Arianespace and SpaceX adjust to the new commercial launch market, without Russia
Link here. The article is mostly about how both companies need to adjust their launch schedules, with Arianespace scrambling to find rockets for its customers who had been scheduled to launch on Russian Soyuz-2 rockets and SpaceX describing how it will readjust its schedule with the addition of the OneWeb satellite launches.
The article had two quotes of interest. First, this fact about Arianespace’s new Vega-C rocket:
The Vega C uses an upper stage engine provided by Ukraine’s Yuzhmash, and supplies of that engine are in question because of the ongoing invasion. ESA officials said March 17 that they have three of those engines, enough to handle the anticipated Vega C missions this year.
ESA is supporting work on a new upper stage engine, M10, for a version of the Vega called Vega E that is slated to make its first launch around 2025. [Stéphane Israël, chief executive of Arianespace] said there was “no need” to accelerate work on Vega E, though, citing the Ukrainian engines in storage.
Thus, Vega-C is in the same boat as Northrop Grumman’s Antares, which also relies on Ukrainian rocket engines. When you also add the difficulty that both Blue Origin and ULA are having getting new rockets off the ground because of the delays in the BE-4 engine, it appears that in general there is presently a strong need across the entire rocket industry for rocket engines that is not being fulfilled by the engine builders available. This fact puts the new rocket engine company Ursa Major in a very strong position, should it begin to build bigger engines to serve this need. It also suggests there is an opportunity here for other engine builders, such as Aerojet Rocketdyne, if they have the wherewithal to grab it.
The second quote from the article of interest was from a SpaceX official, describing how the company is dealing with the sudden requirement to launch 216 OneWeb satellites:
Tom Ochinero, vice president of commercial sales at SpaceX, said at the conference that the company’s vertical integration and large fleet of reusable boosters offer the company flexibility to accommodate customers like OneWeb. “We can react very quickly because we’re just managing a fleet,” he said. [emphasis mine]
I just love the significance of the highlighted quote. Unlike all past rocket companies, SpaceX doesn’t have to build more rockets to add new customers, which makes adding new customers difficult and expensive. It simply can readjust how it uses the rockets in its fleet to get those new customers in orbit. And the new business will likely pay for SpaceX to expand that fleet so that it can launch more satellites even quicker.
Readers!
Please consider supporting my work here at Behind the Black. Your support allows me the freedom and ability to analyze objectively the ongoing renaissance in space, as well as the cultural changes -- for good or ill -- that are happening across America. Fourteen years ago I wrote that SLS and Orion were a bad ideas, a waste of money, would be years behind schedule, and better replaced by commercial private enterprise. Only now does it appear that Washington might finally recognize this reality.
In 2020 when the world panicked over COVID I wrote that the panic was unnecessary, that the virus was apparently simply a variation of the flu, that masks were not simply pointless but if worn incorrectly were a health threat, that the lockdowns were a disaster and did nothing to stop the spread of COVID. Only in the past year have some of our so-called experts in the health field have begun to recognize these facts.
Your help allows me to do this kind of intelligent analysis. I take no advertising or sponsors, so my reporting isn't influenced by donations by established space or drug companies. Instead, I rely entirely on donations and subscriptions from my readers, which gives me the freedom to write what I think, unencumbered by outside influences.
You can support me either by giving a one-time contribution or a regular subscription. There are four ways of doing so:
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Link here. The article is mostly about how both companies need to adjust their launch schedules, with Arianespace scrambling to find rockets for its customers who had been scheduled to launch on Russian Soyuz-2 rockets and SpaceX describing how it will readjust its schedule with the addition of the OneWeb satellite launches.
The article had two quotes of interest. First, this fact about Arianespace’s new Vega-C rocket:
The Vega C uses an upper stage engine provided by Ukraine’s Yuzhmash, and supplies of that engine are in question because of the ongoing invasion. ESA officials said March 17 that they have three of those engines, enough to handle the anticipated Vega C missions this year.
ESA is supporting work on a new upper stage engine, M10, for a version of the Vega called Vega E that is slated to make its first launch around 2025. [Stéphane Israël, chief executive of Arianespace] said there was “no need” to accelerate work on Vega E, though, citing the Ukrainian engines in storage.
Thus, Vega-C is in the same boat as Northrop Grumman’s Antares, which also relies on Ukrainian rocket engines. When you also add the difficulty that both Blue Origin and ULA are having getting new rockets off the ground because of the delays in the BE-4 engine, it appears that in general there is presently a strong need across the entire rocket industry for rocket engines that is not being fulfilled by the engine builders available. This fact puts the new rocket engine company Ursa Major in a very strong position, should it begin to build bigger engines to serve this need. It also suggests there is an opportunity here for other engine builders, such as Aerojet Rocketdyne, if they have the wherewithal to grab it.
The second quote from the article of interest was from a SpaceX official, describing how the company is dealing with the sudden requirement to launch 216 OneWeb satellites:
Tom Ochinero, vice president of commercial sales at SpaceX, said at the conference that the company’s vertical integration and large fleet of reusable boosters offer the company flexibility to accommodate customers like OneWeb. “We can react very quickly because we’re just managing a fleet,” he said. [emphasis mine]
I just love the significance of the highlighted quote. Unlike all past rocket companies, SpaceX doesn’t have to build more rockets to add new customers, which makes adding new customers difficult and expensive. It simply can readjust how it uses the rockets in its fleet to get those new customers in orbit. And the new business will likely pay for SpaceX to expand that fleet so that it can launch more satellites even quicker.
Readers!
Please consider supporting my work here at Behind the Black. Your support allows me the freedom and ability to analyze objectively the ongoing renaissance in space, as well as the cultural changes -- for good or ill -- that are happening across America. Fourteen years ago I wrote that SLS and Orion were a bad ideas, a waste of money, would be years behind schedule, and better replaced by commercial private enterprise. Only now does it appear that Washington might finally recognize this reality.
In 2020 when the world panicked over COVID I wrote that the panic was unnecessary, that the virus was apparently simply a variation of the flu, that masks were not simply pointless but if worn incorrectly were a health threat, that the lockdowns were a disaster and did nothing to stop the spread of COVID. Only in the past year have some of our so-called experts in the health field have begun to recognize these facts.
Your help allows me to do this kind of intelligent analysis. I take no advertising or sponsors, so my reporting isn't influenced by donations by established space or drug companies. Instead, I rely entirely on donations and subscriptions from my readers, which gives me the freedom to write what I think, unencumbered by outside influences.
You can support me either by giving a one-time contribution or a regular subscription. There are four ways of doing so:
1. Zelle: This is the only internet method that charges no fees. All you have to do is use the Zelle link at your internet bank and give my name and email address (zimmerman at nasw dot org). What you donate is what I get.
2. Patreon: Go to my website there and pick one of five monthly subscription amounts, or by making a one-time donation.
3. A Paypal Donation or subscription:
4. Donate by check, payable to Robert Zimmerman and mailed to
Behind The Black
c/o Robert Zimmerman
P.O.Box 1262
Cortaro, AZ 85652
You can also support me by buying one of my books, as noted in the boxes interspersed throughout the webpage or shown in the menu above.
This shows the two divergent methods. One group is scrambling to figure out how to build things while the other is just working on their flight manifest. What SpaceX is doing today should be what every space company is doing. Too bad that isn’t quite the case yet.
Also, buying anything mission critical from an oversees supplier needs to have a domestic backup at least identified. Things can change on a dime and there should be a plan. Call me nationalistic but history continues to show that outsourcing ultimately does not work.
Bezos may kick himself. The gradatim philosophy is going to leave him out of position to profit. SpaceX on the other hand has just added revenue generating flights.
And with the Russians out of the picture for Western Launch services, they have the potential for more. Small companies like Rocket lab, Astra, etc may catch some as well.
These companies are positioned to make money for one reason. They actually fly to orbit. Blue? Not so much. Too slow.
Bezos thinks he is the tortoise to Elons hare. He has it wrong. That hare is already across the finish line, through the victory circle, and back in the hutch making little hares.
Since the OneWeb sats are 100kg lighter than Starlink sats wouldn’t it be poetic if they ended up ridesharing together on a few launches assuming it is technically feasible? Who says TANSTAAFL or a free ride to orbit:-)
Do everything in house.
sippin_bourbon wrote: “Bezos thinks he is the tortoise to Elons hare. He has it wrong. That hare is already across the finish line, through the victory circle, and back in the hutch making little hares.”
I agree, but I think it does not go far enough, because Elon’s hare is already in another race with super heavy launch vehicles, and that tortoise had a seven year head start and a referee who is holding back Elon’s hare.
Its nice to finally be ahead of the curve.
To have a company that is able to actually do what is needed when its needed.
You know, a real service provider.