Pentagon buyer: We’re happy with our launch industry, but payloads are lagging

Shadowself

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659
Subscriptor++
Ths DoD issue. I believe the era of lower launch costs has finally arrived. Building systems that don't require to be ultra-optimized for weight savings is the new reality. With launch systems like Starship about to happen. Why NOT design a standard satellite platform?

A modular system, think Legos that is has plenty of redundancy built in. Plenty of extra fuel. A standard communications, and power systems that is proven to be highly reliable. Then build the specialized parts that plug into the base systems already available.
If every system needs a new clean sheet approach the core systems need to be developed from the start. Why not just use a base platform and add-on the specialized parts to that base system? Sure seems like it would save a bunch of time and costs. If the cost to deploy a 5 ton or a 40 ton satellite is the same, in 3-4 years, I don't need to be a rocket scientist to figure this out.
First, platforms ("buses" in the vernacular) are not able to be a "one size fits all". Optical platforms need significantly greater stability than communications platforms thus the magnetic torque rods and reaction wheels for the former are different from the reaction control system and momentum wheels of the latter. (In LEO it is possible to use magnetic torque rods to help keep and optical platform stable while unloading the reaction wheels [those platforms have existed] while you can use the thrusters in the RCS to help off load the momentum wheels for communications platforms. Thruster unloading is less stable, but communication platforms don't need the stability optical platforms do.)

There are many, many trade offs like that when choosing a bus.

Could there be a few "standard" buses? Yes. Maybe a dozen or so. But will everyone build to that standard? I doubt it.

As an example in the computer technology world: Just look at the USB "Standard". Virtually everyone claims to build hardware to the USB Standards, but there are so many optional elements to that set of "standards" that every once in a while one piece of "USB Standards Compliant" hardware will absolutely NOT talk to another "USB Standards Compliant" hardware.

For a few years it looked like everyone was slowly gravitating to the 937 and 1194 adapters (with extended variants), but even that consolidation has been left in the dust.
 
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DougF

Ars Tribunus Militum
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Wait. Hang on. This Space Farce doesn't have its own launch capability? Does the Army take the bus to the front line? Does the Air Force strap their ordinance to commercial airliners?
While your statement shows a profound ignorance of the U.S. military operations (e.g. USAF gets some Army stuff there quickly, whereas sealift gets a buttload there eventually), I have proposed the USSF buying 24 Falcon 9 boosters. They would be in 2 squadrons of 12 each on each coast, and available for either Conventional Prompt Strike missions or orbital launch with appropriate commercial second stages. Then people keep warning me that using F-9s for CPS would look a lot like an ICBM launch… And, commercial is always cheaper than gov’t, so maybe just leave the space trucking to the space trucking companies.
 
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freeskier93

Ars Centurion
366
Subscriptor
Ths DoD issue. I believe the era of lower launch costs has finally arrived. Building systems that don't require to be ultra-optimized for weight savings is the new reality. With launch systems like Starship about to happen. Why NOT design a standard satellite platform?

A modular system, think Legos that is has plenty of redundancy built in. Plenty of extra fuel. A standard communications, and power systems that is proven to be highly reliable. Then build the specialized parts that plug into the base systems already available.
If every system needs a new clean sheet approach the core systems need to be developed from the start. Why not just use a base platform and add-on the specialized parts to that base system? Sure seems like it would save a bunch of time and costs. If the cost to deploy a 5 ton or a 40 ton satellite is the same, in 3-4 years, I don't need to be a rocket scientist to figure this out.

That's pretty much how satellites are already built. Every major company has their standard satellite buses that uses common parts and you attach a payload to it. The major variance is in size class. It's the interplanetary stuff that tends to be more bespoke/built from scratch.
 
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The_Motarp

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1,136
I just don't get it. What market justifies these valuations?

In an era when vertical integration is the thing, whoever wins these Space Force contracts for "mass-produced" payloads is more likely to develop their own in-house bus than subcontract it to K2, Apex, etc.

I guess there's a reason why I'm not a venture capitalist. (plus ethics)
In addition to the answers others have given you, I think you are also missing that K2 Space and Apex Space are likely to be the companies winning the contracts for mass produced payloads, not simply trying to sell to the winners. Having an in house satellite bus design already in hand will almost always give an advantage in bidding against people who would either have to buy or develop their own from scratch.
 
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DragonDeborn

Ars Scholae Palatinae
610
Thanks for writing this. I’ve been making a similar point in recent threads, judging by the downvotes, it’s not the popular take.

When “sovereign launch” comes up in the EU and elsewhere, I struggle with the economics of investing the people's money in launch. Sovereign launch sounds strategically necessary, yet the economics are unforgiving without cadence and scale.

Investment in the components that make up payloads are not easy either, but a a better route to domestically participating in the global space race in a meaningful manner.

If the goal is to capture national pride, business advantage, and genuine strategic autonomy, why not aim at payloads, as covered in this article, or invest into leadership positions in in-space manufacturing, lunar systems, robotics, sensors, and more, areas where technical depth can create asymmetric advantage?
But sovereign launch isn't about market dominance. ULA wasn't competitive in the worldwide launch market, but they helped ensure the US government could launch important payloads on its own terms, not another country's. For the great powers of the world, it makes sense to maintain a certain level of capability.

That said, investments for in-space products are also important. If the ESA invests as much into new tech like propulsion as NASA does into the SLS, that would really advance humanity's capabilities.
 
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DragonDeborn

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Right because manifest destiny worked so well before. The US had its time in the sun and it squandered it away. Now you want a second bite of the apple
It's not about manifest destiny. It's about China being, well, China. See this:
But what makes the United States "a disgusting failure of a nation"? Creeping authoritarianism and incipient autocracy? Strident nationalism? Neo-fascism? Widespread corruption? Because China has all that in spades, with a fair amount of genocide as well.
 
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wagnerrp

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It is amazing how fast things have changed. When the movie The Martian came out, one of the plot devices was the lack of launch vehicles. The US had one that failed and China had ONE in reserve. Today, if there aren't 2 or 3 launches a week, something weird is happening. Now the limitation is things to put on the many available launchers.
That plot device is still valid. We have (one company providing) copious launch capacity to LEO. The Martian required launch capacity to the Martian surface. Curiosity and Perseverance are 1t to the surface, for 4t to TMI, which is just barely in the capability of an expended Falcon 9. SpaceX could expend one in an emergency, but they only plan to replace a few every year. And you still need a cruise stage and lander.
 
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One week? That’s cute. Only if you have payloads and busses sitting in inventory and you absolutely gut testing requirements.

Maybe you get a vehicle assembled and tested in a week if it’s a small vehicle and a week means 7 days and you work 3 shifts…but not if you require TVAC or 3-axis vibe. TVAC alone will cost you at least 24-36 hours between set up, pump down, a single hot/cold cycle, return to ambient, and break down.

Starlinks are simple by comparison to some of these vehicles, and SpaceX barely gives a crap about testing. They can do that when they are their own customer and own the rockets. Ever read the updated Falcon 9 User Guide? They require the very testing a one week timeline means removing or gutting.

Also, you’ll need to carry inventory of components. This stuff isn’t Amazon Prime eligible. You don’t order your thrusters or reaction wheels or avionics or comm gear and get it in two days. Those subcontractors generally make stuff to order rather than carry their own inventory, because inventory represents money tied up.

You order your thrusters? That’s going to need valves made, etc. That doesn’t happen overnight. It’s easily months between order and delivery.

If I were the owner of a space company I’d tell the general “sure, I can get close to a week - but you’re paying for me to hold inventory. You may not want to be my R&D arm anymore, but you’re going to be my logistics arm. I’m not holding tens of millions of dollars in inventory, hoping your pick my company instead of a competitor.”
 
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One week? That’s cute. Only if you have payloads and busses sitting in inventory and you absolutely gut testing requirements.

Maybe you get a vehicle assembled and tested in a week if it’s a small vehicle and a week means 7 days and you work 3 shifts…but not if you require TVAC or 3-axis vibe. TVAC alone will cost you at least 24-36 hours between set up, pump down, a single hot/cold cycle, return to ambient, and break down.

Starlinks are simple by comparison to some of these vehicles, and SpaceX barely gives a crap about testing. They can do that when they are their own customer and own the rockets. Ever read the updated Falcon 9 User Guide? They require the very testing a one week timeline means removing or gutting.

Also, you’ll need to carry inventory of components. This stuff isn’t Amazon Prime eligible. You don’t order your thrusters or reaction wheels or avionics or comm gear and get it in two days. Those subcontractors generally make stuff to order rather than carry their own inventory, because inventory represents money tied up.

You order your thrusters? That’s going to need valves made, etc. That doesn’t happen overnight. It’s easily months between order and delivery.

If I were the owner of a space company I’d tell the general “sure, I can get close to a week - but you’re paying for me to hold inventory. You may not want to be my R&D arm anymore, but you’re going to be my logistics arm. I’m not holding tens of millions of dollars in inventory, hoping your pick my company instead of a competitor.”
And all of that is what he is talking about changing.

Given the pace at which tech is moving in the Ukraine war, a week might be too late in a future conflict.

I recall when experts solemnly stated that stacking rocket took months and couldn’t be done faster.
 
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wagnerrp

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Given the pace at which tech is moving in the Ukraine war, a week might be too late in a future conflict.
Are you suggesting the pace of weapons development in Ukraine is faster than that seen in other major conflicts in the past few centuries? The only difference today is that all that minor tweaking and all those failed dead ends are livestreamed.
 
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Are you suggesting the pace of weapons development in Ukraine is faster than that seen in other major conflicts in the past few centuries? The only difference today is that all that minor tweaking and all those failed dead ends are livestreamed.
The reaction of certain NATO force commanders to exercises with the Ukranians - take their drones and Starlink access away so we can have a proper exercise.
 
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cbrubaker

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This gives the federal government a direct equity stake in L3Harris’ missile business.

This makes me think that the other funding methods do not give the government an equity stake; they are more like grants.

It might be better to crow about funding rounds and valuations is the government actually had direct skin in the game. Otherwise, I couldn't care less about how much additional money other investors are willing to throw at them; at that point, I only care about results.

I would like to see my tax dollars either:

A) multiply, as the valuation of an invested company goes up, and then either goes IPO or is bought by another company, or

B) Produce something really cool that somehow advances technology as a whole; 20 kW hall effect thrusters are pretty cool, especially if they can provide >2N of thrust. Genericized bus platforms that expand/scale up the CubeSat concept to open up payload accessibility as much as has already been done for launch availability is also pretty cool; it reduces the cost (and thus risk) for experimenting with orbital manufacturing, for instance.

I have no problem with the fact that some of these ventures won't produce anything - that' just R&D in general. But unless the government has a stake, I don't care about valuations.
 
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cbrubaker

Ars Scholae Palatinae
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That still only gets you halfway there. You need a cruise stage and a lander.
Well, maybe 2/3rds of the way there; If I recall correctly, he had to provide his own lander (well, launcher at least), and that probably would have been valid for a mission launched from Earth if time didn't permit.
 
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miker289

Smack-Fu Master, in training
58
Subscriptor
"One kind of payload Purdy identified was infrared sensors. Infrared sensors often come with cryocoolers to chill detectors to temperatures cold enough to provide sensitivity to faint targets, such as distant missile plumes, fires, explosions, or other objects in space. The technology isn’t as eye-catching as a rocket launch, but it will be key to many Space Force programs, including the Golden Dome missile defense shield backed by the Trump administration."

Did you catch that, kids? There's money to be made. Quit doomscrolling Insta, put that phone down, and get crackin!
 
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And all of that is what he is talking about changing.

Given the pace at which tech is moving in the Ukraine war, a week might be too late in a future conflict.

I recall when experts solemnly stated that stacking rocket took months and couldn’t be done faster.
Unless he does a wholesale rewrite of SMC-S-016/SSC-S-016, he can say whatever he wants and it won't matter because that document spells out what tests you must do at the unit, subsystem, and system levels. What he's talking about is blanket tailoring where every program tailors testing to "I put it together, ran functional tests to check connectivity, ran a single axis random vibe and another round of functional tests to verify the connectors were mated properly, and then shipped it."

That can be done if the Space Force orders 50/100/150+ of the same design with absolutely no changes. You make the first vehicle a "Pathfinder" and run a full qual campaign with functional tests, performance tests, and environmental tests. The others are just 'build to print' and the customer assumes the risk that manufacturing and assembly is good enough that any skipped tests would have passed anyways.

But you can't get around the supply chain issues. Thrusters, avionics, radios, etc., are complicated items that are made to order. So, sure, you can get payloads and busses built quickly, so long as companies carry inventory of piece parts. Which they won't unless they're paid to. Inventory = money that could be used for other things. Inventory = storage space that costs money to build, maintain, replace, staff, keep clean, keep at the right temperature, keep at the right humidity, etc. You don't just stash flight hardware in an Amazon warehouse. Inventory = risk that must be insured (i.e., you spend money insuring) because what happens if there's an earthquake or a fire or a flood or whatever? Inventory = money that might go to waste because some other company comes out with a new widget that's as good as yours, or better, and cheaper.

These are not cheap items. My avionics computers cost several hundred thousand dollars each. You don't just take a Raspberry Pi and put it in space. Why so expensive? Because they're used for nothing else but space flight. You have to use space-rated components to build them. Which means components that are built and tested to exacting standards, and which not many are built...so they're expensive. Then not many of the avionics are built, and they have to be tested to exacting standards, so you have to jack the price up to cover the cost of all the people and infrastructure involved, plus profit margin. There's no way my vendor is going to keep, conservatively, $5,000,000 - $10,000,000 of parts, labor, and overhead costs just sitting on the shelf unless they're paid for it.

There's an old saying that 9 women can't make a baby in a month. Even if you throw 3 shifts at space vehicle assembly you can't get to a one week cadence on any satellite bigger than a cubesat unless you have vendors keeping inventory and you gut testing requirements. Vendors are not going to keep inventory unless they're paid for it - without money it shifts all the risk to them, but gives them no reward/incentive.
 
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Dan Corcoran

Smack-Fu Master, in training
47
Because you won’t have much autonomy if you can’t get those payloads to orbit.
Most countries don’t manufacture commercial aircraft.
Most don’t maintain domestic nuclear industries.
Many can’t build modern main battle tanks.

They made strategic choices.

Autonomy has a cost, and nations decide carefully which layers of the stack are worth owning.

The same logic applies to space.

A small number of mid-sized countries chose to invest early in drone technology and now derive disproportionate strategic and economic leverage from that decision. They didn’t build everything, they built something critical. With it and the underlying technologies, they can barter to jump the line and get a medium launch slot faster than countries that only have cash. That probably includes Iran.

Be a country spending cash nurturing a launch industry over the next ten years, and all you will have to show for it, is less cash and an industrial base disadvantaged by that choice.
 
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Dan Corcoran

Smack-Fu Master, in training
47
Unless he does a wholesale rewrite of SMC-S-016/SSC-S-016, he can say whatever he wants and it won't matter because that document spells out what tests you must do at the unit, subsystem, and system levels. What he's talking about is blanket tailoring where every program tailors testing to "I put it together, ran functional tests to check connectivity, ran a single axis random vibe and another round of functional tests to verify the connectors were mated properly, and then shipped it."

That can be done if the Space Force orders 50/100/150+ of the same design with absolutely no changes. You make the first vehicle a "Pathfinder" and run a full qual campaign with functional tests, performance tests, and environmental tests. The others are just 'build to print' and the customer assumes the risk that manufacturing and assembly is good enough that any skipped tests would have passed anyways.

But you can't get around the supply chain issues. Thrusters, avionics, radios, etc., are complicated items that are made to order. So, sure, you can get payloads and busses built quickly, so long as companies carry inventory of piece parts. Which they won't unless they're paid to. Inventory = money that could be used for other things. Inventory = storage space that costs money to build, maintain, replace, staff, keep clean, keep at the right temperature, keep at the right humidity, etc. You don't just stash flight hardware in an Amazon warehouse. Inventory = risk that must be insured (i.e., you spend money insuring) because what happens if there's an earthquake or a fire or a flood or whatever? Inventory = money that might go to waste because some other company comes out with a new widget that's as good as yours, or better, and cheaper.

These are not cheap items. My avionics computers cost several hundred thousand dollars each. You don't just take a Raspberry Pi and put it in space. Why so expensive? Because they're used for nothing else but space flight. You have to use space-rated components to build them. Which means components that are built and tested to exacting standards, and which not many are built...so they're expensive. Then not many of the avionics are built, and they have to be tested to exacting standards, so you have to jack the price up to cover the cost of all the people and infrastructure involved, plus profit margin. There's no way my vendor is going to keep, conservatively, $5,000,000 - $10,000,000 of parts, labor, and overhead costs just sitting on the shelf unless they're paid for it.

There's an old saying that 9 women can't make a baby in a month. Even if you throw 3 shifts at space vehicle assembly you can't get to a one week cadence on any satellite bigger than a cubesat unless you have vendors keeping inventory and you gut testing requirements. Vendors are not going to keep inventory unless they're paid for it - without money it shifts all the risk to them, but gives them no reward/incentive.
Wise words and exactly right. I wonder if the people in the room at the time realized this, and thought he was dreaming, or did it make sense somehow?
 
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NetMage

Ars Tribunus Angusticlavius
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There's an old saying that 9 women can't make a baby in a month. Even if you throw 3 shifts at space vehicle assembly you can't get to a one week cadence on any satellite bigger than a cubesat unless you have vendors keeping inventory and you gut testing requirements.
SpaceX says really? They are building four per day.
 
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SportivoA

Ars Tribunus Militum
1,529
SpaceX says really? They are building four per day.
Since they're in mass production, they can serialize testing as required and maintain WIP supply chain just fine. They don't need to do configuration changes within a week or even a month to launch in comms land. Of course there will be running changes and design iteration going on, but that's manufacturing. The volume on the comms side, however, does support a faster time-to-customization of Starshield payloads because they already have the bus with scaled back comms as the baseline. And integrating the secret squirrel subsystem(s) probably isn't a week from factory door delivery to racked, stacked, and waiting on a booster assignment.
 
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Wise words and exactly right. I wonder if the people in the room at the time realized this, and thought he was dreaming, or did it make sense somehow?
“Unless he does a wholesale rewrite of SMC-S-016/SSC-S-016, he can say whatever he wants and it won't matter because that document spells out what tests you must do at the unit, subsystem, and system levels.”

The process says no.
 
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SpaceX says really? They are building four per day.
SpaceX is building hundreds of Starlink satellites at a time of the exact same design, which is a criteria I said matters.

SpaceX also can follow whatever standards they want for much of their design and build - they own the satellites and the launch vehicle. Their own Falcon 9 User Guide requires customers to perform all manner of testing on their vehicles, and share the information with SpaceX for SpaceX to review and determine if it’s good enough, that make 1 week “order to stacking” infeasible.

SpaceX is only on the hook for complying with AFSPCMAN 91-710 and some other range safety stuff the Space Force requires to use Canaveral or Vandenberg when it comes to Starlink. I didn’t mention those standards, but range safety reviews take months because there are only so many people. But even if everyone was waiting to review your documents it would take days to chop through. Those artifacts can be hundreds of pages.

Their moment SpaceX gets handed a list of a few dozen compliance documents and an order for 12-24 satellites that require custom design, I guarantee you they won’t be rolling them off the line in a year, much less a week.
 
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