News
SpaceX’s BFR and Raptor deemed “science-fiction” by French space agency manager
Speaking in a September 7th interview with French newspaper Courrier International, Dr. Francis Rocard – director of French space agency CNES’ solar system exploration program – had little good to say about SpaceX and CEO Elon Musk’s long-term ambitions in space, going so far as to question the CEO’s driving ethics and label the company’s next-generation rocket and propulsion system “science-fiction”.
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- Ariane’s lineage. (ESA)
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- Ariane 62 and 64. (ESA)
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- Falcon 9 Block 5 will be absolutely critical to the success (and even the basic completion) of Starlink. (Tom Cross)
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- BFR (2018) breaks through a cloud layer shortly after launch. (SpaceX)
Pehaps best known for its involvement in interplanetary space exploration missions like Rosetta and European launch provider Arianespace, CNES is providing a bit less than 25% of the $3.8 billion ESA is spending to develop the Ariane 6 rocket, as well as another $700m for the construction of a new launch pad and support facilities at the space agency’s French Guiana spaceport.
ArianeGroup, a public-private partnership and company, plans to begin replacing its highly successful Ariane 5 rocket with Ariane 6 as early as 2020 and is providing roughly $475 million of its own money to develop that launch vehicle. Ariane 5, which just completed its 100th successful launch on September 25th, costs between $165m and $220m (2016) per launch and is fully expendable, while Ariane 6 – also fully expendable – is targeting a slightly more practical cost between $100m and $130m per flight.
Differences between Ariane 5 and Ariane 6 are exceedingly minor, with the majority of differences found in the cost of each rocket. The end result for customers is essentially the exact same performance of Ariane 5 (or significantly worse) for at most a 40% discount. Ariane 6 will have light (2 solid rocket boosters) and heavy (4 SRBs) variants, and the light variant (known as Ariane 62) is expected to cost no more than 20% less than its heavy cousin while offering considerably less than half the performance.
This poses a major issue for ArianeGroup, as its current Ariane 5 only marginally functions as a commercial rocket thanks to an extensive reliance on dual-satellite launches, in which two different payloads are manifested on the same rocket in order to halve the cost each customer must pay. According to Arianespace, the best possible price a customer might wind up paying for one of Ariane 5’s two slots is ~$60m, essentially the same as the base price for a dedicated Falcon 9 launch. The problem, however, lies in the reality that Ariane 62 will be effectively incapable of performing the same dual-manifest launches but end up costing significantly more for a dedicated launch than the $60m-$100m Ariane 5 customers currently expect.
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- This exploded view shows how Ariane 5 launches two large satellites at once. (ESA)
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- A render showing Ariane 64. (Arianespace)
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- A gif of Raptor throttling over the course of a 90+ second static-fire test in McGregor, Texas. (SpaceX)
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- Yusaku Maezawa stands on the first BFR composite tank/fuselage section prior to his Sept. 17 announcement. (Yusaku Maezawa)
Ariane 64, at most a 40% cheaper replacement for Ariane 5, doesn’t even have a tentative launch debut date set, while Ariane 62 is pencilled in for a 2020 debut with several more launches soon after, potentially ramping up to a dozen missions per year in the mid-2020s. Rocard, while not directly involved in CNES’ own tenative work with reusable rocket experiments or its relationship with Ariane rockets, placed himself in an inopportune position by so bluntly dismissed and demeaning the near to long-term ambitions of SpaceX.
Not only are BFR and Raptor quite literally real enough to touch, but SpaceX’s Falcon 9 Block 5 is beginning to ramp up launch and reuse activities, placing the launch upstart in a position where the long-term survival – let alone success – of ArianeGroup and its Ariane 6 rockets seems no less likely than SpaceX’s realization of its Mars aspirations in the 2020s and 2030s. May the best rockets win.
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Elon Musk
SpaceX issues statement on Starship V3 Booster 18 anomaly
The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX’s initial comment
As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.
“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X.
Incident and aftermath
Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.
Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
SpaceX issues statement on Starship V3 Booster 18 anomaly
Tesla analyst maintains $500 PT, says FSD drives better than humans now
