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Arianespace struggles to schedule its customers for launch.
The editorial describes the juggling act the company is often forced to perform organizing the duel payloads required by the Ariane 5, with the launch of some customers’ satellites delayed because of the late arrival of other customers. From this information it is clear that the competition coming from SpaceX is not limited only to price. Arianespace’s requirement on Ariane 5 that there be two satellites means that sometimes they have to do harm to one of their customers by delaying their launch, even if that customer delivered on time. I can imagine some of those customers quite willing to go elsewhere should this happen too often.