Forest Green
ACCESS: USAP
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As our space capabilities expand, Vulcan’s viable niches will shrink - partial reuse presently offers an order of magnitude more flights, and it’s reasonable to expect full reuse will add another order of magnitude on top of that. Paired with space tugs and orbital refueling (from Eta Space, Blue, SpaceX, Orbit Fab, Stoke, and more), payloads needing high-energy trajectories will have a plethora of cheap options. The companies reusing hardware can amortize costs to a degree ULA won’t be able to match unless they also pursue reuse.Reusable does not matter; cost does. Vulcan is actually quite cost effective for high altitude, heavy payloads. It isn’t the way forward for exploring the solar system but it fills an important niche for DoD.
Throw in Relativity and Rocket Labs as well. Both are going for reuse.As our space capabilities expand, Vulcan’s viable niches will shrink - partial reuse presently offers an order of magnitude more flights, and it’s reasonable to expect full reuse will add another order of magnitude on top of that. Paired with space tugs and orbital refueling (from Eta Space, Blue, SpaceX, Orbit Fab, Stoke, and more), payloads needing high-energy trajectories will have a plethora of cheap options. The companies reusing hardware can amortize costs to a degree ULA won’t be able to match unless they also pursue reuse.
As our space capabilities expand, Vulcan’s viable niches will shrink - partial reuse presently offers an order of magnitude more flights, and it’s reasonable to expect full reuse will add another order of magnitude on top of that. Paired with space tugs and orbital refueling (from Eta Space, Blue, SpaceX, Orbit Fab, Stoke, and more), payloads needing high-energy trajectories will have a plethora of cheap options. The companies reusing hardware can amortize costs to a degree ULA won’t be able to match unless they also pursue reuse.
Iphone?Not for some years, no. But they’ll become increasingly niche, just as no one buys an expendable bus, car, or plane unless they have extremely specific needs.
Not for some years, no. But they’ll become increasingly niche, just as no one buys an expendable bus, car, or plane unless they have extremely specific needs.
Cost isn’t price. As SpaceX doesn’t yet have real pricing pressure, we don’t know how low their external prices to customers can go, but their internal cost for an F9 launch is estimated at around $15 million, so a bit more than a fifth the figure you list. Were Amazon inclined to buy many launches from SpaceX, they could likely get a bulk discount too.Something to consider with regards to cost. For Project Kuiper, Falcon 9 carries 24 sats while Vulcan Centaur carries 45. As a result, the cost per sat is pretty similar for both launch vehicles. With a Falcon 9 costing about $70 million total per flight, Vulcan VC6 just needs to come it at about $131 million to match Falcon 9. And as far as I can tell it does, at least for commercial launchs.
The basic principle of capitalism.Cost isn’t price.
Sure, and that’s a decreasing fraction of the market. As I said, current Kuiper demand and NSSL-3 isn’t where they’ll have issues - it’s when bids for their successors start that ULA will have more to worry about. They’re already facing four competitors for NSSL-3 Lane One. They’re also unable to compete in the way Rocket Lab and SpaceX can at offering both launch and satellites.Vulcan was built for that niche; it’s a DoD focused platform. They will have orders for over a decade just doing that. And they are relatively cost effective in that niche: again, compare it to a fully expended F9 or FH, and the gap closes a fair amount. I think we all agree it is a dead end in the long run, but it seems perfectly likely it could reach a hundred launches, which is pretty respectable. I suspect compared to any other expendable that entered service in the last decade it will see more service.
In turn, I’d argue that partial reuse is already an industry norm from the standpoint of flight rate - a single rocket type flew more than all others combined last year. Honda flew a test hopper - whether they turn it into a real rocket, who knows? But yes, I think expendables have a good ten or so years of life left of prominence - I said something similar in my previous comment. That’s why I will again note that I’m speaking of what comes after the present series of launches. What happens in 2035 when a Vulcan that maybe has SMART reuse, if that, is facing Nova, Terran R, Eclipse, Neutron, F9, FH, Starship, a plethora of tugs, and multiple refueling options on orbit? How does ULA differentiate themselves in tangible ways?We are probably over a decade from general reusable rockets being mainstream. Reusable rockets are basically F9 now, with a half dozen Chinese and American companies hot their heels, and I believe one Japanese company just succeeded once. The PRC still runs most every series of rocket it ever made, with CZ-2/3/4 still having higher cadences then newer government designs which are already hopelessly obsolescent. The Russians and Europeans are a decade away from reusing anything; both just got their flagship rocket working only to see it even more expensive than Vulcan, let alone F9.
Yes, the traditional primes and their overseas competitors are still operating in a much more constrained environment when it comes to rocket design. My prediction is that Vulcan will manage perhaps half the to-date lifetime flight rate of F9 before it ends, as ULA will be under enormous pressure on pricing, performance, accuracy, payload, and with much less room to respond than companies with reusable vehicles, end-to-end services, etc.It’s worth noting new expendables are still coming to market, like Antares 300. At the end of the day cost matters more than reusability. And for China, catching up in cadence matters more than cost - I suspect they will be running every currently active rocket line for a decade, even the hypergolics, trying to meet US launch rates as ever more competitive systems come online. And Vulcan will play a modest role in jacking up that cadence rate, even if it’s a dead end technology.
ULA does better in these areas.My prediction is that Vulcan will manage perhaps half the to-date lifetime flight rate of F9 before it ends, as ULA will be under enormous pressure on pricing, performance, accuracy, payload, and with much less room to respond than companies with reusable vehicles, end-to-end services, etc.
ULA can bid on contracts and tell Lockheed and Boeing to build a satellite to suit?
Starshield is an excellent example of something like this happening - SpaceX doesn’t sell just one or the other, it’s a package deal. Rocket Lab has launched payloads they’ve designed and built for other customers (for example, CAPSTONE), and it’s clear from their acquisitions that they intend to expand that capability. Yes, a customer could contract a Lockheed-built satellite launched by ULA, but my point is that ULA cannot offer that service the way Rocket Lab and SpaceX can. ULA’s business is carried solely by its rocket(s). RL and SX have a bigger available market.Is there some reason both could not be contracted if anyone felt a need for that service?
That is what you think, but it isn't what reality is. All unsubstantiated. You really reaching for straws. You have no connections and industry knowledge to base this on.From what I understand, a lot of former USAF men joined The Aerospace Corporation…not exactly EELV critics.
Vulcan is made in the Delta IV plant.
While SLS, Britt and Tubby are the most visible targets New Spacers go after— ULA has a lot more friends…just of the more silent types who know how to close ranks.
Spooks love them hydrolox upper stages.
Stoke and SpaceX working together is their only real threat.
not true. DOD keeps satellite and launch service procurement separate. they don't buy "Starshield".Starshield is an excellent example of something like this happening - SpaceX doesn’t sell just one or the other, it’s a package deal.
Again, that is not reality, only what you think.Rocket Lab looks to have less problems with politics, certainly. Folks in uniform are often quite staid. Relationships have been built up—all very cozy.
They look at New Space the way some coaches look at a running back with a 4.4 40…but has never really been hit. Things often look better on paper. One of the toughest things a coach can do is to change a school’s identity.
Not what I’m getting at. I’m talking from the seller’s perspective, not the buyer’s.not true. DOD keeps satellite and launch service procurement separate. they don't buy "Starshield".
ULA was prevented from satellite business in its formation. Also, even before the creation of ULA, Boeing, OSC and LM had to put firewalls up between their satellite groups and launch vehicle groups. Also, buyers still can do turnkey and buy a satellite and have the satellite manufacturer buy the launch service.Not what I’m getting at. I’m talking from the seller’s perspective, not the buyer’s.
Again, unsubstantiated and incorrect.Outside of Musk and Bezos—most space advocates operate under the thumbs of dullards in suits—be they dress blues with brass or Armani labels.
not really, since LM and Boeing are in those larger markets and ULA is part of them.Sure. My original point remains: Rocket Lab and SpaceX have larger addressable markets than ULA. I think it’s a shame the latter has so often been unable to expand its offerings, thanks to the company’s owners, but that is what Bruno has to deal with.
ULA is just a "wholly owned" subsidiary of Boeing and LM. LM with its ownership of Astrotech can provide cradle to grave services. Boeing can do the same with Starliner or X-37 processing facilities.But ULA doesn’t profit directly from satellite sales and can’t use them to buttress its financials. Your argument is sensible if argued from LM’s or Boeing’s perspective, as they do reap the profit of ULA’s labor.
You are comparing apples and oranges. You keep thinking ULA as a standalone entity. But it is just a part of two large aerospace companies. No different than before when there was Boeing Commercial Launch Services and LM Commercial Launch Services/ILS. And they didn't build satellites or integrate instruments onto satellite buses. ULA is just like the Falcon 9 program but without Dragon or Starlink.Yes, Lockheed and Boeing have far more flexibility than ULA does.
GPS III SV09, the ninth GPS III space vehicle, designed and built by Lockheed Martin shipped from Colorado to Florida
Guided every mile by the very system it will soon strengthen, GPS III SV09 trekked from Denver, CO to the Space Coast in Florida and is another step toward advancing the constellation that over 6 billion users rely on every day. Every satellite added to the constellation increases resilience, accuracy and sucure access for both the warfighter and civilian users worldwide. Engineered to endure everything from space weather and radiation to cyber and kinetic threats to nuclear effects, these satellites continue to outperform expectations.