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SpaceX competitor Blue Origin targets first Moon landing for 2023
Prospective SpaceX competitor and reusable rocket developer Blue Origin detailed its plans earlier this month to enable significant human presence on the Moon and announced a tentative schedule that could see the company begin experimental lunar landing tests of a multi-ton spacecraft just a few years from today – NET 2023.
Funded entirely with stock sales courtesy of founder Jeff Bezos’ lucrative position at the helm of Amazon (not to mention his status as the wealthiest human alive), Blue Origin receives roughly $1 billion annually to develop its space tourism-oriented New Shepard rocket and capsule (suborbital), the magnitudes-larger orbital New Glenn launch vehicle, and a number of other longer-term projects like human colonies in Earth orbit (including the Moon).
In answer to my question, @ac_charania said would evolve to reusable Blue Moon lander. Also under consideration is reusable New Glenn upper stage & faring. https://t.co/Dg3UTN9HU5
— Charles A. Lurio (@TheLurioReport) July 4, 2018
Think SpaceX in terms of ambition (and, perhaps, quality of workforce) but with essentially no existential motivation to field products quickly – framed a bit less flatteringly, Blue Origin moves very slowly when compared with SpaceX. The company was born a full two years before SpaceX and has been working on reusable rockets for at least as long, yet has less than ten launches of a genuinely reusable rocket to claim its own. That rocket, New Shepard, is a purely suborbital, single-stage vehicle intended to enable zero-gee tourism, and is downright minuscule when examined alongside Falcon 9 and Heavy.
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- Blue Origin’s BE-4 engine, the propulsion for New Glenn, seen conducting hot-fire tests in Texas. The engine’s nozzles is a full 6 feet (~1.8m) in diameter. (Blue Origin)
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- New Shepard ahead of Blue Origin’s most recent suborbital launch, the eighth completed so far. April 2018. (Blue Origin)
New Glenn, however, would truly catapult Blue Origin into a competitive position in the orbital launch business, placing them alongside companies like SpaceX, ULA, and Arianespace. Further, Blue appears to believe that it can design and produce New Glenn boosters capable of as many as 25 flights from the get-go, versus the three years SpaceX spent iteratively design and upgrading its Falcon 9 before arriving at a booster potentially capable of 10-100 reuses. New Glenn’s inaugural launch is currently scheduled for late 2020, and the impressive BE-4 methalox rocket engine powering its first stage is well into serious hot-fire testing, while the engine that will power New Glenn’s upper stage is already successfully flying (albeit as a sea-level variant) on New Shepard.
In a glance, Blue Origin undoubtedly has a lot going for it, although its confidence quite plainly outstrips its the achievements it can actually lay claim to at present. Nevertheless, the company’s Blue Moon project is clearly serious and will build heavily on the (hoped for) successes of New Shepard and New Glenn, integrating the hands-on experience and technologies developed over the course of building and launching both rockets. Presumably depending on New Glenn as the launch vehicle, Blue Origin stated on July 3 that its lunar lander – designed to deliver multiple tons of cargo to the Moon’s surface – could begin experimental Moon missions by 2023 and potentially even sooner if work proceeds exceptionally smoothly.
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- Blue Origin’s New Glenn rocket. (Blue Origin)
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- SpaceX’s BFR. (Gravitation Innovation/David Romax)
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- Credit: NASA-MSFC
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- Arianespace’s next-generation Ariane 6. (Arianespace)
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- ULA’s upcoming Vulcan rocket. (ULA)
Whether or not Blue Origin manages to make that extraordinarily aggressive scheduled and jumps from suborbital missions to giant orbital reusable rocket launches to multi-ton Moon landings in barely five years, the 2020s are lining up to be an extraordinarily exciting time for spaceflight. With any luck, a veritable fleet of next-generation rockets from Blue Origin, SpaceX, Arianespace, ULA, NASA, Japan, and five or more smaller commercial companies will complete their first launches over the next three years.
Meanwhile, heavyweights SpaceX and Blue Origin may find themselves in a whole different arena, racing to land payloads on the Moon (or perhaps on the Moon and Mars).
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 plans to boost production at its Gigafactory Berlin plant in Germany following a sharp rebound in sales and demand in Europe after a softer 2025.
The plans put Tesla in a better position to compete with strengthening companies in Europe and potentially other markets; demand indicators show Tesla is much better off than in 2025.
Last year was a tough year for Tesla in terms of overall demand in Europe. The company produced over 200,000 vehicles at the German plant last year, a soft figure compared to the 375,000 vehicles Tesla lists as its current capacity at the factory.
🚨 Tesla said this morning it will ramp up production at Gigafactory Berlin to a volume of 7,500 vehicles per week.
This is a 20 percent boost in production. Tesla will hire 1,000 new employees to help with the increase.$TSLA pic.twitter.com/kravKfRO5n
— TESLARATI (@Teslarati) June 25, 2026
Tesla’s overall European sales dropped significantly last year due to a variety of factors. However, sales are rebounding, and demand is strong once again, and only getting stronger. Tesla is now planning to bump production of Model Y vehicles at Giga Berlin upward by about 20 percent. It will also bring 1,000 new jobs to the plant.
Tesla confirmed the details of its planned production expansion in Germany this morning. It is a strategy to keep up with strengthening demand.
In Q1, Tesla saw a record 61,000 vehicles produced at Giga Berlin. European registrations rebounded sharply, with Model Y seeing 117 percent increases in March 2026 compared to last year. Germany alone saw stark increases, with a quadrupling in registrations to 9,252 units.
This trend continued in other key European markets, including France, Denmark and Sweden. Tesla registrations were up over 46 percent in some of these markets, and Model Y continued its trend as a top BEV in the market.
Demand has been recovering strongly in 2026, giving Tesla a reason to expand production efforts at the factory. These increases signal management’s confidence in sustained or growing European pull for Berlin-built vehicles.
One of Tesla’s biggest threats just got banned in the U.S.
Tesla Cybercab stands to gain from new Trump autonomy rules
