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NASA asks SpaceX to decide the fate of ‘Dragon XL’ lunar cargo spacecraft

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In a new Request For Information (RFI) quietly released by NASA on April Fools’ Day, the space agency appears to have indirectly asked SpaceX to determine the fate of its ‘Dragon XL’ lunar cargo spacecraft.

In March 2020, NASA announced that it had selected SpaceX to deliver the bulk of pressurized and unpressurized cargo it would need to crewed and operate a proposed “Gateway” lunar space station for the first several years of its existence. To accomplish that task, SpaceX would develop a heavily-modified single-use version of its Dragon 2 spacecraft with more propellant storage, more space for cargo, and a range of other design changes.

Known as Dragon XL, that spacecraft would weigh around 15 to 16 tons (~33,000-35,000 lb) at liftoff and likely require a fully or partially expendable Falcon Heavy launch for each mission to the Moon. At the time, it was a fairly balanced and reasonable choice on NASA’s part, leveraging existing investments and experience with SpaceX and Dragon and erecting no major technical hurdles. However, more than two years later, NASA still hasn’t started work on the contract.

That’s why the new April 1st RFI is so intriguing. NASA begins by referencing fine print in the original 2018 Gateway Logistics Services (GLS) Request For Proposals (RFP) that allows the agency to continue receiving and considering new proposals from new and existing providers throughout the program’s planned 17-year lifespan. The agency says its primary motivations are for “information and planning purposes, to request feedback, to promote competition,” and to “[determine] whether to conduct an on-ramp in 2022.” NASA doesn’t specify what exactly that means, but in the context of the rest of the text, it appears that the agency wants to use this RFI to help determine whether or not to finally “on-ramp” its existing Dragon XL contract with SpaceX.

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However, the document gets far more interesting and suggestive. Later, NASA spells out what exactly it wants respondents to discuss. In a list of eight main questions, the agency repeatedly hints at a desire to substantially expand the scope of GLS. In question #8, NASA asks if, to help “create a vibrant supply chain in deep space,” respondents would be able to deliver additional cargo to “cislunar orbits [and] the lunar surface” or offer a “dedicated delivery tug capability” or “rapid response delivery service.”

NASA also asks for information on ways prospective GLS providers could “[minimize] the cost impact of…requirement changes,” “reduce operating costs,” and “minimize upfront costs.” In questions #2 and #3, NASA requests details about “new and/or innovative capabilities” that could “significantly increase…cargo delivery capacity” within “the next five years” and states that “offerors exceeding the minimum [cargo] capabilities may be viewed more favorably.”

The Gateway’s first two modules are tentatively working towards a launch on a SpaceX Falcon Heavy rocket no earlier than late 2024. (NASA)

NASA seems very interested in the potential benefits of alternative deep space cargo transport services that are both cheaper and more capable than Dragon XL. Between the lines, however, the RFI also reads as if it was written directly to SpaceX. The first question is perhaps the most telling: “Is your company interested in on-ramping to the GLS contract to provide Logistics Services as described in the original solicitation?”

SpaceX is the only company with an existing GLS contract that it could “on-ramp to” – a roundabout way to say “start work on”. In the following questions, NASA then repeatedly expresses interest in cargo transport capabilities well beyond the original contract’s requirements and asks about innovative new capabilities that could enable such improvements. NASA even “recognizes” and hints at a willingness to consider unorthodox solutions that, for example, might require “more than one launch” per cargo delivery or help “minimize upfront costs to the Government.” Put simply, while it does open the door for just about any US company to inform NASA about new GLS options, it’s hard not to conclude that this new RFI is at least partially designed to give SpaceX an opportunity to propose Dragon XL alternatives or upgrades.

SpaceX’s Starship Moon lander design as of 2021.

The most obvious option: Starship. Through the Human Landing System (HLS) program, NASA has already committed to investing at least $3 billion to develop a crewed Starship Moon lander and the fully-reusable launch vehicle and refueling infrastructure required to launch and operate it. With barely any modification, the Starship architecture SpaceX and NASA are already developing could be used to deliver dozens of tons of pressurized cargo to cislunar space, lunar orbit, the Gateway, the lunar surface, or just about anywhere else NASA wants. Leveraging that significant investment would also tick almost every box in NASA’s new RFI by drastically reducing upfront and total development costs, helping to stimulate a “vibrant” deep space supply chain, and beating Dragon XL’s cargo capabilities by a factor of 5, 10, or even 20+.

Of course, there are technical challenges and reasons to believe that Starship can’t easily replace Dragon XL. Even Dragon XL risked running into Gateway’s visiting vehicle mass limit of just 14 tons. Starship would likely weigh at least 100-200 tons – more than the entire Gateway. Dragon XL would use non-cryogenic propellant and is baselined to spend at least 6-12 months at a time at the Gateway. NASA has also studied the possibility of using Dragon XL as a crew cabin or bathroom to temporarily relieve Gateway’s extremely cramped habitable volume. Starship’s main engines use cryogenic propellant that wants nothing more than to warm up and boil into gas, making it far harder to keep at the station for months at a time. Those problems are likely solvable, but it’s still worth noting that Starship is not a perfect fit right out of the box.

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The RFI could also end with a whimper if SpaceX simply tells NASA that it’s happy to proceed with Dragon XL as proposed. Only time will tell. NASA is planning to hold an industry day on April 20th to better explain the RFI’s goals and wants responses by May 31st, 2022, after which the agency will decide whether or not to follow up with a solicitation or on-ramp Dragon XL.

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla Supercharger left offline as Swedish court backs union strike

The completed Supercharger has been stalled for nearly two years amid Tesla’s conflict with the IF Metall union in Sweden.

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Credit: NicklasNilsso14/X

Tesla’s Supercharger station in Ljungby, Sweden will remain without power after a Swedish administrative court rejected the company’s appeal to force a grid connection to the site. The completed Supercharger has been stalled for nearly two years amid Tesla’s conflict with the IF Metall union in Sweden.

The court ruled that the ongoing union strike against Tesla Sweden is valid grounds for the Supercharger’s connection delay, as noted in an Allt Om Elbil report. 

The Ljungby Supercharger was one of the first charging stations that were denied grid access after IF Metall launched its strike against Tesla Sweden in late 2023. Electricians at local grid operator Ljungby Energinät were pulled into a sympathy strike by the Seko union, preventing the site’s connection.

Tesla reported both Ljungby Energinät and Gävle Energi Elnät AB to the Swedish Energy Market Inspectorate, arguing that grid operators failed to meet their legal obligation to provide connection to the location within a reasonable time frame.

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The regulator ruled that the strike represented a valid exception under Swedish law, however, citing constitutional protections for industrial actions.

Tesla responded by appealing to the Administrative Court in Linköping, claiming it had the right to connection within a reasonable period, generally no more than two years. Tesla Sweden also argued that the country’s Electricity Act conflicts with EU law. The court rejected those arguments.

“The Administrative Court today finds that granting the company’s request in practice applies to the same thing as the blockade and that it would mean that the blockade would be ineffective. 

“Such a decision would contradict the principle that labor market conflicts should be resolved to the greatest extent possible by the labor market parties, not by the state. The industrial action is also constitutionally protected,” Chief Councilor Ronny Idstrand stated.

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The court also concluded that the Electricity Act does not conflict with EU regulations and that special reasons justified the extended delay.

While the ruling was unanimous, Tesla Sweden may appeal the decision to a higher administrative court.

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Tesla China exports 50,644 vehicles in January, up sharply YoY

The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.

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Credit: Tesla China

Tesla China exported 50,644 vehicles in January, as per data released by the China Passenger Car Association (CPCA).

This marks a notable increase both year-on-year and month-on-month for the American EV maker’s Giga Shanghai-built Model 3 and Model Y. The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.

The CPCA’s national passenger car market analysis report indicated that total New Energy Vehicle exports reached 286,000 units in January, up 103.6% from a year earlier. Battery electric vehicles accounted for 65% of those exports.

Within that total, Tesla China shipped 50,644 vehicles overseas. By comparison, exports of Giga Shanghai-built Model 3 and Model Y units totaled 29,535 units in January last year and just 3,328 units in December. 

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This suggests that Tesla China’s January 2026 exports were roughly 1.7 times higher than the same month a year ago and more than 15 times higher than December’s level, as noted in a TechWeb report.

BYD still led the January 2026 export rankings with 96,859 new energy passenger vehicles shipped overseas, though it should be noted that the automaker operates at least nine major production facilities in China, far outnumering Tesla. Overall, BYD’s factories in China have a domestic production capacity for up to 5.82 million units annually as of 2024.

Tesla China followed in second place, ahead of Geely, Chery, Leapmotor, SAIC Motor, and SAIC-GM-Wuling, each of which exported significant volumes during the month. Overall, new energy vehicles accounted for nearly half of China’s total passenger vehicle exports in January, hinting at strong overseas demand for electric cars produced in the country.

China remains one of Tesla China’s most important markets. Despite mostly competing with just two vehicles, both of which are premium priced, Tesla China is still proving quite competitive in the domestic electric vehicle market.

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Tesla adds a new feature to Navigation in preparation for a new vehicle

After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.

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Credit: Uber

Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.

After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.

Elon Musk confirms Tesla Semi will enter high-volume production this year

One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.

Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.

Tesla made the announcement on the social media platform X:

Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.

Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.

Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.

For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.

California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.

For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.

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