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SpaceX’s attempts to buy bigger Falcon fairings complicated by contractor’s ULA relationship
According to a report from SpaceNews, SpaceX recently approached global aerospace supplier RUAG with the intention of procuring a new, larger payload fairing for its Falcon 9 and Heavy rockets.
RUAG is a prolific supplier of rocket fairings, spacecraft deployment mechanisms, and other miscellaneous subassemblies and components, and US company United Launch Alliance (ULA) has relied on RUAG for fairings and various other composites work for its Atlas V, Delta IV, and (soon) Vulcan launch vehicles. According to SpaceNews, that close relationship with ULA forced RUAG to turn SpaceX away, owing to ULA’s argument that the specific fairing technology SpaceX was pursuing is ULA’s intellectual property. The ramifications of this development are not earthshaking but they’re still worth exploring.
Update: A more recent report by SpaceNews seemingly revealed that RUAG has no such exclusivity or IP agreement with ULA. Nevertheless, it’s worth noting that the reality is probably somewhere in between RUAG’s official statement and the more incendiary information that preceded it. As a commercial entity, RUAG is in no way obligated to supply hardware or services to any prospective buyer, and the political and economic ties between ULA and RUAG are likely more influential than public statements will ever acknowledge.
“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
Additionally, it’s likely that SpaceX is interested in procuring a few RUAG fairings not for the 5.4m diameter – the actual usable diameter is almost the same as Falcon 9’s own fairing – but for the added height, up to ~16.5m compared to F9’s ~11m.
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According to rules behind the latest phase of the US Air Force military launch competition (LSA Phase 2), competitors – likely to include ULA (Vulcan), Blue Origin (New Glenn), Northrop Grumman (Omega), and SpaceX (Falcon 9/Heavy) – will have to offer a larger, 5.4-meter (17 ft) diameter payload fairing to compete for any of the several dozen launch contracts up for grabs.
SpaceX’s Falcon 9 and Heavy rockets were designed with a 5.2m-diameter fairing that flew on the very first Falcon 9 launch and continues to be SpaceX’s only fairing today, albeit with several major modifications and upgrades since its 2010 debut. Blue Origin plans to jump straight into 7m-diameter fairing development for its large New Glenn launch vehicle, expected to launch for the first time no earlier than (NET) 2021.
Procured from RUAG, ULA has several fairing options, including its largest, a 5.4m-diameter fairing that flies on Atlas V 500-series vehicles and also flies on Arianespace’s Ariane 5. Northrop Grumman’s (formerly Orbital ATK’s) Omega will feature a 5.25m-diameter fairing if the rocket makes it to flight hardware production.
Although most of the two-dozen or so satellites to be launched as part of LSA Phase 2 are likely small enough to fit Falcon’s 5.2m fairing and Omega’s 5.25m fairing, SpaceX (and Northrop Grumman) would presumably miss out on opportunities to launch those larger (and likely higher-profile) satellites, effectively handing the contracts to Blue Origin or ULA. SpaceX is thus faced with a conundrum that has three possible solutions.
- Build a brand new fairing with a significantly larger diameter (5.4m+) and be forced to buy tens of millions of dollars of custom tooling and new manufacturing space for a handful of rare launches with a rocket family meant to be made redundant by Starship/Super Heavy.
- Buy a handful of 5.4m-diameter fairings from RUAG, the only practical commercial source on Earth.
- Forgo the ability to compete for the few launches that require a larger fairing.
With #2 reportedly removed by ULA’s interference for dubious reasons, the the remaining options are unsavory at best. It’s possible that SpaceX will willingly design, build and certify an entirely new Falcon fairing for US military launches, but the expense of that process – likely $50M-$100M or more – means that it would probably be contingent upon SpaceX receiving the $500M it has recently begun lobbying for.
For reference, all three of the launch providers SpaceX is competing against – ULA, NGIS, and Blue Origin – were respectively awarded ~$970M, ~$790M, and $500M by the US Air Force to complete the development of their respective launch vehicles. SpaceX can technically compete in the ~30 launch contract competition to follow, but the company wouldn’t receive a penny of development funding to meet the same requirements its competitors are being paid hundreds of millions of dollars for. In lieu of this undeniable imbalance, SpaceX – via Congressman Adam Smith – secured language in the FY2020 National Defense Authorization Act that would provide the company $500M (equivalent to Blue Origin’s award) if they win one of Phase 2’s two block-buy contracts.
Despite the fact that the USAF has plans to spend more than $2B assisting the development of three new rockets, LSA Phase 2 procurement has been inexplicably structured in such a way that only two companies/rockets can win, with one receiving 60% of contracts and the other receiving 40%. In other words, with that baffling award structure and under the assumption that SpaceX wins one of the slots, two of the three rockets the USAF is throwing money at will either die on the drawing board (Omega) or have a significantly lower chance of achieving military launch certification (New Glenn).
Ultimately, it’s clear that building an entirely new fairing would be valuable for SpaceX, even if it might be extremely expensive and of dubious strategic merit alongside the simultaneously development of Starship/Super Heavy, a vehicle that will feature a reusable 9m-diameter payload bay. Whether or not SpaceX bites that particular bullet, the LSA Phase 2 competition remains as baffling and fascinating as ever.
News
Tesla Semi gets strange-but-understandable comparison from Jay Leno
In a recent interview with MotorTrend, legendary comedian and automotive enthusiast Jay Leno shared his impressions after driving Tesla’s long-range Semi truck, offering one of the most vivid descriptions to date:
The Tesla Semi recently received a strange-but-understandable comparison from automotive enthusiast and former long-time late-night television show host Jay Leno.
In a recent interview with MotorTrend, legendary comedian and automotive enthusiast Jay Leno shared his impressions after driving Tesla’s long-range Semi truck, offering one of the most vivid descriptions to date:
“It’s like driving an office building.”
The comparison may seem quirky—office buildings evoke images of immobility rather than motion—but it aptly conveys the experience of commanding a massive 23,000-pound Class 8 electric truck that delivers sports-car acceleration.
Lenotested the production-spec Long Range model, which is rated for up to 500 miles of range. He was visibly impressed by its performance, noting how the enormous vehicle moves with surprising urgency.
“It’s as fast as a Tesla, but it’s like driving an office building,” he remarked. “It’s this huge thing that moves like right now. You go 500 miles. You get 60% charge in 30 minutes. You’re saving on fuel costs. It seems quite good.”
Jay Leno in new interview on what it’s like to drive the @Tesla Semi:
“I was quite impressed with that. It’s a fast as a Tesla, but it’s like driving an office building. It’s this huge thing that moves like right now. You go 500 miles. You get 60% charge in 30 mins. You’re… pic.twitter.com/YU7tk6a6pV
— Sawyer Merritt (@SawyerMerritt) May 8, 2026
The reaction highlights the cognitive dissonance at the core of the Tesla Semi. Traditional diesel semi-trucks are slow, noisy, and expensive to run. The Semi rewrites the rules with instant torque from its tri-motor electric powertrain, producing up to 800 kW.
Despite its size, the truck feels agile thanks to full electric steering assist, upgraded actuators borrowed from the Cybertruck, and a 48-volt electrical architecture that improves responsiveness and efficiency.
Tesla reports real-world energy consumption below 1.7 kWh per mile for the Long Range version. Megacharger stations can deliver a 60% charge in roughly 30 minutes, making the truck suitable for long-haul operations.
Additional features include an electric Power Take-Off (ePTO) capable of 25 kW for trailer refrigeration or other equipment, and a driver-focused cab with a central seating position for optimal visibility and a quiet, high-tech interior.
Fleet operators stand to benefit significantly from the economics. Diesel trucks often cost nearly one dollar per mile when including fuel, maintenance, and downtime.
Tesla projects the Semi can reduce operating costs to as low as 15 cents per mile through cheaper electricity, regenerative braking that minimizes brake wear, and reduced service requirements. While early deployments, like Pepsi’s, focused on shorter routes, the 500-mile variant targets cross-country applications.
Obstacles remain. A fully loaded tractor-trailer can reach 80,000 pounds, which reduces real-world range compared to the unloaded test conditions. Building out a nationwide Megacharger network will be essential for broader adoption. The Semi also carries a higher upfront price than conventional diesels, though total cost of ownership and available incentives frequently tip the scales in its favor over time.
Tesla Semi hauls fresh Cybercab batch as Robotaxi era takes hold
Leno’s “office building” description resonates because it captures the unexpected thrill of piloting something so large yet so capable. As the trucking industry faces pressure to cut emissions and control rising fuel expenses, the Semi offers a compelling alternative that excels in performance, comfort, and efficiency.
Coming from a man who has driven everything from vintage classics to modern hypercars, Leno’s genuine enthusiasm adds weight to the verdict.
The Tesla Semi is emerging as more than an experimental EV—it represents a practical vision for the future of heavy-duty transport where massive rigs accelerate instantly, and the numbers finally make sense. If fleet results continue to validate the claims, the era of diesel dominance could be drawing to a close.
News
Tesla expands its mass-market color palette in the U.S.
Delivering a fresh splash of color to its lineup, Tesla is giving U.S. buyers two stunning new blue options that are already turning heads.
Tesla has expanded the color palette it offers on its mass market vehicles in the United States, giving buyers of the Model 3 and Model Y a few additional options than before.
Delivering a fresh splash of color to its lineup, Tesla is giving U.S. buyers two stunning new blue options that are already turning heads. Starting on May 8, the automaker updated its North American configurator to introduce Marine Blue on Model Y Premium trims and Frost Blue exclusively on the Model 3 Performance.
Tesla Model Y and Model 3 Premium get Marine Blue for $1000 in the U.S.!
What do you think? pic.twitter.com/3FqMXcnmru
— TESLARATI (@Teslarati) May 8, 2026
The move replaces the long-running Deep Blue Metallic, a staple for over eight years, and brings previously exclusive shades stateside.
Marine Blue, a deep, rich oceanic hue formerly limited to Europe and Asia-Pacific markets, is now available on Model 3 and Model Y RWD and Long Range AWD Premium variants. Priced at a $1,000 upgrade—standard for Tesla’s premium paints—it delivers a sophisticated, metallic finish that shifts beautifully under light.
Tesla Model Y and Model 3 Premium get Marine Blue for $1000 in the U.S.!
What do you think? pic.twitter.com/3FqMXcnmru
— TESLARATI (@Teslarati) May 8, 2026
Tesla North America highlighted the change directly in an official post, confirming Marine Blue as the new flagship blue for non-Performance models.
Frost Blue, on the other hand, is the real crowd-pleaser for enthusiasts. Previously reserved for the flagship Model S and Model X, this lighter, icy metallic shade is now offered at no extra cost on Model 3 Performance and Model Y Performance trims.
Frost Blue now available on Tesla Model 3 Performance 😤 pic.twitter.com/rLOEh4pTkp
— TESLARATI (@Teslarati) May 8, 2026
Performance buyers effectively get a premium color included in the base price, a smart perk that Tesla has extended to higher-end variants across the board. Early in-person sightings and configurator renders show Frost Blue’s cool, modern vibe popping against the cars’ sleek lines, especially with black wheels and red brake calipers.
The timing couldn’t be better. With Tesla pushing refreshed Model 3 and Model Y refreshes amid growing competition, these updates add visual excitement without major redesigns.
Deep Blue Metallic orders are being transitioned to the new shades, according to customer reports and Tesla communications. In the U.S., Puerto Rico, and Mexico, the options are live now; Canada sees limited Frost Blue availability on the Model 3 Performance.
Tesla’s color strategy continues to evolve, borrowing from higher-end models to refresh mass-market EVs. Now that we bid farewell to the Model S and Model X, some of their colors might be available on the more widely available Model 3 and Model Y.
Elon Musk
Tesla Semi’s official battery capacity leaked by California regulators
A California regulatory filing just confirmed the exact battery size inside each Tesla Semi variant.
A regulatory filing published by the California Air Resources Board in April 2026 has put official numbers on what Tesla Semi owners and fleet buyers have long wanted confirmed: the exact battery capacities of both the Long Range and Standard Range Semi truck variants. CARB is California’s independent air quality regulator, and it certifies zero-emission powertrains before they can be sold or operated in the state. When a manufacturer submits a vehicle for certification, the resulting executive order becomes a public document, making it one of the most reliable sources for confirmed production specs on any EV.
The document lists two certified powertrain configurations. The Long Range Semi carries a usable battery capacity of 822 kWh, while the Standard Range version comes in at 548 kWh. Both use lithium-ion NCMA chemistry and share the same peak and steady-state motor output ratings of 800 kW and 525 kW respectively. Cross-referencing Tesla’s published efficiency figure of approximately 1.7 kWh per mile under full load, the 822 kWh pack supports roughly 480 miles of real-world range, which aligns closely with Tesla’s advertised 500-mile figure for the Long Range trim. The 548 kWh Standard Range pack works out to approximately 320 miles, again consistent with Tesla’s stated 325-mile target.
Here is a direct comparison of the two versions based on the CARB filing and published specs:
| Tesla Semi Spec | Long Range | Standard Range |
| Battery Capacity | 822 kWh | 548 kWh |
| Battery Chemistry | NCMA Li-Ion | NCMA Li-Ion |
| Peak Motor Power | 800 kW | 525 kW |
| Estimated Range | ~500 miles | ~325 miles |
| Efficiency | ~1.7 kWh/mile | ~1.7 kWh/mile |
| Est. Price | ~$290,000 | ~$260,000 |
| GVW Rating | 82,000 lbs | 82,000 lbs |
The timing of this certification is not incidental. On April 29, 2026, Semi Programme Director Dan Priestley confirmed on X that high-volume production is now ramping at Tesla’s dedicated 1.7-million-square-foot facility in Sparks, Nevada. A key advantage of the Nevada location is vertical integration: the 4680 battery cells powering the Semi are manufactured in the same complex, eliminating the supply chain bottleneck that had delayed the program for years.
Tesla’s long-term goal is to reach a production capacity of 50,000 trucks annually at the Nevada factory, which would represent roughly 20 percent of the entire North American Class 8 market. With CARB certification now in hand and the production line running, the regulatory and manufacturing groundwork for that target is in place.
Tesla Semi gets strange-but-understandable comparison from Jay Leno
Tesla expands its mass-market color palette in the U.S.
