Tag: commercial

SpaceX launches 20 more Starlink satellites

12:01 pm

SpaceX last night successfully placed another 20 Starlink satellites into orbit, its Falcon 9 rocket lifting off from Vandenberg in California.

The first stage completed its eighteenth launch, landing on a drone ship in the Pacific.

The leaders in the 2024 launch race:

51 SpaceX
21 China
6 Russia
5 Rocket Lab

American private enterprise now leads the world combined in successful launches, 58 to 33. SpaceX by itself now leads the rest of the world, including other American companies, 51 to 40.

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Air Force sends letter of concern about Vulcan to ULA

10:21 am

According to a report yesterday [behind a paywall], the Air Force has sent a letter of concern to ULA and its joint owners, Boeing and Lockheed Martin, about the long delays getting its new Vulcan rocket operational.

When the military chose in 2021 ULA and SpaceX to be its two launch providers for the first half of the 2020s, it expected ULA to complete 60% of the launches and SpaceX 40%. It also expected Vulcan to being launching within a year or two, at the latest.

Instead, the first launch of Vulcan did not occur until 2024, and its second launch — required by the military before it will allow Vulcan to launch its payloads — won’t occur until late this year. Worse, the military has a large backlog of launches it has assigned to Vulcan that need to launch quickly.

“I am growing concerned with ULA’s ability to scale manufacturing of its Vulcan rocket and scale its launch cadence to meet our needs,” [Air Force Assistant Secretary Frank] Calvelli wrote. “Currently there is military satellite capability sitting on the ground due to Vulcan delays. ULA has a backlog of 25 National Security Space Launch (NSSL) Phase 2 Vulcan launches on contract.”

These 25 launches, Calvelli notes, are due to be completed by the end of 2027. He asked Boeing and Lockheed to complete an “independent review” of United Launch Alliance’s ability to scale manufacturing of its Vulcan rockets and meet its commitments to the military. Calvelli also noted that Vulcan has made commitments to launch dozens of satellites for others over that period, a reference to a contract between United Launch Alliance and Amazon for Project Kuiper satellites.

ULA says that once operations ramp up, it plans to launch Vulcan twice a month. The Air Force doubts about whether that will be possible however are well founded. To meet that schedule ULA will need delivery per month of at least four BE-4 engines from Blue Origin, and so far there is no indication the Bezos company can meet that demand. Delays at Blue Origin in developing that engine are the main reason Vulcan is so far behind schedule in the first place.

In order to get Vulcan operational, ULA needs to fly a second time successfully. The second launch of Sierra Space’s Tenacity mini-shuttle is booked for that flight, and was originally supposed to launch this spring. Tenacity however was not ready, as it is still undergoing final ground testing. The launch is now set for the fall, but both ULA and the Pentagon are discussing replacing it with a dummy payload should Tenacity experience any more delays.

The source of all of these problems points to Blue Origin. Not only has it been unable to deliver its BE-4 rocket engine on schedule — thus blocking Vulcan — the long delays in developing its own New Glenn orbital rocket (which uses seven BE-4 engines) has given the military fewer launch options. As a result the military has been left with only one rocket company, SpaceX, capable of launching its large payloads.

To put Blue Origin’s problems in perspective, for Blue Origin to finally achieve its many promises and get both Vulcan and New Glenn flying regularly, it will need to begin producing a minimum of 50 to 150 BE-4 engines per year, with two-thirds for its own New Glenn rocket. Right now all evidence suggests the company is having problems building two per year.

In other words, the Pentagon might send a letter of concern to ULA, but it should instead be focusing its ire on Blue Origin.

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SpaceX launches 23 more Starlink satellites

8:41 pm

SpaceX tonight successfully launched 23 Starlink satellites, its Falcon 9 rocket lifting off from Cape Canaveral.

This was the 50th successful launch by SpaceX this year, in only a little more that five months. Reaching the company’s goal of 150 launches in 2024 (six of which were planned to be Starship/Superheavy test launches) remains a challenge, but if the company reaches even 80% of that goal (120) it will have set a record for launches greater than what the entire world achieved for every year of the space age until 2020.

This was also the 15th launch of the rocket’s first stage, landing successfully on a drone ship in the Atlantic.

The leaders in the 2024 launch race:

50 SpaceX
21 China
6 Russia
5 Rocket Lab

American private enterprise now leads the world combined in successful launches, 57 to 33. SpaceX by itself now leads the rest of the world, including other American companies, 50 to 40.

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FAA and Air Force initiate new environmental impact statements for Starship/Superheavy launchpads in Florida

12:08 pm

We’re here to help you! Really! Late yesterday, in a typical Friday story dump just before the weekend to reduce any notice, the FAA announced it has begun a new environmental impact statement (EIS) of SpaceX’s Starship/Superheavy launchpad infrastructure being built in Florida, working in parallel with a similar environmental impact statement now being conducted by the Air Force.

The EIS will be the second environmental review involving SpaceX’s plans to use LC-39A for Starship launches. NASA completed an environmental assessment (EA) in 2019 of the company’s plans at the time to build launch infrastructure at LC-39A for Starship, finding it would have no significant impact. At the time SpaceX was planning up to 24 Starship launches from that pad annually. A new EIS, the FAA concluded, is needed because of changes in the design of Starship and its operations since the 2019 assessment.

The FAA claims a new assessment is needed because SpaceX is now planning as many as 44 launches. The Air Force has not said why its new assessment is needed. That EIS, which began in March, covers a launchpad previously used by the Saturn-1B and Delta-4 rockets from 1964 to 2022, another pad use by the Air Force’s Titan rocket from 1965 to 2005, as well as a new pad, dubbed SLC-50.

LC-39A meanwhile has been used for launches since the 1960s. The Saturn-5, the space shuttle, and the Falcon 9 all launched from this pad.

The dishonest absurdity of these impact statements can not be overstated. There is zero reason to do new assessments. All the pads have been in use for decades, with all kinds of rockets, some comparable to Superheavy/Starship. The environment and the wildlife refuge at Cape Canaveral have both thrived.

Moreover, to force completely new impact statements because the design and plans for Superheavy/Starship have changed somewhat (but not fundamentally) is even more stupid. This is a new rocket, being developed day-by-day and launch-by-launch. Will the FAA and the Air Force require new EIS’s every time SpaceX changes anything? It seems so.

This is clearly lawfare against Elon Musk and SpaceX by the White House and the administration state. It doesn’t like Musk, and it is now searching at all times for ways to block or damage him.

I confidently predict that neither statement will be completed by the end of 2025. Based on the timeline of most EIS’s, which when politics are involved are almost always slowed by the legal action of activists, the earliest either will be approved will be mid-2026, though likely later.

What is not clear is whether the FAA and Air Force will stop all work while this red tape is being unwound. If so, then the first operational launches of Superheavy and Starship cannot happen out of Cape Canaveral until well into 2027, which means NASA entire Artemis program will be seriously delayed. My previous prediction that the first manned lunar landing can’t happen before 2030 is becoming increasingly too conservative.

And remember this: If Joe Biden and the Democrats remain in power after November, all bets are off. At that point they are certain to ramp up the lawfare against those they see as political enemies, even if their targets are doing great things for the nation and the American people.

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Update of the reusable cargo capsule by the French company, The Exploration Company

9:51 am

Link here. The article provides a detailed look at the development of the company’s second demonstrator capsule, dubbed Mission Possible, which it hopes to fly in an orbital test sometime in ’25.

Beforehand a smaller demonstrator capsule, dubbed Mission Bikini, will fly on the first launch of the Ariane-6, set for this summer.

Both demonstrators will lay the groundwork fo the launch of the company’s Nyx capsule, designed to provide freighter services to any one of the four private space stations presently being built.

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German startup loses prototype of aerospike spaceplane during test

9:44 am

The prototype aerospike test spaceplane of the German startup Polaris Spaceplanes was destroyed recently during its first test flight.

The MIRA I, from German aerospace startup Polaris Raumflugzeuge, was traveling at approximately 105 mph during takeoff when a “landing gear steering reaction” plus a side wind caused a “hard landing event,” rendering the space plane inoperable and it’s fiberglass airframe damaged beyond repair.

Its subsystems remained mostly intact – however, rather than attempt to repair the prototype spaceplane, Polaris has opted to decommission 13.9-foot-long MIRA I to go ahead with the identically shaped 16 foot MIRA II and III design.

Had it flown, it would have been the first flight test ever of an aerospike nozzle. Such a nozzle has been proposed by engineers for decades to take full advantage of the changing atmospheric pressure as a rocket lifts off. Traditional nozzles can only be shaped for one specific air pressure, and lose efficiency as the pressure changes. By using the air pressure to form one wall of the nozzle, an aerospike uses that changing pressure to always function at the highest efficiency.

The company hopes to use this design to eventually create a spaceplane that will take off from a runway, reach orbit, and then return to a runway, all without any additional stages.

Neither of the upcoming prototypes however will be able to do this. Their purpose will mostly be to test the aerospike engine at various altitudes. The company hopes to fly its full scale spaceplane, dubbed Aurora, in ’26 or ’27.

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Pentagon: SpaceX effectively blocking Russian illegal use of Starlink

9:26 am

According to one Pentagon official, SpaceX has effectively blocked Russia’s illegal use of captured or illegally purchased Starlink terminals.

Plumb declined to elaborate on what tactics, techniques or procedures are being used to stem Russia’s use of the highly portable communications terminals that connect to SpaceX’s fleet of low-orbiting satellites. Ukrainian government officials had no immediate comment.

Starlink terminals continue to be advertised for sale in Russia on platforms such as e-commerce site Ozon. Their sellers say they function through subscriptions taken out in the name of residents of European countries where the technology is licensed, and they say that connections work — not within Russia’s heartlands but near border regions such as Ukraine’s occupied territories.

This week, however, users complained of unprecedented connectivity issues. On the messaging app Telegram one of the sellers recommended transferring onto a more expensive global service plan. Bloomberg hasn’t been able to independently verify whether those workarounds restore connectivity for illicit Starlink use in Russia.

The official tried to make it sound as if the Pentagon was an equal partner with SpaceX in accomplishing this work, but that’s absurd. The military is without doubt helping SpaceX anyway it can, but the bulk of the technical work is almost certainly being done by SpaceX.

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Starlink revenue in 2024 estimated at $6.6 billion

9:18 am

According to an independent analysis of the state of SpaceX’s Starlink constellation, the company will generate $6.6 billion in revenue in 2024.

The independent analysis was done by the market research firm Quilty, and was based largely on extrapolating out from Starlink’s 2.7 million known subscribers.

“We’re projecting a revenue jump from $1.4 billion in 2022 to $6.6 billion in 2024.”

To put that in perspective, the combined revenue of the two largest geostationary satellite operators, SES and Intelsat, which recently announced a merger, is around $4.1 billion. “The answer lies in their subscriber base,” explained Quilty. Viasat and Hughes, two dominant players in the consumer GEO satellite internet market for over 20 years, peaked at a combined 2.2 million subscribers in 2020. Starlink surpassed that number in just a few years, he said.

The financial outlook is equally impressive. Quilty Space estimates Starlink’s EBITDA (earnings before interest, taxes,depreciation, and amortization) to reach $3.8 billion in 2024, a significant leap from negative $128 million in 2022.”We expect Starlink to achieve positive free cash flow for the first time in 2024,” said Quilty.

This revenue number is even more astonishing when you compare it with the $12 billion in private capital the company has raised from investors since 2017. Next year alone SpaceX’s returns will cover half that investment, practically guaranteeing a generous profit in the coming years for those investors.

Even more significant, these revenues mean SpaceX now has a very healthy cash stream for completing construction of Starship/Superheavy, or in fact practically anything the company decides to build.

5 comments

SpaceX launches 20 more Starlink satellites

9:38 pm

SpaceX tonight successfully launched 20 more Starlink satellites, 13 of which were capable of direct cell phone use, its Falcon 9 rocket lifting off from Vandenberg in California.

The first stage completed its fourth flight, landing on a drone ship in the Pacific.

The leaders in the 2024 launch race:

49 SpaceX
20 China
6 Russia
5 Rocket Lab

American private enterprise now leads the world combined in successful launches, 56 to 32. SpaceX by itself now leads the rest of the world, including other American companies, 49 to 39.

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