Tag: competition

Sierra Space CEO suddenly announces retirement

10:34 am

The CEO of Sierra Space, Tom Vice, revealed yesterday his decision to retire at the end of 2024, providing no reasons for the decision.

Vice had not previously announced any plans to retire from Sierra Space, where he had been chief executive since mid-2021. When the company issued the statement about his retirement, Vice was still listed on Sierra Space’s website in his roles as chief executive and a member of the company’s board of directors.

Sierra Space said that the chairman of the board of Sierra Space, Fatih Ozmen, would serve as interim chief executive while the company looks for a permanent replacement. He is chief executive and co-owner of Sierra Nevada Corporation (SNC), the company from which Sierra Space was spun out in 2021.

The coming year is going to be critical for Sierra, as it will finally launch Tenacity to ISS after years of delays. Should it fail, the company will face huge hurtles to survive. Maybe Vice, who is 61, decided it was time to actually retire. He also likely didn’t want take on that risk.

Overall Vice’s leadership had been good for Sierra. The company’s work accelerated significantly after it was spun off from Sierra Nevada.

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China completes its first launch in 2025

11:36 pm

SpaceX is no longer the only entity that has launched a successful orbital launch this year. Early today China successfully placed an “experimental” satellite into orbit, its Long March 3B rocket lifting off from the Xichang spaceport in southwest China.

No word on where the rocket’s lower stages, using very toxic hypergolic fuels crashed within China. As for the satellite, China’s state run press merely said that it “was built by its subsidiary Shanghai Academy of Spaceflight Technology and is tasked with verifying orbital refueling and life-extension technologies.”

The 2025 launch race:

2 SpaceX
1 China

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SpaceX launches 24 more Starlink satellites

1:53 pm

SpaceX today completed its second launch in 2025, its Falcon 9 rocket lifting off from Cape Canaveral carrying 24 Starlink satellites.

The first stage completed its seventeenth flight, landing on a drone ship in the Atlantic.

At the moment SpaceX is the only one to complete any launches in 2025, two, though China was supposed to launch its Long March 3B rocket today as well.

I must add that I am very much under the weather today, which explains the limited posting.

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Trump administration considering major positive changes at NASA

8:45 am

According to a report two weeks ago by Eric Berger at Ars Technica and reviewed today by Mark Whittington at The Hill, the transition team for the Trump administration is reviewing a number of very major positive changes at NASA. The transition team has set up a five-person committee to review the following:

  • canceling the costly Space Launch System rocket and possibly the Orion spacecraft
  • Redesigning the entire Artemis program to make it more cost effective
  • Set a new goal to put humans on the Moon by 2028
  • consolidating three NASA centers into one to reduce overhead
  • Reducing the size of NASA headquarters

The first two recommendations would be doing what I have been recommending since 2011. SLS is an over-priced boondoggle that is too cumbersome and expensive. It can never do the job of establishing a lunar base, NASA’s prime goal. The same applies to Orion, which NASA for years touted as an interplanetary spaceship, an utter lie. It is merely an overweight ascent/descent capsule, nothing more.

The third recommendation is mostly for photo op purposes, since it is unlikely a manned landing can occur that quick, especially if the entire Artemis program is redesigned, replacing NASA’s the SLS rocket with SpaceX’s Starship/Superheavy. At the same time, if Trump shuts down the FAA’s red tape, we might be seeing many test flights of this rocket in the next two years, accelerating its development considerably.

The last two recommendations match the only recommendation from my 2017 policy paper, Capitalism in Space [free pdf here] that NASA has not yet embraced. I had recommended NASA reduce its overhead and bureaucracy, since it widely known in the business that its many agencies do relatively little for their cost. The rumored proposal under consideration is to consolidate the Goddard center in Maryland, the Ames center in California with the Marshall center in Alabama, with the new combined center in Alabama.

Getting this done however remains difficult. The centers exist because elected officials want them in their states and congressional districts. Expect strong resistance in Congress.

That the Trump administration is considering it anyway suggests these big changes are coming, regardless. And if so, I say Hallelujah!

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Italy’s military negotiating with SpaceX to use its Starlink constellation for communications

8:14 am

In what would be a five year deal costing $1.56 billion, Italy’s military is presently negotiating with SpaceX to use its Starlink constellation for communications, rather than wait for the European Space Agency’s (ESA) IRIS2 constellation, which is years from launch and likely to experience delays, as do all of ESA’s projects.

By negotiating a five-year deal with SpaceX, Italy may be aiming to bridge the gap until Europe’s IRIS2 system becomes operational. With the ongoing war in Eastern Europe, the country’s Armed Forces likely view secure military communications as an urgent priority. However, critics may argue that the €1.5 billion price tag represents 14.15% of the total IRIS2 budget for just five years of service. For context, Italy is the third-largest contributor to the European Union, with its €18.6 billion contribution in 2023 accounting for roughly 10% of the EU’s total budget.

This story illustrates the good business sense of Elon Musk. He moved to get Starlink in orbit ahead of anyone else, and now is reaping the cash awards because he can provide services while others cannot.

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ISRO delays its unmanned docking in orbit two days

8:08 am

India’s space agency ISRO today announced that it has decided to delay the attempted unmanned autonomous docking of its two orbiting Spadex spacecraft two days, from January 7 to January 9.

“The docking process requires further validation through ground simulations based on an abort scenario identified today (Jan 6),” Isro said Monday. Multiple sources told TOI that “there was nothing concerning” with the Space Docking Experiment (SpaDeX) satellites and that the additional simulations are being carried out to validate the docking process.

This follows the pattern at ISRO since its present head, S. Somanath, took over in 2022. He pushes hard to get missions launched, but simultaneous demands caution and testing along the way to make sure the mission is a success. For example, when he took over he quickly added a number of unmanned test flights for India’s Gaganyaan manned capsule, to take place before the manned mission.

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SpaceX successfully completes the first launch in 2025

11:10 pm

SpaceX tonight successfully launched a commercial communications satellite for the United Arab Emirates (UAE), its Falcon 9 rocket lifting off from Cape Canaveral in Florida.

The first stage completed its 20th flight, landing on a drone ship in the Atlantic. The two fairings completed their 16th and 19th flights respectively.

As this was the first launch in 2025, SpaceX is the only rocket company or nation on the leader board. This will not last long, as there are a lot of launches coming in the next few weeks, including the first launch attempt of Blue Origin’s New Glenn rocket, the seventh test orbital launch of SpaceX’s Starship/Superheavy, the first launch of China’s Long March 8 rocket, a launch of India’s GSLV rocket, and a number of SpaceX Falcon 9 launches, including one that will send Firefly’s Blue Ghost lunar lander on its way to the Moon.

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India and SpaceX announce their planned launch goals for 2025

1:21 pm

We now have predictions from both India and SpaceX on the number of times each will attempt orbital launches in 2025.

In a tweet from India’s space agency ISRO today, the agency announced it plans ten launches in 2025. This count includes one launch of its man-rated Heavy Lift Vehicle-Mark 3 (HLVM3) rocket in March, testing its unmanned Gaganyaan manned capsule, one launch of its slightly smaller LVM3 rocket, four launches of its older GSLV rocket, three of its even smaller PSLV rocket, and one of its smallest new rocket, the SSLV. The last two the Indian government hopes to transfer to the private sector. (Note: The tweet says nine launches, but the graphic shows ten.)

This prediction does not include any additional orbital launches that India’s two private rocket startups, Agnikul and Skyroot, might attempt. Both have said they hope to do their first launches in 2025.

SpaceX meanwhile is hoping to smash its own record in 2024. According to comments made by the company’s CEO Gywnne Shotwell in mid-December (comments that I missed at the time), the company is planning 175 to 180 launches in 2025. This increase will likely come from two sources. First, it is my understanding that the company is adding another drone ship to its recovery fleet, allowing for more Falcon 9 launches. Second, it is probably going to be able to conduct Starship/Superheavy launches much more frequently, because the Trump administration is almost certainly going to eliminate much of the FAA regulatory red tape that has stymied the entire American rocket industry these last four years.

In the coming weeks I expect more nations and companies will announce their intended launch targets for 2025.

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The global launch industry in 2024: A year of amazing highs and depressing lows, with the best yet to come

9:40 am

For the past five years the entire global rocket industry has experienced a revolution that has resulted in a rise in global launch numbers unprecedented since the launch of Sputnik in 1957. 2024 was no different, with the total number of successful launches topping 256, two to four times the average number of launches that had occurred yearly prior to 2020.

This success has almost entirely been driven by the arrival of many private rocket companies competing for government and commercial business — led largely by SpaceX — aided by the decision by governments worldwide to get out of the way and let private enterprise do the job. The result has been spectacular, so much so that it now seem possible in the very near future to see humans finally revisiting the Moon and even getting to Mars and the asteroids.

At the same time, 2024 saw some significant signs that this success is not guaranteed, and could vanish in an instant if care is not taken.

The graph below, my annual count of launches world wide, provides the groundwork for these conclusions.
» Read more

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A detailed look at SpaceX’s investors and its stock valuations

8:52 am

Link here. The article provides a good review of some of SpaceX’s major investors as well as the recent rounds whereby employees who hold common stock are allowed to sell some shares as a bonus.

Secondary sales like this remain one of the only ways that employees have to sell their shares. Another bit of good news for employees in this sale [in December] was that the $70 per share price was an improvement over the previous tender of $56 when adjusting for the stock split, Bloomberg reported at the time. And Bloomberg also reported last month that the next tender offer may be as high as $108 to $110 apiece.

SpaceX remains a private company however. This is not stock that can be traded on the stock market, but privately issued (under strict rules) to raise money without giving stock-holders rights to operate the company.

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Seventh Starship/Superheavy test launch now targeting January 10, 2025

9:55 am

Based on a single word tweet by Elon Musk as well as the FAA’s license approval, it now appears that SpaceX is targeting January 10, 2025 for the seventh Starship/Superheavy test orbital launch.

According to the FAA license, the launch window that day opens at 4 pm (Central), with backup launch opportunities each day through January 15th.

Reading that license is very illuminating. The depth in which the FAA now demands compliance from SpaceX is beyond daunting, and illustrates the mission creep the agency has used to grow its power. Based on a recent Supreme Court ruling, the company likely has grounds to sue and win, correctly claiming that Congress never gave it such power over so many things, and that its regulatory oversight is unconstitutional.

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Space Force starts environmental impact study of SpaceX’s launches at Vandenberg

3:35 pm

In mid-December the Space Force initiated a new environmental impact study (EIS), reviewing SpaceX’s request to significantly increasing the number of launches it would do out of Vandenberg, an increase that could climb to as much as a hundred launches per year.

The EIS will examine the environmental impacts from the redevelopment of Space Launch Complex (SLC) 6 for use by SpaceX for Falcon 9 and Falcon Heavy launches. The Space Force awarded SpaceX access to SLC-6, aka “Slick Six,” in 2023 after the final launch of United Launch Alliance’s Delta 4 from the site.

SLC-6 was built in the 1960s for the Air Force’s Manned Orbiting Laboratory program, which was canceled in 1969 before any launches took place. It was later converted to support Space Shuttle launches, but mothballed after the Challenger accident in 1986 before hosting a single launch. ULA took over the site in 2006.

The EIS would also allow SpaceX to conduct up to 100 launches annually between SLC-6 and its existing launch pad at Vandenberg, SLC-4. That includes booster landings at both launch sites as well as droneships downrange.

This is where we are are in the first quarter of the 21st century. Nothing new can be done anywhere without detailed environmental impact statements that take months, sometimes years, to complete, and almost always conclude that the proposed work can proceed without harm. Often however that conclusion can only come if the government and the private sector agree to funnel cash to environmental causes and organizations, if only to shut them up and prevent further lawsuits. (That’s exactly what happened in Boca Chica. Expect the same now in California.)

It must be noted again that we now have almost eight decades of empirical proof in both Florida and California that rocket launches do no significant harm to the environment, and that if anything they act to protect wildlife by creating large undeveloped refuges in the surrounding land. These new impact statements forced on SpaceX in California, in Florida, and in Boca Chica are therefore nothing more than a government power play, done in order to tell everyone who really is boss.

A new boss however takes over the executive branch of the federal government in only a few weeks. I suspect he will not look kindly at these games. Expect some quick changes almost immediately.

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