The Space Launch Sector: geopolitics & the new space economy
Geopolitics and the new space economy in a multipolar era. A strategic review of the launch market, its civil-military overlap, dependency mapping, and where the next wave of commercial and sovereign demand will land.
Overview
The launch market is the load-bearing piece of the new space economy. It's the place where commercial momentum, sovereign defence requirements, and geopolitical alignment all collide. The old narrative of "SpaceX vs everyone else" misses where the structural decisions are actually being made.
This Strategic Review traces the launch sector across four lenses: the commercial market structure (and its dependency on a small number of providers); the sovereign defence demand that's quietly subsidising it; the European, Indian, and Chinese alternatives; and the upstream supply-chain exposures that will determine who actually flies in the second half of the decade.
Brief your next decision with the full picture.
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