[AR] Re: small-expendable costs (was Re: Re: Quiet times...)

  • From: David McMillan <skyefire@xxxxxxxxxxxx>
  • To: arocket@xxxxxxxxxxxxx
  • Date: Tue, 27 Dec 2022 12:41:52 -0500


On 12/26/2022 11:47 PM, Matthew JL wrote:

It should be concerning that we have to develop excuses for the smallsat market not coming to bear, while believing the broader market isn’t prone to the same inelasticity.
    I'm not sure what this has to do with what you quoted.  No one is "making excuses" for anything.
Small launchers should have a pretty high payload utilization and so should come out cost-effective if it’s true that there’s economic utility to smallsat (i.e., payloads seeking specific orbits vs space access at all) and that seems… dubious to be generous.
    Small satellites (depending on your definition of "small") certainly seem to have utility, based on what's happening in the world right now.  Certainly the current trend seems to be towards meshes of many small (and cheap and relatively easily replaceable) birds as opposed to a smaller number of "flagship" birds.
IMO smallsat is hurtling right towards an Iridium bubble of their own and the smart providers are looking at exiting the market as soon as possible.  Rocket Lab has first mover advantage and can afford to develop medium lift.  Others… grim.

    ITYM smallsat dedicated /launchers/?  This is definitely possible.  SpaceX's rideshare program certainly seems to have taken a chunk out of Rocket Lab's potential market, and became an additional spur to the development of Neutron.  While there's still probably a niche for dedicated smallsat launch vehicles that can provide quick responsive launch to specific orbits /without/ the complexities of rideshare, it's probably a pretty /small/ niche, and dependent on making a smallsat launcher that is cost-competitive with buying a slot on a rideshare.  That last is going to be a sticking point.


On Mon, Dec 26, 2022 at 5:51 PM David McMillan <skyefire@xxxxxxxxxxxx> wrote:


    On 12/25/2022 8:26 PM, Henry Spencer wrote:
    On Mon, 26 Dec 2022, Ben Brockert wrote:
    ...Rocket Lab has never profited launching Electrons...
    It is possible that a mass-produced small rocket could be
    cheaper, but that has been the explicit claim of both Rocket Lab
    and Astra, and even taking some different approaches ... both
    have failed to actually build a cheap rocket. ... It’s not
    physically possible to get a small expendable launcher down to
    some low price like $100/kg...

    I think that last is a bit too strong.  Not that I think it's
    necessarily incorrect -- I'm firmly in the reusables camp at any
    size -- but I think the evidence is weak:  two data points doth
    not a curve make. Especially when so much of the cost is not in
    the bent metal (or whatever) itself, but in the organization
    doing it; differences there could be much more important than
    choice of tank material, and are harder to assess from the
    paperwork.  Real cost reduction comes from doing things
    differently, not from trying to do all the same things while
    somehow spending less on them.

        This is a big reason that Relativity is my personal bet to win
    the "cheap ELV" competition, assuming that any /ELV //can/ be
    cheap enough to compete with RLVs.  Less due to the whole
    3D-printing thing and more due to the level of automation they
    seem to have in their production.  Granted, a lot of the
    automation /is/ the 3D-printing setup, so...  Also, production
    automation is what I do, so I'm almost certainly biased.  Still,
    IMO, most aerospace production suffers from an /appalling/
    (remember, I'm biased) lack of automation -- or, rather a surfeit
    of "touch labor" tasks that could and gosh-darn-it /should/ be
    automated.  So from where I'm standing, production automation
    (done well) has the strongest potential to reduce production costs.

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