infrastructureScore 70/100Watch
VAST and commercial space station competitors require NASA procurement decision and award within 2024 to meet ISS retirement deadline of 2030
Max Haot· Launcher / Vast· Space· 2026-05-14· about VAST
“If they move quickly this year in award to two companies, there's still enough time to be ready by the end of 2030.”
Why it matters
The CLD Phase Two procurement is the gate for two companies to receive development funding. Delay beyond 2024 compresses timelines and raises technical/financial risk for execution by 2030.
Investment implication
Any delay in NASA's CLD Phase Two award (expected 2024) would reduce probability of success for commercial space station developers and increase perceived execution risk for their investors.