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SpaceX a bastion of independent US, European spaceflight amid Russian threats
Russia has invaded Ukraine without provocation, triggering a series of diplomatic responses – sanctions in particular – that recently culminated in the aggressor deciding to cut ties with Europe on a number of cooperative spaceflight projects.
Dmitry Rogozin, director of Russia’s national ‘Roscosmos’ space agency, went as far as implying that the country might respond to the West’s aerospace sanctions by ending its support of the International Space Station (ISS), a move that could cause the football-field-sized structure to gradually deorbit and reenter Earth’s atmosphere. Were it not for the existence of two extraordinarily successful NASA programs and SpaceX in particular, Russia’s response – which, today, reads like a child’s tantrum – could easily have been a grave threat with far-reaching consequences.
In response to sanctions after its unprovoked invasion, Russia announced that it was withdrawing support from Europe’s French Guinea Soyuz launch operations, effectively killing Arianespace’s Soyuz offering and potentially delaying several upcoming European launches indefinitely.
As a quick side note, it’s worth noting that ULA’s lack of readily available rockets and the fact that Arianespace is likely at least a year or more away from regular Ariane 6 launches means that SpaceX may be the only Western launch provider in the world capable of filling in the gap that Arianespace’s Soyuz loss will leave. Aside from pursuing Chinese launch services, which is likely a diplomatic non-starter, the only alternative to rebooking former European Soyuz payloads on SpaceX rockets is to accept one or even several years of expensive delays.
On the other half of the coin is the International Space Station. NASA signed its first major contract with SpaceX in 2008, awarding the company $1.6 billion (and up to $3.5 billion) to launch a dozen Cargo Dragon supply missions to the ISS. Aside from effectively pulling SpaceX back from the brink of dissolution, those funds also covered a large portion of the development of its Falcon 9 rocket and Dragon spacecraft and simultaneously funded Orbital Science’s (later Orbital ATK and now Northrop Grumman) Cygnus cargo spacecraft and Antares rocket.
Despite suffering two failures in 2014 and 2015, NASA’s Commercial Resupply Services (CRS) program has been an extraordinary success. Together, Cygnus (17) and Dragon (24) have completed 41 deliveries in the last 12 years, carrying more than 110 tons (~240,000 lb) of cargo to the ISS.
Out of sheer coincidence, on February 19th, mere days before Russia’s act of war, Northrop Grumman launched the first Cygnus spacecraft designed to help ‘re-boost’ (raise the orbit of) the International Space Station. Since NASA’s premature 2011 retirement of the Space Shuttle, that task has been exclusively conducted by a combination of Russian spacecraft and the station’s Russian Zvezda module. Without regular Russian re-boost support, the station would deorbit and be destroyed. In other words, if push came to shove, the ISS could very literally fail without direct Russian involvement. Rogozin’s threat, then, was that Russia might cease to support ISS re-boosting if sanctions went too far.
However, even while ignoring the fact that NASA itself actually paid for and owns the ISS Zvezda propulsion module and in light of the first Cygnus spacecraft upgraded with a re-boost capability berthing with the station the very same week of the invasion, Russia’s threat rang decidedly hollow. Further, if Cygnus weren’t available, it’s still difficult to imagine that SpaceX wouldn’t be able to quickly develop its own Dragon re-boost capability if asked to do so.
While re-boosting is crucial, the situation has also emphasized just how little leverage Russia now has over even more important aspects of the International Space Station. Were it not for the existence of SpaceX and NASA’s Commercial Crew Program (CCP), the situation could be even direr for Europe and the US. Despite some pressure from lawmakers to only award the CCP contract to Boeing, NASA ultimately selected Boeing and SpaceX to develop independent crew capsules capable of carrying US astronauts to and from ISS in 2014. Following a near-flawless uncrewed Crew Dragon test flight in 2019 and an equally successful crewed demo mission in 2020, SpaceX completed its first operational Crew Dragon launch in November 2020.
Since then, SpaceX has launched another two operational ‘crew rotation’ missions, meaning that the company has now singlehandedly supported all US astronaut launch and recovery operations for 16 months. Due in part to extensive mismanagement, Boeing’s Starliner spacecraft was nearly destroyed twice during its first catastrophic uncrewed test flight in December 2019. The spacecraft is still months away from a second attempt at that test flight, likely at least 9-12 months away from a hypothetical crewed test flight, and potentially 18+ months away from even less certain operational NASA astronaut launches. Further, though ULA CEO Tory Bruno claims that the company doesn’t need any support from Russia, all Atlas Vs – the rocket responsible for launching Starliner – depend on Russian-built RD-180 engines.
Further adding to the mire, even Cygnus is not immune. The first stage of the Antares rocket that mainly launches it is both built in Ukraine and dependent upon Russian Energomash RD-181 engines. Northrop Grumman only has the hardware on hand for the next two Cygnus-Antares launches, at which point the company will have to either abandon its NASA contract or find an alternative launch provider. Once again, SpaceX is the only US provider obviously capable of filling that gap on such short notice and without incurring major delays of half a year or more.
In fewer words, without SpaceX, NASA would still be exclusively dependent upon Russian Soyuz rockets and spacecraft to get its astronauts to and from the space station it spent tens of billions of dollars to help build. Even in a best-case SpaceX-free scenario, NASA might instead be dependent upon a rocket with Russian engines to launch its own astronauts. Needless to say, the presence of US astronauts on Russian launches and ULA’s use of Russian engines were already extremely sensitive issues after Russia ‘merely’ invaded Ukraine’s Crimea region in 2014.
It’s hard not to imagine that US and European responses to Russia’s aggression would have been weakened if NASA and ESA astronauts were still entirely dependent upon Russia to access the International Space Station. Further, in the same scenario, given its withdrawal from French Guinea, it’s also not implausible to imagine that Russia might have severely hampered or even fully withdrawn its support of Western access to the ISS.
Put simply, Crew Dragon – now a bastion of independent European and US human spaceflight in an age of extraordinary Russian recklessness – has arguably never been more important and SpaceX’s success never more of a triumph than they are today.
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
FAA kicks off review of SpaceX’s bid to fly Starship nearly every day
FAA is reviewing SpaceX’s plan for 456 Starship launches a year, up from 25 today.
The FAA said Tuesday that it will prepare an environmental impact statement on SpaceX’s proposal to run as many as 456 Starship launches and 912 landings a year from Starbase, Texas. SpaceX is currently authorized for 25 launches and 50 landings annually, which makes the request roughly 18 times the existing ceiling. The notice of intent is set to publish in the Federal Register on Wednesday.
The plan comes in two phases. Phase 1 would allow up to 100 launches and 200 landings a year, on any day and at any hour. Phase 2, which the FAA says could arrive within several years, would raise the limit to the full 456 launches, still at any hour but only on weekdays. The agency noted that 912 landings is the upper limit for the Texas facility no matter where a given mission begins, and that Starship and Super Heavy could come down at the launch site or in the Gulf and open ocean.
A draft statement will be released for public comment at a later date, and the FAA has not said when. According to the Federal Registar, written comments are due November 30 on regulations.gov under docket FAA-2026-12808, with in person scoping meetings on November 17 in Brownsville and November 19 in Port Isabel, plus a virtual session on November 18. The review will weigh air quality, wildlife, coastal resources, water, noise, and aviation, and the FAA said any increase beyond this proposal would need its own separate review.
The numbers look large next to what Starbase has actually done. Starship has flown three times from Texas this year, including Flight 14 on September 28, the first orbital flight, which deployed 26 Starlink V3 satellites. Bloomberg reported that Starbase has never launched more than five times in a calendar year. The current cap of 25 comes from an FAA approval in May 2025. In February, the agency also approved up to 44 Starship launches a year from Launch Complex 39A in Florida, so Phase 1 in Texas alone would more than double that allowance.
Musk has said Starship could eventually fly more than once per hour within less than a decade, per Bloomberg. The nearer term target is Flight 15. Musk said on October 10 that it is hopefully four to six weeks away and will try to catch the ship with the tower, as Teslarati covered. That flight still runs under the existing 25 launch limit, and so would every Starbase launch for as long as the new review takes.
As of mid morning Pacific time on Tuesday, SpaceX had not posted about the filing on its own account.
Tesla opens the Q&A for its biggest earnings call yet
Ukraine says Starlink is cutting out its military drones as Poland calls out Elon Musk
FAA kicks off review of SpaceX’s bid to fly Starship nearly every day
The Pentagon taps Elon Musk to design the battlefield of the future
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
