É a vez de Jeff Bezos? Briga entre Trump e Musk pode ajudar a Blue Origin
O cenário da exploração espacial comercial pode estar prestes a sofrer uma transformação após ameaça de Musk envolvendo contrato com a Nasa
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Jeff Bezos: a Blue Origin sempre ficou à sombra da SpaceX (Getty Images / Edição EXAME)
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Publicado em 5 de junho de 2025 às 18h56.
Última atualização em 5 de junho de 2025 às 19h15.
O duelo entre o bilionário Elon Musk e o presidente dos Estados Unidos, Donald Trump, ganhou novos contornos nesta quinta-feira, 5. A troca de farpas, que já envolvia questões fiscais, agora tem ares de disputa espacial.
Depois de Musk ameaçar descomissionar a cápsula Crew Dragon da SpaceX, um dos principais contratos com a Nasa, o cenário da exploração espacial comercial pode estar prestes a sofrer uma transformação.
Uma boa notícia para a Blue Origin. A empresa de Jeff Bezos, fundador da Amazon, sempre ficou à sombra da SpaceX no setor de exploração espacial privada. Agora, pode finalmente se dar bem no mercado que foi dominado pela SpaceX por anos. E Bezos, o terceiro homem mais rico do mundo, com uma fortuna estimada em US$ 229 bilhões, pode sorrir por último.
O que aconteceu entre Musk e Trump?
Na tarde de quinta-feira, 5, Donald Trump escalou sua crítica a Elon Musk, sugerindo que o governo dos EUA cortasse os subsídios e contratos federais com a SpaceX.
"A forma mais simples de reduzir o orçamento e economizar bilhões é cortar os subsídios e contratos de Elon", escreveu Trump em suas redes sociais. Musk respondeu rapidamente, acusando o presidente de ingratidão e ameaçando descontinuar a Crew Dragon, a cápsula da SpaceX utilizada em missões com a Nasa.
A briga não se limitou a questões políticas, mas também gerou incertezas sobre o futuro de missões espaciais cruciais, como o transporte de astronautas à Estação Espacial Internacional (ISS, na sigla em inglês).
Oportunidade no vácuo
Enquanto a SpaceX atravessa um momento turbulento, a Blue Origin segue com um foco claro no longo prazo, investindo para consolidar sua posição como líder no mercado espacial.
A empresa tem se destacado, especialmente com o foguete New Glenn, um projeto que visa reduzir os custos de acesso ao espaço com a reutilização das partes do veículo.
A SpaceX foi favorecida pela Nasa devido à inovação de seus foguetes reutilizáveis — atualmente utilizados para missões de carga, mas com a expectativa de transportar astronautas para a Lua no programa Artemis.
Por outro lado, a Blue Origin tem atraído a atenção da Nasa com contratos significativos. Em 2023, a empresa recebeu US$ 3,4 bilhões para o desenvolvimento de um sistema de pouso lunar, posicionando-se diretamente contra a SpaceX no programa Artemis.
O que está em jogo?
Do ponto de vista financeiro, a pressão sobre a SpaceX pode afetar profundamente seus contratos com a Nasa, que somam bilhões de dólares, especialmente no que se refere à Crew Dragon.
De 2020 para cá, a SpaceX recebeu cerca de US$ 3,1 bilhões para o desenvolvimento da cápsula Crew Dragon e missões tripuladas para a ISS. Estima-se que cada lançamento do foguete Falcon 9 gere cerca de US$ 62 milhões para a empresa de Musk.
Caso Musk leve sua ameaça adiante, pode ocorrer uma redistribuição de recursos e uma reconfiguração do mercado, permitindo que a Blue Origin capitalize sobre o vácuo deixado por esses conflitos. Outras menores do setor espacial privado, como Sierra Space e Axiom Space, também podem acabar se destacando.
Essa reconfiguração no cenário espacial pode ser um ponto de inflexão.
Para Bezos, a crise envolvendo Musk oferece uma rara chance de ampliar o portfólio de contratos e consolidar uma presença mais sólida junto à Nasa, tornando-se um jogador estratégico essencial nas futuras missões lunares — e além.
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![This undated image released by Firefly Aerospace Blue Ghost captures Earth reflecting off the solar panel with the Moon on the horizon. More than fifty years passed between the last Apollo mission and America's return to the lunar surface, when the first ever private lander touched down last February. Now, starting March 2, two more missions are set to follow within a single week -- marking a bold push by NASA and its industry partners to make Moon landings a routine part of space exploration. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT]( "This undated image released by Firefly Aerospace Blue Ghost captures Earth reflecting off the solar panel with the Moon on the horizon. More than fifty years passed between the last Apollo mission and America's return to the lunar surface, when the first ever private lander touched down last February. Now, starting March 2, two more missions are set to follow within a single week -- marking a bold push by NASA and its industry partners to make Moon landings a routine part of space exploration. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT")
1/5 This undated image released by Firefly Aerospace Blue Ghost captures Earth reflecting off the solar panel with the Moon on the horizon. More than fifty years passed between the last Apollo mission and America's return to the lunar surface, when the first ever private lander touched down last February. Now, starting March 2, two more missions are set to follow within a single week -- marking a bold push by NASA and its industry partners to make Moon landings a routine part of space exploration. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT "AFP PHOTO / Firefly Aerospace" - NO MARKETING NO ADVERTISING CAMPAIGNS - DISTRIBUTED AS A SERVICE TO CLIENTS (Firefly Blue Ghost deverá registrar imagens em alta definição de um eclipse total em 14 de março)
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![Solo lunar, em imagens captadas pela sonda Firefly Blue Ghost, em 24 de fevereiro]( "Solo lunar, em imagens captadas pela sonda Firefly Blue Ghost, em 24 de fevereiro")
2/5 Solo lunar, em imagens captadas pela sonda Firefly Blue Ghost, em 24 de fevereiro (Firefly Blue Ghost pousa na Lua)
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![This undated image released by Firefly Aerospace shows Firefly's Blue Ghost lunar lander taking an Earth selfie. More than fifty years passed between the last Apollo mission and America's return to the lunar surface, when the first ever private lander touched down last February. Now, starting March 2, two more missions are set to follow within a single week -- marking a bold push by NASA and its industry partners to make Moon landings a routine part of space exploration. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT]( "This undated image released by Firefly Aerospace shows Firefly's Blue Ghost lunar lander taking an Earth selfie. More than fifty years passed between the last Apollo mission and America's return to the lunar surface, when the first ever private lander touched down last February. Now, starting March 2, two more missions are set to follow within a single week -- marking a bold push by NASA and its industry partners to make Moon landings a routine part of space exploration. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT")
3/5 This undated image released by Firefly Aerospace shows Firefly's Blue Ghost lunar lander taking an Earth selfie. More than fifty years passed between the last Apollo mission and America's return to the lunar surface, when the first ever private lander touched down last February. Now, starting March 2, two more missions are set to follow within a single week -- marking a bold push by NASA and its industry partners to make Moon landings a routine part of space exploration. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT "AFP PHOTO / Firefly Aerospace" - NO MARKETING NO ADVERTISING CAMPAIGNS - DISTRIBUTED AS A SERVICE TO CLIENTS (Imagens da Terra feitas pela Blue Ghost)
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![This handout photograph taken and released by Firefly Aerospace on March 2, 2025, shows the Moon's surface, Earth on the horizon, and Blue Ghost's top deck with its solar panel, X-band antenna (L), and LEXI payload (R) in the view. A US company successfully landed its spacecraft on the Moon on March 2, 2025, making it only the second private lander to achieve this milestone, a live webcast from mission control showed. Firefly Aerospace's Blue Ghost Mission 1 touched down at 3:34 am US Eastern Time (0834 GMT) near Mons Latreille, a volcanic formation in Mare Crisium on the Moon's northeastern near side. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT]( "This handout photograph taken and released by Firefly Aerospace on March 2, 2025, shows the Moon's surface, Earth on the horizon, and Blue Ghost's top deck with its solar panel, X-band antenna (L), and LEXI payload (R) in the view. A US company successfully landed its spacecraft on the Moon on March 2, 2025, making it only the second private lander to achieve this milestone, a live webcast from mission control showed. Firefly Aerospace's Blue Ghost Mission 1 touched down at 3:34 am US Eastern Time (0834 GMT) near Mons Latreille, a volcanic formation in Mare Crisium on the Moon's northeastern near side. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT")
4/5 This handout photograph taken and released by Firefly Aerospace on March 2, 2025, shows the Moon's surface, Earth on the horizon, and Blue Ghost's top deck with its solar panel, X-band antenna (L), and LEXI payload (R) in the view. A US company successfully landed its spacecraft on the Moon on March 2, 2025, making it only the second private lander to achieve this milestone, a live webcast from mission control showed. Firefly Aerospace's Blue Ghost Mission 1 touched down at 3:34 am US Eastern Time (0834 GMT) near Mons Latreille, a volcanic formation in Mare Crisium on the Moon's northeastern near side. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT "AFP PHOTO / HANDOUT / Firefly Aerospace" - NO MARKETING NO ADVERTISING CAMPAIGNS - DISTRIBUTED AS A SERVICE TO CLIENTS (Blue Ghost transporta 10 instrumentos científicos)
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![This image grab from a March 2, 2025 video and released by Firefly Aerospace shows Firefly's Blue Ghost lander during its lunar landing as part of the Ghost Mission 1. A US company successfully landed its spacecraft on the Moon on March 2, 2025, making it only the second private lander to achieve this milestone, a live webcast from mission control showed. Firefly Aerospace's Blue Ghost Mission 1 touched down at 3:34 am US Eastern Time (0834 GMT) near Mons Latreille, a volcanic formation in Mare Crisium on the Moon's northeastern near side. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT]( "This image grab from a March 2, 2025 video and released by Firefly Aerospace shows Firefly's Blue Ghost lander during its lunar landing as part of the Ghost Mission 1. A US company successfully landed its spacecraft on the Moon on March 2, 2025, making it only the second private lander to achieve this milestone, a live webcast from mission control showed. Firefly Aerospace's Blue Ghost Mission 1 touched down at 3:34 am US Eastern Time (0834 GMT) near Mons Latreille, a volcanic formation in Mare Crisium on the Moon's northeastern near side. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT")
5/5 This image grab from a March 2, 2025 video and released by Firefly Aerospace shows Firefly's Blue Ghost lander during its lunar landing as part of the Ghost Mission 1. A US company successfully landed its spacecraft on the Moon on March 2, 2025, making it only the second private lander to achieve this milestone, a live webcast from mission control showed. Firefly Aerospace's Blue Ghost Mission 1 touched down at 3:34 am US Eastern Time (0834 GMT) near Mons Latreille, a volcanic formation in Mare Crisium on the Moon's northeastern near side. (Photo by Handout / Firefly Aerospace / AFP) / RESTRICTED TO EDITORIAL USE - MANDATORY CREDIT "AFP PHOTO / HANDOUT / Firefly Aerospace" - NO MARKETING NO ADVERTISING CAMPAIGNS - DISTRIBUTED AS A SERVICE TO CLIENTS (Primeiras imagens do pouso vertical na Lua)
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