Tag: competition

SpaceX launches two military prototype satellites

3:38 pm

SpaceX today successfully launched two prototype reconnaissance satellites for the U.S. military, its Falcon 9 rocket lifting off from Cape Canaveral at 5:30 pm (Eastern) time.

The first stage successfully completed its seventh flight, landing back on at Cape Canaveral.

This is the first of four launches scheduled for the next eleven hours. Next up is another Falcon 9 launch, carrying 22 Starlink satellites and lifting off from Vandenberg in California.

The leaders in the 2024 launch race:

13 SpaceX
8 China
2 Iran

At present American private enterprise leads the entire world combined 15 to 13 in successful launches, with SpaceX by itself tied with the rest of the world combined (excluding American companies) 13 all.

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SpaceX announces plans to build $100 million office complex in Brownsville

10:13 am

According to a filing with the Texas Department of Regulations and Licensing, SpaceX is now planning a $100 million office complex in Brownsville, Texas, in addition to the extensive facilities it is building nearby at its launch site at Boca Chica.

Just a few miles away from its launch site, SpaceX will construct the multimillion-dollar office inside an industrial factory. It will be located at 52198 San Martin Blvd., Brownsville, TX 78521, according to the Texas Department of Regulations and Licensing filing.

Construction is slated to begin this month and is expected to have just under a year turnaround. An estimated start date is listed as February 23, with a completion date of January 1, 2025, according to the TDLR filing. All TDLR filings are subject to change.

It seems to me that the activist group Save RGV (Rio Grand Valley) that is suing SpaceX to shut down Boca Chica is acting to destroy this region, not save it. Before SpaceX showed up the economy of Brownsville and the Rio Grand Valley was very depressed and going nowhere. SpaceX has brought in billions in investment capital as well as tens of thousands of new jobs.

One wonders how any court can rule in favor of Save RGV’s lawsuit that seeks to prevent any future temporary beach closures at Boca Chica and thus outlaw any further launches. Such a ruling would essentially shut down much of what SpaceX is doing in the Brownsville region, and would result in the destruction of this new economic growth.

Such a ruling seems insane, but we should not ignore its possibility. Stupider decisions by courts have been made many times in the past. And it does appear we live in very stupid times.

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Botswana bans Starlink

9:36 am

On February 2, 2024 regulators in Botswana rejected SpaceX’s application to sell Starlink terminals in that country, “citing the company’s failure to meet all requirements.”

In an email statement, BOCRA [Botswana Communications Regulatory Authority] emphasized that Starlink has not authorized any entity to import or resell its Internet kits in Botswana. Offenders will be committing an offence, although the specific charges remain undisclosed.

Notably, some Starlink kit owners, who claim to have purchased the devices for personal use, find themselves stranded at the Kazungula border in Zambia, facing restrictions on bringing the kits into Botswana. Options provided at the border include returning the device to Zambia or seeking permission from Botswana’s telco regulator, with no successful requests reported thus far.

The article is unclear as to what government requirements SpaceX has so far failed to meet. The article however does describe how many individuals have purchased Starlink terminals elsewhere and then brought them into countries where the service is not yet approved and used the company’s “roaming option in Africa” to make them work. SpaceX has been shutting down such terminals, but apparently it has not been entirely successful.

The bottom line here remains an issue of freedom versus government control. Africans very clearly want the service, and in fact the article describes at length the benefits it brings to poor rural areas. Freedom demands they should get it, as its use does no one harm and everyone good. All that stands in the way is government regulation and intransigence.

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Musk: 3rd Starship/Superheavy test launch expected in early March

9:27 am

According to a tweet on X by Elon Musk, the third test flight of SpaceX’s heavy-lift Starship/Superheavy rocket is now expected in about three weeks, in early March.

The rocket is presently on the launchpad, undergoing final tests.

This confirms my December prediction that the launch would not happen earlier than March. SpaceX was ready to launch in January, but as I predicted red tape in the federal government have left the rocket sitting on the ground.

However, that prediction may have been too optimistic. First, SpaceX has still not gotten its launch license from the FAA, with no word from that agency when it will rubber-stamp SpaceX’s investigation into the second test launch in November. Second, the lawsuit by activists challenging the right of local authorities to close beaches at Boca Chica for launches remains active. It is very possible those activists will be successful in getting the court to issue an injunction preventing any beach closures (and thus launches) while the case is being litigated. If so, the next test launch could be months away.

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The core and upper stages of the first Ariane-6 rocket are now on the way to French Guiana

9:17 am

After almost a decade of development and delays of more than four years, the core and upper stages of Europe’s Ariane-6 rocket are now on board ship and on the way to French Guiana for that rocket’s inaugural launch.

The Canopée ship left the port of Le Havre, in France, carrying the core and upper stages of the Ariane 6 launcher which will be used on the inaugural flight. Arrival at the port of Pariacabo in Kourou, French Guiana, from where it will be transferred to Europe’s Spaceport, is scheduled for the end of February.

Once in French Guiana, the two stages will be assembled vertically and once on the launchpad, will then have attached two solid-fueled strap-on boosters. The launch window is presently from June 15th to July 31st.

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SpaceX has caused a 77% drop in price for transferring data by satellite

9:12 am

According to a new study, SpaceX’s lower launch costs and its Starlink satellite constellation has caused a 77% drop in the price for transfering data by satellite in the past five years.

The costs involved in providing capacity have also declined in recent years following satellite manufacturing advances — and greater availability of launches thanks primarily to SpaceX. The average cost base of supplying HTS capacity in North America has dropped from around $40 a month per megabit per second in 2019 to about $12 in 2023, according to Euroconsult.

However, Euroconsult expects costs to stabilize over the next two to three years in the Americas and Europe, potentially slowing down the decline in capacity prices.

I think Euroconsult might be wrong about that last conclusion. Increased competition in the launch industry as well as the launch of other satellite constellations will force further drops in prices. The only threat to this continuing drop will outside forces, such as an overall economic collapse, war, or increased regulation.

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Ukraine: Russia using Starlink; Musk: No we don’t allow it

8:40 am

Over the weekend Ukrainain officials reiterated the claim from last week that Russia soldiers are using Starlink terminals illegally in occupied territories.

Earlier on Sunday, Ukrainian military intelligence said Russia is using Musk’s satellites to facilitate communications on the battlefield. The intelligence agency posted audio of an exchange between two Russian soldiers from the 83rd Assault Brigade in the Donetsk region, claiming that the Russians were speaking over Starlink.

Ukraine intelligence did not specify how many terminals it believed Russia had or how they might have been obtained. Still, Ukrainian Military Intelligence Spokesperson Andriy Yusov said that the use of Starlink by Russians was becoming “systemic.”

Musk soon responded on X, stating that SpaceX does not sell any of its terminals in Russia, and it immediately blocks use of stolen terminals in Russia once detected.

Musk however was very careful to say nothing about what happens in the occupied territories of the Ukraine where Russia troops operate. In the recent slow gains of territory that the Russians have achieved it could have captured terminals and begun using them, in their correct location. SpaceX would have no way to knowing who the user is.

I expect SpaceX will now take actions to deal with this issue, using information provided by the Ukrainians.

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SpaceX launches 22 Starlink satellites

11:50 pm

After about four scrubs due to weather, SpaceX today finally launched another 22 Starlink satellites into orbit, its Falcon 9 rocket lifting off from Vandenberg in California.

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

The leaders in the 2024 launch race:

12 SpaceX
8 China
2 Iran

At present American private enterprise leads the entire world combined 14 to 13 in successful launches.

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Status of ULA sale offer, as seen by bankers

12:31 pm

Link here. The article outlines the perspective of the banking community to the sale, relative to the three potential known purchasers, Blue Origin, Cerberus, and Textron.

[M]ost contended that a deal should have been finalized years ago, as SpaceX now dominates the global rocket launch market and has grabbed share from ULA’s best customer, the U.S. military. The sticky part of a sale, those bankers said, is the need for new ownership that can both streamline ULA and invest in further innovation.

The price is another sticking point: Bankers suggested ULA’s owners initially sought more than $4 billion for the company, but the consensus of a reasonable winning bid was in the range of $2 billion to $2.5 billion. As one banker emphasized to me, there’s more competition among heavy launch vehicles like Vulcan today than there was a decade ago, and the rocket’s only just getting going now.

First, it appears that Textron has already dropped out. Second, the reason the sale was delayed was solely the fault of Blue Origin, as delays in delivering its BE-4 rocket engine to ULA caused the first launch of the Vulcan rocket to be delayed years. The sale couldn’t happen until that rocket was proven flightworthy.

The analysis between Blue Origin and Cerberus makes it hard picking either as the likely winner. It suggests that while Blue Origin, as a rocket company, might be able to more quickly take advanage of the ULA’s assets, Cerberus would be a better managerial fit, more able to trim the fat and make ULA more competitive. For sure, Blue Origin shows no ability to trim fat or work fast.

The bankers also indicated a dark horse could still appear.

Hat tip to BtB’s stringer Jay.

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Axiom commercial manned mission to ISS splashes down safely

10:15 am

The four astronauts on Axiom’s third commercial manned mission to ISS successfully splashed down safely today in the Atlantic off the coast of Florida, with SpaceX recovery crews quickly picking them and the capsule Freedom up from the water.

The crew, made up of three European passengers and one Axiom employee, spent 21 days in space, about 17 on ISS. Axiom sold the tickets, and then purchased the ride from SpaceX and the time on ISS from NASA.

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SpaceX denies Russian claim that Starlink terminals sold illegally will work in the Ukraine

9:48 am

Russian media sources have recently claimed that Starlink terminals are being sold illegally to Russians for use in the Ukraine and in Russia near the Ukraine border, where they will supposedly work. SpaceX has now denied that claim.

[A]ccording to a report from Russian media outlet ComNews, vendors have been selling the equipment because it allegedly works near the country’s borders and in Ukraine, including the Russian-occupied regions of Donetsk and Luhansk, along with Crimea.

That’s contrary to the official Starlink map, which shows the internet access restricted in Russian-occupied areas. Still, as evidence, ComNews cites the online pages of several vendors, including one that notes the Starlink dish can be used in the “CBO,” a reference to Russian military operation in Ukraine. Although the Russian military has a ban on using Starlink equipment, some volunteer military troops have been buying it up.

The terminals are supposedly obtained secretly through Dubai. The SpaceX denial on X noted that they would deactivate any unauthorized terminal and that…

Starlink also does not operate in Dubai. Starlink cannot be purchased in Dubai nor does SpaceX ship there. Additionally, Starlink has not authorized any third-party intermediaries, resellers or distributors of any kind to sell Starlink in Dubai.

This story however does raise the long-standing question of how SpaceX can control the use and ownership of its terminals. Once shipped to a legal customer, what is to stop that customer from selling that terminal to anyone who can then ship it and sell it to some third party in a blocked region? SpaceX can probably identify the location of its terminals, and if one is found not to be where it should be, deactivate it. But could smugglers eventually block SpaceX from getting this location data?

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Russia completes its first launch of 2024

9:28 am

Russia early today successfully completed its first launch of 2024 by launching a classified military satellite, its Soyuz-2 rocket lifting off from its military Plesetsk spaceport in the northeast of Russia.

The launch placed the satellite in a polar orbit. Though this likely means the rocket’s lower stages crashed in very remote areas of the Arctic, either in Russia or over the Arctic Ocean, no word on if they hit the ground near habitable areas.

The 2024 launch race:

11 SpaceX
8 China
2 Iran
1 India
1 ULA
1 Japan
1 Rocket Lab
1 Russia

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