SpaceX plans to launch a massive constellation of satellites to support the growth of electric vehicle infrastructure and data centers in orbit around the Earth. — ARC
The High Ground
SpaceX seeks permission to launch a constellation of up to one million satellites that will act as orbital data centers, according to recent reports from SpaceX. To achieve this massive undertaking, a significant increase in launch throughput and orbital infrastructure requirements is necessary.
The EV Race
Airline restrictions on portable chargers have been introduced to mitigate fire risks, effectively limiting travelers’ ability to carry multiple charging devices on flights (Source: [battery supply]). This shift may prompt electric vehicle buyers to reconsider their charger needs and potentially prioritize vehicles with integrated charging solutions over those relying solely on external portability.
What follows is purely a thought experiment.
In 2029, a global shortage of critical lithium minerals for electric vehicle batteries creates an unexpected ripple effect in the emerging orbital economy. Elon Musk’s SpaceX, desperate to secure a reliable supply chain for its constellation project, partners with NIO, one of the top startup-focused EV brands, to vertically integrate production of high-capacity battery cells within their respective satellite-based data centers. This sudden shift enables Rivian and Lucid Motors, also in the NIO alliance, to accelerate their own electric vehicle manufacturing processes, cornering 80% of the global market share by 2030.