Trent Telenko Profile picture
Oct 30, 2021 12 tweets 5 min read Read on X
CASEY HANDMER'S BLOG has a hugely important piece on Starship. If a space firm misunderstands this passage:

"A dollar spent on mass optimization no longer buys a dollar saved on launch cost. It buys nothing."

It's doomed

caseyhandmer.wordpress.com/2021/10/28/sta…
His blog's comparison of NASA's SLS based Artemis architecture versus a Lunar program based on Starship makes the point.

This is a phase change difference in access to space akin from the X-Atlantic air travel jump from Charles Lindberg to the wide body jet in 5-years.
2/
For the logistical types, these are your current price points:

$100,000/kg for LEO bulk cargo
$1,000,000/kg(+) for deep space exploration.

Starship will do 100 ton (+) chunks for <$10m per launch.

It will be launching several hundred times a year w/in 5-years.
3/
Starship will be doing 1,000(+) flights a year in about seven to 10 years.

And no one in the NASA or the incumbent space industries world wide are doing jack to prepare for that reality.
4/
Casey Handmer's point is how will...

"NASA and industry will have to find a way to produce 100x as much stuff for 1/10th the price. Rovers will have to be $1000/kg and we will need 100 tons of them every year."

5/
That isn't where NASA is
Nor Boeing,
Nor Lockheed Martin,
Nor Aerojet etc. etc.

They are all pretending the SpaceX's Falcon & Falcon Heavy rockets don't exist
6/
Another of Handmer's point's --

"History is littered with the wreckage of former industrial titans that underestimated the impact of new technology and overestimated their ability to adapt. Blockbuster, Motorola, Kodak, Nokia, RIM, Xerox, Yahoo, IBM, Atari, Sears, Hitachi,
7/
...Polaroid, Toshiba, HP, Palm, Sony, PanAm, Sega, Netscape, Compaq, Enron, GM, DeLorean, Nortel.

What we are seeing here is an industrial/institutional version of Thomas Kuhn's Theory of Scientific Revolutions. People invested in the old ways
8/
amazon.com/Structure-Scie…
...will be displaced by those who believe in the new, relevant, scientific & technological paradigms.

And politics will follow this shift.

9/
Starship's success, and it is looking increasingly successful, will be akin to a seed crystal dropped into a supersaturated solution.

The first fully successful Starship orbital launch & return will kill stock values of every other space launcher firm overnight.
10/
And the NASA SLS architecture - long nicknamed the "Senatorial Launch System" for its major supporters - will not survive past the 3rd launch.

What there will be left of NASA after Starship enters regular daily service is conjecture. I too, like Handmer, hope it can adapt.
11/
But whatever comes after...it won't include the Senatorial Launch System.

/End

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More from @TrentTelenko

Jan 22
Stephen Blank has always had a clear US policy view of Russia:

"Moreover, Putin and his circle consistently advance two intertwined claims:

1. Ukraine is inherently Russian;

2. this war steps from NATO’s alleged attempt to turn

1/
euromaidanpress.com/2025/01/22/tru…
...its supposed vassal state Ukraine into a member against Russia’s will.

Though some self-proclaimed experts still peddle this nonsense, this war’s true purpose is unmistakable:

2/
...the restoration of the Russian empire, without which Putin’s power – and that of his likely successors – cannot persist."

I'll add the following:

The arrival & mass production of Chairman Xi's Corvus Mulberry barges (pictured below behind a Chinese car ferry⬇️)...

3/ Image
Read 7 tweets
Jan 20
400 Houthi aerial drones, cruise missiles and ballistic missiles were fired at/near USN ships since Oct 2023

120 SM-2 & 80 SM-6 missiles, 160 five-inch main guns rounds, plus a combined 20 Evolved Sea Sparrow and SM-3 missiles engaged them.

Drone War Cost Trades 🧵
1/ Image
Tyler Rogoway has reported the following missile costs:

SM-2 Block IIIC - $2,530,000 per missile.
SM-6 - $4,270,000 per missile.
Evolved Sea Sparrow Missile (ESSM) RIM-162 Block II - $1,490,000 per missile.
SM-3 -$12,510,000 for the Block IB, and $28,700,000 for the Block IIA
2/ Image
So:

120 SM-2 * $2.53 million = $303.6 million
80 SM-6 * $4.27 million = $341.6 million
12 ESSM (guess) = $17.88 million
6 SM-3 IB (guess) * $12.51 million = $75 million
2 SM-3 IIA (guess) * $28.7 million = $57.4 million

3/ Image
Image
Image
Read 16 tweets
Jan 17
The fire and forget millimeter wave (MMW) radar guidance AGM-114L "Hellfire Longbow" being referred in the War Zone post as "a new anti-drone armament" for the LCS actually ceased production in 2005 and reaches end of life in 2025.

1/
One of the reasons the AGM-114L was dropped from the US Army M-Shorad is the US Army didn't want to pay money to recertify the AGM-114L inventory...

2/
...with the AGM-179 Joint Air-to-Ground Missile (JAGM) equipped with dual-mode Semi-Active Laser (SAL) and millimeter wave (MMW) radar seeker just entering production.

3/
Read 6 tweets
Jan 16
It is a bad week to be Russia.

Qatar, one of the biggest LNG exporter, just announced it's new six MTPA (million tonnes per annum) nitrogen fertilizer plant.

The chemical process involved is natural gas->ammonia -> urea for a
1/
dohanews.co/qatar-set-to-b…
...vertically integrated facility.

This new Qatar facility means Middle Eastern fertilizer industrial plants have now displaced Russia on the world fertilizer market.

2/
This makes Russia falling out of the world Ag-sector fertilizer supply chain a non-event going forward.

The Qatari sheiks made a good move here to capture value up the supply chain from energy.

Plus, Urea and Ammonia store far better than liquified natural gas.

3/3
Read 4 tweets
Jan 15
I disagree with the thoughts in this post for multiple reasons.⬇️

1st, Ukraine made a systematic effort in Oct 2024 to take out multiple Russian alcohol distilleries.

So distilleries are on the AFU strategic bombing list.

1/
2nd, there are a lot of things that alcohol is a chemical feedstock for that Russia desperately needs to make.

I've talked about synthetic rubber for tires in another thread.


2/
A short list of Russian industrial alcohol uses include:

o It's used as an industrial solvent.
o It's used as a precursor for numerous plastics.
o It's used as a precursor for some explosives.

3/
Read 5 tweets
Jan 15
Ukraine struck another Russian alcohol plant?

I'm beginning to think the Russians have been using alcohol to make butadiene based synthetic rubber.

My WW2 US mobilization resources say grain produced alcohol was the primary chemical feedstock for the synthetic rubber

1/
...in US tires until August 1944.

The process was invented by a Russian, Via wikipedia:

"The Russian chemist Sergei Vasilyevich Lebedev was the first to polymerize butadiene in 1910....

2/
...In 1926 he invented a process for manufacturing butadiene from ethanol, and in 1928, developed a method for producing polybutadiene using sodium as a catalyst.

The government of the Soviet Union strove to use polybutadiene as an alternative to natural rubber ...

3/
Read 6 tweets

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