← Cockpit
SPC_009predictionSpaceMars-5-to-7-year-delay

Formal 5-to-7-year delay announced February 2026 for SpaceX's foundational Mars missions — framed as 'sequencing decision' not abandonment. Executing NASA Artemis lunar contracts generates near-term revenue to finance Starship R&D. Shotwell's prior Mar...

Predictor: Gwynne Shotwell

Prior probability
35.0%
Current probability
38.7%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
in_progress
Window
2034-01-01 – 2034-10-31
Edges in / out
5 / 0
Tickers exposed
22

Prediction text

Formal 5-to-7-year delay announced February 2026 for SpaceX's foundational Mars missions — framed as 'sequencing decision' not abandonment. Executing NASA Artemis lunar contracts generates near-term revenue to finance Starship R&D. Shotwell's prior March 2024 prediction of crewed Mars landing in 'roughly a decade' (~2034) remains theoretically plausible if lunar testing proceeds optimally. | Artemis III landing; Starship refueling success

Key catalyst: Artemis III landing; Starship refueling success

Watch events: Artemis III lunar landing; Starship orbital refueling demo

Resolution evidence

Status: in_progress

SpaceX February 2026 announcement confirmed. Base-rate per SPC_008: 0% Mars milestones hit on time; 2034 crewed remains aggressive.

Predictor: Gwynne Shotwell

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from Gwynne Shotwell is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class: mars_uncrewed_landing_window

Linked via embedding similarity 0.631

Successful uncrewed payload delivery to Mars surface within named transfer window

Base rate
50.0%
9/18 historical
Inside weight
Outside weight
no pull
inside 38.7% → blend 38.7% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

4 prob_history rows
0%25%50%75%100%prior 35%2026-04-302026-04-302026-04-30
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 38.7%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 11 pending
  1. 2026-05-01 → 2027-06-30pendingStarship v3 successful first orbital flight
    How: Starship v3 configuration launches and reaches orbit successfully (or completes intended trajectory test)
    Source: https://newmarketpitch.com/blogs/news/space-economy-spacex-milestone-trackerconf 70%
  2. 2026-01-01 → 2027-12-31pendingStarship achieves successful orbital propellant transfer demonstration
    How: SpaceX press release or NASA HLS milestone confirms successful ship-to-ship cryogenic propellant transfer demonstration in orbit
    Source: https://en.wikipedia.org/wiki/Starship_HLSconf 60%
  3. 2027-01-31pendingSpaceX skips Nov-Dec 2026 Mars transfer window without uncrewed Starship Mars launch
    How: By end of 2026 transfer window (~Dec 2026), no Starship has launched on Mars trajectory; SpaceX confirms 2026 window passed (consistent with Feb 2026 'distraction' framing)
    Source: https://en.wikipedia.org/wiki/SpaceX_Mars_colonization_programconf 85%
  4. 2026-06-01 → 2028-12-31pendingSpaceX reaffirms or revises 5-7 year Mars delay framing in subsequent corporate communication
    How: Musk, Shotwell, or SpaceX official communication restates Mars target year publicly, allowing direct comparison to Feb 2026 5-7 year delay
    Source: https://www.nomadlawyer.org/elon-musk-pushes-back-starship-may-2026conf 85%
  5. 2027-06-01 → 2029-12-31pendingArtemis III crewed lunar landing mission executes (originally NET 2026, now slipping)
    How: NASA confirms Artemis III crewed mission to lunar surface launch and landing milestones; date confirms revised timeline
    Source: https://www.space.com/space-exploration/spacex-starship-timeline-delays-astronaut-moon-landing-for-nasas-artemis-3-mission-to-2028-reportconf 60%
  6. 2028-09-01 → 2031-12-31pendingCascade: Uncrewed Starship Mars cargo mission launches in 2028 or 2031 transfer window
    How: SpaceX launches uncrewed Starship on Mars trajectory during 2028 (~Oct-Dec) or 2031 (~Aug-Oct) transfer window
    Source: https://spacexstock.com/mars-transfer-windows-investors-guide/conf 45%
  7. 2034-02-20pendingQ1 window check-in (25%)
  8. 2034-04-12pendingQ2 window check-in (50%)
  9. 2034-06-01pendingQ3 window check-in (75%)

No downstream cascades — this prediction is a leaf in the dependency graph.

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 39%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first
LBP2026-04-30T16:39:51Z38.7%-6.7pp
Network propagation: 45.4% → 38.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z45.4%+6.7pp
reference_class_assigned bayesian_v2 inside=0.350 blend=0.454 w_in=0.30 mars_uncrewed_landing_window
LBP2026-04-30T02:18:57Z38.7%-6.7pp
Network propagation: 45.4% → 38.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z45.4%+10.4pp
reference_class_assigned bayesian_v2 inside=0.350 blend=0.454 w_in=0.30 mars_uncrewed_landing_window

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

Top incoming (parents)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.350-0.073
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.350-0.061

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

22 ticker(s) linked

Beneficiaries (17)

ASTSBKSYLUNRMNTSFLYRKLBGSATPLIRDMKRMNNNEAMZNBALHXLMTNOCRTX

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_MARS_2028Mars uncrewed: 2028 transfer window (most likely first attempt)mars_uncrewed_landing
correlateS_MARS_2026Mars uncrewed: 2026 transfer windowmars_uncrewed_landing
correlateS_MARS_2031PLUSMars uncrewed: 2031+ transfer window or further delaymars_uncrewed_landing
killerTK15SpaceX Starship Catastrophic Failure
killerTK06China-Taiwan Military Conflict

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Validations (1)

Resolution events
Observed atStatusByNotes
2026-04-29partialthesis_timeline_v1.0_importSpaceX February 2026 announcement confirmed. Base-rate per SPC_008: 0% Mars milestones hit on time; 2034 crewed remains aggressive.

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.724manifoldArtemis III launches before 2029?85%mentionspending2026-04-28
0.618polymarketWill the Kharg Island oil terminal be hit by April 30?2%mentionspending2026-03-24
0.603polymarketWill FlyQuest win IEM Cologne Major 2026?0%mentionspending2026-04-06
0.600manifoldWhen will Starship flight 14 happen?mentionspending2026-05-04
0.593polymarketBab el-Mandeb Strait effectively closed by April 30?1%mentionspending2026-03-16
0.591polymarketLoL: Sentinels vs FlyQuest - Game 3 Winner0%mentionspending2026-04-29
0.588polymarketLoL: Sentinels vs FlyQuest - Game 4 Winner100%mentionspending2026-04-29
0.587polymarketLoL: FlyQuest vs Sentinels - Game 1 Winner100%mentionspending2026-05-24
0.586polymarketLoL: FlyQuest vs Sentinels - Game 2 Winner100%mentionspending2026-05-24
0.586polymarketLoL: FlyQuest vs Sentinels (BO5) - LCS Playoffs90%mentionspending2026-05-24

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "5-7yr delay; ~2034 crewed",
  "mode": "FORECAST",
  "role": "Cited-Other",
  "context": "Distinct from 242_039 (Mars microbes). Confirms the lunar-detour strategic pivot. Couples with SPC_010 (Musk 1M by 2050), SPC_011 (Diamandis Blue Origin vs SpaceX).",
  "to_year": 2034,
  "conv_cues": "COO FIRST_PERSON; specific delay magnitude",
  "direction": "HAPPEN",
  "from_year": 2034,
  "timeframe": "2034 crewed target",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Starship v3 successful first orbital flight",
      "source": "https://newmarketpitch.com/blogs/news/space-economy-spacex-milestone-tracker",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2026-11-29",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Starship v3 configuration launches and reaches orbit successfully (or completes intended trajectory test)"
    },
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: Mars uncrewed: 2026 transfer window",
      "status": "pending",
      "weight": 0.7,
      "ordinal": -10,
      "source_id": "S_MARS_2026",
      "expected_date": "2026-11-30",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Starship achieves successful orbital propellant transfer demonstration",
      "source": "https://en.wikipedia.org/wiki/Starship_HLS",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.6,
      "expected_date": "2026-12-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "SpaceX press release or NASA HLS milestone confirms successful ship-to-ship cryogenic propellant transfer demonstration in orbit"
    },
    {
      "kind": "llm_pre_event",
      "label": "SpaceX skips Nov-Dec 2026 Mars transfer window without uncrewed Starship Mars launch",
      "source": "https://en.wikipedia.org/wiki/SpaceX_Mars_colonization_program",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2027-01-31",
      "research_origin": "training",
      "measurement_criterion": "By end of 2026 transfer window (~Dec 2026), no Starship has launched on Mars trajectory; SpaceX confirms 2026 window passed (consistent with Feb 2026 'distraction' framing)"
    },
    {
      "kind": "llm_pre_event",
      "label": "SpaceX reaffirms or revises 5-7 year Mars delay framing in subsequent corporate communication",
      "source": "https://www.nomadlawyer.org/elon-musk-pushes-back-starship-may-2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2027-09-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Musk, Shotwell, or SpaceX official communication restates Mars target year publicly, allowing direct comparison to Feb 2026 5-7 year delay"
    },
    {
      "kind": "llm_pre_event",
      "label": "Artemis III crewed lunar landing mission executes (originally NET 2026, now slipping)",
      "source": "https://www.space.com/space-exploration/spacex-starship-timeline-delays-astronaut-moon-landing-for-nasas-artemis-3-mission-to-2028-report",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.6,
      "expected_date": "2028-09-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-06-01"
      },
      "measurement_crite
... (truncated)