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Starfactory,

Starfactory, June 8

…SpaceX is significantly enhancing its Starbase facility with the addition of a new state-of-the-art manufacturing hub called Starfactory. The primary objective is to achieve the ambitious goal of producing one Starship per day, a feat that will drastically accelerate SpaceX's mission to make space travel cheaper and accessible...

    Supplier Building Near Austin,

    Supplier Building Near Austin, July 9

    …South Korean steel giant SeAH Group, a rumored SpaceX supplier, is breaking ground on a $110M specialty alloy manufacturing facility in Temple, Texas. The project will create 100 jobs and marks SeAH's first U.S. plant for producing special alloys commonly used in rockets and satellites…

      FCC Grants Starlink Upgrade,

      FCC Grants Starlink Upgrade, August 20

      …this modification includes enhancing beam-forming and digital processing capabilities to enable narrower beam transmission, along with updates to the orbital debris mitigation plan to accommodate larger, Starship-enabled satellites. Narrower beams are expected to lead to increased signal strength and better bandwidth for users all while reducing interference with competitor networks…

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        Crossing 100 markets,

        Crossing 100 markets, June 11

        ...Starlink officially went live in Sierra Leone, the 100th territory to sign on. With a population of ~9.1M and GDP of ~$15B, Sierra Leone has struggled with low internet penetration rates (21.2% in early ‘23). Starlink should materially boost connectivity, with some estimates that Starlink will help raise penetration rates there to 40+% by EOY…

          Falcon 9 Grounding,

          Falcon 9 Grounding, July 11 - 25

          …set the company back at least 5 launches, given YTD launch rates. Looking at the historical customer:starlink launch ratio, this equates to ~$100M in customer revenue as well ~80 starlink satellites that SpaceX were not able to launch. However, both these numbers represent significantly less than 1% of 2024 annual projections so we can assume minimal financial impact from the grounding…

            Brazil Regulatory Challenges,

            Brazil Regulatory Challenges, August 29

            …underscore a key concern for SpaceX investors: the risks linked to Musk’s ownership of multiple companies. Starlink’s resilience and adaptability in facing such regulatory issues are noteworthy; it’s difficult for governments to intervene when the infrastructure is in space!...

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