Analysis-NASA’s moon mission tests aerospace old guard as SpaceX, Blue Origin hover

by | Apr 1, 2026 | Science

By Akash Sriram and Joey Roulette April 1 (Reuters) – NASA’s Artemis II mission is shaping up to be more than just the next step in returning humans to the moon — it is a key test of whether the agency’s traditional contractor-built systems can remain viable in a rapidly shifting space industry. The mission, set to launch on Wednesday evening from the ‌Kennedy Space Center in Florida, will send astronauts around the moon for the first time in over 50 years. It will be the first crewed flight of Boeing and Northrop Grumman’s Space Launch ‌System (SLS) rocket and Lockheed Martin’s Orion capsule. While both systems have undergone years of development and uncrewed testing, with the rocket’s more than $24 billion development beginning in 2010, Artemis II marks the moment when their reliability will be judged under the highest possible stakes: ​human flight. The outcome of Artemis II could reshape the political narrative around Orion as well as SLS, the world’s most powerful active rocket, which has faced persistent criticism over delays, ballooning costs and a relatively slow launch rate. “The stakes are extremely high whenever there are astronauts on board,” said Michael Leshock, equity research analyst at KeyBanc Capital Markets, adding that Artemis II represents “a critical validation moment” as NASA evaluates proven commercial options. COMMERCIAL RIVALS CHALLENGE SLS DOMINANCE A new wave of private rockets inspired by SpaceX’s reusable Falcon 9 has challenged NASA’s thinking with the expendable SLS, a reincarnation of decades-old, Shuttle-era tech as the industry has focused on reusability in more recent years. Com …

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