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SpaceX competitor ULA readies for final launch of 30-year-old Delta II rocket
Long-time SpaceX competitor United Launch Alliance (ULA) is nearly ready for the final launch of its Boeing subsidiary’s Delta II family of rockets, culminating a nearly 30-year history mostly dominated by routine success.
If completed without failure, the launch of NASA’s ICESat-2 satellite – built to track global ice-sheet variation with a huge space-based laser – will mark Delta II’s 100th consecutive success and the rocket’s 153rd fully successful launch overall, an immensely impressive and laudable achievement regardless of the vehicle’s lack of competitive advantage in the modern launch industry.
A teary farewell to Delta II this weekend, so in the run up we're going to give her a send off with a trip down memory lane per the vehicle's evolution from Thor.
Standby for a 7,000 word (yep!) feature article from William Graham on Thursday, with a ton of cool info/old photos. pic.twitter.com/g43PS6kHcr
— NSF – NASASpaceflight.com (@NASASpaceflight) September 13, 2018
Shockingly tiny when compared with modern launch vehicles like Delta IV, Atlas V, and Falcon 9, Delta II measures roughly 39 meters (~128 ft) tall, 2.4 meters (8 ft) in diameter, and weighs 160 metric tons (~350,000 lb) when fully fueled, just over half as tall and significantly less than 30% as heavy as SpaceX’s Falcon 9.
Contracted by NASA in 2013, Delta II’s ICESat-2 launch cost the agency roughly $97 million (2013 USD), although the cost of launch has shrunk in relation to the satellite, which suffered at least $200 million of overruns and 12+ months of delays due to difficulties developing the spacecraft’s impressive space-based LIDAR system. For comparison, NASA contracted a Falcon 9 launch (for the TESS exoplanet observatory, launched in April 2018) from SpaceX for $87 million in 2016, while the USAF has secured several launch contracts with SpaceX for far more complex GPS satellite launches at a cost of almost exactly $97 million apiece.
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- The final Delta II rocket is awaiting its last launch from Vandenberg Air Force Base this Saturday. (NASA/Randy Beaudoin)
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- A Delta II Heavy rocket seen launching NASA’s THEMIS satellite in 2007. (NASA)
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- Falcon 9 Block 5 booster B1049 returned to Port Canaveral today, ~60 hours after launch. Falcon 9 is dramatically cheaper than the aging Delta II. (Tom Cross)
Aging rockets, changing markets
Put simply, the contrast in capabilities offered for equivalent prices soundly demonstrates exactly why Delta II is being phased out. Although capable of better performance with a third upper stage and nine much larger solid rocket boosters (SRBs), that ‘Heavy’ variant of Delta II cost NASA an incredible $150 million per launch in 2009. For the versions of Delta II closer to $100 million per launch, the rocket is able to place 2500-3200 kg (5500-7000 lb) in low Earth orbit and not much at all to any higher energy destinations, which demand a third stage or a heavier rocket. At a comparable price (or much lower in SpaceX’s case), Atlas V and Falcon 9 are able to launch far larger payloads to far higher orbits.
This was by no means the case when Delta II debuted in 1989, and the McDonnell Douglas-built rocket readily earned its impressive reputation as a relatively reliable, capable, and (more or less) affordable launch vehicle compared alongside other rockets available in the ’90s. Delta II wound up as a ULA rocket (sort of) thanks to Boeing and McDonnell Douglas’ 1997 corporate merger, followed in 2006 by Lockheed Martin and Boeing’s cooperative formation of the United Launch Alliance. ULA thus operates Delta II, Delta IV, and Atlas V, all featuring multiple variants and very few distinguishing capabilities when compared amongst themselves.
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- Delta II is trucked to the launch pad ahead prior to launch. (NASA)
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- The business end of Delta II. (ULA)
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- ULA technicians install one of four solid rocket boosters on ICESat-2’s Delta II launch vehicle. (NASA)
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- ULA technicians install one of four solid rocket boosters on ICESat-2’s Delta II launch vehicle. (NASA)
The cost of maintaining all those highly duplicative rockets and unique factories and engineering expertise is fundamentally unnatural and reliant upon some sort of noncompetitive market forces (i.e. launch monopolies assured through “block buys” of multiple rockets from NASA and the US military), forces that have been mortally challenged by SpaceX’s reintroduction of competition to the American launch industry.
ICESat-2 is scheduled to launch on Delta II on Saturday, September 15th at 5:46 AM PDT/12:46 UTC. Stay tuned for more information on ICESat-2’s giant space LIDAR payload and mission goals, as well as Teslarati photographer Pauline Acalin’s photos of the fairly historic rocket launch.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla needs to come through on this one Robotaxi metric, analyst says
