THE ECONOMIC AND TECHNICAL BENEFITS OF THE ASSIST-STAGE CONCEPT FOR SPACE LAUNCH

Len Cormier
Third Millennium® Aerospace, Inc.
Reno, Nevada

Note:  This paper is basically similar to a professional paper -- AIAA-96-2773 -- given to the 32nd AIAA/ASME/SAE/ASME Joint Propulsion Conference, July 1-3, 1996, Walt Disney World Dolphin, Lake Buena Vista, Florida


Abstract


Pre-operational investment is the dominant economic consideration for fully reusable launch systems. Assuming a business-investment environment, Third Millennium Aerospace has found that traffic levels must build to more than a few hundred flights per year before recurring operational costs become as important as return on investment. Our studies suggest that this finding is largely independent of vehicle size.

Because of the importance of minimizing pre-operational investment, purely single-stage-to-orbit concepts are generally unpromising at this time from the business point of view. Single-stage-to-orbit is technically feasible with current technology if the system is large enough, e.g. 800 metric tons gross liftoff mass. However, this size vehicle is likely to cost $6,000,000,000 or more to bring to operational status. If this investment is made at the rate of $1,500,000,000 per year for four years, and is followed by a ten-year operational recovery period with ten percent interest on unrecovered investment for the 14-year period, then the return on investment (ROI) should be about $1.25 billion per year. By comparison -- even at 125 flights per year -- recurring costs for a properly designed, 800-tonne SSTO should not cost more than $375 million for one year's operations.

At a more realistic venture-capital interest rate of 26 percent per year, ROI should be about $3.2 billion per year.  This is more than eight times more than total recurring costs for 125 flights per year -- which is comparable to the current world-wide total number of launches per year for all launch vehicles.

Third Millennium has long felt that the most promising way of minimizing pre-operational investment is to minimize the size of the orbiter stage. The assist-stage concept promises to reduce the size of the orbiter by a factor of ten or more -- without significantly increasing the recurring cost per kilogram of payload. Third Millennium defines an assist stage as one that greatly reduces the size and cost of the expensive orbiter without greatly increasing the cost and complexity of the total system. We believe that viable assist-stage concepts include: drop-off engines used only for takeoff; sled launchers; flyable sled launchers; subsonic carrier aircraft; and relatively simple, pressure-fed, reusable boosters that stage at low dynamic pressures and low supersonic speeds.


Introduction

Aerospace engineers who have only worked in a government-sponsored environment are likely to have misconceptions of what constitutes proper return on investment in a business environment.

In the foregoing abstract, we have alluded to a 10 percent return on investment (ROI) and a 26 percent ROI. A 10 percent ROI is more typical of relatively low-risk equity investments, while a 26 percent ROI is more typical of a venture-capital investment in a low inflation period. Potential venture-capital ROI may be much higher -- for example, 40 percent compounded per year -- for new, risky projects in order to make up for a significant chance of complete failure by at least some of the projects being funded.

The sections that follow attempt to show what impact these rates of returns on investment should have on the requirements for, and the design of, reusable launch vehicles.

Economies of scale generally favor larger expendable launch vehicles. Users have come to expect to pay a premium for launch of smaller payloads. The economics of reusable launch vehicles, however, is quite different. At least initially, small appears to be much better.

A Simplified Financial Model

Spreadsheet software such as Quattro Pro or Excel permit rather sophisticated analysis of the assumed use of funds during any quarter, as well as varying interest rates, varying development schedules, varying market buildup rates, etc. However, a simplified model -- with a few simplifying assumptions -- is useful for illustrating the importance of investment with respect to reusable launch vehicle economics. The following simplified model will be used to illustrate the importance of investment to reusable launch vehicle economics:

With these simplifying assumptions, one can calculate the equivalent investment and the payment schedule corresponding to the entire fourteen year period for a given ROI. The payment schedule -- together with recurring costs -- determines the price per flight and price per kilogram of payload.

We then apply this method to two different reusable launch vehicles.

where I = total investment; and i = assumed interest rate (ROI)

Note:  The numbers after each set of parenthesis are supposed to be exponents; not all browsers handle exponents and superscripts properly.

Applying Equation (1), Table 1 indicates the equivalent investment that must be paid off during the revenue operations period.

Table 1. Equivalent Investment (EI).
ROI

EI Factor

EI for $6B
Invested
(SSTO)

EI for $500M
Invested
(Assisted
SSTO)

10 percent

1.276

$7.7B

$638M

26 percent

1.842

$11.1B

$921M

40 percent

2.486

$14.9B

$1.24B

The "present value (PV) of an annuity" equation can now be used to calculate the annual payments (PMT) required for various expected interest rates or ROIs:

PV = PMT[1 - (1 + i)-n] / i           (2)

Note:  -n is supposed to be an exponent; not all browsers handle exponents and superscripts properly. 

Table 2. Portion of Annual Revenue
Required for ROI.
ROI SSTO Assisted SSTO
10 percent $1235M $104M
26 percent $3204M $266M
40 percent $6173M $514M


Table 2 shows the results of applying Equation (2) to the results of Table 1.

Tables 3a, 3b, and 3c show the price per flight and the price per kilogram that must be charged for ROIs of 10 percent, 26 percent and 40 percent, respectively. These tables are constructed by applying the results of Table 2 and adding in the recurring costs for various assumed traffic levels.

Tables 3a, 3b, and 3c assume that recurring costs follow a 90 percent learning curve. These tables assume further that -- at traffic levels of 125 flights per year -- recurring costs are $3,000,000 per flight for the SSTO and $1,000,000 per flight for the Assisted SSTO.

Table 3a. Price per Flight for 10 Percent ROI and Assumed Traffic Levels.

ROI

Tonnes to LEO/yr

SSTO

Assisted SSTO

No. Of Flts/ Year

Recurring Cost/Flt

Total Price per Flt

Price /Kg of Payload

No. Of Flts/ Year

Recurring Cost/Flt

Total Price per Flt

Price /Kg of Payload

10 percent

100

5

$4.9M

$252M

$12,600

25

$1.3M

$5.5M

$1,375

500

25

$3.8M

$53.9

$2,695

125

$1.0M

$1.8M

$450

1000

50

$3.4M

$28.5

$1,425

250

$0.9M

$1.3M

$325

2500

125

$3.0M

$13.0M

$650

625

$0.8M

$1.0M

$250

5000

250

$2.7M

$7.7M

$385

1250

$0.7M

$$0.8M

$200

Table 3b. Price per Flight for 26 Percent ROI and Assumed Traffic Levels.

ROI

Tonnes to LEO/yr

SSTO

Assisted SSTO

No. Of Flts/ Year

Recurring Cost/Flt

Total Price per Flt

Price /Kg of Payload

No. Of Flts/ Year

Recurring Cost/Flt

Total Price per Flt

Price /Kg of Payload

26
percent

100 5 $4.9M

$646M

$32,300

25 $1.3M

$11.9M

$2,985

500 25 $3.8M

$131M

$6,550

125 $1.0M

$3.1M

$775

1000 50 $3.4M

$67.5M

$3,375

250 $0.9M

$2.0M

$500

2500 125 $3.0M

$28.6M

$1,430

625 $0.8M

$1.2M

$300

5000 250 $2.7M

$15.5M

$775

1250 $0.7M

$0.9M

$225

Table 3c. Price per Flight for 40 Percent ROI and Assumed Traffic Levels.

ROI

Tonnes to LEO/yr

SSTO

Assisted SSTO

No. Of Flts/ Year

Recurring Cost/Flt

Total Price per Flt

Price /Kg of Payload

No. Of Flts/ Year

Recurring Cost/Flt

Total Price per Flt

Price /Kg of Payload

40
percent

100 5 $4.9M

$1240M

$68,000

25 $1.3M

$22M

$5,465

500 25 $3.8M

$251M

$12,550

125 $1.0M

$5.1M

$1,278

1000 50 $3.4M

$127M

$6,350

250 $0.9M

$3.0M

$739

2500 125 $3.0M

$52.4M

$2,620

625 $0.8M

$1.6M

$406

5000 250 $2.7M

$27.4M

$1,370

1250 $0.7M

$1.1M

$278


Tables 3a, 3b, and 3c suggest that the assist-stage concept may be a powerful mechanism for alleviating the "investment barrier problem" common to reusable launch vehicles.

The operational desirability of an SSTO is undeniable. However, the large investment required for an SSTO -- or for a reusable two-stage vehicle with a large payload, for that matter -- demands that the market build very rapidly in order to justify the investment.

In gross terms, the current launch vehicle market might be characterized as follows:

With reference to table 3, the SSTO only starts to become attractive when it captures the total market of 500 metric tons per year -- even at a very modest 10 percent return on investment. At this point, ROI still represents about 93 percent of the price that must be charged per flight. At a more realistic 26 percent ROI, capture of the current total traffic level of 500 tonnes per year would only reduce cost per kilogram by a factor of two, compared to current prices. At this point, ROI represents 97 percent of the price that must be charged per flight.

By comparison, for a ROI of 10 percent, the Assisted SSTO reduces cost per kilogram of payload to about one-tenth current prices with capture of only one-fifth the current market in terms of tonnage: i.e. at 100 tonnes per year. For 26 percent ROI, prices are reduced to about one-fifth at 100 tonnes per year, and to nearly one-twentieth at 500 tonnes per year.


Ironically, the assist-stage concept may be one of the best ways to build the market for an eventual SSTO. As tables 3a, 3b, and 3c suggest, the Assisted SSTO shows the benefits of low recurring costs even at a fraction of current tonnage levels. This allows the market to grow rapidly by enabling new applications that require much lower cost access to space. Assist-stage concepts are also less sensitive to requirements for advanced technology -- another reason for starting small.

Actually, current tonnage levels -- or current number of flights -- are very poor market criteria for reusable launch vehicles. Total dollar volume level is probably much more meaningful. A dollar level criteria also presents both the SSTO and the Assisted SSTO in much more favorable light.

The figure below presents comparisons of how much cargo could be carried by: a) current launch vehicles; b) an SSTO; and c) an Assisted SSTO -- for 20, 40, 60, 80, and 100 percent of current dollars spent on space transportation. The prices for both the SSTO and the Assisted SSTO assume a ROI of 26 percent is required; current launch vehicles assume investment is a sunk cost or that any additional investment is already factored into the price.

space access capability at 26 percent ROI

This first figure suggests several important observations. First, reusable launch vehicles are likely to make current tonnage levels completely irrelevant as a market indicator. Third Millennium has maintained for nearly three decades that the availability of low cost, frequent, and reliable space transportation by means of one or more fully reusable launch vehicles will completely change the nature of what we do in space. The next section on the nature of payloads in the reusable era will treat this in more detail.

Second, a reasonable ROI mitigates against the introduction of large reusable launch vehicles until the market has had a chance to adjust to this vastly different way of doing business. Unless and until a larger reusable launch vehicle like an SSTO captures about half of the current dollar market as soon as it is ready to operate, then a 26 percent ROI does not appear to be possible. A smaller reusable launch vehicle like an Assisted SSTO, however, becomes attractive as soon as it captures even a few percent of the current market as measured in dollars.

And third, a smaller reusable launch vehicle appears to be an appropriate way to transition the launch vehicle market place from a market measured in hundreds of tons per year of cargo to one measured in tens of thousands of tons or more per year of cargo.

Of course, one can make an argument for a lower -- or higher -- ROI than 26 percent per year. The next figure estimates what might occur at a 10 percent ROI; the final figure estimates what might occur at a 40 percent ROI.

The second figure shows that the SSTO can be attractive at lower market levels if the ROI expectations are low. This second figure also indicates that the SSTO can catch up with and surpass the Assisted SSTO, if ROI expectations are low enough. Although recurring costs per kilogram of payload are relatively independent of size, the larger SSTO does seem to have a slight advantage because of economies of scale. If the market grows sufficiently -- perhaps with the initial use of an Assisted SSTO -- then investment becomes relatively less important. Accordingly, the SSTO can then be very cost effective even at higher ROI levels. Eventually, the market will probably support different size reusable launch vehicles -- just as the airline market now supports many different sizes and types of airliners and cargo aircraft.

Unless the government subsidizes the effort, Third Millennium does not believe that a 10 percent ROI is appropriate. Investors satisfied with a 10 percent ROI can achieve that kind of return with a lower perceived risk. Government subsidy, on the other hand, distorts the market place, and this has been one of the main problems with the development of a truly competitive commercial space transportation market.

The third figure indicates that at higher ROI levels, the timing for the market buildup required to support larger reusable launch vehicles like the SSTO is even more critical. Even if measured in terms of dollars rather than tons, the current market must grow significantly to support a 40 percent ROI. An Assisted SSTO, however, appears to be attractive to potential customers even with a high ROI.

The Nature of Payloads in the Reusable Era

Low-cost, frequent, reliable access to space should change the nature of launch-vehicle payloads. One of the main changes should be a payload managers' attitude toward rendezvous. Rendezvous should become far more practical. With practical assembly on orbit, 4-tonne payloads should be adequate, initially at least -- with less dependence on much more costly transport of payloads in large packages, e.g. 20 tonnes or larger.

With respect to very large payloads, rendezvous and some on-orbit assembly is necessary even for the largest of launch vehicles. With greatly increased practicality, assembly on orbit should become far more attractive. The main concern will likely be with total cost. If an assembled payload is far lower cost, there should not be any great concern with how it was delivered. The fact that an Assisted SSTO may have to make many flights for a particular customer makes the economics of reusability that much better.

With respect to large payloads now carried on a single launch, there may -- or may not -- be valid arguments for paying perhaps twenty times as much for launch costs for delivery of the payload in one piece. To the extent that this argument is valid, such payloads could be carried on current launch vehicles. Third Millennium expects that much of the real growth in the tonnage market will be for low-cost transport and assembly of very large payloads that cannot be carried on single flights of current or projected launch vehicles.

With respect to small payloads, small launch vehicles with dedicated payloads are preferable -- especially for replacement of satellites in varied orbits. If such payloads can be launched at much lower costs using a small, reusable launch vehicle, so much the better.

Payloads should also become much less expensive. Payload designers seem to believe that they are still launching on Vanguard at $1,000,000 per pound mass of payload (1958 dollars). Even with current launch vehicles, launch costs have become two orders of magnitude or more less expensive. In the reusable launch vehicle era, there will be even less justification for high payload costs. If reliability is the reason, the same reliability can be achieved at far lower cost by allowing the payload to be heavier with redundant equipment. Similarly, there will be little justification for using exotic materials to reduce the weight of a satellite, when launch costs are only a few hundred dollars a pound.

Third Millennium has often proclaimed a basic paradox of space transportation economics: When launch costs are high, the predominant cost is likely to be for spacecraft. However, when launch costs become very low, the predominant cost is likely to be for space transportation. Consider deep space missions: the dominant payload for chemical rockets will be propellants, mostly liquid oxygen. Propellants are very inexpensive relative to even very low-cost space transportation.

Assist Stage Concepts

Third Millennium has long felt that the most promising way of minimizing pre-operational investment is to minimize the size of the orbiter stage. The assist-stage concept promises to reduce the size of the orbiter by a factor of ten or more -- without significantly increasing the recurring cost per kilogram of payload.

Third Millennium defines an assist stage as one that greatly reduces the size and cost of the expensive orbiter without greatly increasing the cost and complexity of the total system. We believe that viable assist-stage concepts include: drop-off engines used only for takeoff; sled launchers; flyable sled launchers; subsonic carrier aircraft; and relatively simple, pressure-fed, reusable boosters that stage at low dynamic pressures and low supersonic speeds. Over the years, Third Millennium has advocated various forms of assist stages -- generally progressing from drop-off engines, through sleds and subsonic air launch, to our current concept for a reusable, pressure-fed booster that stages at mach 3 at about 30 km altitude.

Our 1967 concept was a winged SSTO that used six drop-off H-1 liquid oxygen/kerosene engines for vertical liftoff. These engines were recovered within a few kilometers of the launch site. After pitchover, an aerospike engine designed around J-2 turbopumps powered the SSTO into orbit. This concept was similar, in some respects, to the current X-33 concept.

Our 1971 concept was a HTOL winged vehicle that used a sled to "stage" the "landing gear" that would have been ten times heavier than it would have to be at landing weight. The U.S. Air Force became interested in this concept; it became the direct precursor to a 20-year effort on the Boeing Reusable Aerospace Vehicle (RASV).

In the late 1970s, we considered subsonic air launch from an airbreathing carrier. Our 1980 concept used a modified Boeing 747 to launch a relatively small orbiter powered by eight RL10 engines. In recent years, we also considered launch from an Antonov AN-225.

Third Millennium Aerospace now believes that its reusable pressure-fed booster that boosts an 86 tonne orbiter to mach 3 at low dynamic pressure represents the lowest financial risk and technical risk for the near future. Over the past decades, Third Millennium has considered essentially all of the concepts now being considered by others. Third Millennium also believes that all of these other concepts have significant drawbacks either from the business or technical point of view, or both -- relative to Third Millennium's current Space Van.

Conclusions

Copyright © 1996 by Third Millennium® Aerospace, Inc.

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