Total Members Voted: 91
Voting closed: 03/01/2023 09:39 pm
<snip>Various governments will support their own sovereign launch programs as they feel they need to, but apart from that I fully foresee SpaceX gaining a near monopoly on commercial heavy launches 10 tons and up, and being very competitive below that too.
I was looking at starship tonnage to LEO recently.. It looks like they're growing at about 38% annually, so if this year we have 1700 "potential tons to LEO".. that is 100 launches of F9 @ a potential launch of 17 tons, (it's not SpaceX fault if a customer wants to pay the whole price for launching 1 ton).. then 2024 would be 2336 tons and 2025 would be 3237 tons.. if all of those were on starship that would be 32 launches, or about one every 11 days. I don't see that as fundamentally dropping prices, I'm not sure what the demand curve is, but I would imagine a 30% drop in price per ton to LEO would stimulate demand quite satisfactorily. I suspect that would leave a large profit margin for SpaceX to use to start building infrastructure either to be taken to orbit, or in orbit, for future Mars missions, with the very occasional starlink SS launch spewing out dozens of satellites to fill holes. 30% cut in $/ton to LEO would be in the region of $200m, so I'd expect a lot of rideshares, I'd expect the price to fall consistently from year to year as demand gradually ramps up (the bottle-neck will likely be the customer build capacity, not starship launch cadence)
Quote from: rfdesigner on 01/30/2023 12:44 pmI was looking at starship tonnage to LEO recently.. It looks like they're growing at about 38% annually, so if this year we have 1700 "potential tons to LEO".. that is 100 launches of F9 @ a potential launch of 17 tons, (it's not SpaceX fault if a customer wants to pay the whole price for launching 1 ton).. then 2024 would be 2336 tons and 2025 would be 3237 tons.. if all of those were on starship that would be 32 launches, or about one every 11 days. I don't see that as fundamentally dropping prices, I'm not sure what the demand curve is, but I would imagine a 30% drop in price per ton to LEO would stimulate demand quite satisfactorily. I suspect that would leave a large profit margin for SpaceX to use to start building infrastructure either to be taken to orbit, or in orbit, for future Mars missions, with the very occasional starlink SS launch spewing out dozens of satellites to fill holes. 30% cut in $/ton to LEO would be in the region of $200m, so I'd expect a lot of rideshares, I'd expect the price to fall consistently from year to year as demand gradually ramps up (the bottle-neck will likely be the customer build capacity, not starship launch cadence)I have a question: if you launch an SS that will not return to Earth, (e.g., HLS or Depot) do you count some or all of its mass as part of the payload? By 2024, SpaceX is supposed to be launching depot and HLS.Clearly, when an LV is launching (parts of) an appendix P HLS, it's payload of the LV.
Quote from: DanClemmensen on 01/30/2023 04:19 pmQuote from: rfdesigner on 01/30/2023 12:44 pmI was looking at starship tonnage to LEO recently.. It looks like they're growing at about 38% annually, so if this year we have 1700 "potential tons to LEO".. that is 100 launches of F9 @ a potential launch of 17 tons, (it's not SpaceX fault if a customer wants to pay the whole price for launching 1 ton).. then 2024 would be 2336 tons and 2025 would be 3237 tons.. if all of those were on starship that would be 32 launches, or about one every 11 days. I don't see that as fundamentally dropping prices, I'm not sure what the demand curve is, but I would imagine a 30% drop in price per ton to LEO would stimulate demand quite satisfactorily. I suspect that would leave a large profit margin for SpaceX to use to start building infrastructure either to be taken to orbit, or in orbit, for future Mars missions, with the very occasional starlink SS launch spewing out dozens of satellites to fill holes. 30% cut in $/ton to LEO would be in the region of $200m, so I'd expect a lot of rideshares, I'd expect the price to fall consistently from year to year as demand gradually ramps up (the bottle-neck will likely be the customer build capacity, not starship launch cadence)I have a question: if you launch an SS that will not return to Earth, (e.g., HLS or Depot) do you count some or all of its mass as part of the payload? By 2024, SpaceX is supposed to be launching depot and HLS.Clearly, when an LV is launching (parts of) an appendix P HLS, it's payload of the LV.I would say it's all payload. Now we don't count the final stages of a launch to orbit as part of the payload even if that last stage doesn't return to Earth. And part of the mass of these Starship-based vehicles that will be delivered to orbit might be seen as not being useful later on and therefore kind of like carrying around the last stage forever.But by that very token SpaceX will obviously try to minimize any non-useful mass. And therefore it seems reasonable to count it all as payload.
Results are in... looks like 91% of us, myself included, were a bit too optimistic on how fast Starship would begin to operationally fly customer payloads. Maybe the next poll should be -when- Starship will fly a paying customer payload rather than try to guess Starship's market rate?
Quote from: DeimosDream on 01/13/2025 02:55 pmResults are in... looks like 91% of us, myself included, were a bit too optimistic on how fast Starship would begin to operationally fly customer payloads. Maybe the next poll should be -when- Starship will fly a paying customer payload rather than try to guess Starship's market rate?I like that idea for a poll. Do you want to run it, or would you like me to set it up?~Jon
Quote from: jongoff on 01/14/2025 12:17 amQuote from: DeimosDream on 01/13/2025 02:55 pmResults are in... looks like 91% of us, myself included, were a bit too optimistic on how fast Starship would begin to operationally fly customer payloads. Maybe the next poll should be -when- Starship will fly a paying customer payload rather than try to guess Starship's market rate?I like that idea for a poll. Do you want to run it, or would you like me to set it up?~JonGo for it.