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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.
Elon Musk
Lufthansa Group to equip Starlink on its 850-aircraft fleet
Under the collaboration, Lufthansa Group will install Starlink technology on both its existing fleet and all newly delivered aircraft, as noted by the group in a press release.
Lufthansa Group has announced a partnership with Starlink that will bring high-speed internet connectivity to every aircraft across all its carriers.
This means that aircraft across the group’s brands, from Lufthansa, SWISS, and Austrian Airlines to Brussels Airlines, would be able to enjoy high-speed internet access using the industry-leading satellite internet solution.
Starlink in-flight internet
Under the collaboration, Lufthansa Group will install Starlink technology on both its existing fleet and all newly delivered aircraft, as noted by the group in a press release.
Starlink’s low-Earth orbit satellites are expected to provide significantly higher bandwidth and lower latency than traditional in-flight Wi-Fi, which should enable streaming, online work, and other data-intensive applications for passengers during flights.
Starlink-powered internet is expected to be available on the first commercial flights as early as the second half of 2026. The rollout will continue through the decade, with the entire Lufthansa Group fleet scheduled to be fully equipped with Starlink by 2029. Once complete, no other European airline group will operate more Starlink-connected aircraft.
Free high-speed access
As part of the initiative, Lufthansa Group will offer the new high-speed internet free of charge to all status customers and Travel ID users, regardless of cabin class. Chief Commercial Officer Dieter Vranckx shared his expectations for the program.
“In our anniversary year, in which we are celebrating Lufthansa’s 100th birthday, we have decided to introduce a new high-speed internet solution from Starlink for all our airlines. The Lufthansa Group is taking the next step and setting an essential milestone for the premium travel experience of our customers.
“Connectivity on board plays an important role today, and with Starlink, we are not only investing in the best product on the market, but also in the satisfaction of our passengers,” Vranckx said.
Elon Musk
Tesla locks in Elon Musk’s top problem solver as it enters its most ambitious era
The generous equity award was disclosed by the electric vehicle maker in a recent regulatory filing.
Tesla has granted Senior Vice President of Automotive Tom Zhu more than 520,000 stock options, tying a significant portion of his compensation to the company’s long-term performance.
The generous equity award was disclosed by the electric vehicle maker in a recent regulatory filing.
Tesla secures top talent
According to a Form 4 filing with the U.S. Securities and Exchange Commission, Tom Zhu received 520,021 stock options with an exercise price of $435.80 per share. Since the award will not fully vest until March 5, 2031, Zhu must remain at Tesla for more than five years to realize the award’s full benefit.
Considering that Tesla shares are currently trading at around the $445 to $450 per share level, Zhu will really only see gains in his equity award if Tesla’s stock price sees a notable rise over the years, as noted in a Sina Finance report.
Still, even at today’s prices, Zhu’s stock award is already worth over $230 million. If Tesla reaches the market cap targets set forth in Elon Musk’s 2025 CEO Performance Award, Zhu would become a billionaire from this equity award alone.
Tesla’s problem solver
Zhu joined Tesla in April 2014 and initially led the company’s Supercharger rollout in China. Later that year, he assumed the leadership of Tesla’s China business, where he played a central role in Tesla’s localization efforts, including expanding retail and service networks, and later, overseeing the development of Gigafactory Shanghai.
Zhu’s efforts helped transform China into one of Tesla’s most important markets and production hubs. In 2023, Tesla promoted Zhu to Senior Vice President of Automotive, placing him among the company’s core global executives and expanding his influence beyond China. He has since garnered a reputation as the company’s problem solver, being tapped by Elon Musk to help ramp Giga Texas’s vehicle production.
With this in mind, Tesla’s recent filing seems to suggest that the company is locking in its top talent as it enters its newest, most ambitious era to date. As could be seen in the targets of Elon Musk’s 2025 pay package, Tesla is now aiming to be the world’s largest company by market cap, and it is aiming to achieve production levels that are unheard of. Zhu’s talents would definitely be of use in this stage of the company’s growth.
News
Tesla counters Norway’s VAT hike with dedicated consumer bonus
The move follows Tesla Norway’s stunning finish in 2025, where the company saw substantial sales during the final weeks of the year.
Tesla has rolled out a price incentive in Norway, effectively offsetting a notable VAT increase that hit electric vehicle buyers at the start of 2026.
The move follows Tesla Norway’s stunning finish in 2025, where the company saw substantial sales during the final weeks of the year.
A “Tesla bonus”
Once the VAT increase kicked in at the start of 2026, Tesla Norway’s sales cooled almost immediately, as noted in a CarUp report. Tesla’s response was swift, with the electric vehicle maker rolling out what it calls a “Tesla bonus.”
This bonus effectively cuts prices by up to 50,000 kronor across eight model variants. All versions of the Tesla Model Y qualify for the incentive, along with most Tesla Model 3 trims, save for the base entry-level model.
This means that for Tesla Norway’s best-selling vehicles, the bonus effectively restores pricing to pre-VAT levels. This blunts the impact of the new tax and makes Tesla’s vehicle offerings competitive again in Europe’s most EV-saturated market.
Stabilizing demand
In addition to the “Tesla bonus,” the electric car maker is also offering a promotional interest rate for up to three years, with terms varying by model. The incentive applies to orders placed between January 9 and March 31, 2026, with delivery required by the end of the first quarter.
The stakes are high in Norway, where electric vehicles dominate new-car registrations. From the vehicles that were sold in 2025, 96% of new cars sold were fully electric. And from this number, Tesla and its Model Y made their dominance felt. This was highlighted by Geir Inge Stokke, director of OFV, who noted that Tesla was able to achieve its stellar results despite its small vehicle lineup.
“Taking almost 20% market share during a year with record-high new car sales is remarkable in itself. When a brand also achieves such volumes with so few models, it says a lot about both demand and Tesla’s impact on the Norwegian market,” Stokke stated.