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That really depends on how fast you can cruise. High speed scramjets above mach 15 will make space missions possible. The craft will be at the sufficient height and just enough speed, so that a rocket engine won't have to add too much deltav. Scramjets are still in their infancy. There are already developments on for variable-geometry multi-mode ramjets for this purpose.

PS: I have seen early-stage (but successfully tested) scramjets being developed for this purpose.

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I don't think any of the considerations you mention there change my conclusion.

We have to ask: what exactly is a scramjet vehicle delivering? It's enabling the use of air instead of liquid oxygen. But how valuable is this? LOX is the second cheapest industrial liquid after water. The fuel part of a rocket propellant combination typically dominates the propellant cost. If a scramjet launcher uses more fuel (especially hydrogen) than a rocket vehicle would, it will end up increasing propellant cost per unit payload to orbit. It will also likely increase propellant volume per unit payload to orbit, especially if LH2 is used (LH2 being just 5% of the density of LOX).

All scramjet launchers need a rocket to reach stable orbit (since a scramjet cannot produce thrust at apogee to circularize above the atmosphere. So one can ask, what the tradeoff between the delta-V this rocket provides and that of the scramjets? From what I've heard, all such trade studies end up optimizing to 100% rocket and 0% scramjet.

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As the other commenter already pointed out, it's the mass that's the limiting factor here, not the cost. The key idea here is that rockets and jets need two things - a reaction mass and energy. Scramjets and other air breathing engines don't just take oxygen from the atmosphere. They derive much of the reaction mass also from it. Even the inert nitrogen absorbs heat from combustion and acts as reaction mass. The primary purpose of the fuel onboard is to provide the energy. It's contribution as reaction mass is only secondary (note that this is for air breathing engines). This is very evident in the case of turbofan engines, where much of the thrust is contributed by the uncombusted air from the fan.

A scramjet stage will be very light compared to an equivalent rocket stage, since it carries only the energy source (fuel) and not the full reaction mass. If this scramjet stage is able to impart a velocity close to the orbital velocity by the time it reaches the upper atmosphere, the subsequent rocket stage will have much less work to do to get it into orbit. And that translates to much less propellants (including oxidizer) and much less mass in the upper stage. It's not necessary to collect oxygen from the atmosphere to see an advantage.

Obviously, the raising of the perigee at apogee is going to need this rocket engine again. There are no launcher concepts that depend purely on scramjets.

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What is the point of saving mass here? LOX is cheap, so it isn't the cost of the LOX. Does saving LOX make the vehicle cheaper? No... it increases the quantity of fuel needed, which (particularly if it's LH2) makes the empty vehicle much larger and more massive. This is doubly bad, since every last gram of that empty mass is taken to orbit, unlike the mass of LOX.

Minimizing fueled mass of the vehicle is a stupid thing to do. It's optimizing the wrong metric.

Scramjets also suffer from bad thrust/mass and thrust/$ ratios compared to rocket engines.

Overall scramjet launch vehicles are an example of pyrrhic engineering: even if one could make such a vehicle "work", no one would want it.

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LOX halfway to orbit is significantly more expensive than the same LOX delivered to the launchpad.

Its not the cost, its the mass you're trying to reduce. So far, the engineering challenges have made it unfeasible, but its not a surprise that people look at the hundred tons of LOX on a rocket and imagine exchanging it for payload (or aircraft style re-usability).

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A gram of oxygen that you carried to orbit is more valuable than a gram of oxygen you collect at that location: oxygen that you carried is moving at the same velocity as you.
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