The X-33 and X-34
During the early 1990s, as NASP passed its peak of funding and began to falter, two new initiatives showed that there still was much continuing promise in rockets. The startup firm of Orbital Sciences Corporation had set out to become the first company to develop a launch vehicle as a commercial venture, and this rocket, called Pegasus, gained success on its first attempt. This occurred in April 1990, as NASA’s B-52 took off from Edwards AFB and dropped it into flight. Its first stage mounted wings and tail surfaces. Its third stage carried a small satellite and placed it in orbit.4
In a separate effort, the Strategic Defense Initiative Office funded the DC-X project of McDonnell Douglas. This single-stage vehicle weighed some 40,000 pounds when fueled and flew with four RL10 rocket engines from Pratt & Whitney. It took off and landed vertically, like Flash Gordon’s rocket ship, using rocket thrust during the descent and avoiding the need for a parachute. It went forward as an exercise in rapid prototyping, with the contract being awarded in August 1991 and the DC-X being rolled out in April 1993- It demonstrated both reusability and low cost, flying with a ground crew of only 15 people along with three more in its control center. It flew no higher than a few thousand feet, but it became the first rocket in history to abort a flight and execute a normal landing.5
The Clinton Administration came to Washington in January 1993- Dan Goldin, the NASA Administrator, soon chartered a major new study of launch options called Access to Space. Arnold Aldrich, Associate Administrator for Space Systems Development, served as its director. With NASP virtually on its deathbed, the work comprised three specific investigations. Each addressed a particular path toward a new generation of launch vehicles, which could include a new shuttle.
Managers at NASA Headquarters and at NASA-Johnson considered how upgrades to current expendables, and to the existing shuttle, might maintain them in service through the year 2030. At NASA-Marshall, a second group looked at prospects for new expendables that could replace existing rockets, including the shuttle, beginning in 2005. A collaboration between Headquarters and Marshall also considered a third approach: development of an entirely new reusable launch vehicle, to replace the shuttle and current expendables beginning in 2008.6
Engineers in industry were ready with ideas of their own. At Lockheed’s famous Skunk Works, manager David Urie already had a concept for a fully-reusable single – stage vehicle that was to fly to orbit. It used a lifting-body configuration that drew on an in-house study of a vehicle to rescue crews from the space station. Urie’s design was to be built as a hot structure with metal external panels for thermal protection and was to use high-performing rocket engines from Rocketdyne that would burn liquid hydrogen and liquid oxygen. This concept led to the X-33.7
Orbital Sciences was also stirring the pot. During the spring of 1993, this company conducted an internal study that examined prospects for a Pegasus follow-on. Pegasus used solid propellant in all three of its stages, but the new effort specifically considered the use of liquid propellants for higher performance. Its concept took shape as an air-launched two-stage vehicle, with the first stage being winged and fully reusable while the second stage, carried internally, was to fly to orbit without being recovered. Later that year executives of Orbital Sciences approached officials of NASA-Marshall to ask whether they might be interested, for this concept might complement that of Lockheed by lifting payloads of much lesser weight. This initiative led in time to the X-34.8
NASA’s Access to Space report was in print in January 1994. Managers of the three option investigations had sought to make as persuasive a case as possible for their respective alternatives, and the view prevailed that technology soon would be in hand to adopt Lockheed’s approach. In the words of the report summary,
The study concluded that the most beneficial option is to develop and deploy a fully reusable single-stage-to-orbit (SSTO) pure-rocket launch
vehicle fleet incorporating advanced technologies, and to phase out current systems beginning in the 2008 time period….
The study determined that while the goal of achieving SSTO fully reusable rocket launch vehicles had existed for a long time, recent advances in technology made such a vehicle feasible and practical in the near term provided that necessary technologies were matured and demonstrated prior to start of vehicle development.9
Within weeks NASA followed with a new effort, the Advanced Launch Technology Program. It sought to lay technical groundwork for a next-generation shuttle, as it solicited initiatives from industry that were to pursue advances in structures, thermal protection, and propulsion.10
The Air Force had its own needs for access to space and had generally been more conservative than NASA. During the late 1970s, while that agency had been building the shuttle, the Air Force had pursued the Titan 34D as a new version of its Titan 3- More recently that service had gone forward with its upgraded Titan 4.11 In May 1994 Lieutenant General Thomas Moorman, Vice Commander of the Air Forces Space Command, released his own study that was known as the Space Launch Modernization Plan. It considered a range of options that paralleled NASA’s, including development of “a new reusable launch system.” However, whereas NASA had embraced SSTO as its preferred direction, the Air Force study did not even mention this as a serious prospect. Nor did it recommend a selected choice of launch system. In a cover letter to the Deputy Secretary of Defense, John Deutch, Moorman wrote that “this study does not recommend a specific program approach” but was intended to “provide the Department of Defense a range of choices.” Still, the report made a number of recommendations, one of which proved to carry particular weight: “Assign DOD the lead role in expendable launch vehicles and NASA the lead in reusables.”12
The NASA and Air Force studies both went to the White House, where in August the Office of Science and Technology Policy issued a new National Space Transportation Policy. It divided the responsibilities for new launch systems in the manner that the Air Force had recommended and gave NASA the opportunity to pursue its own wishes as well:
The Department of Defense (DoD) will be the lead agency for improvement and evolution of the current U. S. expendable launch vehicle (ELV) fleet, including appropriate technology development.
The National Aeronautics and Space Administration (NASA) will provide for the improvement of the Space Shuttle system, focusing on reliability, safety, and cost-effectiveness.
The National Aeronautics and Space Administration will be the lead agency for technology development and demonstration for next generation reusable space transportation systems, such as the single-stage-to-orbit concept.13
The Pentagon’s assignment led to the Evolved Expendable Launch Vehicle Program, which brought development of the Delta 4 family and of new versions of the Atlas.14
The new policy broke with past procurement practices, whereby NASA had paid the full cost of the necessary research and development and had purchased flight vehicles under contract. Instead, the White House took the view that the private sector could cover these costs, developing the next space shuttle as if it were a new commercial airliner. NASA’s role still was critical, but this was to be the longstanding role of building experimental flight craft to demonstrate pertinent technologies. The policy document made this clear:
The objective of NASA’s technology development and demonstration effort is to support government and private sector decisions by the end of this decade on development of an operational next generation reusable launch system.
Research shall be focused on technologies to support a decision no later than December 1996 to proceed with a sub-scale flight demonstration
which would prove the concept of single-stage-to-orbit___
It is envisioned that the private sector could have a significant role in managing the development and operation of a new reusable space transportation system. In anticipation of this role, NASA shall actively involve the private sector in planning and evaluating its launch technology activities.15
This flight demonstrator became the X-33, with the smaller X-34 being part of the program as well. In mid-October NASA issued Cooperative Agreement Notices, which resembled requests for proposals, for the two projects. At a briefing to industry representatives held at NASA-Marshall on 19 October 1994, agency officials presented year-by-year projections of their spending plans. The X-33 was to receive $660 million in federal funds—later raised to $941 million—while the X-34 was slated for $70 million. Contractors were to add substantial amounts of their own and to cover the cost of overruns. Orbital Sciences was a potential bidder and held no contract, but its president, David Thompson, was well aware that he needed deeper pockets. He turned to Rockwell International and set up a partnership.16
The X-34 was the first to go to contract, as NASA selected the Orbital Sciences proposal in March 1995- Matching NASA’s $70 million, this company and Rockwell each agreed to put up $60 million, which meant that the two corporations together were to provide more than 60 percent of the funding. Their partnership, called American Space Lines, anticipated developing an operational vehicle, the X – 34B, that would carry 2,500 pounds to orbit. Weighing 108,500 pounds when fully fueled, it was to fly from NASA’s Boeing 747 that served as the shuttle’s carrier aircraft. Its length of 88 feet compared with 122 feet for the space shuttle orbiter.17
Very quickly an imbroglio developed over the choice of rocket engine for NASA’s test craft. The contract called for use of a Russian engine, the Energomash RD-120 that was being marketed by Pratt & Whitney. Rockwell, which owned Rocketdyne, soon began demanding that its less powerful RS-27 engine be used instead. “The bottom line is Rockwell came in two weeks ago and said ‘Use our engine or we’ll walk,”’ a knowledgeable industry observer told Aviation Week.19
As the issue remained unresolved, Orbital Sciences missed program milestone dates for airframe design and for selecting between configurations. Early in November NASA responded by handing Orbital a 14-day suspension notice. This led to further discussions, but even the personal involvement of Dan Goldin failed to resolve the matter. In addition, the X-34B concept had grown to as much as 140,000 pounds. Within the program, strong private-sector involvement meant that private – sector criteria of profitability were important, and Orbital determined that the new and heavy configuration carried substantial risk of financial loss. Early in 1996 company officials called for a complete redesign of NASA’s X-34 that would substantially reduce its size. The agency responded by issuing a stop-work order. Rockwell then made its move by bailing out as well. With this, the X-34 appeared dead.
But it soon returned to life, as NASA prepared to launch it anew. It now was necessary to go back to square one and again ask for bids and proposals, and again Orbital Sciences was in the running, this time without a partner. The old X-34 had amounted to a prototype of the operational X-34B, approaching it in size and weight while also calling for use of NASA’s Boeing 747. The company’s new concept was only 58 feet long compared with 83; its gross weight was to be 45,000 pounds rather than 120,000. It was not to launch payloads into orbit but was to serve as a technology demonstrator for an eventual (and larger) first stage by flying to Mach 8. In June 1996 NASA selected Orbital again as the winner, choosing its proposal over competing concepts from such major players as McDonnell Douglas, Northrop Grumman, Rockwell, and the Lockheed Martin Skunk Works.19
Preparations for the X-33 had meanwhile been going forward as well. Design studies had been under way, with Lockheed Martin, Rockwell, and McDonnell Douglas as the competitors. In July 1996 Vice President Albert Gore announced that Lockheed had won the prize. This company envisioned a commercial SSTO craft named VentureStar as its eventual goal. It was to carry a payload of 59,000 pounds to low Earth orbit, topping the 51,000 pounds of the shuttle. Lockheed’s X-33 amounted to a version of this vehicle built at 53 percent scale. It was to fly to
Mach 15, well short of orbital velocity, but would subject its thermal protection to a demanding test.20
No rocket craft of any type had ever flown to orbit as a single stage. NASA hoped that vehicles such as VentureStar not only would do this but would achieve low cost, cutting the cost of a pound in orbit from the $10,000 of the space shuttle to as little as $1,000.21 The X-33 was to demonstrate the pertinent technology, which was being pursued under NASA’s Advanced Launch Technology Program of 1994. Developments based on this program were to support the X-34 as well.
Lightweight structures were essential, particularly for the X-33. Accordingly, there was strong interest in graphite-composite tanks and primary structure. This represented a continuation of NASP activity, which had anticipated a main hydrogen tank of graphite-epoxy. The DC-X supported the new work, as NASA took it over and renamed it the DC-ХА. Its oxygen tank had been aluminum; a new one, built in Russia, used an aluminum-lithium alloy. Its hydrogen tank, also of aluminum, gave way to one of graphite-epoxy with lightweight foam for internal insulation. This material also served for an intertank structure and a feedline and valve assembly.22
Rapid turnaround offered a particularly promising road to low launch costs, and the revamped DC-ХА gave support in this area as well. Two launches, conducted in June 1996, demonstrated turnaround and reflight in only 26 hours, again with its ground crew of only 15-23
Thermal protection raised additional issues. The X-34 was to fly only to Mach 8 and drew on space shuttle technology. Its surface was to be protected with insulation blankets that resembled those in use on the shuttle orbiter. These included the High Heat Blanket for the X-34 undersurface, rated for 2,000°F, with a Nextel 440 fabric and Saffll batting. The nose cap as well as the wing and rudder leading edges were protected with Fibrous Refractory Composite Insulation, which formed the black silica tiles of the shuttle orbiter. For the X-34, these tiles were to be impregnated with silicone to make them water resistant, impermeable to flows of hot gas, and easier to repair.24
VentureStar faced the demands of entry from orbit, but its re-entry environment was to be more benign than that of the shuttle. The shuttle orbiter was compact in size and relatively heavy and lost little of its orbital energy until well into the atmosphere. By contrast, VentureStar would resemble a big lightweight balloon when it re-entered after expending its propellants. The VentureStar thermal protection system was to be tested in flight on the X-33- It had the form of a hot structure, with radiative surface panels of carbon-carbon, Inconel 617 nickel alloy, and titanium, depending on the temperature.25
In an effort separate from that of the X-33, elements of this thermal protection were given a workout by being mounted to the space shuttle Endeavour and tested during re-entry. Thoughts of such tests dated to 1981 and finally were real
ized during Mission STS-77 in May 1996. Panels of Inconel 617 and of Ті-1100 titanium, measuring 7 by 10 inches, were mounted in recessed areas of the fuselage that lay near the vertical tail and which were heated only to approximately 1,000°F during re-entry. Both materials were rated for considerably higher temperatures, but this successful demonstration put one more arrow in NASA’s quiver.26
For both VentureStar and its supporting X-33, light weight was critical. The X-30 of NASP had been designed for SSTO operation, with a structural mass fraction—the ratio of unfueled weight to fully fueled weight—of 25 percent.27 This requirement was difficult to achieve because most of the fuel was slush hydrogen, which has a very low density. This ballooned the size of the X-30 and increased the surface area that needed structural support and thermal protection. VentureStar was to use rockets, which had less performance than scramjets. It therefore needed more fuel, and its structural mass fraction, including payload, engines, and thermal protection, was less than 12 percent. However, this fuel included a great deal of liquid oxygen, which was denser than water and drove up the weight of the propellant. This low structural mass fraction therefore appeared within reach, and for the X-33, the required value was considerably less stringent. Its design called for an empty weight of 63,000 pounds and a loaded weight of 273,000, for a structural mass fraction of 23 percent.28
Even this design goal imposed demands, for while liquid oxygen was dense and compact, liquid hydrogen still was bulky and again enlarged the surface area. Designers thus made extensive use of lightweight composites, specifying graphite-epoxy for the hydrogen tanks. A similar material, graphite-bismaleimide, was to serve for load-bearing trusses as well as for the outer shell that was to support the thermal protection. This represented the X-30 s road not taken, for the NASP thermal environment during ascent had been so severe that its design had demanded a primary structure of titanium-matrix composite, which was heavier. The lessened requirements of VentureStar s thermal protection meant that Lockheed could propose to reach orbit using materials that were considerably less heavy—that indeed were lighter than aluminum. The X-33 design saved additional weight because it was to be unpiloted, needing no flight deck and no life-support system for a crew.29
But aircraft often gain weight during development, and the X-33 was no exception. Starting in mid-1996 with a dry weight of 63,000 pounds, it was at 80,000 a year later, although a weight-reduction exercise trimmed this to 73,000.30 Managers responded by cutting the planned top speed from Mach 15 or more to Mach 13.8. Jerry Rising, vice president at the Skunk Works that was the X-33 s home, explained that such a top speed still would permit validation of the thermal protection in flight test. The craft would lift off from Edwards AFB and follow a boost-glide trajectory, reaching a peak altitude of 300,000 feet. The vehicle then would be lower in the atmosphere than previously planned, and the heating rate would consequently be higher to properly exercise the thermal protection. The X-33 then was to glide onward to a landing at Malmstrom AFB in northern Montana, 950 miles from Edwards.31
The original program plan called for rollout of a complete flight vehicle on 1 November 1998. When that date arrived, though, the effort faced a five-month schedule slip. This resulted from difficulties with the rocket engines.32 Then in December, two days before Christmas, the program received a highly unwelcome present. A hydrogen fuel tank, under construction at a Lockheed Martin facility in Sunnyvale, California, sustained major damage within an autoclave. An inner wall of the tank showed delamination over 90 percent of its area, while another wall sprang loose from its frame. The tank had been inspected using ultrasound, but this failed to disclose the incipient problem, which raised questions as to the adequacy of inspection procedures as well as of the tank design itself. Another delay was at hand of up to seven months.
By May 1999 the weight at main engine cutoff was up to 83,000 pounds, including unburned residual propellant. Cleon Lacefield, the Lockheed Martin program manager, continued to insist bravely that the vehicle would reach at least Mach 13, but working engineers told Aviation Week that the top speed had been Mach 10 for quite some time and that “the only way it’s getting to Malmstrom is on the back of a truck.”33 The commercial VentureStar concept threatened to be far more demanding, and during that month Peter Teets, president and CEO of Lockheed Martin, told the U. S. Senate Commerce and Science Committee that he could not expect to attract the necessary private-sector financing. “Wall Street has spoken,” he declared. “They have picked the status quo; they will finance systems with existing technology. They will not finance VentureStar.”34
By then the VentureStar design had gone over to aluminum tanks. These were heavier than tanks of graphite-epoxy, but the latter brought unacceptable technical risks because no autoclave existed that was big enough to fabricate such tankage. Lockheed Martin designers reshaped VentureStar and accepted a weight increase from 2.6 million pounds to 3.3 million, (ft had been 2.2 million in 1996.) The use of graphite-epoxy in the X-33 tank now no longer was relevant to VentureStar, but this was what the program held in hand, and a change to aluminum would have added still more weight to the X-33.
During 1999 a second graphite-epoxy hydrogen tank was successfully assembled at Lockheed Martin and then was shipped to NASA-Marshall for structural tests. Early in November it experienced its own failure, showing delamination and a ripped outer skin along with several fractures or breaks in the skin. Engineers had been concerned for months about structural weakness, with one knowledgeable specialist telling Aviation Week, “That tank belonged in a junkyard, not a test stand.” The program now was well on its way to becoming an orphan. It was not beloved by NASA, which refused to increase its share of funding above $941 million, while the in-house cost at Lockheed Martin was mounting steadily.35
The X-33 effort nevertheless lingered through the year 2000. This was an election year, not a good time to cancel a billion-dollar federal program, and A1 Gore was running for president. He had announced the contract award in 1996, and in the words of a congressional staffer, “I think NASA will have a hard time walking away from the X-33 until after the election. For better or worse, A1 Gore now has ownership of it. They can’t admit it’s a failure.”36
The X-34 was still in the picture, as a substantial effort in its own right. Its loaded weight of 47,000 pounds approached the 56,000 of the X-15 with external tanks, built more than 30 years earlier.37 Yet despite this reduced weight, the X-34 was to reach Mach 8, substantially exceeding the Mach 6.7 of the X-15. This reflected the use of advanced materials, for whereas the X-15 had been built of heavy Inconel X, the X-34 design specified lightweight composites for the primary structure and fuel tank, along with aluminum for the liquid-oxygen tank.38
Its construction went forward without major mishaps because it was much smaller than the X-33- The first of them reached completion in February 1999, but during the next two years it never came close to powered flight. The reason was that the X-34 program called for use of an entirely new engine, the 60,000-pound-thrust Fastrak of NASA-Marshall that burned liquid oxygen and kerosene. This engine encountered development problems, and because it was not ready, the X-34 could not fly under power.39
Early in March 2001, with George W Bush in the White House, NASA pulled the plug. Arthur Stephenson, director of NASA-Marshall, canceled the X-34. This reflected the influence of the Strategic Defense Initiative Office, which had maintained a continuing interest in low-cost access to orbit and had determined that the X-34’s costs outweighed the benefits. Stephenson also announced that the cooperative agreement between NASA and Lockheed Martin, which had supported the X – 33, would expire at the end of the month. He then pronounced an epitaph on both programs: “One of the things we have learned is that our technology has not yet advanced to the point that we can successfully develop a new reusable launch vehicle that substantially improves safety, reliability, and affordability.”40
One could say that the X-30 effort went farther than the X-33, for the former successfully exercised a complete hydrogen tank within its NIFTA project, whereas the latter did not. But the NIFTA tank was subscale, whereas those of the X-33 were full-size units intended for flight. The reason that NIFTA appears to have done better is that NASP never got far enough to build and test a full-size tank for its hydrogen slush. Because that tank also was to have been of graphite-epoxy, as with the X-33, it is highly plausible that the X-30 would have run aground on the same shoal of composite-tank structural failure that sank Lockheed Martin’s rocket craft.41