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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 Superchargers open to Hyundai’s EVs in the U.S.
Hyundai and Genesis are the latest brands to gain access to Tesla’s charging network.
Tesla’s Superchargers are now officially open to Hyundai’s electric vehicles (EVs) across the U.S., adding to the wave of auto brands that can now charge on the once-exclusive network.
In a press release on Tuesday, Hyundai announced that owners of the Kona electric, Ioniq hatchback, Ioniq 5, Ioniq 5 N, and Ioniq 6, can charge at Tesla Superchargers in the U.S. using a CCS to NACS adapter, which the company is offering complimentary to owners. The news is set to give access to roughly 20,000 Superchargers in the U.S., as Tesla continues to roll out access to non-Tesla EV brands across the industry.
Hyundai says that those who purchased their EVs prior to January 31, 2025 will begin receiving emails on how to claim the free NACS adapters starting the week of April 7. The news also comes after Hyundai was the first automaker to debut a native NACS port with the Ioniq 5, beginning late last year.
🚨 Starting today, U.S. owners of the current Hyundai KONA Electric, IONIQ Electric hatchback, IONIQ 5, and IONIQ 6 models equipped with a CCS port gain access to 20,000 Tesla Superchargers in the United States using an NACS adapter. pic.twitter.com/3xLfwCIXsc
— TESLARATI (@Teslarati) March 25, 2025
READ MORE ON HYUNDAI: Hyundai dives into the robotaxi business with TX-based startup
“Starting today, more Hyundai EV customers will have access to 20,000 Tesla Superchargers across North America, doubling their fast-charging options,” says Olabisi Boyle, Hyundai North America’s SVP of product planning and mobility strategy. “This move improves the public charging experience by giving our customers even more choice. It’s a vital part of our commitment to ease America’s transition to electric vehicle ownership.”
Currently, the news only applies to Superchargers in the U.S., though one spokesperson from the automaker told Teslarati that more details are expected to come about the launch of access in Canada later this year.
Tesla now lists Hyundai, and its subsidiary Genesis, on its website as EV brands that are able to charge at its Superchargers, along with several others which have been added in the past several months such as Polestar, Volvo, Mercedes-Benz, Lucid, and Rivian, among others.
Hyundai also had record auto sales in the U.S. in 2024, with general retail sales up 4 percent and EV sales up 13 percent year over year.
Hyundai prepares for Trump’s tariffs with billion-dollar investment in the United States
Tesla CEO Elon Musk had a simple and straightforward message to the vandals who continue to damage cars, showrooms, and Superchargers that the company and its owners utilize during an All-Hands meeting last week.
For the first time, Tesla and Musk broadcasted on X an All-Hands meeting the company held with its employees.
It seemed to be a justified response to skeptics and investors who have said that Musk has spent more time worrying about the Department of Government Efficiency (DOGE) than Tesla.
During the meeting, Musk showed the company’s roadmap for the remainder of 2025 and into 2026 and aimed to resolve any sort of skepticism regarding his commitment. He told the employees to “hang onto their stock,” and commented on Tesla’s future impact:
“It’s very difficult like for people in the stock market, especially those that look in the rearview mirror — which is most people — to imagine a future where suddenly a 10 million vehicle fleet has five to ten times the usefulness. It’s so profound and there’s no comparison with anything in the past that it does not compute. But it will compute in the future.”
However, Musk did not stop there. He also had a message for those who have gone out of their way to key, damage, and sometimes even destroy Tesla vehicles and showrooms.
Several locations have been hit with gunfire, Molotov cocktails, and other things, while owners are reporting petty vandalism like keying and slashing tires more frequently now than ever.
Musk’s message to the vandals was simple:
“This is psycho. Stop being psycho!”
He continued:
“If you read the news, it feels like, you know, Armageddon. It’s like, I can’t walk past the TV without seeing a Tesla on fire. Like, what’s going on? Some people, it’s like, listen, I understand if you don’t wanna buy our product, but you don’t have to burn it down. That’s a bit unreasonable.”
Tesla’s biggest haters have continued to spew violence toward the company and owners of its cars, with some even putting on bumper stickers that read things like “I bought this before Elon went crazy!” to hopefully divert attackers.
🚨 We spotted this Tesla with “I bought this before Elon went crazy” and “Anti-Elon Social Club” bumper stickers on.
Gimme a break.
Do you think these are legitimate beliefs or an attempt at stopping people from vandalizing their cars? pic.twitter.com/hTDFVTvAvj
— TESLARATI (@Teslarati) March 24, 2025
The company also has the help of the federal government. The FBI has already established a task force to help investigate instances of vandalism and violence against Tesla. Additionally, President Trump has said attacks against the company are being considered as domestic terrorism.
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Tesla China seems to have overtaken Q1 2024’s registrations with new Model Y ramp
During the week of March 17-23, Tesla China saw 17,400 new vehicle registrations.
The new Model Y’s ramp is resulting in a strong comeback for Tesla in China. This was highlighted by the momentum of Tesla’s new vehicle registrations in the country.
With the new Model Y now starting deliveries, Tesla China’s year-to-date registrations appear to have surpassed the company’s 2024 numbers in the same period.
Tesla China Registrations
During the week of March 17-23, Tesla China saw 17,400 new vehicle registrations, the highest this Q1 2025 so far. This represents a 13.7% increase from the previous week. With these results, industry watchers have noted that Tesla China’s insurance registrations are now up 28.2% year-over-year.
Tesla China’s new vehicle registrations have seen a notable rise this March as the company started deliveries of the new Model Y to domestic customers. In the week ending March 2, Tesla China saw 12,400 registrations. In the week ending March 9, the number rose to 13,800, and in the week ending March 16, registrations rose once more to 15,300 vehicles.
Overtaking Q1 2024
As per industry watchers, Tesla is estimated to have seen 116,200 new vehicle registrations in China as of the week ending March 23, 2025. In the same period in 2024, Tesla China was estimated to have seen 115,900 new vehicle registrations–and that’s with the new Model Y having just a few weeks’ worth of domestic deliveries.
Time for a Comeback
The new Model Y has been making quite a big impact on China’s domestic automotive market. Previous reports indicate that the revamped all-electric crossover completely dominated the premium all-electric SUV segment in China last week with 9,451 sales, far ahead of the 1,390 units that were sold by its closest competitor, the Zeekr 7X.
In the week ending March 23, 2025, estimates suggest that Tesla China saw 10,628 registrations for the new Model Y. Such numbers could result in the vehicle ranking very well in China’s premium all-electric SUV segment once more.
Tesla Superchargers open to Hyundai’s EVs in the U.S.
Tesla CEO Elon Musk’s simple message to vandals
Tesla China seems to have overtaken Q1 2024’s registrations with new Model Y ramp
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