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SpaceX’s reusable Falcon rockets have Europe thinking two steps ahead

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In a rare instance of some connection to reality, a European Union commissioner overseeing the space industry has acknowledged the elephant in the room, admitting that SpaceX has changed the game for commercial rockets and that the upcoming Ariane 6 rocket may already be outdated.

While slight, European Commissioner Thierry Breton expressed some level of urgency, stating that “SpaceX has redefined the standards for launchers.” “Ariane 6 is a necessary step, but not the ultimate aim: we must start thinking now about Ariane 7.” Ariane 6 is a new European Space Agency (ESA) rocket designed to replace the existing Ariane 5 workhorse and do some while cutting costs. However, the vehicle’s design and the strategy behind it were fixed in place before SpaceX began to routinely demonstrate Falcon 9 reusability, effectively creating a rocket optimized for a market that ceased to exist soon after.

Based on the economically infeasible design decision to build a hybrid first stage with a liquid core and add-on solid rocket boosters (SRBs), as well as the structurally inefficient use of hydrogen and liquid oxygen propellant for the booster, Ariane 6 is designed to compete with the likes of the United Launch Alliance’s (ULA) Delta IV, Atlas V, and upcoming Vulcan rockets. Despite several years of halfhearted, half-baked attempts to even consider making parts of Ariane 6 reusable, the rocket will be 100% expendable come its first (and likely last) launches.

Ariane 5, Ariane 6, and Falcon 9. (Arianespace/SpaceX)

While effectively dead on arrival from a commercially competitive perspective, Ariane 6 is still an impressive rocket. Featuring two variants, the only major difference is the inclusion of either two or four SRBs. A62 is expected to cost roughly $82 million and will be able to launch up to 5000 kg (~11,000 lb) to the geostationary transfer orbit (GTO) commonly used by the communications satellites that are Ariane 5’s bread and butter. Doubling down on solid rocket boosters, A64 will cost at least $135 million apiece and can launch up to 11.5 metric tons (~25,400 lb) to GTO and 5 metric tons to a circular geostationary orbit (GEO).

Ariane 62 and 64. (ESA)

Compared to SpaceX’s reusable Falcon 9 and Falcon Heavy offerings, Ariane 6 is thus put in a bit of a nightmarish situation. According to the most up-to-date information available, the base price for a commercial orbital launch on a flight-proven Falcon 9 booster may already be as low as $50 million. Even in a recoverable configuration, Falcon 9 easily trounces Ariane 62’s performance and is able to launch more than 16 metric tons to low Earth orbit (A62: 10.3 t) and 5.5 tons (A62: 5 t) to geostationary transfer orbit (GTO), all while costing almost 40% less.

Technically, Ariane 64 is a bit more viable from a performance perspective, but Falcon Heavy can offer almost identical performance to higher orbits and vastly superior performance to lower orbits while still permitting recovery of all three boosters. Cost-wise, Falcon Heavy either meets or beats A64, with existing contracts ranging from $115 to $130 million for extraordinarily high-value NASA and US military payloads. According to SpaceX, the rocket’s base price could be as low as $90 million. Once SpaceX has three operational drone ships on the East Coast, Falcon Heavy can send up to 10 metric tons to GTO while still allowing all three boosters to land at sea. If one of those three boosters is expended, that performance leaps to 16 tons, 40% more than A64.

A different angle of Falcon Heavy Flight 2's liftoff from Teslarati photographer Pauline Acalin. (Pauline Acalin)
(Pauline Acalin)
USAF photographer James Rainier's remote camera captured this spectacular view of Falcon Heavy Block 5 side boosters B1052 and B1053 returning to SpaceX Landing Zones 1 and 2. (USAF - James Rainier)
(USAF – James Rainier)

In short, even assuming no improvements between now and Ariane 6’s first several launches in 2021 and 2022, SpaceX’s existing Falcon 9 and Heavy rockets beat Europe’s newest entrant at almost every turn. It should be no surprise, then, that a senior ESA commissioner is already publicly implying that Ariane 6 is outdated before its first launch. As far as “Ariane 7” goes, no official plans exist, although ESA, French space agency (CNES), and Arianespace have tenuous concepts in work that point towards a fully liquid methane-oxygen rocket with a reusable booster.

In theory, a rocket like Themis could launch Europe back into the competitive global launch industry, but ESA’s history of launch vehicle development suggests that such a radical departure from Ariane 5 and Ariane 6 (>$4 billion on its own) would require a huge uptick in funding and 5-10 years of development. With pragmatic supporters like Breton, there is at least some hope, but the outlook is decidedly gray.

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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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LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report

Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.

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Credit: Tesla Optimus/X

A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.

Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.

Humanoid robot battery deals

LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.

China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.

LF Energy Solution vs rivals

According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.

LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.

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Tesla receives approval for FSD Supervised tests in Sweden

Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden in a press release.

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Credit: Grok Imagine

Tesla has received regulatory approval to begin tests of its Full Self-Driving Supervised system on public roads in Sweden, a notable step in the company’s efforts to secure FSD approval for the wider European market. 

FSD Supervised testing in Sweden

Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden following cooperation with national authorities and local municipalities. The approval covers the Swedish Transport Administration’s entire road network, as well as urban and highways in the Municipality of Nacka.

Tesla shared some insights into its recent FSD approvals in a press release. “The approval shows that cooperation between authorities, municipalities and businesses enables technological leaps and Nacka Municipality is the first to become part of the transport system of the future. The fact that the driving of the future is also being tested on Swedish roads is an important step in the development towards autonomy in real everyday traffic,” the company noted. 

With approval secured for FSD tests, Tesla can now evaluate the system’s performance in diverse environments, including dense urban areas and high-speed roadways across Sweden, as noted in a report from Allt Om Elbil. Tesla highlighted that the continued development of advanced driver assistance systems is expected to pave the way for improved traffic safety, increased accessibility, and lower emissions, particularly in populated city centers.

Tesla FSD Supervised Europe rollout

FSD Supervised is already available to drivers in several global markets, including Australia, Canada, China, Mexico, New Zealand, and the United States. The system is capable of handling city and highway driving tasks such as steering, acceleration, braking, and lane changes, though it still requires drivers to supervise the vehicle’s operations.

Tesla has stated that FSD Supervised has accumulated extensive driving data from its existing markets. In Europe, however, deployment remains subject to regulatory approval, with Tesla currently awaiting clearance from relevant authorities.

The company reiterated that it expects to start rolling out FSD Supervised to European customers in early 2026, pending approvals. It would then be unsurprising if the company secures approvals for FSD tests in other European territories in the coming months. 

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Tesla owners in Sweden get direct attention from pro-union groups

As part of their efforts, the group has started distributing informational leaflets to Tesla vehicles across Stockholm, urging them to pressure the electric vehicle maker to sign a collective agreement.

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Andrzej Otrębski, CC BY-SA 4.0 , via Wikimedia Commons

Amid Tesla Sweden’s ongoing conflict with trade union IF Metall, a group of pro-union supporters has begun directing their attention to actual Tesla owners.

As part of their efforts, the group has started distributing informational leaflets to Tesla vehicles across Stockholm, urging them to pressure the electric vehicle maker to sign a collective agreement.

Leaflets on parked Tesla vehicles

As noted in a Dagens Arbete (DA) report, participants of the protest place yellow information slips on parked Tesla vehicles across parts of Stockholm. The slips resemble parking notices that contain information related to the unions’ ongoing strike against Tesla Sweden.

Participants involved in the activity said the leaflets were intended to inform consumers rather than target individual owners. The action was carried out in public areas, with leaflets placed on windshields of parked vehicles. When vehicle owners are present, organizers said they provide verbal explanations of the labor dispute.

Tesla has not commented publicly about the matter as of writing.

Recurring demonstrations against Tesla

The leaflet distribution effort follows weekly demonstrations that have taken place outside Tesla’s workshop and office in Upplands Väsby, where protesters typically gather to express support for a collective agreement. Those demonstrations have included informational outreach to customers and workers and, at times, police presence, according to prior reporting.

In a comment, one of the protesters stated that even Tesla owners must be concerned about the unions’ conflict with the electric vehicle maker. “You may think it doesn’t concern you, as you only drive a car. But it does, as we all have a responsibility for the rules in Sweden. 

“We are not looking to hunt down individual Tesla owners. Rather, this is a way to spread opinion and increase pressure on Tesla. It should have some impact if several Tesla owners come in and say that you should sign a collective agreement,” one of the protesters stated. 

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