Under an umbrella worth up to $5.6 billion over the next five years for at least 30 launches, U.S. Space Force’s Space Systems Command on June 13 made its first National Security Space Launch (NSSL), Phase 3, Lane 1 awards to Blue Origin, SpaceX, and Colorado’s United Launch Services, LLC, a subsidiary of United Launch Alliance (ULA).

ULA is a Boeing [BA]-Lockheed Martin [LMT] partnership.

The launches would last through June 2029 with an option for another five years.

Other launch providers may enter the field, beginning in the first quarter of fiscal 2025–this October through December.

“As we anticipated, the pool of awardees is small this year because many companies are still maturing their launch capabilities,” Brig. Gen. Kristin Panzenhagen, SSC’s program executive officer for assured access to space, said in a June 13 SSC statement. “Our strategy accounted for this by allowing on-ramp opportunities every year, and we expect increasing competition and diversity as new providers and systems complete development.”

ULA and SpaceX, owned by Elon Musk, have been the NSSL providers through Phase 2.

Last July, Frank Calvelli, the assistant secretary of the Air Force for space acquisition and integration, said that the heart of the “dual-lane” Phase 3 NSSL strategy is making the U.S. “space architecture more resilient so it can be counted on during times of crisis and conflict.”
Blue Origin, owned by Amazon [AMZN] founder Jeff Bezos, has been pitching its New Glenn rocket for NSSL missions, and ULA has been making efforts to move to a new Vulcan rocket to succeed Atlas and Delta.
On June 13, SSC said that it will also release two solicitations and one task order for 7 U.S. Space Force Space Development Agency launches and one for the National Reconnaissance Office (NRO).
Companies under the umbrella Phase 3, Lane 1 contract “can bid for launch service task orders provided they have completed a successful orbital launch prior to the proposal due date,” SSC said.

SSC said on June 13 that it expects to award Phase 3, Lane 2 contracts this fall.

The Phase 3, Lane 2 contracts “will include missions that require full mission assurance with NSSL-certified launch vehicles,” SSC said. “The payloads included in Lane 2 require launches to more stressing orbits than Lane 1, necessitating higher performance launch systems, and complex security and integration requirements.”