So does ArianeSpace [1]. (It’s majority owned by the French state. EDIT: It’s not.)
> no clear public indication of how reusable its rockets really are or their refurb cost
Refurb rates and turnaround times for Falcon 9 first stages are publicly documented [2]. Refurb costs are more opaque, but they’d have to be multiples of what SpaceX charges to approach Ariane 6’s cost projections.
Ariane 6 is obsolete on arrival; ArianeSpace’s CEO admitted as much in asking the ESA to fund a reusable heavy booster like Falcon Heavy [3].
[1] https://www.space.com/europe-ariane-6-rocket-debut-launch
[2] https://en.wikipedia.org/wiki/List_of_Falcon_9_first-stage_b...
[3] https://www.illdefined.space/arianespace-the-only-fish-in-th...
Is that really true? I thought it was owned 50:50 by Safran and Airbus which are both publicly traded companies.
~25% of Airbus is owned by France, Germany and Spain. France owes ~11% of Safran. So France seems to own only ~10% of ArianeSpace
[1] https://www.arianespace.com/wp-content/uploads/2016/02/Corpo...
> "Let us say we had ten guaranteed launches per year in Europe and we had a rocket which we can use ten times—we would build exactly one rocket per year. That makes no sense. I cannot tell my teams: 'Goodbye, see you next year!'"
https://arstechnica.com/science/2018/05/ariane-chief-seems-f...
I remember one of the execs of ArianeSpace or ESA just a couple years ago stating on radio with much confidence that SpaceX would never manage to reuse a rocket.
Sure. See the rest of the article. Everyone else has been saying the same for a decade.
Note that the reusable heavy launcher he’s pitching is still aiming to deliver in a decade what SpaceX can do today. It’s not a strategic option, it’s a jobs programme.
If ESA has 100 payloads, it can just book 90 of them on SpaceX and the mandated 10 of ArianeSpace (to keep the political pork happy), and lose only 10% efficiency (considering Ariane flight is twice as expensive as SpaceX).
The problem is that ESA has no scalable payload economy, nobody has a good reason yet to launch that much mass. SpaceX is its own customer with Starlink for scalable launches, but ESA or NASA will not deliver 100 sattelites per year.
It's not a functional back-up. Not for any commercial use case relevant outside the military.
If all you want is a back-up for military launches, the Ariane 5ME was a better, cheaper option that could have bridged the gap to a competitive reusable [1]. The billions of dollars wasted on Ariane 6 would have put Europe into the running for a competitive launch vehicle in the 2030s. Instead, we have Arianespace's CEO pitching another boondoggle to ensure Europe has a Falcon Heavy by the 2030s.
So yes, having 10% launch capability is better than zero. But that 10% could have been bought for much cheaper. And saying 90% of your space industry is subject to foreign control versus 100% is a bit milquetoast, particularly when the alternative would have been R&D to bring that down to e.g. 50%.
True, but the EU has tight rules about government subsidies (TFEU art. 107-109) which don't have equivalent in the US.
> Ariane 6 is obsolete on arrival; ArianeSpace’s CEO admitted as much in asking the ESA to fund a reusable heavy booster like Falcon Heavy [3].
This is true though.
ESA member states contributed €2.815 billion for the development of Ariane 6. Industry contributed €400 million.
Additionally, the member states have agreed to subsidize the Ariane 6 to the tune of €340 million annually.
Not a significant source of capital. NASA COTS was Hawthorne’s public-money shot in the arm.
Then for the Falcon 9, they got the COTS contract for resupply of the station. Or rather they got a contract that would pay money if they were successful in executing. This funding was mostly for the Dragon Space craft, but it also funded Falcon 9. But that was a much smaller number then Ariane 6.
Then SpaceX got Commercial Crew, for 2.6 billion $. That mostly funded Crew Dragon space craft. But it also required human rating of Falcon 9. So those 2.6 billion $ were not assigned X amount for Dragon, Y for Falcon 9. SpaceX was just required to launch people to ISS and bring them back with NASA overview. During this time SpaceX finished the Block 5 version, and that was human rated.
Beyond that SpaceX did most of the development on the re-usability of Falcon 9 on their own money. They used costumer missions to do a lot of the testing. But importantly, SpaceX never got any money from NASA to develop re-usability.
Same goes for Falcon Heavy. SpaceX sold Falcon Heavy to DoD but they didn't get any development contract for the rocket itself. Falcon Heavy was fully developed by SpaceX on their own money.
SpaceX did miss out on a major DoD development funding when they bid Starship and DoD did want it. Other companies like BlueOrigin and ULA got a huge amount of money.
Both Raptor and Starship were mostly on SpaceX as well. A very early version of Raptor, when it was very different from what is now, once got a DoD research contract. Only when there was a competition for Human Moon Lander System, and Starship got selected, was government spending any money on Starship. And HLS is milestone based, so that will help SpaceX a little to pay for Starship. But a lot of that money will go into the customized version of Starship for use as a moon lander.
Starlink is basically fully funded by SpaceX. There never was any development money.
So in totality, SpaceX doesn't really get much development money for rockets or engine. They get money for spacecraft (Dragon 1, Crew Dragon, Cargo Dragon), and they just have to make sure they have a rocket that they can launch on. They could also just buy somebody else rocket, but of course that's not what SpaceX wants to do.
For all this stuff, Starship, Starlink and so on, they did raise like 10 billion $. That the majority of their major developments.
Aviation and space have been a super-highly subsidized environment since day one, on both sides of the Atlantic.
But in the grand scheme of things it doesn't matter: Europe needs to be able to put its own military satellites (or anything else critical) up there. Military satellites sold to third party countries also won't launch themselves...
[1] https://europeanspaceflight.com/arianegroup-to-receive-e340m...
All major aerospace companies and projects are heavily subsidized in every country otherwise they would never survive or even be born. Like how much profit did NASA make over its lifetime?
I'm very surprised the EU and the USA and SpaceX didn't work out a deal to buy a certain number of F9's to be launched and operated from the EU. The EU would pay a (vey high) price to buy outright the rockets, and would agree not to develop a competing rocket design in the next 20 yrs.
Isn't the whole point of Ariane to maintain European capability for independent space launches?
It would be very hard to spin that up from nowhere after twenty years of complete inactivity.
That’s not the only alternative.
It doesn't seem that surprising given the terms.
So the worst of both worlds? It would still be very expensive, but also dependent on a foreign entity and with hands tied for the next decades unable to develop people, skills, or products in that direction.
I mean it makes sense, why not sell off rockets and whatnot commercially like the mass production strategy that Musk has in mind? But I don't think there's enough launches yet to warrant that. In fact, SpaceX is booked full for the next few years already; unless that's intentional, they simply don't have the production capacity to humour that idea.
ESA is never going to just buy a rocket, because that would completely defeat the point of ESA.
Elon in some interview was stating that Falcon architecture limits reusability to particular amount days so it is not _rapidly_ reusable in comparison to having Starship being catched by tower/reused rapidly. However mentioning merely days - that is surely pretty reusable and makes economical sense.
https://youtu.be/aFqjoCbZ4ik?si=pK-tptp0XbmOeoWN&t=432
> "... a couple days to get booster back. At least a few days to refurbish it for flight ..."
In practice, wiki mentions 21 days as fastest turnaround for a single booster: https://en.wikipedia.org/wiki/List_of_Falcon_9_first-stage_b... - So that means bringing booster back with ship, refurbishing, putting on the new payload and launching again.
Ariane 6 was funded by European taxpayers to the tune of €2.815 billion.
>and uses facilities built by the military and NASA.
Ariane is launched from the Guiana Space Centre which is owned and operated by the ESA. Since you haven't familiarised yourself with the topic, ESA is the European Space Agency and is owned by 22 European governments.
In addition, the member states of the ESA will subsidize the rocket for up to €340 million annually in return for an 11% discount on launches.
If they wanted to raise money without it becoming public, they could do so easily - for example using directors loans.
A better way to guess their expenses is to look at how many employees they have. Lets call it 15,000. Lets put average pay at $150k/year after overheads and taxes. 96 launches in 2023. That puts the salary cost per launch at $23M/launch.
It's a very rough figure because obviously some rocket parts are purchased, there are other overheads, and there are other revenues and costs from starlink etc.
What matters is marginal cost of every other launch of Falcon 9. Most analysts put the number somewhere between 10 million $ and 25 million $. I think very few people would guess more then 20 million $, specially now as launch rate has gone up. My guess is that 15 million $ is more reasonable.
SpaceX pretty consistently ramped up their money raising along with their development programs. And they were pretty transparent about all of that. Not a single company who analyses SpaceX has ever suggest that SpaceX might somehow have raised much more money. Maybe a few 10s of million. But its hard to raise billions without anybody knowing.
And I'm just rather believing people who spend a lot of resources trying to understand SpaceX rather then somebody in an internet form saying 'maybe they have raised billions without anybody knowing'. Because only if its actually billions would it change anything about my argument.
What is numbers actually suggest is that SpaceX Falcon 9 operation are highly profitable. They are selling launch way above cost. Numbers and information we have suggest that SpaceX bids very aggressively on their development contracts for NASA, and they are like no making a profit on those, maybe a loss. In case of Starship, a big loss. But likely they get that back with continued operation beyond the initial orders (or that has been the reality so far). Numbers suggest that SpaceX is making a killing on DoD contracts, they knew they were the only viable competitor so they bid very high on those. I think just one that stuff, SpaceX would be a highly profitable company.
If this was not true, then there simply is no way they could have sustained the massive investment in Starship and Starlink.
So unless somebody shows me prove or anything close to a credible source, showing that SpaceX raised multiple billion additional $, I'm just not gone believe the SpaceX is losing money on everything narrative.
Frankly given how insanely expensive something like Starship is, its crazy how little money they have actually raised. Its basically a drop in the bucket to compare it to SLS.
SpaceX provides a per-seat, per-launch cost, not a direct government subsidy - That would be ULA. ULA was literally a direct mechanism for transferring tax revenue to large multi-national defense companies to procure "independent access to space" (sound familiar?).
They do use (and pay for and lease) NASA and Air Force facilities - but in America, airports are government institutions as well, that are explicitly leased out to airlines. Reuse of NASA's unused resources, rather than destroying them (or paying for the upkeep) after the shuttle program, was an explicit political decision.
So why isn't SpaceX cheaper? They have kept prices high (but still lower than everyone else) to help fund Starlink. The fact that they can do so is reflective of Falcon's costs.
Reusability is real. Ariane 6 is nothing more then the ULAification of Arianespace.
I don't know how effective this was. Did it backfire by promoting economies of scale in a program that went on to sell to adversaries anyway? Did it murder the domestic engine programs and did that have knock-on consequences? I don't know if the policy was effective, but I do know that stopping "engine proliferation" was a widely given and accepted reason for those programs.
Of course that means not leaving them over to the bear.
I mean, for many years the US bought seats on Soyuz launches, so that was an even more direct mechanism.
Another way to look at the price is from supply/demand angle. Even if real cost of falcon 9 launch is much lower than its price, SpaceX can not just lower the price, otherwise they will need to handle even greater demand.
Even with current price their launch cadence grows exponentially year by year. With lower prices they would need to grow even faster.
If you don't gain any additional volume by lowering cost, it doesn't make any sense to lower your cost.
It also doesn't help that Rockets (for fairly obvious reasons) are highly regulated, which further distorts this market.
Their next-gen ones should be reusable, and share a lot of design with the Falcon 9 family. Methalox might next, as it's very promising, but the RP1 supply chain is well established.
It's not just that the Shuttle was expensive to refurbish. It was also very expensive to build.
Whereas Falcon 9 is much less expensive to build new than Ariane 6.
Ariane 6 was designed to be cheaper to build (cheaper than Ariane 5, that is).
For context, my understanding is that SpaceX builds one new Falcon 9 upper stage (not reused) every day. I doubt there is another entity on earth building a new rocket every month.
SpaceX has a large fleet of Falcon 9 reusable boosters, but still needs to build one every now and then.
Probably not quite that often. They're aiming to launch ~150 this year (although with the recent RUD, that'll be pretty tough). But yeah - 1 every other day is still very impressive.
When the Forest Service buys a truck from Ford do you also call that "taxpayer support"? The government buys stuff from SpaceX, it hasn't directly subsidized SpaceX for years. The government buys from the lowest bidder, which is almost always SpaceX. For example, NASA estimated that it would have to pay $1.5B to deorbit the ISS. After tender, SpaceX bid and won with an $843M bid. Who is subsidizing who here?
> uses facilities built by the military and NASA.
And for which it pays quite dearly for, on the order of $1M per launch. It's quite clear from Rocket Lab's books that operating their own launch facility is far cheaper than using the Space Force's or NASA's.
> creative accounting quoting their PR numbers,
To win their contracts, SpaceX has had to open their books to both the Space Force and NASA. It's one thing to lie to the press in a tweet, it's quite another to lie to the military in audited books. The press may be gullible, but army accountants are not incompetent and the consequences for lying to the military are not minor.
SpaceX's books are not open, but the amount they receive from the government is very public. It's quite obvious that SpaceX is highly profitable. They receive well under $2B from the government each year, they sell a couple dozen other rocket launches to others for ~$70M apiece, have not raised money for over 18 months, have a payroll approaching $1B per year and are quite obviously sinking multiple billions each year into Starship and Starlink. The only way the numbers add up is if Starlink is ridiculously cheap to build and Falcon is ridiculously cheap to launch.
To my knowledge, in the case of NASA’s launch contracts, only US companies are allowed to bid on these. It’s quite understandable that Europe would like to keep domestic capabilities the same way NASA aims to maintain the US’ domestic capabilities.
Not true. One example: <https://www.yahoo.com/news/ariane-5-rocket-delivers-satellit...>
SpaceX benefits from massive taxpayer support and uses facilities built by the military and NASA.
It’s not a like for like comparison especially give SpaceX keeping its books private and giving no clear public indication of how reusable its rockets really are or their refurb cost.
Given Musks history of creative accounting quoting their PR numbers, the ones they pitch congress, as facts is naive in the extreme.