Business of Space
Hi, it’s Bruce Einhorn in Princeton, New Jersey. The wife of Brazil’s President on Saturday dropped an F-bomb in her criticism of Elon Musk,
by Bruce Einhorn

Hi, it’s Bruce Einhorn in Princeton, New Jersey. The wife of Brazil’s President on Saturday dropped an F-bomb in her criticism of Elon Musk, turning up the volume in her country’s fights with the billionaire, as her husband tries to join China in building a rival to SpaceX’s Starlink network. But first ...

Three things you need to know today:

• SpaceX’s Shotwell says US regulators must ‘go faster.’
• SpaceX scraps Texas land swap deal for Starship hub. 
• SpaceX aborts midair booster catch during Trump visit.

Brazilian company teams with Chinese Starlink rival 

Say this for the First Lady of Brazil, she uses language that Elon Musk understands.

Rosangela da Silva, the wife of President Luiz Inacio Lula da Silva, over the weekend escalated a feud with the SpaceX CEO by saying “F--- you, Elon Musk’’ at an event in Rio de Janeiro. That came nearly a year after Musk told executives who had cut spending on his X platform to “go f---’’ themselves.

Janja, as she’s known in Brazil, has history with Musk, whom she accused last year of failing to respond adequately to an apparent hack of her X account.

Luiz Inacio Lula da Silva, Brazil's president, center, and First Lady Rosangela da Silva at a ceremony in Brasilia on Jan. 8. Photographer: Arthur Menescal/Bloomberg

She isn’t the only Brazilian official who’s tangled with the world’s richest person.

Brazil’s Supreme Court temporarily banned X in August and imposed fines on Starlink, SpaceX’s satellite internet service, a fight that ended with Musk backing down in September.

The billionaire has openly backed Lula’s predecessor and rival, Jair Bolsonaro, who has warm ties with President-elect Donald Trump. During Trump’s first term, Brazil reached a deal with the US intended to make Brazil an attractive place for space launches by US companies.

That agreement didn’t translate into activity at northeastern Brazil’s Alcantara Launch Center, though, and since Lula took office last year his leftist government has focused on improving relations with China.

Following the Group of 20 summit in Rio this week, Lula hosted Chinese President Xi Jinping for a state visit. Among the deals announced was a preliminary agreement between Telecomunicacoes Brasileiras and SpaceSail, a Chinese company that’s building a Starlink-like satellite network, to start providing internet service in the country in 2026. That MOU signing followed a Brazilian government tour at SpaceSail headquarters last month.

Still unclear is the status of a proposal to make Alcantara available for SpaceSail.

A Chinese commitment would provide a big boost to Alcantara, which so far hasn’t lived up to its potential to make Brazil a space industry player. Under Bolsonaro, Brazil signed agreements with several companies, including Richard Branson’s Virgin Orbit, though the company filed for bankruptcy last year.

Chinese President Xi Jinping at the G-20 summit in Rio de Janeiro on Nov. 18.  Photographer: Dado Galdieri/Bloomberg

The most progress to date is from one South Korea’s Innospace, which conducted a suborbital test last year and plans its first orbital launch in March.   

Just south of the equator in a sparsely populated area on the Atlantic coast, Alcantara offers many advantages, according to Win Marshal J. Bronzewall, Innospace’s chief global business officer.  Because it’s so close to the equator, Alcantara allows launchers like Innospace to take advantage of the Earth’s rotation by using less fuel when sending payloads to orbit, he said.

The remote location also means there are few obstacles nearby, he added. “There’s nothing in the sea to block the launches — there are no islands, there are no other countries [nearby] — so it makes an ideal location to launch to any inclination that we want,’’ he said.

Launch operators like sites close to the equator to best take advantage of the Earth’s rotation. That’s why the European Space Agency, for instance, launches from French Guiana. While China has several launch sites, only Wenchang on Hainan island is in the tropics, and nearby are countries like the Philippines that have territorial disputes with China.

A Long March 5 rocket at the Wenchang Space Launch Center in southern China’s Hainan province on May 3.  Photographer: HECTOR RETAMAL/Getty Images

The Chinese “are sort of boxed in” by their neighbors, said Richard McCammon, CEO of C6 Launch Systems, a Canadian company that hopes to break ground next year on a project to develop a launch facility at Alcantara. “Brazil has some capabilities that I don’t think the Chinese can get from their own country.’’

China might also need the extra launch capacity. A few dozen SpaceSail satellites are in orbit so far, compared to more than 6,000 Starlink satellites now in operation.

Having another tropical spaceport might be helpful as the Chinese try to build their competitive network in low-Earth orbit. And Lula and his wife would no doubt appreciate having a powerful friend to counter Musk.  — Bruce Einhorn and Daniel Carvalho

Musk gets his man at the FCC

And speaking of Musk and his squabble with the Brazilian government, one of his biggest advocates in that fight just got a promotion.

Brendan Carr, appointed by Trump to a seat on the Federal Communications Commission in 2017, is the President-elect’s pick to be the agency’s chairman, Trump announced on Nov. 17.

The pick is yet another sign that Musk has the upper hand in his campaign against what he calls overregulation from Washington. With Carr at the helm of the FCC, Musk will have a regulator who has already shown his willingness to go to bat for him.

At the height of Musk’s standoff with Brazil, Carr on Sept. 5 wrote to the president of Anatel, the country’s telecoms regulator, criticizing what Carr called “the cascading set of apparently unlawful and partisan political actions that your agency has been carrying out.”

Carr went on to accuse the Brazilian government of “violating its own laws through arbitrary and capricious actions against X and Starlink.’’  

FCC Commissioner Brendan Carr speaks during the Conservative Political Action Conference in National Harbor, Maryland, in 2020.  Photographer: Stefani Reynolds/Bloomberg

He’s come to Musk’s defense before. In an April 24 statement Carr decried “a clear and repeating pattern of regulatory harassment that accelerated the moment Elon Musk stood up for free speech.’’

While Carr’s appointment is great news for Musk, it’s not necessarily a setback for the other American billionaire with big space ambitions, Jeff Bezos.

Project Kuiper, Amazon’s answer to SpaceX’s Starlink in low-Earth orbit communications, is behind schedule, with the launch of its first operational satellites pushed back to early 2025. That won’t give Amazon much time to meet an FCC July 2026 deadline for half of Kuiper’s 3,236 satellites to be up and running.

Amazon will almost certainly need the FCC to grant an extension. Ordinarily that would be a no-brainer but as 45th president Trump criticized Bezos and his Washington Post newspaper, allegedly instructing the Defense Secretary to “screw Amazon” regarding a multibillion-dollar cloud computing contract. 

Amazon’s Jeff Bezos (right), sitting next to Microsoft CEO Satya Nadella, at a White House roundtable hosted by President Donald Trump in 2017.  Photographer: Zach Gibson/Bloomberg

The Amazon executive chair should find reassurance in Project 2025, the blueprint from the Heritage Foundation that Democrats said would set the agenda in a second Trump administration. Project 2025 touts Project Kuiper as an equal of Starlink — even though SpaceX has more than 6,000 satellites in operation and Amazon has none.

The emergence of networks like Starlink and Kuiper is “one of the most significant technological developments of the past few years,” according to Project 2025, which said the FCC “should expedite its work to support this new technology by acting more quickly in its review and approval of applications to launch new satellites.”

Trump distanced himself from Project 2025 during the campaign and his transition team made clear before the election that job seekers associated with the effort need not apply, Bloomberg reported.

However, not everyone associated with it is on the outs. The author of that FCC section in Project 2025? Brendan Carr. — Bruce Einhorn

Video: European startup’s plans for space capsule

Helene Huby of The Exploration Co. spoke with Bloomberg Television on Nov. 19, a day after the Franco-German startup announced a fundraising round that included government-backed investors from both countries. Exploration plans on using the money to help with the development of the Nyx, a reusable space capsule that is scheduled to have its first operational flight in 2028. — Bruce Einhorn

Post-election vibes energize Spire Global 

Spire Global’s shares jumped more than 30% in the two weeks after the Nov. 5 US election, benefiting from investor hopes for space-friendly policies in the new Trump  administration.

The Boulder, Colorado-based company, which has launched about 200 satellites and provides customers with services such as data analytics and radio-frequency geolocation, also gained from the Nov. 13 sale of its maritime business for approximately $241 million. Spire said it will use proceeds first to pay outstanding loans and then to invest in its offerings.