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SpaceX Falcon 9 crushes next-gen ULA Vulcan rocket on cost in first competition

Even with several handicaps in its favor, a recent batch of military launch contractors suggest that ULA's Vulcan rocket will never be able to compete commercially with SpaceX's Falcon 9. (ULA/SpaceX)

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The United Launch Alliance’s (ULA) next-generation Vulcan Centaur rocket appears to have made it through what could be described as its first real competition with SpaceX and its Falcon 9 workhorse.

The US Space Force (or Air Force) awarded both rockets two launch contracts each on March 9th, marking the second award under “Phase 2” of a new National Security Space Launch (NSSL; formerly Evolved Expendable Launch Vehicle or EELV) agreement. The culmination of a multi-year competition, NSSL Phase 2 calcified in late 2020 when the US military ultimately chose ULA and SpaceX as its primary launch providers for the better part of the next decade.

The final Phase 2 agreement followed Phase 1, in which the USAF committed up to $2.3 billion to assist Blue Origin, Northrop Grumman, and ULA in their efforts to develop future military launch capabilities. SpaceX submitted a proposal but didn’t win funds. Even though the ULA-SpaceX dichotomy was already a more or less fixed outcome before the competition even began, the US military still managed to dole out almost $800 million to Blue Origin and Northrop Grumman before announcing that neither provider had been selected for Phase 2.

Notably, as part of Phase 1, ULA is on track to receive nearly $1 billion in USSF/USAF aid to develop its next-generation Vulcan Centaur rocket and ensure that it meets all of the military’s exacting, unique requirements. SpaceX, on the other hand, received a sum total of $0 from that opaque slush fund to meet the exact same requirements as ULA.

For Phase 2, the US military arbitrarily split the roughly two-dozen launch contracts up for grabs into a 60/40 pile. Even more bizarrely, the USAF did everything in its power to prevent two of the three rockets it had just spent more than $1.7 billion to help develop from receiving any of those two or three-dozen available launch contracts – all but literally setting $800M of that investment on fire. Short of comical levels of blind ineptitude, verging on criminal negligence, the only possible explanation for the US military’s behavior with NSSL Phase 1 and Phase 2 is a no-holds-barred effort to guarantee that ULA and its Vulcan Centaur rocket would have zero real competition.

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The arbitrary 60:40 split of the final Phase 2 contract ‘lot’ further supports that argument. A government agency objectively interested in securing the best possible value and redundancy for its taxpayer-provided money would logically exploit a $1.7B investment as much as possible instead of throwing two-thirds of its ultimate value in the trash. On its own, a block-buy scenario – even with a leading goal of selecting two providers – is fundamentally inferior to an open competition for each of the dozens of launch contracts at hand.

Further, selecting the block-buy option and failing to split those contracts 50:50 makes it even clearer that the USAF’s only steadfast NSSL Phase 2 goal was to guarantee ULA enough Vulcan launch contracts for the company to be comfortable and (most likely) not lose money on a rocket that has yet to demonstrate an ability to compete on the commercial launch market.

ULA delivered its first Vulcan booster prototype in February 2021, at least 12-18 months behind schedule. The rocket is unlikely to fly before Q1 2022. (ULA)

Amazingly, despite multiple handicaps in the form of a 60:40 contract split and what amounts to a $1B subsidy that explicitly disadvantages its only competitor, ULA’s Vulcan rocket still appears to be ~40% more expensive than SpaceX’s Falcon 9. In the latest round of NSSL Phase 2 contracts, seemingly the first in which ULA’s Vulcan Centaur rocket was selected, SpaceX’s Falcon 9 received two East Coast launch contracts worth slightly less than $160M, averaging out to less than $80M each.

Outfitted with four of a possible zero, two, four, or six strap-on solid rocket boosters (SRBs), Vulcan Centaur received two launch contracts for $224M – an average of $112M each. Assuming ULA wins exactly 60% (~15) of the Phase 2 launch contracts up for grabs and receives no more than $1 billion in USAF development funding through NSSL Phase 1, some $67 million will have to be added to the cost of each announced Vulcan launch contract to get a truly accurate picture. In the case of the rocket’s first two contracts, the real average cost of each Vulcan Centaur launch could thus be closer to $179M ($112M+$67M).

Vulcan Centaur Heavy is imagined launching with six SRBs. (ULA)

According to ULA CEO Tory Bruno, both Vulcan missions are to “high-energy orbits,” whereas a USAF official told Spaceflight Now that SpaceX’s two Falcon 9 contracts were to “lower-energy orbits.” In Vulcan’s defense, if Bruno’s “high-energy orbit” comment means a circular geostationary orbit (GEO) or a very heavy payload to an elliptical geostationary transfer orbit (GTO), it’s possible that SpaceX would have had to use Falcon Heavy to complete the same contracts. Against Falcon Heavy’s established institutional pricing and excluding ULA’s $1B Phase 1 subsidy, Vulcan Centaur is reasonably competitive.

Ultimately, even with several significant cards stacked against it, SpaceX appears likely to continue crushing entrenched competitors like ULA and Arianespace on cost while still offering performance and results equivalent to or better than even than their “next-generation” rockets.

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 Model 3 filings in China show interesting hardware addition

The addition of a front bumper camera to the Tesla Model 3 is a big upgrade from a hardware perspective.

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Credit: Tesla Newswire via China's MIIT

Tesla Model 3 filings in China are showing the vehicle could get a very interesting hardware addition, one that was not included on the “Highland” update when it rolled out to customers a year and a half ago.

The Model 3 Highland is Tesla’s updated version of the all-electric sedan, and was launched across the world in early 2024. It featured a variety of updates, including new exterior and interior designs.

However, there were a few things missing from the update that surprised Tesla fans because they were included on other cars.

One of them was the lack of a front bumper camera, a hardware piece that was included on other vehicles within the company’s lineup, including the Model Y Juniper, an updated version of the all-electric crossover that launched earlier this year.

Now, it seems Tesla is preparing to implement that front camera on the Model 3, as new filings with China’s Ministry of Industry and Information Technology (MIIT) showed the car with the addition:

The front bumper camera is a small but powerful addition to Tesla vehicles. It not only enhances visibility for simple tasks like parking, helping avoid things like curbs, but it also helps provide a wider field of view directly in front of the car.

It is also a crucial part of the Full Self-Driving and Autopilot suites, helping provide yet another angle of vision for the vehicle as Tesla makes its suite more robust. It is already improving through software upgrades and data collection, but it could always use additional hardware to enhance accuracy.

A Model 3 Highland test mule was spotted near Boston, Massachusetts, back in May with a variety of additional cameras equipped. Some believed this was a vehicle that was assisting with collecting training data.

Tesla is testing a Model 3 with some mysterious cameras in the U.S.

However, it could be a sign of Tesla planning to add this piece of hardware to a slightly updated version of the new Model 3 that could come to production in various markets in the near future.

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Tesla CEO Elon Musk details massive FSD update set for September release

“This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.”

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Credit: Tesla Asia | X

Tesla CEO Elon Musk detailed the changes that are expected to come with a massive Full Self-Driving (FSD) update, which is set to roll out sometime in September, he revealed earlier this week.

Tesla has been refining its FSD suite for years, but it has never been as good as it is now. The focus is to get the suite to a point where interventions are no longer needed and drivers simply become passengers, as they will not be responsible for paying attention to the road.

Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming

That version of FSD will come eventually, but not next month. However, there are dramatic improvements that will come with next month’s FSD update that will roll out to the public, Musk said:

“The FSD software update next month will be a major step-change improvement for rare conditions.”

Additionally, he provided specific details on what would change, hinting that the need for a driver to pay attention will be “substantially reduced,” but there are some “complex intersections, heavy weather, or unusual events” that will still require drivers to assume responsibility for the car:

“This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.”

We have been teased about these types of updates before, but usually they involve some kind of mention of FSD being ready for unsupervised driving “by the end of the year.” Musk did not mention that here.

There is also the fact that Tesla has another FSD build in Austin for the Robotaxi suite that is more advanced than what is available to the public. It has performed well, Musk says, making claims that there are times when it feels “eerily human.”

Tesla Q2 2025 vehicle safety report proves FSD makes driving almost 10X safer

The improvements in FSD capabilities in subsequent releases are usually very evident. As Tesla continues to refine the suite for the public, it gains more confidence and becomes smarter through the collection of data and the use of neural networks.

The only thing left to wait for is the release itself, and we are hopeful it will roll out to the public in September, as Musk says.

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Tesla Model Y L’s impressive specs surface in China’s recent MIIT filing

The Tesla Model Y L is expected to launch later this year.

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Credit: Tesla

The specs of the upcoming Tesla Model Y L has appeared in new Chinese regulatory filings, revealing key specifications including a six-seat layout and an extended range of up to 751 kilometers. The variant is expected to launch later this year alongside a new long-range Model 3 variant rated at 830 kilometers.

The updates were listed on the China Ministry of Industry and Information Technology’s (MIIT) latest batch of new energy vehicle models that are eligible for vehicle purchase tax exemptions.

Model Y L to debut with larger battery, six-seat layout

Listed under the model code TSL6500BEVBA0, the Model Y L will feature dual motors producing 142 kW at the front and 198 kW at the rear. It will be powered by a 465-kilogram 82.0-kWh lithium-ion battery from LG Energy Solution, with a pack energy density of 176 Wh/kg, as noted in a CNEV Post report. The long-range crossover achieves 751 km on the lenient CLTC cycle, making it Tesla’s highest-range Model Y to date in China despite its curb weight of 2,088 kg.

The “L” designation is believed to refer to the vehicle’s larger size and seating configuration, as the new variant is listed with six seats. It builds on Tesla’s strategy to diversify offerings in the Model Y lineup, which currently includes both RWD and AWD five-seat versions.

Model 3+ breaks record with 830 km CLTC range

Alongside the Model Y L, Tesla China also registered a new rear-wheel-drive Model 3, which was designated with the model code TSL7000BEVBR1. The vehicle boasts either 800 or 830 km of range on the CLTC cycle, depending on its trim. This marks the highest range yet for any Tesla vehicle in China.

The variant will use a 448-kilogram, 78.4-kWh LG-supplied battery with an energy density of 175 Wh/kg and a peak motor output of 225 kW. The vehicle’s curb weight is listed at 1,760 kg. The model was previously identified in filings as “Model 3+,” hinting at a possible tier above the existing long-range variant, which tops out at 753 km CLTC.

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