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NASA opens $2.6 billion in contract services for Moon to Mars missions
“We are going,” is an important part NASA’s motto for its return to the Moon, and to get there, the space agency will need corporate partners. As part of carrying out the private sector integration requirements of White House Space Policy Directive 1, NASA Administrator Jim Bridenstine announced today at 2 pm EST the nine companies the agency has selected to compete for $2.6 billion in contracts to support its Moon to Mars mission. These contracts will be geared to filling the needs of NASA’s Commercial Lunar Payload Services Program over the next ten years of its development.
https://twitter.com/JimBridenstine/status/1067495719836110850
Prior to the announcement, Bridenstine spoke on The Hill TV’s “Rising” program, emphasizing the purpose of the Space Policy Directive’s mission to build the capabilities of not only returning to the Moon, but stay as a sustained presence. In his opening remarks, he further honed in on the major difference in NASA’s current direction for obtaining new capabilities. “We’re gonna buy the service,” he cheered. As the event continued, he and Thomas Zurbuchen, associate administrator for NASA’s Science Mission Directorate in Washington, detailed the numerous technical capabilities required for the Moon mission that the private companies will be competing to develop.
Here’s the break down of the space agency’s newly announced partners:
Astrobotic Technology: A Pittsburgh-based company focused on flying hardware systems into space for companies, governments, and universities. The company is currently developing a “Peregrine Lander” aimed at orbital and surface operations for any lunar destination.
Deep Space Systems: A Colorado-based company focused on systems engineering for supporting the design, development, integration, testing, and operations of science and exploration spacecraft. The company currently subcontracts with other major contractors in the field of space exploration such as Lockheed Martin and NASA.
Draper: A Cambridge-based company focused on developing general engineered systems for corporate, government, and academic solutions. Their Moon work will focus on providing payload services.
Firefly Aerospace: An Austin-based company focused on economical and convenienct access to space for small payloads via reliable launch vehicles. Their priority is providing low-cost rocket access to low Earth orbit (LEO).
Intuitive Machines: A Houston-based company focused on cradle to grave aerospace engineering development, integration, and testing services along with a unique set of aerospace. Some of its current technology developments include a universal reentry vehicle and a lunar lander.
Lockheed Martin: An industry giant with a long, established history of involvement with NASA and human spaceflight. The company will provide any number of contributions towards NASA’s mission to the Moon.
Maston Space Systems: A Mojave-based company focused on reusable rocket technology and reliable planetary landers for the Earth, Moon, Mars, and beyond. The company previously competed and succeeded through two funding levels in the Northrop Grumman Lunar Lander Challenge X Prize in 2009.
Moon Express: A Cape Canaveral-based company dedicated to expanding commercial opportunities in general on the Moon. The company has previously worked with NASA to develop Moon commercial cargo transporation capabilities and was the first private company authorized by the US government to land on the Moon.
Orbit Beyond: A New Jersey-based company building spacecraft bound for the Moon. [no link available]
The White House Space Policy Directive 1, signed December 11, 2017, revised US national space policy to integrate NASA’s programs with private sector partners to return to the Moon before continuing on to human exploration of Mars. As part of a push to continue American leadership in space, the Directive instructs NASA to develop a flexible deep space infrastructure to support the increasing complexity of missions. The agency currently partners with the private sector for other missions, including human transport to the International Space Station (ISS) wherein SpaceX and Boeing are developing capsules for that purpose, and the Directive expands that to include deep space missions.
The Space Policy Directive was born from the recommendations provided during the first meeting of the new National Space Council, a group under the US Department of Commerce’s Office of Space Commerce. During Council meetings, US government officials from civilian and military space along with space industry leaders such as SpaceX and Boeing, as well as other significant public and private institutions, hold discussions with high ranking members of the US government, the Vice President being the Chairman. The purpose is to help overall comprehension of the challenges involved in making significant progress in space exploration and propose viable policy solutions.
The outline published by NASA to fulfill the Space Policy Directive, the “Exploration Campaign“, focuses on three core domains for development: low Earth orbit, lunar orbit and surface, and Mars, with the option of other deep space objectives being integrated. Under this framework, NASA hopes to have its next rocket combination, the Space Launch System and Orion capsule, fly to the Moon by 2020 with crewed flights planned for 2023. Direct support to the ISS will end by 2025.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Cybercab stands to gain from new rules that the Trump Administration is aiming to enforce on autonomous vehicles. On Thursday, NHTSA, under the Trump Administration’s U.S. Department of Transportation, commenced rulemaking on the Federal Motor Vehicle Safety Standards (FMVSS).
This effort aims to eliminate the mandate for manual brake pedals in vehicles that are designed to be driven exclusively by automated driving systems. This would impact the Tesla Cybercab, which the company has stated would operate without a steering wheel or pedals.
Tesla Cybercab launch is imminent after latest sighting at Giga Texas
The Trump Administration is looking to revise FMVSS No. 135, which requires standard braking systems on light-duty vehicles.
Currently, the regulation requires light-duty cars to use traditional manual braking systems that allow operators to slow the vehicle. With the advent of self-driving in the U.S., these regulations need updating, and these are the changes that could come to FMVSS No. 135:
- Removes requirements for hand- or foot-operated brake controls for vehicles designed never to be operated by a human. Existing rules still apply to AVs that retain manual controls.
- All subject vehicles must still meet the same stopping distance performance criteria via alternative testing procedures.
- While this update ensures AVs can physically stop when commanded, NHTSA is separately developing safety performance requirements for AVs in real-world driving scenarios.
- NHTSA will continue to use its broad defect enforcement authority to investigate unsafe ADS behavior and oversee recalls.
As autonomy becomes a greater part of passenger travel, these types of rule adjustments will be more than reasonable. It will give manufacturers the ability to self-certify their vehicles and avoid any red tape that could ultimately delay the deployment of these vehicles.
Administrators are also incredibly excited about the opportunity to play a role in the advancement of self-driving vehicles.
“We are at the cusp of the greatest technological revolution in vehicle technology since the innovation of the Model T,” NHTSA Administrator Jonathan Morrison said. “If we want America to lead the way, we have to reimagine our regulatory framework. That’s why under Secretary Sean Duffy’s AV Framework, NHTSA is tearing down pointless barriers to innovative designs while strengthening the fundamental safety requirements that matter and holding AV developers accountable for safe performance.”
The Cybercab entered mass production at Gigafactory Texas in April. Tesla ultimately plans to push the vehicle into its Robotaxi fleet, potentially when frameworks like these are established.
Tesla looks keen to bring larger Model Y L to the U.S.
One of Tesla’s biggest threats just got banned in the U.S.
