Motherboard‘s Jason Koebler says that Russia’s threat to ban companies from shipping rocket engines to the US represents a great chance for SpaceX to cash in:
Russia just announced plans to shut down the International Space Station in 2020, and prohibited companies in the country from selling engines to Lockheed Martin and Boeing for military launch purposes. If this is more than just posturing, there’s at least one takeaway: SpaceX is about to get paid.
It was just a month ago that NASA Administrator Charles Bolden said that Russia would never ban the United States from the ISS, and that his “contingency plan” for getting astronauts to and from the ISS was to continue working with Russia as normal until an American company is ready to fly manned flights to the ISS in roughly three years.
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And that brings us to SpaceX. The company stands to gain greatly from both bits of news Rogozin announced today.
The company recently won (and then subsequently lost) an injunction to force the United States Air Force to compete for military satellite launch contracts. If Boeing and Lockheed Martin are blocked from buying Russian engines for their Atlas V and Delta IV from the other side (it’s worth noting that both countries have threatened to ban the companies from buying Russian engines), the Air Force once again has incentive to look at SpaceX as a legitimate option to launch military satellites.
The Air Force’s contract with the Boeing-Lockheed cooperative United Launch Alliance is worth roughly $70 billion through 2030 — SpaceX could potentially swoop in and take some of that amid the uncertainty.