Short Answer
1. Executive Verdict
- SpaceX pivots Starlink satellite production towards V3 units in 2026.
- FAA regulations set no minimum duration for commercial space mishap investigations.
- High Falcon 9 booster reusability shows no statistically significant increase in scrubs.
- Starship V3 debut and in-space refueling are crucial for lunar missions.
- Starlink Direct to Cell expansion demands substantial Starship launches for new satellites.
Who Wins and Why
| Outcome | Market | Model | Why |
|---|---|---|---|
| Above 160 | 65% | 63% | Sustained Starlink deployment and third-party launch demand support this increasing cadence. |
| Above 170 | 56% | 56.5% | Increased operational efficiency and successful Starship test flights contribute to higher numbers. |
| Above 200 | 31% | 27% | Reaching 200+ launches requires aggressive Starlink expansion and successful Starship deployment. |
| Above 190 | 39% | 38.5% | Maturing Starlink deployment alongside Starship operational flights could push totals higher. |
| Above 120 | 99% | 1% | SpaceX's launch cadence has consistently grown, making over 120 highly likely in 2026. |
Current Context
2. Market Behavior & Price Dynamics
Historical Price (Probability)
3. Significant Price Movements
Notable price changes detected in the chart, along with research into what caused each movement.
Outcome: Above 160
📉 February 04, 2026: 8.0pp drop
Price decreased from 67.0% to 59.0%
📈 February 02, 2026: 10.0pp spike
Price increased from 53.0% to 63.0%
Outcome: Above 170
📉 February 01, 2026: 48.0pp drop
Price decreased from 96.0% to 48.0%
📈 January 31, 2026: 49.0pp spike
Price increased from 47.0% to 96.0%
Outcome: Above 190
📉 January 30, 2026: 29.0pp drop
Price decreased from 59.0% to 30.0%
4. Market Data
Contract Snapshot
Based on the provided page content, the specific contract rules, resolution triggers for YES/NO outcomes, key dates/deadlines, and any special settlement conditions are not available. The content only states the market question: "How many launches will SpaceX have this year? Odds & Predictions 2026."
Available Contracts
Market options and current pricing
| Outcome bucket | Yes (price) | No (price) | Implied probability |
|---|---|---|---|
| Above 120 | $0.99 | $0.09 | 99% |
| Above 140 | $0.95 | $0.14 | 95% |
| Above 160 | $0.65 | $0.40 | 65% |
| Above 170 | $0.56 | $0.49 | 56% |
| Above 180 | $0.44 | $0.59 | 44% |
| Above 190 | $0.39 | $0.64 | 39% |
| Above 200 | $0.31 | $0.77 | 31% |
| Above 210 | $0.19 | $0.88 | 19% |
Market Discussion
Discussions surrounding SpaceX's 2026 launch cadence revolve primarily around the anticipated high volume of Falcon 9 and Falcon Heavy missions, driven by Starlink deployments, versus the more uncertain, albeit ambitious, flight schedule for Starship . Many experts and reports expect SpaceX to maintain or even increase its high launch rate for Falcon rockets, potentially exceeding 100 flights, given its established operational efficiency . However, while 2026 is a critical year for Starship development, with goals like orbital refueling and a potential Mars attempt, some social media users and commentators express skepticism about achieving a high number of Starship flights due to past development challenges and the inherent complexity of the vehicle .
5. What is Starlink's Projected 2026 Satellite Production and Launch Strategy?
| V2 Mini Annual Production | ~3,640 units |
|---|---|
| V3 Starship Deployment Target | Q4 2026 |
| Gen2 Satellite Deployment Mandate | 7,500 operational by December 2028 |
6. How Do FAA Mishap Investigations Impact SpaceX KSC Launch Cadence?
| Mandated FAA Investigation Minimum | 0 days (No federally mandated minimum) |
|---|---|
| Past Starship Investigation Duration | 3 to 4.5 months (100-141 days) |
| Launches Reduced Per Anomaly | 12 to 17 launches (Based on historical pauses) |
7. What is Starship's Launch Turnaround Time at KSC LC-39A?
| Starship Launches from LC-39A (Jan-Feb 2026) | 0 |
|---|---|
| First LC-39A Starship Launch Target | Late 2026 |
| Orbital Launch Mount Installation | November 4, 2025 |
8. Is High Falcon 9 Reusability Affecting Launch Scrub Rates?
| B1067 Total Flights | 32 flights |
|---|---|
| Fastest Turnaround Time | 9 days and 3 hours |
| Falcon 9 Landing Success Rate | 98.9% |
9. What are the critical details of the 2026 Starship refueling demonstration?
| Estimated Propellant Transfer Volume | 100-200 metric tons |
|---|---|
| Refueling Demonstration Deadline | 2026 |
| HLS Contract Value | $2.9 billion - $4.05 billion |
10. What Could Change the Odds
Key Catalysts
Key Dates & Catalysts
- Expiration: January 07, 2027
- Closes: January 01, 2027
11. Decision-Flipping Events
- Trigger: SpaceX's 2026 launch cadence could see significant increases driven by several factors [^] .
- Trigger: The planned debut and accelerated testing of the Starship V3 architecture, including critical in-space propellant transfer demonstrations, will be crucial for lunar missions [^] .
- Trigger: Concurrently, the expansion of Starlink Direct to Cell services, deploying next-generation satellites with optimized 5G protocols, will necessitate a substantial number of Starship launches [^] .
- Trigger: The ambitious orbital data centers project, potentially involving xAI, represents another major bullish catalyst, requiring unprecedented launch volumes if even partially realized [^] .
13. Historical Resolutions
No historical resolution data available for this series.
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