> With a growing number of constellations big and small, there is a huge and growing demand signal. The Commercial Space Federation predicts demand for thousands of satellite launches annually in less than a decade. Analysys Mason forecasted that more than 37,000 satellites will need to be launched between 2023 and 2033. Henry’s own firm, Quilty Space, has charted a change in the discussion from how many launch companies the US market can support to who can execute the fastest to meet surging satellite needs.

    > And if things are bad now, there are reasons to believe they may get even worse over the next two to four years.

    > The company’s president, Gwynne Shotwell, has previously said the operational lifetime of the Falcon 9 may end in 2030 or 2032. However, more recently, commercial satellite customers have been running into difficulties when trying to purchase a launch after 2028. One source said SpaceX has told the US government that it intends to end commercial launches after 2028 but will continue flying the Falcon 9 rocket for a limited number of federally contracted missions after that.

    > As the impending launch crisis comes to the industry, questions have begun to swirl about whether the federal government might intervene to keep the Falcon rockets flying. After all, NASA financially supported the development of the Falcon 9 and its launch pads to some degree through the Commercial Cargo program. And the US military has leverage over SpaceX through the National Security Space Launch Program.

    > Some of the wilder ideas involve forcing SpaceX to sell its Falcon 9 infrastructure to a third party—another space company, a space-interested billionaire, or someone else. Others have suggested that the US government could step in and nationalize SpaceX. That could be done if the US Congress passes a law stating that assured access to space is essential to national defense.