Eric Berger 发文称 New Glenn 已演示复用,预计 2027 年上半年恢复飞行后可较快达到月度发射节奏,运力约为 Neutron 的 3 倍,且手握大量 Artemis 相关发射订单。他预计 Neutron 大概率在 2027 年中后期首飞,2028 年三次发射已是扎实目标,并指出 Blue Origin 获得创始人约 300 亿美元支持,虽资本效率不佳但规模难以竞争。
AI 生成摘要 · 以原文为准
New Glenn has demonstrated reuse, and once it returns to flight (1H of 2027) it should quickly reach a monthly cadence with 3X the lift capacity of Neutron. New Glenn has a bajillion dollars of Artemis related launches on the books.
By contrast Neutron is likely to debut in mid- to late 2027 (if lucky, IMO). Even assuming early successes, it will have a slow ramp up. That's just how it goes with rockets. I would say three launches in 2028 would be a solid target.
Big picture: Blue Origin has been extremely capital inefficient over a quarter of a century. But it is simply difficult to compete with a company gifted ~$30 billion from a wealthy founder. And under Dave Limp Blue Origin does appear to be becoming more efficient and better run. Blue Origin is going to have multiple pads and massive factories to build engines and rockets. It has a huge workforce. What Rocket Lab has done with its resources is impressive, but it's difficult to compete with that kind of scale, and scale matters in launch.
Blue Origin recently raised $10B at a $140B valuation, despite generating just $800M in revenue in 2025. New Glenn has already suffered a launch failure, and its year-end launch timeline looks optimistic. Basically, Neutron and New Glenn could both be operational around mid-2027, give or take 2–4 months. Yet $RKLB is trading at a $35B market cap, just 25% of Blue Origin’s valuation. Make it make sense. 🚀在 X 查看被引用的帖子
来源:Eric Berger · x.com