TL;DR: On November 7, 2026, at the MAX POWER aerospace expo at Kennedy Space Center, NASA announced a suite of Moon Base awards. The centerpiece is CLPS 2, a 10-year, multiple-award, indefinite-delivery/indefinite-quantity master contract with a combined maximum value of $10 billion. Eight companies can now compete for future lunar surface deliveries. NASA also awarded about $1.3 billion in VADR cargo and transport task orders, a nuclear-powered PROMISE rover delivery to Blue Origin, a SpaceX Starship cislunar communications demonstration, and miniCAST component awards. For space companies, the lesson is not one giant prime win. It is earning a seat, then selling mission by mission.

Key takeaways

• Eight companies were selected for NASA CLPS 2: Blue Origin, Firefly Aerospace, Intuitive Machines, ispace-U.S., Lockheed Martin Space, Northrop Grumman Space Systems, SpaceX and Voyager Technologies.
• CLPS 2 is a 10-year IDIQ with a combined ceiling of $10 billion. NASA also raised the current CLPS 1.0 contract from $2.6 billion to $4.2 billion to support initial Phase One Moon Base objectives.
• Six VADR task orders, valued at about $1.3 billion combined, went to Arrow Science and Technology, Blue Origin and Impulse Space to integrate and transport Moon Base cargo.
• Blue Origin received a $94 million base contract, plus a $140 million performance-based option, to deliver the nuclear-powered PROMISE rover to the lunar South Pole on its Mark 1 lander.
• NASA left follow-on openings: a directed call under NextSTEP-3 B to close data gaps, and a separate solicitation for fully integrated power systems anticipated in early 2027.

What did NASA announce?

Here is the news in short. According to NASA’s November 7 release, the agency used the MAX POWER expo to announce awards covering commercial robotic deliveries, a nuclear-powered rover, launch and orbital transfer services, and surface infrastructure for a sustained presence at the Moon’s South Pole. SpaceNews covered the same announcement, describing it as contracts for a new generation of lunar landers and transportation for some missions. Administrator Jared Isaacman said, “We are building the Moon Base mission by mission.” He said the announcements expand nearly every part of that campaign, using a playbook of flying often, learning, applying those lessons, and becoming more capable with every mission. Moon Base Program manager Carlos García-Galán said that in the eight months since Ignition the program had consolidated efforts into a streamlined campaign and taken action by awarding new contracts and forging new partnerships.

Eight companies are now eligible to compete for future lunar surface delivery missions under CLPS 2: Blue Origin, Firefly Aerospace, Intuitive Machines, ispace-U.S., Lockheed Martin Space, Northrop Grumman Space Systems, SpaceX and Voyager Technologies. They will manage, build and operate landers that transport NASA science, technology and infrastructure payloads to the Moon. CLPS 2 is a 10-year, multiple-award IDIQ with a combined maximum value of $10 billion. NASA increased the current CLPS 1.0 contract from $2.6 billion to $4.2 billion for initial Phase One Moon Base objectives. The original CLPS contract remains in place through November 2028, with an additional five-year period to complete awarded lunar deliveries through November 2033.

NASA is also moving ahead with PROMISE, the Polar Rover for Observation, Mapping, and In-Situ Exploration, a nuclear-powered, six-wheeled rover for the lunar South Pole. The Jet Propulsion Laboratory will manage the mission and build the rover from spare flight components and engineering test models for Curiosity and Perseverance. PROMISE will carry a drill to about 3 feet (1 meter), spectrometers, temperature and radiation sensors, visible-light cameras, a High Performance Spaceflight Computing demonstration and advanced autonomy. NASA is targeting a late 2028 launch and an 18-month mission. Blue Origin received a $94 million base contract, with an option period worth an additional $140 million based on performance, to deliver PROMISE on its Mark 1 lander, expanding the May 2026 task order to deliver two lunar terrain vehicles.

Six VADR task orders, valued at about $1.3 billion combined, went to Arrow Science and Technology, Blue Origin and Impulse Space to integrate and transport Moon Base cargo. They sit under the 10-year VADR IDIQ, which has a maximum total value of $5 billion across all contracts and is managed by NASA’s Launch Services Program at Kennedy Space Center as part of the Commercial Access to Space Program. NASA did not break out the $1.3 billion by company. The awards cover three mission types: risk reduction for long-term human lunar exploration, including verifying communications and navigation from Earth orbit to the Moon, OTV delivery of a CLPS lander to a desired orbit, and delivery of CAPSTONE 02 to deep space; South Pole preparation with MoonFall drones and additional Moon Base assets; and tests of navigation and commercial OTV operations in multiple cislunar orbits, intended to increase the cargo future landers can deliver. Some missions will launch aboard Blue Origin’s New Glenn, Relativity Space’s Terran R and SpaceX’s Falcon 9. In-space transportation spacecraft will come from Blue Origin, Firefly Aerospace, Impulse Space and Quantum Space.

Under an existing lunar logistics contract, NASA selected SpaceX for the Cislunar Communications Deployment Demonstration, a Specialized Delivery Mission task order to launch communications satellites aboard a Starship to cislunar space in 2028. For miniCAST, NASA awarded Honeybee Robotics, a Blue Origin company, for energy storage; Redwire for power generation; and Yank Technologies, Inc. for wireless power transfer. Marshall Space Flight Center will assemble and test the systems. Work is expected to begin within months on components rather than a major integrated system, and a separate solicitation for fully integrated power systems is anticipated in early 2027. NASA also intends to release a directed call under NextSTEP-3 B to close architecture-driven data gaps through small spacecraft missions, payloads on future Moon Base flights, or purchased commercial data.

Impulse Space’s November 7 release adds detail on two firm-fixed-price VADR task orders, with missions scheduled to begin in 2028. Impulse says the awards were among the first supporting the Moon Base program and build on prior VADR orbital transfer vehicle studies. On the first task order, Impulse is prime and will collaborate with SpaceX’s Falcon 9 to launch a NASA payload, with an option for Mira vehicles to deliver alternative payloads to cislunar space. On the second, Impulse is prime for a launch on Relativity’s Terran R; payloads include Helios and lander vehicles, with Helios acting as a kick stage. After deploying NASA payloads into target cislunar orbits, the lander will perform a descent profile testing upsized cargo delivery to the lunar surface. ispace-U.S. confirmed its selection and noted that an IDIQ seat is not itself a funded mission. Voyager Technologies also confirmed it was onboarded to the CLPS 2 pool and said the company, formerly Astrobotic, was one of the original CLPS vendors.

Why does this matter beyond the selected companies?

NASA is not buying a single lander and calling it a Moon Base. It is buying a transportation network: launch vehicles, orbital transfer vehicles, landers, surface power and communications components, a South Pole rover and a cislunar communications demonstration. The large dollar figures are ceilings and combined task-order values, not a check handed to one prime.

That pattern should look familiar if you sell to the agency. Our guide on how to sell to NASA and our earlier look at NASA’s competition model for space companies both come back to the same idea: the agency spreads risk across multiple vendors and then issues work in slices. Getting on the CLPS 2 list is the ticket to compete. The paid work comes later, task order by task order. Impulse named Falcon 9 plus Mira on one order, and Terran R plus Helios and a lander on the other. Blue Origin’s PROMISE award expands an existing May 2026 lunar terrain vehicle task order. For marketers and sales leaders, the story that travels is not “we were selected.” It is the vehicle, the partner, the date and the job. Recent coverage of HPE’s Moon-bound AI computer and Firefly’s engine deal with AST SpaceMobile pointed the same way: buyers want named hardware and named partners. Firefly now appears both on the CLPS 2 list and among the in-space transportation providers NASA named for VADR missions.

Who wins and who loses after NASA’s CLPS 2 awards?

These points are our reading of the situation, not facts from the reports.

Likely winners

• The eight CLPS 2 primes. A seat on a 10-year, $10 billion IDIQ is the marketing event. It does not guarantee a landing, but it puts those companies in the room for future surface deliveries.
• Blue Origin. The company shows up across the announcement: CLPS 2, the PROMISE delivery award and option, VADR, New Glenn as a named launcher, and Honeybee Robotics on miniCAST energy storage.
• Impulse Space. Two VADR task orders spanning a lander, Helios and Mira, with named launch partners in SpaceX and Relativity, give Impulse a concrete transportation story.
• Arrow Science and Technology, SpaceX, Firefly, Quantum Space and Relativity. Arrow is one of three VADR cargo primes. SpaceX added a CLPS 2 seat, a 2028 Starship cislunar communications demonstration and Falcon 9 launches. Firefly and Quantum Space are named for in-space transportation, and Relativity’s Terran R is a named launcher.
• Honeybee Robotics, Redwire, Yank Technologies and gap-fillers. They hold the initial miniCAST awards, while other vendors can sell into upcoming task-order competitions, the NextSTEP-3 B data-gap call and the early 2027 integrated power solicitation.

Likely losers or under pressure

• Companies not on the CLPS 2 list. NASA named eight firms and did not publish a dropout list. Anyone outside that pool now has a harder time claiming a prime seat on the next decade of NASA lunar surface deliveries.
• Lunar hopefuls without an IDIQ seat, and teams that only market a standalone lander. If your growth story depended on becoming a NASA lander prime in this round, you are now selling from outside the vehicle that will compete most of that work. NASA described launch, transfer and landing as a network, so a pitch that stops at “we have a lander” is thinner than one that says who flies what.
• Firms waiting for one huge prime award. The paid work here is a set of task orders, an expanded existing order and component buys. Companies that only chase a single, career-defining contract may miss the sequential competitions NASA is setting up.

What should space entrepreneurs do now?

You do not need a Moon Base prime seat to use this news. Here are five practical moves.

1. Treat the IDIQ seat as the marketing event, and task orders as the sales motion

ispace-U.S. said selection onto CLPS 2 is not itself a funded mission. That is the right way to talk about an IDIQ win. Announce the seat, then show you are ready to compete every time a task order drops. If you are already on a vehicle, make the contract name, ordering period and what you can bid easy to find. If you are not, decide whether you sell to the primes or aim at the adjacent solicitations NASA flagged. Our playbook for space funding and contract announcements covers how to describe a selection without implying money that has not been obligated.

2. Bundle complementary capabilities and say who flies what

Impulse did not announce a vague transportation role. It named Falcon 9 and Mira on one order, and Terran R, Helios and a lander on the other. NASA listed New Glenn, Terran R and Falcon 9 alongside Blue Origin, Firefly, Impulse and Quantum Space. If you partner, put the stack in one sentence: who launches, who transfers and who lands.

3. Expand the task orders you already have

Blue Origin’s PROMISE award expands the May 2026 task order to deliver two lunar terrain vehicles. That is often easier to explain, and easier for a customer to approve, than a brand-new competition. If you already hold NASA or prime work, ask where an adjacent payload, delivery or demo can ride on the relationship you have. Our guide on selling to prime contractors is useful here, because many of the next dollars will flow through the companies that just won seats.

4. Pair selection news with heritage, named vehicles and dates

NASA explained PROMISE with spare Curiosity and Perseverance hardware, a late 2028 target and an 18-month mission. Impulse named Helios, Mira and a 2028 start. SpaceX’s communications demonstration is tied to Starship and 2028. A release that only says “we were selected” wastes the proof buyers remember. Lead with the vehicle, the destination, the date and any flight-proven hardware behind the bid.

5. Sell into the gaps NASA left open

NASA intends a NextSTEP-3 B directed call for high-priority data gaps, which could mean small spacecraft, payloads on future Moon Base flights or purchased commercial data. A separate solicitation for fully integrated power systems is anticipated in early 2027. The VADR mission types also call out communications and navigation checks, MoonFall drones and cargo OTVs. If that is what you sell, lead outreach with the specific gap. For the broader positioning framework, start with the space marketing guide.

How should space companies position after this?

Three questions are worth answering this quarter if you sell landers, tugs, power, communications or payloads into NASA’s lunar plans:

• Are you on the contract vehicle that will buy the work? If not, who is, and what do they still need to buy from someone else?
• Can you describe your offer as part of a transportation or infrastructure network? Launch, transfer, landing, power and communications now show up together in NASA’s story.
• What proof can you put next to any selection claim? Named vehicles, partners, dates and heritage travel farther than the word “selected.”

For the full framework across content, partnerships and pipeline, start with the space marketing guide.

Frequently asked questions

What are the NASA CLPS 2 awards?

NASA CLPS 2 is a 10-year, multiple-award, indefinite-delivery/indefinite-quantity master contract with a combined maximum value of $10 billion. On November 7, 2026, NASA selected eight companies that are eligible to compete for future lunar surface delivery missions under that contract.

Which companies were selected for CLPS 2?

NASA selected Blue Origin, Firefly Aerospace, Intuitive Machines, ispace-U.S., Lockheed Martin Space, Northrop Grumman Space Systems, SpaceX and Voyager Technologies. They will manage, build and operate landers that transport NASA science, technology and infrastructure payloads to the Moon.

What is the PROMISE rover?

PROMISE is a nuclear-powered, six-wheeled rover that NASA plans to send to the lunar South Pole. JPL will build it from spare flight components and engineering test models for Curiosity and Perseverance. NASA is targeting a late 2028 launch and an 18-month mission. Blue Origin will deliver the rover on its Mark 1 lander.

How large are the VADR Moon Base cargo awards?

NASA awarded six VADR task orders to Arrow Science and Technology, Blue Origin and Impulse Space. The task orders have a combined value of about $1.3 billion and fall under the 10-year VADR IDIQ, which has a maximum total value of $5 billion across all contracts. NASA did not publish a per-company split.

What can space companies learn from NASA’s CLPS 2 announcement?

Treat an IDIQ seat as permission to compete, not as booked revenue. Bundle launch, transfer and landing partners by name, look for ways to expand existing task orders, and sell into the gaps NASA left open, including the NextSTEP-3 B data-gap call and the early 2027 integrated power systems solicitation.

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