We summarize the past four decades of astrophysics and exoplanet direct imaging mission concept studies, technology developments, and scientific progress that have led to the initiation of the Habitable Worlds Observatory project by NASA.

We present the first discoveries from Keck Observations in the Infrared of Taurus and ρ Oph Exoplanets and Ultracool dwarfs (KOINTREAU), an adaptive optics imaging survey of young stars in the Taurus and ρ Oph star-forming regions using the Keck infrared pyramid wavefront sensor. We have found two faint (Δ K ∼7 mag), wide-separation companions to two ≈3 Myr old Taurus members. Relative astrometry for these systems shows that both companions are bound to their host stars. We obtained near-infrared spectra of these companions using the Infrared Telescope Facility/SpeX ( R ∼100) and the Gemini North InfraRed Spectrograph (Gemini/GNIRS; R ∼ 1000–2000), and combined these with photometry from our NIRC2 imaging, the Pan-STARRS survey, and Spitzer/IRAC archival imaging to constrain their properties. One companion, KOINTREAU-1b (at a projected separation of 690 au), has an average near-infrared spectral type of M9 ± 2, a gravity classification of vl-g , and a changing spectral type between the SpeX (M7) and GNIRS (L1) observations. We estimate this object’s mass to be 10 . 6 − 2.3 + 2.5 M Jup , making KOINTREAU-1b the fifth planetary-mass companion found in Taurus. The other companion, KOINTREAU-2b (projected separation 560 au), has a spectral type of M4.5 ± 1 but is ≈4 mag underluminous relative to other Taurus stars of the same spectral type. We detect exceptionally strong He I 1.083 μ m emission from this object, indicative of outflows driven by ongoing accretion, but with a conspicuous lack of accompanying H emission. We conclude that KOINTREAU-2b is a young star obscured by an edge-on disk and observed in scattered light. Finally, we derive a distortion solution for NIRC2 imaging, which shows a 0 . ° 118 difference in position angle from the previous distortion solution.

JWST defines a new era for the data-driven approach of retrieval modelling, which has become a cornerstone tool for the statistical inference of exoplanetary and brown dwarf properties. The Early Release Science program #1386 observations of VHS 1256 b represent a huge jump in data quality, data quantity and spectral coverage for such objects. VHS 1256 b is a young, planetary mass and extremely variable companion that populates the enigmatic L/T cohort of substellar atmospheres. In this first retrieval analysis of the full 1 - 18 micron dataset, we apply the Brewster retrieval framework to the NIRSpec and MIRI spectroscopic observations of VHS 1256 b, exploring a variety of cloud species and structures. Using Delta(BIC) we find that the data is best described by a forsterite (Mg_2SiO_4) and enstatite (MgSiO_3) cloud combination. Our analysis shows a strong preference for patchy silicate cloud coverage, which aligns with VHS 1256 b's extensive and well documented spectral variability. Our retrieval is able to place constraints on the abundances of H_2O, CO, CO_2, CH_4 as well as NH_3. We also show that the retrieved parameters are sensitive to the data used and the relative signal-to-noise ratios between data from different instruments. We conclude with the next steps for the wider retrieval community to better understand young and cloudy exoplanetary atmospheres.

We present high-resolution ( less than or similar to 0.'' 1 ) Hubble Space Telescope/Wide Field Camera 3 imaging of the near edge-on (i similar to 80 degrees) protoplanetary disk IRAS23077+6707 ("Dracula's Chivito"), obtained across six broadband filters spanning 0.4-1.6 mu m. These observations unveil the scattered light from this unusually large disk (similar to 14 '', or similar to 4200 au at 300 pc) in remarkable detail, revealing a rich tapestry of substructures, including brightness asymmetries and signatures of dynamical activity. Extended filaments are detected extending similar to 10 '' from the northern edges of both nebulae, while no comparable southern features are observed. In addition to large-scale asymmetries, the disk exhibits prominent wispy features that extend well above the midplane and are visible in all filters, suggesting a complex, possibly turbulent outer disk atmosphere shaped by infall, dynamical stirring, or gravitational instability. The central dark lane narrows from optical to near-IR wavelengths, and high-resolution millimeter data reveal compact midplane emission. Although our radiative transfer simulations show that the current data cannot yet distinguish between dust settling and no-settling scenarios, they underscore the need for resolved midinfrared observations of this unique system. IRAS23077 thus represents a rare and valuable laboratory for studying the vertical structure, asymmetries, and evolutionary state of protoplanetary disks.

Aims. Edge-on discs offer a unique opportunity to probe radial and vertical dust and gas distributions in the protoplanetary phase. This study aims to investigate the distribution of micron-sized dust particles in the Flying Saucer in Rho Ophiuchi by leveraging the unique observational conditions of a bright infrared background that enables the edge-on disc to be seen in both silhouette and scattered light at specific wavelengths. Methods. We used NIRSpec IFU observations from the JWST Edge-on Disc Ice program (JEDIce) of the Flying Saucer serendipitously observed against a Polycyclic Aromatic Hydrocarbons-emitting background to constrain the dust distribution and grain sizes via radiative transfer modelling. Results. The observation of the Flying Saucer in silhouette at 3.29 μm reveals that the midplane radial extent of small dust grains is ∼235 au, i.e. larger than the large-grain disc extent previously determined to be 190 au from millimetre data. The scattered light observed in emission probes micron-sized icy grains at large vertical distances above the midplane. The vertical extent of the disc silhouette is similar at visible, near-IR, and mid-IR wavelengths, corroborating the conclusion that dust settling is inefficient for grains as large as tens of microns, both vertically and radially.

The near-ultraviolet (NUV) wavelength range contains a valuable ozone absorption feature for characterizing the atmospheric composition of Earth-like exoplanets. Both the LUVOIR and HabEx decadal mission concept studies baseline instrumentation for obtaining photometry of directly imaged exoplanets down to wavelengths of 200 nm. Both of their proposed implementations present challenges: in the case of the HabEx starshade occulter, a separate spacecraft is required; in the case of a NUV channel within the main coronagraph instrument, non-UV-optimized optics limit the performance. However, the science requirements allow the relaxation of some of the trades of a dedicated near-UV coronagraph. For instance, given that the inner working angle (IWA) of the coronagraph is a function of the wavelength, and one would only consider the characterization of planets detected in the visible, the IWA of the NUV coronagraph can be relaxed to meet the IWA of the visible coronagraph. In addition, given that a NUV coronagraph would be used for a follow-up observation after a visible detection, it could be designed to produce a half dark zone, allowing the simplification of the optical design. Here, we present the case for a standalone NUV coronagraph instrument for the Habitable Worlds Observatory based on the science requirements, developed as part of the Coronagraph Technology Roadmap study commissioned by NASA's Exoplanet Exploration Office. We describe the trades and rationale behind the recommendation of having a separate NUV coronagraph instrument and show the evaluation of several coronagraph designs in the NUV. We assess the effect of polarization aberrations, discuss relevant technologies, and describe potential NUV detectors and wavefront sensing and control strategies.

Hot exozodiacal dust is dust in the innermost regions of planetary systems, at temperatures around 1000K to 2000K, and commonly detected by near-infrared interferometry. The phenomenon is poorly understood and has received renewed attention as a potential risk to a planned future space mission to image potentially habitable exoplanets and characterize their atmospheres (exo-Earth imaging) such as the Habitable Worlds Observatory (HWO). In this article, we review the current understanding of hot exozodiacal dust and its implications for HWO. We argue that the observational evidence suggests that the phenomenon is most likely real and indeed caused by hot dust, although conclusive proof in particular of the latter statement is still missing. Furthermore, we find that there exists as of yet no single model that is able to successfully explain the presence of the dust. We find that it is plausible and not unlikely that large amounts of hot exozodiacal dust in a system will critically limit the sensitivity of exo-Earth imaging observations around that star. It is thus crucial to better understood the phenomenon in order to be able to evaluate the actual impact on such a mission, and current and near-future observational opportunities for acquiring the required data exist. At the same time, hot exozodiacal dust (and warm exozodiacal dust closer to a system's habitable zone) has the potential to provide important context for HWO observations of rocky, HZ planets, constraining the environment in which these planets exist and hence to determine why a detected planet may be capable to sustain life or not.

Precision radial velocity spectrographs that use adaptive optics (AO) show promise to advance telescope observing capabilities beyond those of seeing-limited designs. We are building a spectrograph for the Large Binocular Telescope (LBT) named iLocater that uses AO to inject starlight directly into single mode fibers. iLocater's first acquisition camera system (the SX camera), which receives light from one of the 8.4 m diameter primary mirrors of the LBT, was initially installed in summer 2019 and has since been used for several commissioning runs. We present results from first-light observations that include on-sky measurements as part of commissioning activities. Imaging measurements of the bright B3IV star 2 Cygni (V = 4.98) resulted in the direct detection of a candidate companion star at an angular separation of only theta = 70 mas. Follow-up AO measurements using Keck/NIRC2 recover the candidate companion in multiple filters. An R approximate to 1500 miniature spectrograph recently installed at the LBT named Lili provides spatially resolved spectra of each binary component, indicating similar spectral types and strengthening the case for companionship. Studying the multiplicity of young runaway star systems like 2 Cygni (36.6 +/- 0.5 Myr) can help to understand formation mechanisms for stars that exhibit anomalous velocities through the Galaxy. This on-sky demonstration illustrates the spatial resolution of the iLocater SX acquisition camera working in tandem with the LBT AO system; it further derisks a number of technical hurdles involved in combining AO with Doppler spectroscopy.

Aims. The James Webb Space Telescope now enables the spectral study of ices with unprecedented sensitivity and angular resolution. Water ice plays a crucial role in the growth of grains and in planetary formation but its spatial distribution in protoplanetary disks is poorly constrained. To aid the interpretation of future observations, we study here for the first time how the water ice band depends on the observer's perspective and the location where spectra are measured within protoplanetary disks. Methods. Based on a standard protoplanetary disk model around a T Tauri star, we used the radiative transfer code MCFOST to extract water-ice spectra and to measure the depth and central wavelength of the water-ice band at different locations in the disk. Results. Even in the context of a spatially homogeneous ice mixture, the observed properties of water-ice bands depend on the inclination of the system as well as on the location in the disk from which the spectra are extracted. In particular, the wavelength of the band minimum can change by up to 0.17 mu m, comparable to the difference expected between amorphous and crystalline ices, for instance. This phenomenon stems from a balance between absorption and scattering and must be taken into account in detailed modeling of spatially resolved infrared spectroscopy of ices, including CO and CO2.

Searching for life elsewhere in the universe is one of the most highly prioritized pursuits in astronomy today. However, the ability to observe evidence of Earth-like life through biosignatures is limited by the number of planets in the solar neighborhood with conditions similar to Earth. The occurrence rate of Earth-like planets in the habitable zones of Sun-like stars, η_⊕, is therefore crucial for addressing the apparent lack of consensus on its value in the literature. Here we present a review of the current understanding of η_⊕. We first provide definitions for parameters that contribute to η_⊕. Then, we discuss the previous and current estimated parameter values and the context of the limitations on the analyses that produced these estimates. We compile an extensive list of the factors that go into any calculation of η_⊕, and how detection techniques and surveys differ in their sensitivity and ability to accurately constrain η_⊕. Understanding and refining the value of η_⊕ is crucial for upcoming missions and telescopes, such as the planned Habitable Worlds Observatory and the Large Interferometer for Exoplanets, which aim to search for biosignatures on exoplanets in the solar neighborhood.

The level of dust vertical settling and radial dust concentration in protoplanetary disks is of critical importance for understanding the efficiency of planet formation. Here, we present the first uniform analysis of the vertical extent of millimeter dust for a representative sample of 33 protoplanetary disks, covering broad ranges of disk evolutionary stages and stellar masses. We used radiative transfer modeling of archival high-angular-resolution (less than or similar to 0.1 '') ALMA dust observations of inclined and ringed disks to estimate their vertical dust scale height, which was compared to estimated gas scale heights to characterize the level of vertical sedimentation. In all 23 systems for which constraints could be obtained, we find that the outer parts of the disks are vertically settled. Five disks allow for the characterization of the dust scale height both within and outside approximately half the dust disk radius, showing a lower limit on their dust heights at smaller radii. This implies that the ratio between vertical turbulence, alpha(z), and the Stokes number, alpha(z)/St, decreases radially in these sources. For 21 rings in 15 disks, we also constrained the level of radial concentration of the dust, finding that about half of the rings are compatible with strong radial trapping. In most of these rings, vertical turbulence is found to be comparable to or weaker than radial turbulence, which is incompatible with the turbulence generated by the vertical shear instability at these locations. We further used our dust settling constraints to estimate the turbulence level under the assumption that the dust size is limited by fragmentation, finding typical upper limits around alpha(frag) less than or similar to 10(-3). In a few sources, we find that turbulence cannot be the main source of accretion. Finally, in the context of pebble accretion, we identify several disk regions that have upper limits on their dust concentration that would allow core formation to proceed efficiently, even at wide orbital distances outside of 50 au.

The Exoplanet Exploration Program (ExEP) is chartered by the NASA Astrophysics Division to carry out science, research, and technology tasks that advance NASA's science goals for exoplanets. The ExEP Science Gap List is a compilation of "science gaps", defined as either: 1) The difference between knowledge needed to define requirements for specified future NASA exoplanet missions and the current state of the art, or 2) Knowledge which is needed to enhance the exoplanet science return of current and future NASA exoplanet missions. It is annually updated and input is solicited from the exoplanet community via ExoPAG. Current gaps are: 1) Spectroscopic observations of the atmospheres of small exoplanets, 2) Modeling exoplanet atmospheres, 3) Spectral signature retrieval, 4) Planetary system architectures: occurrence rates for exoplanets of all sizes, 5) Occurrence rates and uncertainties for temperate rocky planets, 6) Yield estimation for exoplanet direct imaging missions, 7) Intrinsic properties of known exoplanet host stars, 8) Mitigating stellar jitter as a limitation to sensitivity of dynamical methods to detect small temperate exoplanets and measure their masses and orbits, 9) Dynamical confirmation of exoplanet candidates and determination of their masses and orbits, 10) Observations and analyses of direct imaging targets, 11) Understanding the abundance and distribution of exozodiacal dust, 12) Measurements of accurate transiting planet radii, 13) Properties of atoms, molecules and aerosols in exoplanet atmospheres, 14) Exoplanet interior structure and material properties, 15) Quantify and mitigate the impacts of stellar contamination on transmission spectroscopy for measuring the composition of exoplanet atmospheres, 16) Complete the inventory of remotely observable exoplanet biosignatures and their false positives, 17) Understanding planet formation and disk properties.

We present aperture masking interferometry (AMI) observations of the star HIP 65426 at 3.8 μ m, as part of the JWST Direct Imaging Early Release Science program, obtained using the Near Infrared Imager and Slitless Spectrograph instrument. This mode provides access to very small inner working angles (even separations slightly below the Michelson limit of 0.5 λ / D for an interferometer), which are inaccessible with the classical inner working angles of the JWST coronagraphs. When combined with JWST’s unprecedented infrared sensitivity, this mode has the potential to probe a new portion of parameter space across a wide array of astronomical observations. Using this mode, we are able to achieve a 5 σ contrast of Δ m F380M ∼ 7.62 ± 0.13 mag relative to the host star at separations ​​​​​≳0 . ″ 07 , and the contrast deteriorates steeply at separations ≲0 . ″ 07. However, we detect no additional companions interior to the known companion HIP 65426b (at separation ∼0 . ″ 82 or 8 7 − 31 + 108 au ). Our observations thus rule out companions more massive than 10–12 M Jup at separations ∼10–20 au from HIP 65426, a region out of reach of ground- or space-based coronagraphic imaging. These observations confirm that the AMI mode on JWST is sensitive to planetary mass companions at close-in separations (≳0 . ″ 07), even for thousands of more distant stars at ∼100 pc, in addition to the stars in the nearby young moving groups and associations, as stated in previous works. This result will allow the planning and successful execution of future observations to probe the inner regions of nearby stellar systems, opening an essentially unexplored parameter space.

We present high-resolution (<0.1") Hubble Space Telescope (HST)/Wide Field Camera 3 (WFC3) imaging of the near edge-on (i 80 deg) protoplanetary disk IRAS 23077+6707 ("Dracula's Chivito") obtained across six broadband filters spanning 0.4-1.6 microns. These observations unveil the scattered light from this unusually large disk ( 14", or 4200 au at 300 pc) in remarkable detail, revealing a rich tapestry of substructure, including brightness asymmetries and signatures of dynamical activity. Extended filaments are detected extending 10" from the northern edges of both nebulae, while no comparable southern features are observed. In addition to large-scale asymmetries, the disk exhibits prominent wispy features that extend well above the midplane and are visible in all filters, suggesting a complex, possibly turbulent outer disk atmosphere shaped by infall, dynamical stirring, or gravitational instability. The central dark lane narrows from optical to near-IR wavelengths, and high-resolution millimeter data reveal compact midplane emission. Although our radiative transfer simulations show that the current data cannot yet distinguish between dust-settling and no-settling scenarios, they underscore the need for deeper observations of this unique system. IRAS 23077+6707 thus represents a rare and valuable laboratory for studying the vertical structure, asymmetries, and evolutionary state of protoplanetary disks.

Context. The James Webb Space Telescope provides unprecedented information about ices in protoplanetary disks. However, the saturation of ice bands in highly inclined disks hinders the measurement of ice abundances via classical spectroscopy. This is unfortunate as the presence and, more importantly, the abundance of ices play a key role in, for example, the evolution of dust (because it modifies the sticking properties) and the composition of planetesimals and exoplanetary atmospheres. Aims. To overcome this issue and quantify the ice abundance within disks, we introduce a new method based on measuring the changes in the apparent disk thickness as a function of wavelength, which is directly and quantitatively related to the grain opacity. Specifically, we expect (i) that the increased opacity within ice bands results in a thicker disk than in the adjacent continuum, and (ii) the thickness variations to be proportional to the abundance of ice. Methods. We extracted the disk thickness from model images of edge-on disks containing different abundances of water ice as well as from James Webb Space Telescope spectral imaging of four edge-on disks. Results. For both models and observations, the disk thickness decreases toward longer wavelengths except at the positions of ice absorption features, where the thickness is greater across the band. In the model images, we demonstrate that this effect increases with ice abundance without any hint of saturation. This demonstrates that ice species are present within each disk and confirms our expectation that this method can be applied to estimate ice abundances. Conclusions. Thanks to this method, it will thus be possible to constrain the abundance of ice in highly inclined disks with disk model fitting. Unlike spectroscopic analyses, this method is not subject to saturation and should therefore be more robust and applicable to all disks for which the two surfaces can be resolved.

Estimating the exoplanet scientific productivity of the Habitable Worlds Observatory requires estimating science exposure times. From exoplanet yields to spectral retrievals, exposure times are at the heart of our understanding of the capabilities of this future mission. As such, ensuring accuracy and consistency between different exposure time calculators (ETCs) is critical. We summarize the efforts of the Exoplanet Science Yield sub-Working Group's ETC Calibration Task Group, which conducted a calibration study from March 4 to June 30 of 2024. We compare three commonly-used coronagraphic exposure time calculators. We find that the ETCs use a broad variety of differing methods, assumptions, and inputs that produce variation in the final exposure times at the 60 flagged for further development efforts, and in some cases retired since the conclusion of this effort. We expect that addressing the flagged efforts will bring the ETCs to within better than 30

We present near- and mid-infrared (IR) broadband imaging observations of the edge-on protoplanetary disk around HH 30 with the James Webb Space Telescope/Near Infrared Camera and the Mid-Infrared Instrument (MIRI). We combine these observations with archival optical/near-IR scattered light images obtained with the Hubble Space Telescope and a millimeter-wavelength dust continuum image obtained with the Atacama Large Millimeter/submillimeter Array (ALMA) with the highest spatial resolution ever obtained for this target. Our multiwavelength images clearly reveal the vertical and radial segregation of micron-sized and submillimeter-sized grains in the disk. In the near- and mid-IR, the images capture not only bireflection nebulae separated by a dark lane but also diverse dynamical processes occurring in the HH 30 disk, such as spiral- and tail-like structures, a conical outflow, and a collimated jet. In contrast, the ALMA image reveals a flat dust disk in the disk midplane. By performing radiative transfer simulations, we show that grains of about 3 μ m in radius or larger are fully vertically mixed to explain the observed mid-IR scattered light flux and its morphology, whereas millimeter-sized grains are settled into a layer with a scale height of ≳1 au at 100 au from the central star. We also find a tension in the disk inclination angle inferred from optical/near-IR and millimeter observations, with the latter being closer to exactly edge-on. Finally, we report the first detection of the proper motion of an emission knot associated with the mid-IR collimated jet detected by combining two epochs of our MIRI 12.8 μ m observations.

In preparation for the operational phase of the Nancy Grace Roman Space Telescope, NASA has created the Coronagraph Community Participation Program (CPP) to prepare for and execute Coronagraph Instrument technology demonstration observations. The CPP is composed of 7 small, US-based teams, selected competitively via the Nancy Grace Roman Space Telescope Research and Support Participation Opportunity, members of the Roman Project Team, and international partner teams from ESA, JAXA, CNES, and the Max Planck Institute for Astronomy. The primary goals of the CPP are to prepare simulation tools, target databases, and data reduction software for the execution of the Coronagraph Instrument observation phase. Here, we present the current status of the CPP and its working groups, along with plans for future CPP activities up through Roman's launch. We also discuss plans to potentially enable future commissioning of currently-unsupported modes.

The Astro 2020 Decadal Survey "Pathways to Discovery in Astronomy and Astrophysics for the 2020s" has recommended that "after a successful mission and technology maturation program, NASA should embark on a program to realize a mission to search for biosignatures from a robust number of about ~25 habitable zone planets and to be a transformative facility for general astrophysics," and prescribing that the high-contrast direct imaging mission would have "a target off-axis inscribed diameter of approximately 6 meters." The Decadal Survey assumed an exo-Earth frequency of ~25%, requiring that approximately 100 cumulative habitable zones of nearby stars should be surveyed. Surveying the nearby bright stars, and taking into account inputs from the LUVOIR and HabEx mission studies (but without being overly prescriptive in the required starlight suppression technology or requirements), we compile a list of 164 stars whose exo-Earths would be the most accessible for a systematic imaging survey of habitable zones with a 6-m-class space telescope in terms of angular separation, planet brightness in reflected light, and planet-star brightness ratio. We compile this star list to motivate observations and analysis to help inform observatory design (mission-enabling "precursor science") and enhance the science return of the Habitable Worlds Observatory (HWO) survey for exo-Earths (mission-enhancing "preparatory science"). It is anticipated that this list of target stars and their properties will be updated periodically by the NASA Exoplanet Exploration Program.

We present JWST broadband images of the highly inclined protoplanetary disk SSTc2d J163131.2-242627 (Oph163131) from 2.0 to 21 mu m. The images show a remarkable evolution in disk structure with wavelength, quite different from previous JWST observations of other edge-on disks. At 2.0 and 4.4 mu m, Oph163131 shows two scattering surfaces separated by a dark lane, typical of highly inclined disks. Starting at 7.7 mu m, however, (1) the two linear nebulosities flanking the dark lane disappear; (2) the brighter nebula tracing the disk upper surface transitions into a compact central source distinctly larger than the JWST point-spread function and whose intrinsic size increases with wavelength; and (3) patches of extended emission appear at low latitudes, and at surprisingly large radii nearly twice that of the scattered light seen with Hubble Space Telescope and NIRCam, and of the gas. We interpret the compact central source as thermal emission from the star and the inner disk that is not seen directly, but which instead is able to progressively propagate to greater distances at longer wavelengths. The lack of sharp-edged structures in the extended patchy emission argues against the presence of shocks and suggests photoexcitation or stochastic heating of material smoothly flowing away from the star along the disk surface. Finally, the dark lane thickness decreases significantly between 0.6 and 4.4 mu m, which indicates that the surface layers of Oph163131 lack grains larger than 1 mu m.