Tag: capitalism

FAA again delays decision on environmental reassessment of SpaceX’s Boca Chica facility

1:32 pm

Surprise, surprise! According to an FAA email sent out today, the agency has once again, for the fifth time, delayed its decision on the environmental reassessment of SpaceX’s Boca Chica Starship launch site.

From the email:

The Federal Aviation Administration (FAA) is updating the release date for the SpaceX Starship/Super Heavy Final Programmatic Environmental Assessment (PEA) on the Federal Infrastructure Permitting Dashboard (Permitting Dashboard) and project website. The FAA plans to issue the Final PEA on April 29th. The planned April 29, 2022 release date will allow the FAA to review the Final PEA, including responses to comments, and complete consultation and coordination with agencies at the local, State, and Federal level. All consultations must be complete before the FAA can issue the Final PEA.

This date is now listed on the FAA’s SpaceX-Starship webpage. Nor is the decision a surprise. Expect the FAA to continue this charade month-to-month until after the November election, when the Biden administration will then feel free to block SpaceX’s effort in Boca Chica completely.

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Ukraine War energizes commercial orbital remote sensing industry

10:31 am

Capitalism in space: It appears that the Ukraine War has had a positive effect on the emerging commercial remote-sensing satellite industry.

This industry is made up of a number of new private companies launching satellites to take high resolution images across a range of wavelengths, as well as do surveillance of communications. These companies have in the past decade slowly taken over this market from government satellites, which were becoming too expensive and launching too slowly to meet the military’s needs.

The war is illustrating their success, and firming up their businesses as other customers, such as news organizations, utilize their capabilities.

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Arianespace and SpaceX adjust to the new commercial launch market, without Russia

9:56 am

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.

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SpaceX raises launch prices

10:55 am

Capitalism in space: Though most of the press has focused on the Starlink announcement on March 22nd that it was raising its subscriber rates, that same day SpaceX announced that it too was raising its prices, increasing its launch fees by 8% to 10%.

The starting prices for a Falcon 9 or Falcon Heavy rocket will each increase by about 8%. A Falcon 9 launch will cost $67 million, up from $62 million, and a Falcon Heavy launch will now run $97 million, up from $90 million. A footnote on SpaceX’s pricing page notes that “missions purchased in 2022 but flown beyond 2023 may be subject to additional adjustments due to inflation.”

..The company also adjusted its prices for its small satellite rideshare program. Those flights will now start at $1.1 million to fly a payload weighing 200 kilograms to a sun-synchronous orbit, up from a base price of $1 million. SpaceX increased the cost of additional payload mass by 10% as well and will now charge $5,500 per extra kilogram, up from a previous $5,000 per kilogram.

As with the Starlink announcement, SpaceX officials stated that the price increase was due entirely by inflation.

The irony here is that SpaceX could easily raise its rocket prices by 20%, and still be undercutting its entire competition. Even with these increases it is still by far the cheapest game in town.

Nonetheless, when it comes to inflation we have only just begun. The consequences of the Ukraine war, the sanctions against Russia, the Biden administration’s restrictions on domestic oil production, and the various COVID regulations restricting commerce are all still in effect, and are all putting pressure on supply. Prices will continue to rise.

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SpaceX’s fourth manned Dragon capsule named “Freedom”

9:38 am

Capitalism in space: The astronauts who will fly to ISS on April 19th on the SpaceX’s fourth manned Dragon capsule announced yesterday that they named it “Freedom,” both to honor that fundamental human right that is also fundamental to American history as well as to honor the memory of the first American spacecraft, Freedom 7, which launched Alan Shepard on his short suborbital flight in 1961.

Once launched, SpaceX will have a fleet of four manned capsules, Endeavour, Resilience, Endurance, and Freedom.

Endeavour has carried humans aloft twice for NASA, and is scheduled to fly a record third time on April 3rd when it carries four commercial passengers to ISS for the company Axiom.

Resilience has also flown twice, once for NASA and once for SpaceX itself, launching a crew of commercial passengers in the fall of 2021.

Endurance has flown once, for NASA.

With the addition of Freedom, SpaceX will have a fleet of four manned spacecraft, matching the size of NASA’s now gone shuttle fleet. Whether the company will need to build more will depend on demand and on the number of missions it thinks these reusable capsules can complete safely.

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NASA solicits proposals for second commercial manned lunar lander

9:25 am

Having received a budget boost from Congress for its manned lunar lander Artemis program, NASA yesterday announced that it is soliciting proposals from the private sector for a second lunar lander, so that the agency will not be reliant only on SpaceX’s Starship.

To bring a second entrant to market for the development of a lunar lander in parallel with SpaceX, NASA will issue a draft solicitation in the coming weeks. This upcoming activity will lay out requirements for a future development and demonstration lunar landing capability to take astronauts between orbit and the surface of the Moon. This effort is meant to maximize NASA’s support for competition and provides redundancy in services to help ensure NASA’s ability to transport astronauts to the lunar surface.

As part of this revised program, NASA also is negotiating a revision to its contract with SpaceX. It appears that this change will have SpaceX fly an additional manned mission with Starship, after which NASA would open up competition to everyone on future flights. The press release however is not entirely clear on this point.

This new competition will of course be a boon to the losers in the first manned lunar lander competition, Blue Origin and Dynetics. Both will certainly submit bids, as will others.

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Blue Origin delays 1st New Glenn launch again

9:10 am

Capitalism in space: At a conference earlier this week Blue Origin officials confirmed that the first test flight of its orbital New Glenn rocket will not occur in ’22, but will be delayed again, into ’23.

New Glenn was originally supposed to launch in 2020, and has been delayed repeatedly since then, first because of new requirements imposed by the military and then because of delays in getting Blue Origin’s BE-4 rocket engine operational.

Though ULA is still aiming to launch its Vulcan rocket using the BE-4 in 2022, expect it to eventually recognize reality and delay also to ’23. That rocket was also supposed to make its first launch in ’20, and has been delayed for the same reasons.

These delays have cost both companies dearly. For example, had each been operational as planned, they might have won some or all of the launch contracts that OneWeb lost from the Russians. Instead, that business went to SpaceX.

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Startup rocket company begins delivering engines

9:55 am

Capitalism in space: The startup rocket company, Ursa Major, announced today that it has completed qualification tests of its new Hadley rocket engine and has begun delivering flight worthy engines to two different companies.

Startup Ursa Major announced Wednesday that it had completed qualification of its Hadley rocket engine for use by both a space launch vehicle and a hypersonic launch system. The Colorado-based company said it has already started delivering flight-ready Hadley engines to two customers, Phantom Space and Stratolaunch, and plans to produce a total of 30 engines this year.

The engine is relatively small compared to most rocket engines. Phantom will use seven in the first stage of its smallsat Daytona rocket, designed to launch cubesats into orbit. What Stratolaunch will use the engine for is unclear.

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Blue Origin’s engine division manager leaves company; first BE-4 engines arriving in May

9:48 am

Capitalism in space: The head of Blue Origin’s rocket engine division has decided to leave the company, even as it was revealed that the first flight worthy BE-4 engines will not be delivered to ULA until May at the earliest.

According to company sources, the first two BE-4 flight engines are in final production at Blue Origin’s factory in Kent, Washington. The first of these engines is scheduled to be shipped to a test site in May for “acceptance testing” to ensure its flight readiness. A second should follow in reasonably short order. On this schedule, Blue Origin could conceivably deliver both flight engines to United Launch Alliance in June or July. Sources at Blue Origin and United Launch Alliance say development versions of the BE-4—which are nearly identical to the flight versions—have been performing well in tests.

Upon receiving the engines, United Launch Alliance plans to install two of the BE-4s on the Vulcan rocket for a debut launch as soon as possible. While at the Satellite 2022 conference in the District of Columbia, United Launch Alliance CEO Tory Bruno on Tuesday said he still anticipates that Vulcan’s debut launch will occur in 2022. However, a summertime delivery would be a very tight schedule for United Launch Alliance.

ULA was initially promised these engines more than three years ago. The delay not only put its Vulcan rocket three years behind schedule, it has delayed the development of Blue Origin’s own orbital rocket, New Glenn, by more than three years as well.

To supply the needed engines for both rockets Blue Origin will need to establish a production line that can churn them out at a much faster pace than indicated so far. Whether it can remains an unknown, with the exit now of the head of the company’s engine division making that unknown even more worrisome.

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Firefly raises $75 million, targets May for next launch attempt

9:33 am

Capitalism in space: In announcing that the company has raised $75 million more in private investment capital, Firefly officials also said that it is now targeted May for its next launch attempt of its Alpha rocket.

The launch was partly delayed because of the federal government’s insistence that a Ukrainian businessman, who had saved the company when it went into bankruptcy, divest his ownership. That has now happened, so Firefly has gotten approval to launch.

Firefly CEO Tom Markusic told CNBC that the company “worked methodically and cooperatively with the government” to both complete the divestment, as well as to add “security protocols” at the company.

With the move complete, Markusic said the company now has “full access to our facilities to go back and launch.” Firefly will next transport its second Alpha rocket from its headquarters near Austin, Texas, to California, and aims to launch as soon as it can.

“We think it’ll take us about eight weeks from here to launch — so in May is our target,” Markusic told CNBC.

The company is also aiming to complete its second test launch two months after the first, assuming all goes well.

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SpaceX switches to newer Starship and Superheavy for orbital test

9:25 am

Capitalism in space: According to Elon Musk, SpaceX has decided that the company will no longer use Starship prototype #20 and Superheavy prototype #4 for the rocket’s first orbital test flight.

Instead, the company will fly two more recently built and upgraded prototypes, rumored to be numbers #24 for Starship and #7 for Superheavy. The company has also decided to switch from the first generation Raptor engines to Raptor-2s.

All these changes likely explain Musk’s announcement that the first orbital launch will not happen sooner than May. The changes also further suggest that SpaceX has realized federal permission to launch from Boca Chica will be further delayed, and thus it might has well push forward in other ways as it waits for the right to launch.

I suspect that if the federal government hadn’t moved in to block operations, it would have flown prototypes 20 and 4 two months ago, just to get some data. Now such a flight seems pointless, as more advanced prototypes are now almost ready to fly.

This decision also reinforces my prediction that no orbital flights will occur out of Boca Chica before summer, and are more likely blocked through November. It also increases my expectation that the first orbital flight might not occur at all in Texas. The longer the Biden administration delays SpaceX’s operations there, the greater the chance the entire Starship/Superheavy launch program will shift to Florida.

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Starlink raises its prices

9:06 am

Capitalism in space: Starlink has now unveiled newer higher prices for getting its internet service, even for those who had previously put down a deposit for the service.

Originally, opting into Starlink required a $499 upfront purchase of a starter kit with all the necessary supplies, including a user terminal, or antenna, for connecting with SpaceX’s satellites. Customers would then pay a $99 monthly charge to keep the service running. Now, the new monthly price going forward will be $110. All new orders of the Starlink kit will now cost $599, and anyone who put down a deposit for the original $499 kit will have to pay $549 instead. The new monthly prices will come into effect at different times for different customers.

The price increase either indicates the lack of competition existing for those who want good internet service in the regions Starlink presently serves, or it suggests the cost of launching the system is higher than Starlink first anticipated. Either way, the higher cost gives an opportunity to others.

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