Blue Origin intensifies SpaceX competition with successful booster landing

Markets 2025-11-17 13:10

Blue Origin has successfully landed the booster of its New Glenn rocket for the first time on Thursday, November 13, 2025. 

The feat, achieved on the company’s second attempt after failing in January, moves Jeff Bezos’ space venture a step further toward challenging Elon Musk’s SpaceX, whose feats and progress have long overshadowed it.

A boost to rival SpaceX

The New Glenn rocket lifted off from Cape Canaveral Space Force Station and carried on it NASA’s ESCAPADE mission to Mars. Three minutes into flight, the booster named “Never Tell Me the Odds” separated, descended through the atmosphere, and executed a controlled landing on a floating platform in the Atlantic Ocean. 

The achievement places Blue Origin among the small group of companies that have ever landed an orbital-class rocket booster, a milestone SpaceX first reached in 2015. Until now, no other organization had replicated the feat with a heavy-lift booster.

The result is also a major boost for Blue Origin’s strategy of building a reusable launch system that can compete on cost, cadence, and payload capacity. It also signals that the company, founded by Bezos in 2000, may finally be on the path of catching up with SpaceX after years of delays that allowed the latter to seize near-total control of the US launch market.

Breakthrough moment after years of delays

The successful booster recovery tells a different tale from when it first launched in January and shows that Blue Origin has worked on the possible challenges it faced during that mission. The booster for that mission crashed into the Atlantic due to engine failure, which affected its ability to reignite during descent. 

New Glenn’s first-stage booster is unusually large for a reusable rocket, nearly 190 ft tall and 23 ft wide. SpaceX’s Falcon 9 booster, by comparison, stands about 135 ft tall with roughly half the diameter. The scale of New Glenn’s hardware makes controlled recovery a bit more complex, particularly during the final hover and touchdown maneuver.

After release from the second stage, the booster fired its engines for a 30-second braking burn before guiding itself towards a landing site roughly 375 miles off Florida’s coast. A final burn brought the vehicle to a hover over its floating platform, named Jacklyn after Bezos’ mother, before it settled gently onto the deck amid cheers from Blue Origin employees on the webcast.

Implications for NASA and the launch market

Blue Origin was not the only winner from Thursday’s mission, as NASA also relied on New Glenn to deploy the twin ESCAPADE spacecraft bound for Mars. The mission aims to study how the solar wind and charged particles interact with Mars’ magnetic fields, and understand how they contribute to the depletion of the planet’s atmosphere, an area of increasing scientific interest for long-term human exploration.

Blue Origin’s success arrives at a moment when NASA and the US government are seeking to diversify their launch providers. SpaceX has become both indispensable and dominant, handling the majority of US commercial launches and flying routine astronaut missions. 

However, that dominance has prompted concern in Washington about over-reliance on a single contractor.

“New Glenn is the rocket that, at the moment, shows the most promise for competing against the near monopoly that SpaceX has been able to acquire in the medium- and heavy-lift launch market,” said Greg Autry, provost for space commercialization and strategy at the University of Central Florida.

The launch also plays into Bezos’ long-term space strategy. Amazon, his other major company, is building a low-Earth-orbit satellite network to compete with SpaceX’s Starlink. On the same day as the New Glenn landing, Amazon announced that its satellite service, formerly Project Kuiper, had been rebranded as Amazon Leo.

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This content is for informational purposes only and does not constitute investment advice.

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