u/WhatsNextBuddy

RKLB has been selected to build lightning-GEO satellite bus for the US Space Force (PTS-G program).

The GEO satellite will deliver secure, anti-jam X/Ka-band communication for US in contested environments.

RL is a now a major national security defense vendor.

Rocket Lab has just been selected as partner by US Space System Command to support the Space Data Network.

Scope is design, testing, and demonstration of key technologies to enable seamless communication between satellites and ground systems.

So bullish!

Rocket Lab Germany is here.

Europe faces glaring gaps across both launch and spacecraft manufacturing. Rocket Lab Germany addresses these directly, combining opportunities for high-frequency access to space with high-volume satellite production to deploy resilient constellations on rapid timelines.

How ignorant is this fat cringe?

Rocket Lab Neutron AIC, the hungry hippo, is airborne, at least crane-assisted. The lift is currently underway and they're putting it over the scaffolding as suspected. More pictures and video to come later

rocket launch at LC-1 with QPS_Inc. Horizontal checkouts complete and Electron is vertical on the pad

Operations are tracking to schedule for tonight's launch window opening at:

- 9:00 pm/09:00 NZST/UTC
- 6:00 pm JST
- 5:00 am EDT
- 2:00 am PDT

This is a contract ceiling, not an upfront payment. It’s defiantly great news and for the first time RDW will deploy massive tech and most of edge heritage.

It will deliver space launch, suborbital testing platforms, and spacecraft manufacturing.

Capabilities Bidded:

- Suborbital Testing: HASTE for responsive hypersonic and suborbital payload testing.

- Orbital Launch & Infrastructure via Electron

- Tactical & Space System

After winning its largest contract ever ($266M), Rocket Lab will share the pie of the MASSIVE IDIQ award.

Important note: $981M is not the upfront payment to Rocket Lab but rather the overall contract ceiling.

Based on my understanding, RKLB will deliver space launch, suborbital testing platforms, and spacecraft manufacturing.

Capabilities Bidded:

- Suborbital Testing: HASTE for responsive hypersonic and suborbital payload testing.

- Orbital Launch & Infrastructure via Electron

- Tactical & Space System

So bullish!

The triple-axle Kenworth is back on site, hooked up to the blue transport trailer parked to the left of Building 01. The last time this truck and trailer combo showed up together, they were hauling the Hungry Hippo fairing in from NASA's North Dock, so this pairing is always worth a second look. That said, the trailer itself doesn't appear to have moved from its spot; it looks like just the truck has been hooked up so far, which could mean it's staging rather than an active move.

Looking between the two integration buildings, more hardware has been staged, including what appears to be components from the larger crane that was in use over the weekend, plus a smaller mobile crane and assorted other equipment. Scaffolding also appears to be going up in the area where the second stage static fire test stand previously sat, which could point to more infrastructure work in that footprint.

A lot shifting around the AIC today.

Rocket Lab has officially established a fourth launch complex to support its largest launch contract yet.

$266M for up to 18 suborbital launches for missile defense with the Space Force's

Eutelsat files for planned next LEO satellite constellation.

The new fleet will reach up to 528 LEO satellites, which of course need to be launched in orbit.

They require payloads, sensors, roll-out solar arrays and, last mile transportation.

Rocket Lab was awarded a $266M contract with the U.S. Air Force to launch 12 suborbital vehicles, with options for six more. Launches will take place in Alaska and are expected to be completed by the end of 2028.

$200 by EOY

RDW keeps expanding.

Today it announced its new production facility in Huntsville (US), scaling combat UAS and space infrastructure.

This tells me that RDW is shifting from low-margin R&D to high-margin production posture.

And those $500M ATM are used to supply a large client.

I feel something big is coming

Redwire has received $21.5 million in follow-on orders from PAE RAS to support the US Marine Corps as they upgrade and enhance their Stalker UAS fleet—hundreds of which are already in service.

This is a major win for Redwire defense department.

Kratos secured roughly $400M in Pentagon funding to accelerate hypersonic and national-security programs.

Rocket Lab is a direct Kratos supplier so more vehicle development could translate into additional HASTE launch orders.

Kratos secured roughly $400M in Pentagon funding to accelerate hypersonic and national-security programs.

Rocket Lab is a direct Kratos supplier so more vehicle development could translate into additional HASTE launch orders.

Wealth transfer in action.