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SPC_012predictionSpaceSpaceX-orbital-refueling-2027

SpaceX will perfect orbital refueling architectures by 2027 — the critical prerequisite for future Mars missions, enabling Starship depot-based beyond-LEO operations.

Predictor: Peter Diamandis

Prior probability
40.0%
Current probability
40.9%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2027-01-01 – 2027-11-30
Edges in / out
5 / 1
Tickers exposed
22

Prediction text

SpaceX will perfect orbital refueling architectures by 2027 — the critical prerequisite for future Mars missions, enabling Starship depot-based beyond-LEO operations. | Ship-to-ship propellant transfer demo

Key catalyst: Ship-to-ship propellant transfer demo

Watch events: Starship ship-to-ship propellant transfer demo

Resolution evidence

Status: pending

Starship V2 ship-to-ship transfer demo scheduled 2026-2027; prior orbital-propellant-transfer tests partially completed.

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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 0.634

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 40.9% → blend 40.9% 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

7 prob_history rows
0%25%50%75%100%prior 40%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 40.9%

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: 1 overdue ⏱ · 6 pending
  1. 2025-09-01overdueSpaceX completes flight system review for Propellant Transfer Demonstration mission
    How: Public confirmation by SpaceX/NASA that the orbital propellant transfer demo passed flight system architecture review
    Source: https://en.wikipedia.org/wiki/Starship_Propellant_Transfer_Demonstration — flight system review documentedconf 85%
  2. 2026-04-30 → 2026-12-31pendingSpaceX Starship V3 reaches stable Earth orbit (precondition for tanker demo)
    How: Starship V3 second stage achieves orbital insertion and complete coast phase; SpaceX announces orbital flight success
    Source: https://newspaceeconomy.ca/2025/12/10/orbital-refueling-of-the-starship-architecture-operational-mechanics-feasibility-analysis-and-strategic-timeline/ — V3 had not reached orbit as of April 2026conf 70%
  3. 2026-07-01 → 2027-06-30pendingFirst two-Starship orbital propellant transfer demonstration: target + chaser docking
    How: Two Starships dock belly-to-belly in LEO and execute ship-to-ship propellant transfer; SpaceX/NASA confirm successful demo
    Source: https://en.wikipedia.org/wiki/Starship_Propellant_Transfer_Demonstration — mission set for 2026, two launches with target + chaserconf 55%
  4. 2027-03-05pendingQ1 window check-in (25%)
  5. 2027-05-08pendingQ2 window check-in (50%)
  6. 2027-07-10pendingQ3 window check-in (75%)
  7. 2027-01-01 → 2028-12-31pendingMulti-tanker depot architecture demonstrated (≥3 sequential propellant fills)
    How: ≥3 successful tanker-to-depot transfers in support of HLS or other beyond-LEO mission per NASA/SpaceX disclosure
    Source: https://spacenews.com/spacex-making-progress-on-starship-in-space-refueling-technologies/conf 40%
  8. 2027-06-01 → 2028-12-31pendingNASA Artemis HLS depot operations declared 'mission-ready' (10-tanker architecture)
    How: NASA confirms Starship HLS lunar mission depot fueling architecture is operationally validated
    Source: https://en.wikipedia.org/wiki/Artemis_III — HLS requires ~10 tanker launches; NASA program statusconf 35%

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: 41%)

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
LBP2026-05-03T02:00:01Z40.9%-1.8pp
Network propagation: 42.7% → 40.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z42.7%-2.2pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.273 blend=0.427 LLR=-0.299 κ=0.87 w_in=0.30 mars_uncrewed_landing_window
Raw metadata
{
  "trf": 1,
  "kappa": 0.8684,
  "base_rate": 0.5,
  "predictor": "Peter Diamandis",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.6801328202224489,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "blend 30% inside / 70% outside (TRF=1.000, base_rate=0.500 from mars_uncrewed_landing_window)",
  "inside_prior": 0.3362316591428745,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": true,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.7381399999999999,
      "label": "SpaceX completes flight system review for Propellant Transfer Demonstration mission",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.85,
      "source_url": null,
      "adjusted_llr": -0.2992900148989604,
      "expected_date": "2025-09-01",
      "measurement_criterion": "Public confirmation by SpaceX/NASA that the orbital propellant transfer demo passed flight system architecture review"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.3,
  "outside_weight": 0.7,
  "posterior_prob": 0.4270672498949505,
  "posterior_logit": -0.9794228351214094,
  "predictor_brier": 0.02669,
  "inside_posterior": 0.2730063207967143,
  "blended_posterior": 0.4270672498949505,
  "reference_class_id": "mars_uncrewed_landing_window",
  "total_adjusted_llr": -0.2992900148989604,
  "predictor_n_resolved": 14
}
legacy v12026-04-30T19:17:54Z44.9%+3.1pp
intake:99aa73db-75b1-4b1e-8470-a11f87b23937 bayesian_v2 inside=0.336 blend=0.449 LLR=-0.349 κ=0.86 w_in=0.30 mars_uncrewed_landing_window
LBP2026-04-30T16:39:51Z41.8%-5.2pp
Network propagation: 47.0% → 41.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z47.0%+5.2pp
reference_class_assigned bayesian_v2 inside=0.400 blend=0.470 w_in=0.30 mars_uncrewed_landing_window
LBP2026-04-30T02:18:57Z41.8%-5.2pp
Network propagation: 47.0% → 41.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z47.0%+7.0pp
reference_class_assigned bayesian_v2 inside=0.400 blend=0.470 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%0.0500.400-0.051
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.400-0.037

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 (1)

Predictions enabled by this
TypePredTitleDomainLag
correlateCOD_SPC_003SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026Space

Expected milestones (2)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2026-12-31Starship HLS large-scale vehicle-to-vehicle cryogenic propellant transfer or formal slippending
2027-12-31[Space 2027-12] ncatcher demo satellite; FCC DC filings [SPC_012] Starship ship-to-ship propellant transfer demopending

Linked documents (9)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.720manifoldWill SpaceX complete a Starship integrated test flight reaching orbital insertion by June 14, 2026?3%mentionspending2026-05-16
0.686manifoldWill an all-reused European orbital launch vehicle reach orbit before 2040?30%mentionspending2026-05-15
0.685manifoldWill SpaceX launch a rocket in the next 24h?99%mentionspending2026-05-06
0.676manifoldWhich Starship Variants will fly before 2032mentionspending2026-05-06
0.626manifoldWill SpaceX Plan a booster catch on Flight 12?17%mentionspending2026-05-05
0.558manifoldWhich is first in 2026: Starship refueling, New Glenn RTF, or Neutron?mentionspending2026-06-04
0.550codex_research_packNASA - Artemis II Launch Day Updatescontradictspending2026-04-01
0.550codex_research_packNASA OIG - NASA's Management of the Human Landing System Contractscontradictspending2026-03-01
0.550codex_research_packNASA - Charts More Reliable Course for America's Return to Lunar Surfacecontradictspending2026-03-01

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "orbital refueling demo",
  "mode": "FORECAST",
  "role": "Cited-VC",
  "context": "Specific 2027 orbital-refueling target; differs from general SPC_002 (speculative programs). Couples with SPC_009 Mars delay, Artemis III dependency.",
  "to_year": 2027,
  "conv_cues": "specific year; technical milestone",
  "direction": "HAPPEN",
  "from_year": 2027,
  "timeframe": "by 2027",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "SpaceX completes flight system review for Propellant Transfer Demonstration mission",
      "source": "https://en.wikipedia.org/wiki/Starship_Propellant_Transfer_Demonstration — flight system review documented",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2025-09-01",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "Public confirmation by SpaceX/NASA that the orbital propellant transfer demo passed flight system architecture review"
    },
    {
      "kind": "llm_pre_event",
      "label": "SpaceX Starship V3 reaches stable Earth orbit (precondition for tanker demo)",
      "source": "https://newspaceeconomy.ca/2025/12/10/orbital-refueling-of-the-starship-architecture-operational-mechanics-feasibility-analysis-and-strategic-timeline/ — V3 had not reached orbit as of April 2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2026-08-30",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-04-30"
      },
      "measurement_criterion": "Starship V3 second stage achieves orbital insertion and complete coast phase; SpaceX announces orbital flight success"
    },
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: Mars uncrewed: 2026 transfer window",
      "status": "pending",
      "weight": 0.7,
      "ordinal": -5,
      "source_id": "S_MARS_2026",
      "expected_date": "2026-11-30",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "First two-Starship orbital propellant transfer demonstration: target + chaser docking",
      "source": "https://en.wikipedia.org/wiki/Starship_Propellant_Transfer_Demonstration — mission set for 2026, two launches with target + chaser",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2026-12-30",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-07-01"
      },
      "measurement_criterion": "Two Starships dock belly-to-belly in LEO and execute ship-to-ship propellant transfer; SpaceX/NASA confirm successful demo"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2027-03-05",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -2,
      "source_id": null,
      "expected_date": "2027-05-08",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -1,
      "source_id": null,
      "expected_date": "2027-07-10",
      "observed_date": null
    },
    {
      "kind": "event",
      "label": "SpaceX will perfect orbital refueling architectures by 2027 — the critical prerequisite for future Mars missions, enabling Starship depot-ba",
      "status": "pending",
      "
... (truncated)