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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.
A Tesla Cybertruck driver in the United Kingdom had their all-electric pickup seized by local police in the Greater Manchester area after the department cited “legitimate concerns.”
Last Thursday, police saw the pickup on the roads and decided to pull the driver over. Greater Manchester Police said:
“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a collision with the Cybertruck.”
🚨 A Tesla Cybertruck, which is illegal to drive in the UK due to safety concerns, has been seized by police in Greater Manchester
“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a… pic.twitter.com/cqhdPok3DM
— TESLARATI (@Teslarati) June 16, 2026
The Cybertruck in question was, according to the BBC, registered and insured abroad and was confiscated. The driver, who is a UK resident, was reported.
The Greater Manchester Police Department then added:
“The Tesla Cybertruck is not road-legal in the UK and does not hold a certificate of conformity.”
The Cybertruck cannot be legally driven in the UK because it has no UK Type Approval for operation in the country. This is due to some safety concerns, which are related to its angular shape and design. The stainless steel exoskeleton has sharp edges and projections that violate UK/EU rules on pedestrian protection.
Tesla has considered creating what it referred to as an “international version” that would be approved for operation in Europe. However, there has been no real movement on that front by the company, as it has been focused on the Robotaxi rollout primarily.
A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.
Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.
A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.
CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.
Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:
The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.
Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.
This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.
Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.
Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.
The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.
Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.
Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.
This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.
The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.
Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.
We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.
For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.
Tesla Cybertruck driver gets pickup seized for ‘legitimate concerns’ in UK
Apple is developing the missing link for Tesla to get CarPlay: report
