Market and Industrial Base Considerations

NASA’s acting chief Sean Duffy says SpaceX is behind on Artemis III and opens the lunar lander to competition. Elon Musk fires back on X with “Sean Dummy,” “2 digit IQ,” and “trying to kill NASA!” I break down what NASA actually changed, how Blue Origin factors in, and what technical gates Starship must clear to keep a 2027 landing alive. Sources: Axios, Politico, Reuters, and LA Times.