Lightm🅰️n retweeted
Rough hypothesis: Monthly 6970 kg deliveries align with AST's ~6 BlueBird Block 2/month target, so these 20 pallets support about 6 sats.
Est. packaging (pallets/crates/foam from Japan) 20-35% of gross weight leaves ~4.5-5.6 t net cells. That implies ~750-930 kg solar material per sat (CIC + interconnects), fitting a 223 m² array side at typical space densities of 2-4 kg/m² plus the ControlSat's ~30 m² panels. Cadence matches production scale.
JEFF BEZOS OWNED BLUE ORIGIN JUST SAID TODAY IT HAS INVESTED $3B+ IN FLORIDA TO LAUNCH ROCKETS MORE OFTEN
The goal is multiple New Glenn flights per week by the end of the decade, per Blue Origin.
- A $330M factory expansion will build up to 150 upper stages a year starting summer 2027
- It asked to raise its launch limit at LC-36 from 12 to 50 a year
- Two more ocean landing platforms are being built for reusable boosters
- It also plans more New Glenn launch pads on the Space Coast beyond its two at LC-36.
BREAKING: Jeff Bezos' Blue Origin has announced a major expansion of its New Glenn rocket program, targeting more than 100 launches annually as it scales up to compete with SpaceX.
The company is adding two launch pads at Cape Canaveral, building a manufacturing facility capable of producing up to 150 rocket upper stages per year, and procuring two additional ships to recover reusable boosters.
Blue Origin is also developing a new four-bay satellite integration facility with the U.S. Space Force, allowing multiple government and commercial missions to be prepared simultaneously.
The infrastructure is designed to support multiple New Glenn launches per week by the end of the decade, a significant expansion of U.S. heavy-lift launch capacity.
Blue Origin has already invested approximately $3 billion in its Florida operations.
New Glenn remains grounded following a May 2026 accident, with the company working toward returning the rocket to flight.
ALT A map rendering of key Blue Origin facilities at Cape Canaveral Space Force Station to support an increased launch rate.
Lightm🅰️n retweeted
🤯What a Top Secret $ASTS Exec just confirmed🇺🇸🛰️
Kevin West (Sr. Director US Govt) holds a TS/SCI Clearance-the highest level of US intelligence clearance, required for Top Secret special ops (USSOCOM/INTEL)
💬"So many exciting developments underway at AST SpaceMobile Defense"
Lightm🅰️n retweeted
$ASTS This is a good example of the misinformation being spread by Starlink and its senior management and using the X megaphone to amplify their false narrative. Usually it’s borderline, but this time it really is factually incorrect misinformation.
Everything is spun like a win, while in reality it’s not. For X it does not matter, the Elon content creators happily promote the narrative for clicks and ad money.
Encourage everyone to read the official filings with ANATEL and form your own conclusions.
SpaceX bought Echostar 2GHZ spectrum including international rights for $20B, however time and time again it turns out that this money did nothing more then buy an extremely expensive seat at the table.
ANATEL refused SpaceX 30x30 mhz claims via filings and instead wanted to promote competition via 10x10 mhz slots divided between Omnispace, SpaceX and AST.
Meanwhile SpaceX has been begging ANATEL for 15x15 mhz, because otherwise their inferior constellation could not make it work for broadband.
ANATEL was initially hesistant, but after reflection and heavy lobbying from SpaceX figured out Omnispace / Lynk even though it has first priority rights above Starlink it is just a paper sat constellation, so it gave them an additional 5x5 mhz until June 2029 the base 10x10 mhz till feb 2038.
In June 2029 it will figure out if Omnispace is real or not and if not it can be granted permanently.
However what is underreported is that ANATEL did the same for AST. A base 10x10 mhz until 2038 and 5 mhz additional spectrum
So what actually happened is ANATEL GAVE HALF OF SPACEX INTERNATIONAL S-BAND 30x30 MHZ SPECTRUM TO AST SPACEMOBILE IN BRAZIL.
Acquisition cost for AST? ZERO!
Fun thing this will be a repeatable model for a lot of key markets!
AST did not PR this win, Starlink made stuff up and is running with the misinformation narrative. Lesson: don’t rely just on SpaceX megaphone on X for your information of what is really happening in the field.
This is also where the alpha is. Novice space investors fall for these narratives. Make sure you don’t make the same mistake!
I had a feeling this might be happening! While others were belly aching about delays, I thought they might be stocking up for a larger stack launch. It has to happen at some point. It's another, next step in the evolution of the process. I love it!! 🙌 $ASTS Let's Goooooo!!
$ASTS Just checked the launch app, this explains it all.
" This launch will feature 8 satellites "
🐦⬛🚀🐦⬛🚀🐦⬛🚀🐦⬛🚀🐦⬛🚀🐦⬛🚀🐦⬛🚀🐦⬛🚀
Lightm🅰️n retweeted
Just to clarify and avoid overhyping this:
-This comes from a secondary government source, not from AST itself.
-The satellite has not left the facility. The info only indicates a planned movement sometime between Sep 14–17, and those plans can change.
-This is not confirmed to be an AST satellite. The load/container has dimensions and weight broadly consistent with AST satellite transport, but it could still be something else.
Will keep you posted if the second and the third shipments pop up.
$ASTS Guess what's gonna travel 75% of state Texas, Louisiana, Alabama, a little bit of Mississippi and finally into Florida and weigh 129k pounds? First satellite shipment confirmed.
Congrats to @GhostOfLaszloJ for joining the likes of @LuckyStuey as and $ASTS fudster who blocks people when proven wrong or butt hurt over replies.
Proof's in the details. Words have meanings. Declaring a number is not the same as stating it as an average.
$ASTS @LuckyStuey Is a joke.
He spends so much time trying to bash ASTS and then labels people who respond to him 'Trolls' and/or blocks them.
#Pathetic
