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Pre-Launch · Filing seed · Series A — Q4 2026

Wavestar Markets · Class III forward market

Propellant and in-space servicing — cleared forwards.

Orbit Fab publishes a per-kg price. Northrop MEV-1 and MEV-2 have extended GEO satellite life by years. Astroscale, Impulse, and Kall-Morris are on-manifest. What the market lacks is not capability — it is a settlement primitive that pays servicers on verified delivery and lets operators underwrite the promise. Wavestar is that primitive.
2030 addressable spend
$3B
Clearing take
3%
Avg cleared forward
40 kg · $2M
Settlement
T+event · forward

What you trade

Physical delivery to a named orbit slot.

Propellant, servicing, and in-space manufacturing are contingent-performance contracts. The buyer pays for a docking that occurred, a mass that transferred, or a module that was built — verified by observer telemetry, not an invoice.
  • 01

    Unit of trade · Propellant

    1 kg of named propellant — hydrazine, Xe, LMP-103S, H2O2, Kr — delivered to a named slot (orbit, RAAN, mean-anomaly window) within a named window.
  • 02

    Unit of trade · ISAM

    A named service — inspection, relocation, life-extension docking, refuelling, module install, debris de-orbit — against an acceptance specification with a verified-completion attestation.
  • 03

    Delivery attestation

    Attest reads attitude and RPO telemetry from both depot and client spacecraft, reconciles against independent SSA tracks, and issues a signed claim that docking occurred and N kg transferred or specified service completed.
  • 04

    Force-majeure handling

    Solar-proton events, uncontrolled-debris conjunctions, and attitude-control anomalies at either spacecraft trigger a force-majeure window. External insurance covers the physical leg; Wavestar settles contractually per rulebook exhibit 4.8.4.
  • 05

    Staged escrow

    Propellant: full cash at signing, released on delivery. ISAM services: 30% on contract signing, 40% on RPO commencement, 30% on attested completion. Servicer draws on milestones.
  • 06

    Acceptance specification

    Every ISAM service carries an acceptance spec — required telemetry fields, tolerance bands, completion conditions. Acceptance or rejection is a signed act, mirrored into the registry.

Contract specification

Propellant (PROP) · Rulebook exhibit 4.8.4.

PROP · Forward contract

Ticker
PROP · [servicer] · [orbit-class] · [window]
Unit of trade
1 kg named propellant delivered to named orbit slot
Propellant types
Hydrazine · Xe · Kr · LMP-103S · H2O2 · CFC-11

Non-storable propellants (e.g., LOX/LCH4 stage recovery) not supported in v1.

Tick size
$50 per kg
Minimum block
25 kg

Matches the smallest depot-initiated transfer in observed Orbit Fab missions.

Delivery window
Named ±3 days on contract; ±12 hours on docking handshake
Delivery attestation
Depot + client RPO telemetry + SSA reconciliation + mass-change signature
Settlement
T+event · atomic on delivery · USDC primary · Fedwire / SWIFT optional
Initial margin
20%

Reflects multi-month forward exposure and physical delivery risk.

Variation margin band
5%

Weekly mark on forward-curve midpoint across active servicers.

Insurance pass-through
Required · external carrier

Wavestar does not underwrite physical risk; servicers evidence coverage at contract signing.

Position limit
20% of cleared open interest per servicer

Higher than cash markets given thin near-term roster of servicers.

Servicers

The on-manifest roster for 2026–2028.

Five servicers ship meaningful 2026–2028 capacity. Wavestar is neutral infrastructure; servicers compete on price, track record, and orbit coverage.
  • ORB

    Orbit Fab

    Gas stations in space. Published per-kg hydrazine delivery service. First-to-clear on the propellant book.
  • NGC

    Northrop Grumman · MEV / MRV

    Operational track record in GEO life-extension. Transition from bespoke RFP to cleared forward contracts enables secondary pricing.
  • AST

    Astroscale

    End-of-life, inspection, and life-extension services in LEO and GEO. Public contracts with ESA, UK Space Agency, and JAXA.
  • IMP

    Impulse Space

    Mira and Helios OTVs for payload hosting, orbit raising, and last-mile delivery. Re-characterised on Wavestar as orbital-slot transport contracts.
  • KMR

    Kall-Morris

    Debris remediation and rendezvous services. Primary underwriter of the ISAM market's forward curve in the debris category.
  • LAB

    In-space-assembly specialists

    Laboratory-grade structural assembly demonstrated; contract structures in v2 graduate from RFQ to standardised forward once acceptance specs stabilise.

Forward-curve mechanics

Physical delivery forwards with a weekly mark.

Reference price · hydrazine · LEO
$50,000 / kg

Rolling 30-day cleared-forward midpoint; draws from Orbit Fab list pricing reconciled with actual deliveries.

Forward tenor range
60 to 540 days

Contracts longer than 540 days require servicer-rated collateral top-ups per rulebook §9.10.

Open interest · PROP
420 kg

Design-partner month-18 target. 2030 steady-state > 40,000 kg.

Default fund tranche
$75M

Class III tranche of the Wavestar default fund. Cover-2 sized against the two largest servicer exposures.

Regulatory context

Servicing, not spectrum — but ITAR is the gate.

Propellant and ISAM are physical services, not regulated rights. The primary regulatory surface is export controls: ITAR on the U.S. servicer side, dual-use controls at the fleet-operator side.
ITAR / EAR
Servicer is licence-holder

Wavestar is infrastructure. Servicer certifies compliant licensing at member onboarding; Wavestar screens counterparties against OFAC and end-use lists per /compliance/sanctions.

FAA AST Part 450
Launch and re-entry of servicer stages

Applies to the servicer's own launch and return segments; cleared forward contracts do not alter FAA responsibilities.

Debris mitigation
ODMSP and ISO 24113 compliance evidenced at registration

Servicers demonstrate post-mission disposal plans aligned with U.S. Orbital Debris Mitigation Standard Practices before listing.

Insurance
Lloyd's and Starr Aviation carrier panel

Physical-risk insurance underwritten externally; Wavestar does not carry balance-sheet insurance liability.

Wavestar clearing status
CFTC DCO · forward on physical commodity

ISAM forwards clear under Form 7-R as physical-commodity forwards. Filing status at /regulatory/cftc-dco.

ISAM is real. Fuel transfer, rendezvous and proximity, assembly demos. Assets in orbit are mutable; contingent-delivery contracts are now physically possible.
Wavestar PRD · §1.2·Precondition 3 of 4

Forward book open · Q4 2026

Forward-price a 540-day propellant delivery at cleared terms.

Design-partner servicers clear zero-fee on their first $10M of forward notional. Fleet operators lock a price on 2027 propellant today. External insurance routes through the panel.