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SpaceX may have signed a fairing agreement with ULA supplier RUAG (Update: no agreement)
According to unverified and speculative comments reportedly made to a member of the space industry by a RUAG spokesperson, the prominent aerospace supplier may have reached an agreement with SpaceX to manufacture a handful of larger payload fairings for future Falcon 9 and Heavy launches.
In the likely event that SpaceX is one of two contractors awarded a portion of several dozen US military launch contracts next year, the company will need to be able to cater to niche requirements, including accommodating unusually tall military satellites. Those satellites can be so tall that SpaceX’s own payload fairing – generally middle-of-the-pack relative to competitors’ offerings – may be too short, meaning that SpaceX will have to find ways around that minor shortcoming.
Update: Tim Chen has retracted his earlier comments and has stated that there is actually no agreement currently in place with SpaceX for RUAG to produce taller fairings out of its new Decatur, AL factory.
Additionally, ULA CEO Tory Bruno clarified that the company’s “[new fairing] has [ULA] intellectual property in its design and manufacture … [and] is currently planned only for use on Atlas and Vulcan”, meaning that any cooperation between SpaceX and RUAG would likely require a new production facility and a somewhat different fairing design.
“ULA’s new fairing, which is built in our factory in Decatur, has our intellectual property in its design and manufacture. This fairing is currently planned only for use on Atlas and Vulcan. You would want to ask RUAG about business they might have with their other customers.”
Tory Bruno, August 14th, 2019
Regardless of the veracity of these recent claims, it appears that SpaceX has three obvious responses at its disposal: design and build an entirely new variant of its universal Falcon fairing, purchase the necessary fairings from an established supplier, or bow out of launch contract competitions that demand it. The latter option is immediately untenable given that it could very well mean bowing out of the entire US military competition, known as Phase 2 of the National Security Space Launch program’s (NSSL; formerly EELV) Launch Services Procurement (LSP).
For dubious reasons, the US Air Force (USAF) has structured the NSSL Phase 2 acquisition in such a way that – despite there being four possible competitors – only two will be awarded contracts at its conclusion. The roughly ~30 launch contracts up for grabs would be split 60:40 between the two victors, leaving two competitors completely emptyhanded. In short, bowing out of the Phase 2 competition could mean forgoing as many as one or two-dozen contracts worth at least $1-2B, depending on the side of the 60:40 split.
According to a handful of recent comments and developments, SpaceX has likely sided with the option of procuring taller fairings from an industry supplier. As it turns out, European company RUAG has effectively cornered the Western rocket fairing market, with SpaceX being the only Western launch company currently building its own fairings. RUAG builds fairings for both Arianespace’s Ariane 5 and Vega rockets and ULA’s Atlas V. Additionally, RUAG will build and supply fairings for both companies’ next-gen rockets – Arianespace’s Ariane 6 and ULA’s Vulcan – and builds fairings for a number of smallsat launch companies.
Comments made in June by a RUAG official confirmed that there was some semblance of a relationship between SpaceX and RUAG for the purpose of satisfying USAF needs for taller fairings, although the phrasing suggested that the cooperation was in its early stages and nothing had been solidified.
“In a June 12 letter to Smith, the company’s CEO Peter Guggenbach makes the case that legislation forcing access to suppliers is unnecessary in this case because RUAG does not have an exclusive arrangement with ULA and is willing to work with SpaceX or any other launch providers.
“For this competition, we are in the process of submitting or have submitted proposals to multiple prime contractors regarding launch vehicle fairings. In those agreements, we share technical data to support a prime contractor’s bid while protecting our intellectual property.”
RUAG vice president Karl Jensen told SpaceNews the company has a “significant partnership” with ULA but is looking to work with others too. “We have an offer to SpaceX,” he said. “We don’t know if they’ll accept it.”
SpaceNews, 06/13/2019
Interestingly, although ULA’s RUAG-built Atlas V fairing is slightly narrower than SpaceX’s 5.2m (17 ft) diameter fairing, Atlas V’s largest fairing is significantly taller, supporting payloads up to 16.5m (54 ft) tall compared to 11m (36 ft) for Falcon 9 and Heavy. Given that just a tiny portion of military spacecraft actually need fairings that tall, SpaceX is apparently not interested in simply modifying its own fairing design and production equipment to support a 20-30% stretch.
This likely relates in part to the fact that one of SpaceX’s three NSSL Phase 2 competitors – Northrop Grumman (Omega), Blue Origin (New Glenn), and ULA (Vulcan) – are guaranteed to receive hundreds of millions of dollars of development funding after winning one of the two available slots (60% or 40% of contracts). SpaceX, on the other hand, will receive no such funding while still having to meet the same stringent USAF requirements compete in LSP Phase 2. Of note, Congressman Adam Smith managed to insert a clause into FY2020’s defense authorization bill that could disburse up to $500M to SpaceX in the event that the company is one of Phase 2’s two winners.
Despite this potential influx of infrastructure-focused funds, SpaceX may still be pursuing taller Falcon fairings from RUAG as a backup in the event that the company is not one of the two Phase 2 winners or is unable to use some of the $500M secured by Rep. Smith to develop its own stretched fairing.
On August 12th, SpaceX – along with Blue Origin, ULA, and NGIS – submitted bids for NSSL Phase 2 launch services, confirming that all four companies will indeed be in the running for contracts. The USAF is not expected to announce the results of this competition until Q2 2020.
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Tesla has officially launched the Model Y L in the United States and Puerto Rico for $61,990. It is the longer-wheelbase version of the Model Y, and has been available in China since last year.
Tesla brings the Model Y L to the U.S. just months after it phased out the only pure SUV in its lineup, the Model X. It is slightly longer than the Model Y configurations that are already available in the U.S., and features a three-row, six-seat setup with Captain’s Chairs being among the many features that make this a truly fantastic offering.
The Model Y L is priced competitively at $61,990, and features 325 miles of range and a 0-60 MPH in just 4.4 seconds.
Tesla also added a handful of new features that are not available in even the Premium Model Y. Here’s a full list of its features:
- Heated/Ventilated Front Seats with Powered Thigh Cushion
- Heated/Ventilated Captain’s Seats in Second Row with Powered Armrests & One-Touch Fold
- Heated Third-Row Seats with Power Recline, One-Touch Fold & Child Seat Anchors
- Improved Airflow, Increased Efficiency, More Range
- 89 cubic feet of trunk space
- Upgraded Acoustic Glass and Suspension to Minimize Road Noise
- Adaptive Damping for a Smooth, Stable Ride
- Staggered Tires for Enhanced Grip
- Larger Tailgate for Better Rear Visibility and Bigger Windows Overall
- 16″ First Row and 8″ Second Row Touchscreens
- 19-Speaker Immersive Tesla Audio
- 50W Wireless Charging Pads with Active Cooling and Charging Ports for All Other Seats
- FSD Supervised and Integrated Grok AI
Tesla is also delivering these first units as a “Launch Series,” which comes with additional features, such as:
- Door Trim Puddle Lights
- Suede Dashboard Wing
- Exterior and Interior Badging
- Floor Mats
- Sill Plates
The launch of the Model Y L in the U.S. marks a huge offering from Tesla to U.S. consumers. People have been calling for Tesla to bring a larger car to the U.S., and it needed it more than ever now that the Model X is gone.
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- Credit: Tesla
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- Credit: Tesla
It is a huge accomplishment for Tesla to get the Model Y L to the U.S., and after reporting strong deliveries today, it will be interesting to see how this car impacts future quarterly delivery reports.
Deliveries for the Model Y L “Launch Series” are slated for September or October of this year.
Tesla just told us twice that the Model Y L is coming to the U.S., and two social media posts definitely just tipped the company’s hand, as if they wanted it to be any other way.
The two social media posts basically confirm that the slightly longer version of the Model Y will be heading to the United States soon, and many have speculated that the company could launch the vehicle as soon as this weekend.
The first post was directly from Tesla, and it showed an incredibly long Dachshund, with words above that said, “Looking forward to the long weekend.”
Looking forward to the long weekend pic.twitter.com/URzH6zOUdn
— Tesla (@Tesla) July 1, 2026
Anyone who knows Tesla knows the company loves to troll its fans and have fun, and this is a perfect example of that. While not a direct acknowledgement, Tesla is very involved on social media, especially CEO Elon Musk’s platform X, and the company is well aware of what is being discussed within the community.
With recent sightings of Model Y L test mules in California, peeks of the vehicle at Giga Texas, and a large call for the car to come to the U.S., Tesla is simply stoking conversation with this.
However, the company also made another move that was recognized on social media. Tesla has a large gallery that includes photos of its products so media and others can use them. This gallery applies to the U.S. market specifically, unless otherwise specified.
Tesla uploaded a Model Y L to the Gallery last night:
This looks like a Model Y L https://t.co/TpnBwrLmH9
— TESLARATI (@Teslarati) July 2, 2026
This seems to be another indication that the Model Y L is coming to the United States.
Musk said last year that the Model Y L could make its way to the United States late this year, but it was not something that was set in stone by Tesla. The company definitely needs to establish something in the SUV market that is larger than the Model Y, and the Model Y L might be the answer.
Even still, there are consumers out there who would love Tesla to develop something even larger, like a competitor to the Tahoe or Expedition. Tesla has not really given much of an indication that it will go in that direction.
Tesla is using the vehicles’ internal microphones to improve build quality, Vice President of Engineering Lars Moravy revealed recently.
It’s no secret that Tesla is always finding ways to make its manufacturing operations more efficient, accurate, and valuable. Constantly trying to make its cars better, the company has never placed any restrictions on what it will do to improve everything from panel gaps to paint.
As Teslas have been driving autonomously on the property of the Gigafactory Texas plant for a while now, Moravy revealed to Herbert Ong in a new interview that cars rolling off production lines now autonomously navigate themselves through a bumps, squeaks, and rattles (BSR) portion of the line. This helps to identify any loose or improperly installed internal parts.
The cabin’s microphones, which are used for a variety of things in ownership, simultaneously monitor any noises inside the vehicle while it rolls through the BSR portion of the production line. Moravy actually revealed that Tesla is trying to build “Full Self-Hearing,” an AI system that will detect minor imperfections so they can be corrected before delivery.
It’s no secret that build quality is something that Tesla struggled with as it scaled to a fully massive production operation that manufactures over 1.6 million vehicles per year. However, in recent years, especially, there have not been as many complaints. Tesla has truly improved upon its build quality and paint quality over the past several years, especially in the U.S.
Tesla’s ‘megacasts’ are key to massive build quality improvements
While those improvements have been evident, there are still some complaints; no automaker is perfect with this. But this step will now ensure that every single car that rolls off the production lines at Gigafactory Texas will be void of any creaks, squeaks, or squeals when it leaves the factory.
This measure is one of the most unique we’ve seen in terms of a strategy to avoid build quality issues, but it is not exclusive to Tesla.
Ford uses acoustic analysis AI to find abnormalities in seat motors, climate control units, and other components. Suppliers and OEMs will also use microphone arrays or particle velocity sensors in end-of-line stations.
The full interview with Lars Moravy is available below:
🚨 If you’re a Tesla investor, this is one interview you don’t want to skip. The full video posted below.
Jeff Lutz @thejefflutz and I sat down with Tesla VP of Engineering Lars Moravy, and it was packed with insights!
A few of the biggest takeaways:
• Cybercab is expected to… pic.twitter.com/fhYSr2dCqP
— Herbert Ong (@herbertong) July 1, 2026
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Tesla just told us twice that Model Y L is coming to the U.S.
