Space Agencies will use AWS ground station or Azure Orbital for Low Earth Orbit.

Microsoft released Azure Orbital September 2020, 2 years after Amazon started AWS ground station in 2018. Azure Orbital provide spacecraft users with all-in-one services between ground station and data archiving. Moreover, Azure orbital users can use the largest Ground Station Provider, KSAT, which whole space agencies use.

Then, can space agencies use these cloud service apart from security consideration?

Currently, NO. Space agencies use international standard, particularly CCSDS, to have interoperability among space agencies, while AWS and Azure provide commercial standard, such as ANSI standard. Therefore, developing ecosystem is necessary to have interface between Space Agencies assets and these commercial services.

Basical data flaw of spacecraft operations
Basical data flaw of apace agencies spacecraft operations. They use CCSDS-compliant standard for communication.
Basical data flaw of spacecraft operations by AWS or Azure Orbital. They provide commercial standard, which is imcompatible with space agencies
Basical data flaw of spacecraft operations. Imcompatibility in standard is obstacle for space agencies to use commercial cloud service.
Basical data flaw of spacecraft operations. Developing ecosystem lets space agencies use cloud services, if space agencies develop compatible software with commercial standard or they buy software modules.

Aerospace stocks

I’m also monitoring Aerospace stocks, especially devices and ground services. The following companies are not judged by stock valuations, but by my thought whether these companies will be potential around 2025 or 2030.

Spacecraft Monitoring & control services and ground station devices.

Kratos https://www.kratosdefense.com/

Kratos is the most potential company, providing ground station devices both to AWS ground station and Microsoft Azure. Kratos is also providing EPOCH, spacecraft monitoring and control software to commercial satellites. Unfortunately, PER will be over 300 times with the rumor that Lockeed Martin might purchase Kratos.

Spacecraft operations services

THALES https://www.thalesgroup.com/en

LEONARDO https://www.leonardocompany.com/en/home

These companies have strength in European. Thales Alenia and Telespazio are part of these companies. These companies will be valuable compared with US stocks.

Onboard devices

Spacecrafts are embedded systems in order to control in limited capacity. Therefore, FPGA and ASIC(Application Specific Integrated Circuit) are key products.

Xilinx

Intel

Lattice

Microchip Technology

Hydrogen and NGV(Natural Gas Vehicle) stocks

I’m monitoring the listed companies for Hydrogen and NGV(natural gas vehicle). Hydrogen is potential energy to produce electricity, which will be next generation as FCV (Fuel Cell Vehicle) after EV(Electricity vehicle). Many governments, including California, promote FCV or EV to eliminate CO2 production. Electricity battery is not only applied into automobile but also into airplane, ship, even spacecrafts, meaning that hydrogen energy must be key issue for MaaS(Mobility as a Service).

Related Hydrogen stocks are as follow:

Plug Power

Ballard Power

NEL Hydrogen

Mcphy

I estimate that NGV(natural gas vehicle) will be much more attracted between 2025 and 2030 than EV and FCV. Half of energy is coming from natural gas to produce electricity or hydrogen which works for EV or FCV. Using natural gas directly is much more efficient than using electricity or hydrogen which is transferred from the gas. Experts with technology background notice that NGV is much better than EV or FCV, while investors focus on middle-term profit.

Related NGV stocks are as follow:

Cummins Natural Gas Engine

Yoron Island, 与論島、鹿児島

Yoron island in Kagoshima Prefecture is the best resort place in clean sea water, much better than Okinawa, Ishigaki, Miyakojima.

It takes only 35-minute flight from Naha Airport, 2-hour in taking ferry from Motobu, Okinawa.

The best place in the island is Yurigahama, which is the land at a low tide during a limited period between spring and autumn. It takes 3000yen in round trip each person to go to the island by boat.

Gate to Yurigahama, 1.5 km from there. August,2020
Yurigahama. August, 2020
Yurigahama. August 2020
Beach near Yoron Airport. August, 2020

ShuriSoba Okinawa Noodle in Naha

Shuri Soba Okinawa Noodle near Shuri castle is very popular not only for tourists but for locals. Even in July before Japanese summer vacation, many people visited this shop.

Okinawa noodle is the first choice. Most of visitors order “Jushi” rice with noodle.

Shuri Soba shop in July 2020
Noodle Large size in 600yen. 500 yen set of Slimmered “NItsuke” and “Onigiri” rice

大きな地図を表示

Shirokuma Shave ice in Kagoshima

Shirokuma shave ice with condensed milk is very popular in Kagoshima. Mujyaki in Tennmonkan area is the first choice. However several shops prepare for variety of Shirokuma ices.

Mujyaki in Tenmonkan. March 2020.
Mujyaki in July 2020
Mujyaki in March 2020.
Yanagawa ice shop in Tenmonkan
Sugaku Cafe in front of Kagoshima Municipal building

Japanese Tourists do not visit Shurijo Castle Park, Okinawa.

Most of visitor for Shuri castle are foreign tourists especially Chinese and Korean. By COVID-19 and bad relationship with Korea, almost visitors are Japanese or foreigners living in Japan. Tourists do not visit the park especially main buildings even though tourists can officially travel between prefectures since June 19, 2020. Probably they are not interested in burn-out castle in 2019.

Shuri Castle in June 2020
Shuri Castle in July 2020
Shuri castle park in June 2020
Stone street near Shuri castle park in July 2020
Shuri castle in July 2020

Even Japanese tourists will not return to downtown area of Naha, Okinawa, any more.

Japanese government has officially allowed tourists to travel between prefectures, fter June 19th, 2020. Even after this day, the half of shops in Kokusai street in Naha were closed because they have targeted foreign tourists especially Chinese tourists.

Most of flights to Haha has been full of Japanese passengers especially weekend. However, they stay in other area such as northern Okinawa without staying in Naha. Even Japanese tourists do not return to Naha any more, unless the shops in Kokusai focus on not only foreign tourist but Japanese.

Kokusai street, June 2020
Kokusai street, July 2020
Nouren Plaza shopping mall in June 2020.
Breakfast in Hotel Sunpalace Kyuuyoukan

Reishi Mashroom, Ganoderma lingzhi, 霊芝

I added Reishi Mashroom for daily Chinese Herbal tea, in order to improve my immune system. Reishi mashroom has been as expensive as gold since China dynasties, but the artificial cultivation that succeeded in 1970s decreased the prices. Currently, Reishi is widely cultivated in Japan.

Reishi

My updated herbal tea is including
Chrysanthemum Flower 菊花
Lycium Fruit 枸杞子
Glossy Privet Fruit 女貞子
Solomonseal Rhizome 黄精
Rehmannia Root 熟地黄
Cistanche Herb 肉蓯蓉
Ganoderma lingzhi 霊芝
Honeysuckle Stem 忍冬

If I feel fever, I add the following two herbs.
Forsythia Fruit 連翹
Platycodon Root 桔梗

Chinese Herbal Tea with Reishi