NASA added $1.6B to its current Moon delivery contract on Saturday, taking CLPS 1.0 from $2.6B to $4.2 B. $LUNR $FLY $VOYG are already in that pool. The new CLPS 2 is a $10B ceiling over 10 years, shared by 8 eligible companies including $SPCX and Blue Origin. $VOYG says the CLPS 2 contract can extend to 2041 with a $15B ceiling. It already holds 4 CLPS 1 mission awards, and its Griffin-1 lander is set to launch to the lunar South Pole late this year. $RDW won the power generation piece of miniCAST, a solar and comms tower for the lunar South Pole. CEO Peter Cannito said in May that $RDW is "𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣𝙞𝙣𝙜 𝙩𝙤 𝙗𝙪𝙞𝙡𝙙 𝙖 𝙡𝙪𝙣𝙖𝙧 𝙜𝙧𝙞𝙙" with ROSA arrays. NASA plans a separate call for fully integrated power systems in early 2027.
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