Boeing Risks Losing $2.8B Moon Rocket Stage as NASA Eyes ULA Alternative
NASA is seeking to replace Boeing’s Exploration Upper Stage—which has ballooned to over $2.8 billion and faced multiple delays—with ULA’s Centaur V for the Artemis lunar mission. Decision could cut Boeing’s role in future Artemis launches, raising questions on production plans and revenue streams.
1. NASA Reviews Upper Stage Options
NASA is evaluating alternatives to Boeing’s Exploration Upper Stage for its Artemis lunar missions after the component’s development costs surged past $2.8 billion and delivery schedules slipped. The agency aims to standardize launch vehicle configurations and minimize further budget overruns.
2. ULA Centaur V Emerges as Alternative
United Launch Alliance’s Centaur V has surfaced as a ready-made replacement, using the same propellant as SLS while benefiting from ULA’s existing joint-venture production framework. Its compatibility and lower risk profile position it favorably in NASA’s procurement review.
3. Revenue and Production Implications for Boeing
If NASA proceeds with Centaur V, Boeing could lose a significant stream of SLS work valued in the billions. The company may need to retool its production planning and pursue new government or commercial contracts to fill the gap.