Thrives,” is booked to lift off from Launch Complex 1 in New Zealand during a window that opens 5 Aug UTC. The mission will deploy QPS-SAR-12, the fifth synthetic-aperture-radar satellite Rocket Lab has launched for Japan’s iQPS constellation. Eleven successful flights so far this year keep the company’s 2025 perfect-success record intact. High reliability and dedicated small-sat service continue to attract Earth-observation customers.\u0026nbsp;\u003c/div\u003e"},{"title":"AST SpaceMobile Bolsters War-Chest with $575 Million Convertible-Notes Deal","summary":null,"tags":[],"url":"https://research.33fg.com/news/ast-spacemobile-bolsters-war-chest-with-575-million-convertible-notes-deal","published_at":"Jul 30, 2025","source":"Businesswire","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEwNiwicHVyIjoiYmxvYl9pZCJ9fQ==--c8db9504874723a43ee17244629896f530145eef/JMY2NEIJZJN7FKHJ6X3GEYYZVU.avif","commentary":"\u003cdiv\u003eThe direct-to-cell operator closed a private placement of seven-year convertible senior notes that lifts its cash reserves above $1.5 billion. The issue carries an effective conversion premium of 100 percent to the stock’s July 24 close and is hedged with capped-call options to keep dilution near 1.5 percent. Management will use the proceeds, plus a follow-on equity sale, to retire $135 million of higher-coupon 2032 notes and accelerate manufacturing of BlueBird Block 2 satellites. The strengthened balance sheet gives AST a clearer runway to launch initial U.S. service in 2026 and positions the company as a serious rival in the emerging direct-to-device market.\u0026nbsp;\u003c/div\u003e"},{"title":"Firefly Snags $176.7 Million NASA Contract for South-Pole Cargo Run","summary":null,"tags":[],"url":"https://research.33fg.com/news/firefly-snags-176-7-million-nasa-contract-for-south-pole-cargo-run","published_at":"Jul 30, 2025","source":"Reuters","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEyOCwicHVyIjoiYmxvYl9pZCJ9fQ==--048c1001c3fa2019ea7064a0c511920b18f2f87f/3STLZE2ATZLCRFSMFHEGASNU4Q.jpg","commentary":"\u003cdiv\u003eNASA awarded Firefly Aerospace a Commercial Lunar Payload Services task order to deliver two rovers and three science instruments to the Moon’s south-pole region in 2029. The “Blue Ghost Mission 4” stack will pair an Elytra Dark orbital tug with an upgraded Blue Ghost lander, giving NASA multi-year communications relay and days-long surface operations for resource mapping. The win follows Firefly’s successful March landing and indicates the agency’s confidence in competitive commercial logistics. It also sends a positive signal to investors as the company works toward a $5-plus billion Nasdaq IPO later this year.\u0026nbsp;\u003c/div\u003e"},{"title":"Starship Ship 37 Static-Fires Cleanly, Paving Way for Flight 10","summary":"Starship's 10th test flight is expected to take place sometime in August.","tags":["SpaceX"],"url":"https://research.33fg.com/news/starship-ship-37-static-fires-cleanly-paving-way-for-flight-10","published_at":"Jul 30, 2025","source":"Space","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEyOSwicHVyIjoiYmxvYl9pZCJ9fQ==--21810ac3347c4223cdf6d41015d81243c715db21/Screenshot%202025-08-05%20100436.png","commentary":"\u003cdiv\u003eSpaceX ignited a single Raptor on Ship 37 at Starbase for a brief static-fire, validating upgrades to the deluge system installed after Flight 8. No pad damage or engine anomalies were reported. Elon Musk said Flight 10 could occur in mid-August once the FAA issues a license modification. Regular full-stack tests will be key to bringing Starship online for lunar cargo runs and high-volume Starlink deployment.\u0026nbsp;\u003c/div\u003e"}]}
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