THE SPACE ECONOMY
Who Actually Colonises the Cosmos—Humans or Our Robots?
The philosophical tease hides the real economic question: who owns and operates the probes?
Cadence Is King: Q1-2025 Launch Data and the Rideshare P&L
Why tempo, not payload size, is the primary driver of enterprise value right now.
Europe’s ‘Responsive Launch’ Pivot: UK–Germany Plans and the Rise of Time-to-Orbit
Licences, alliances and a new KPI that values speed over sticker price.
Solar-Maximum Economics: Drag, Outages and Pricing Risk at the 2025 Peak
When the Sun runs hot, so do P&Ls—operators are rewriting SLAs and flight rules.
Defense Goes Proliferated: SDA Tranche-2, Lasercom Reality, and Openings for Dual-Use Suppliers
The two-year spiral meets the hard edges of optical links—and that’s where nimble vendors fit.
IRIS² Becomes Real: Where European SMEs Plug Into a Sovereign Secure-Satcom Stack
A 12-year concession, a multi-orbit plan, and new procurement lanes for smaller suppliers.
Direct-to-Device Crosses the Rubicon: Telco Roadmaps and Device Ecosystems in 2025–26
Messaging first, then services—how D2D becomes a mainstream network feature.
Cadence Beats Payload in Launch Value Creation
Why learning curves—and not raw lift—drive enterprise value.
Heavy-Lift Reset: What New Glenn’s Debut Means for Pricing, Backlogs, and GEO Logistics
A new reusable heavy-lift entrant changes timelines—and negotiating power.
In-Space Manufacturing: What’s Viable First—and How to Price It
Early products and unit economics matter most.
Newspace Startups Drive Space Innovation
Startups are building disrupting products in the spirit of Silicon Valley.
Space Sector Stagnation: Why?
Despite growth, the space sector gradually declined and this is bad news for the planet.