News
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.
Elon Musk
Elon Musk breaks his silence on the Starlink impact to Ukraine drones
Musk says the US military and president set Starshield limits, not SpaceX, amid Ukraine complaints.
Elon Musk says the speed limit cutting out Ukraine’s military Starlink terminals is not SpaceX’s decision. In a post on X Wednesday, Musk wrote that “Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.” He added that Starlink is a commercial service limited to civilian or defensive activities and “cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.”
He was replying to Mykhailo Fedorov, Ukraine’s former defense minister, who had thanked Musk for restoring connectivity at speeds up to 160 km/h and said removing the Starshield limit entirely is “now critical for Ukraine’s defense.”
Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.
Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.
— Elon Musk (@elonmusk) October 14, 2026
The complaint started Tuesday night, when Ukrainian officials said military terminals began losing service above roughly 100 mph. Presidential adviser Serhiy Beskrestnov said the defense forces got no warning and several missions were disrupted, as Teslarati reported earlier Wednesday. The 7th Rapid Reaction Corps told Reuters connections dropped for 10 to 20 seconds at speeds well below the limit, which made drones harder to control. Poland’s foreign minister, Radoslaw Sikorski, asked Musk on X whether he is “playing politics with your products again.”
That is why the Starlink and Starshield distinction matters. SpaceX introduced Starshield in 2022 as the government version of Starlink, with an initial focus on Earth observation, communications and hosted payloads. It won a Space Force contract in 2023 with a $70 million ceiling. In December 2024, the Pentagon moved Ukraine’s terminals onto Starshield, covering about 3,000 units across two contracts. Ukraine’s military connections therefore run through a service that Musk now says sits under Washington’s control.
While Musk’s post describes who holds authority, it does not infer that anyone ordered the limit, and neither SpaceX nor the US government has confirmed who set it. Ukrainian officials have pointed to the timing, which follows President Trump’s push for an energy ceasefire and Musk’s Saturday post that “Zelensky has gone too far.” The BBC noted Trump denied threatening to restrict intelligence sharing with Kyiv, and no evidence has been presented that Washington requested the cap.
The episode also revives a promise from 2025. After Poland accused him of threatening Ukraine’s access, Musk said Starlink “will never turn off its terminals” and would not be used as a bargaining chip. Poland has since supplied more than 29,000 terminals to Ukraine. Teslarati also covered Kyiv’s search for Starlink alternatives in 2025, and the latest dispute gives that search new urgency.
Investor's Corner
Tesla opens the Q&A for its biggest earnings call yet
Tesla opens its Q3 earnings Q&A, and Cybercab, Robotaxi, Optimus and regulators loom over October 21.
Tesla has opened its shareholder question portal for the Q3 2026 earnings call, with the Say Q&A page already listing questions. Investors have until 4:00 p.m. EDT on October 20 to submit and vote on what management should answer.
The call is set for Wednesday, October 21. Tesla will post results after the market closes, with a live webcast at 4:30 p.m. CT, or 5:30 p.m. ET, through its investor relations site.
Say ranks questions by the number of shares behind the votes, which gives institutional holders extra weight over the retail crowd.
Ahead of Q2, retail investors asked why Robotaxi growth had stalled, when Cybercab would start customer rides, and where the Optimus Gen 3 ramp stood, while an institutional holder asked how Tesla and SpaceX would split Terafab duties. Cybercab has since answered one of those. Tesla said last week it has 300 plus Cybercabs serving Austin, up eightfold in 30 days, with Dallas named as the next city. The questions now are likely to move from when to how fast.
There is also a regulatory question hanging over the call. NHTSA has demanded sworn answers on how the pedal free Cybercab was certified against federal safety standards, with responses due October 30, nine days after the call. Whether an analyst raises it live is unknown, but it is the kind of exposure that tends to find its way into a Q&A.
The numbers will not be the main draw. Tesla already reported 486,532 deliveries and 13.7 GWh of storage for the quarter. Consensus sits around 43 to 45 cents per share on roughly $27.8 billion in revenue, according to Zacks, after a Q2 report that missed on EPS. Goldman Sachs, which holds a Neutral rating and a $360 target, argues the outlook for Robotaxi, FSD and Optimus will matter more to the stock than the quarter itself.
The call also lands six days after the rescheduled Roadster event, which Tesla will stream on X on Thursday, October 15, at 7:55 p.m. CT. If the Roadster shows up with a production date or a SpaceX thruster package, expect it to climb the voting list before the deadline.
Elon Musk
Ukraine says Starlink is cutting out its military drones as Poland calls out Elon Musk
Ukrainian officials allege SpaceX limited military Starlink speeds, disrupting drone missions; SpaceX has not commented.
Ukrainian officials are accusing SpaceX of placing a speed limit on the military version of Starlink that their forces use to fly drones, but SpaceX has not confirmed that any change was made. Presidential adviser Serhiy Beskrestnov said in a Telegram post on Wednesday that Starshield terminals have begun losing service when they move faster than about 100 miles per hour, according to a Reuters report. “Our defense forces did not receive a warning about this limitation, and this led to the disruption of several missions,” he wrote.
Ukraine’s 7th Rapid Reaction Corps told Reuters that connections dropped for 10 to 20 seconds at just 68 to 75 mph, which made the drones harder to control. Volunteer Serhiy Sternenko, citing military reports, said the dropouts are now starting at 37 to 43 mph. These accounts come from Ukrainian officials and military sources and have not been independently verified. Regular civilian terminals were reportedly not affected, according to EUalive.
.@POTUS: We told Zelensky, ‘You can do whatever you want to Russia, but don’t hit the refineries because that’s a world problem.’ And what does he do? He goes and hits the diesel fuel. He better damn well stop. https://t.co/CdRlMcPlKr
— Rapid Response 47 (@RapidResponse47) October 10, 2026
SpaceX has not publicly commented or explained what, if anything, changed. Beskrestnov and other Ukrainian officials believe the issue is intentional and point to the timing. Washington has been pressing Kyiv to stop long range strikes on Russian oil refineries after President Trump called for an “energy ceasefire,” and Musk posted on Saturday that “Zelensky has gone too far.” EUalive noted that neither Ukrainian nor Polish officials have presented evidence that the limit was ordered by Washington or by SpaceX, so the link to politics remains an allegation. Other explanations, such as a technical or policy change affecting fast moving terminals, have not been ruled out.
Poland’s foreign minister, Radosław Sikorski, responded on X by quote tweeting a Kyiv Independent report and writing: “Hey, @elonmusk, big man, are you playing politics with your products again? As your European customers, we are watching you.” Poland is the largest funder of Ukraine’s Starlink service, having supplied more than 29,000 terminals and covering operating costs Sikorski has put at roughly $50 million a year. The wording echoes their 2025 clash, when Musk told Sikorski to “be quiet, small man.” At the time of writing, neither Musk nor SpaceX had responded to the claims.
Hey, @elonmusk, big man, are you playing politics with your products again?
As your European customers, we are watching you.— Radosław Sikorski 🇵🇱🇪🇺 (@sikorskiradek) October 14, 2026
The dispute sits on top of a long history. Musk confirmed in February 2022 that Starlink was active in Ukraine after a request from a Ukrainian minister. That October, SpaceX asked the Pentagon to share the bill and Musk said the cost was approaching $20 million a month, before he reversed course and said SpaceX would keep paying. In December 2024 the Pentagon moved some of those terminals onto the Starshield service, the government version now at the center of the complaints.
SpaceX has also changed how its network treats certain terminals in Ukraine before, and that time it was with Kyiv’s cooperation. In February, Ukrainian officials confirmed that terminals believed to be used by Russian troops were disabled after coordination with SpaceX, a step that Ukrainian commanders later said hurt Russian assaults. Whether anything similar is behind the latest reports is unclear, which is why Kyiv is asking for answers.
Ukraine is already looking at backups. Defense tech company Stetman is developing its own satellite system, UASAT-NANO, and officials in Europe have discussed alternatives to Starlink since early 2025, though none match its scale yet.
Elon Musk breaks his silence on the Starlink impact to Ukraine drones
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Ukraine says Starlink is cutting out its military drones as Poland calls out Elon Musk
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