It's going to replace ULA as the secondary option for DoD launches. That's a multi-billion dollar contract.
It'll put price pressure on SpaceX who have been able to charge increasingly large amounts without the competition from ULA recently.
It'll put price pressure on SpaceX who have been able to charge increasingly large amounts without the competition from ULA recently.
Blue Origin won't replace ULA on that contract, but will compete head to head with SpaceX and ULA to win launch task orders.
https://www.cnbc.com/2024/02/08/investing-in-space-how-banke...
Here is a deeper history/analysis of ULA and how they were propped up by maintenance fees to retain launch capacity even when there were no payloads.