For a long time, spatial exploration has exerted its charm on man, as well as causing strong rivalries on a geopolitical level. Today, beyond the emotion of pushing the boundaries of the universe more and more distant, it is taking on an increasingly important role for the critical infrastructures necessary for life on earth. Global communication networks, precise navigation systems and climate monitoring are just some examples of why satellite technology is so important today – and why the space industry in general attracts large capital flows (public and private).
One of the factors behind this growing interest is the powerful combination between technological innovation and cost reduction. The progress made in reusable rockets, in miniaturized satellite technologies and in the AI -based missions planning systems are some of the main factors that contribute to saving costs. For example, in the last two decades the launch costs have decreased ten times, allowing the smaller companies to access the space (the word game is wanted).
Of course, larger geopolitical and economic interests also take place, while public and private operators compete for the dominion of the cosmic skies in the long run.
The progressive involvement of the private sector leads to a rapid acceleration of infrastructure projects in the cislunar space (the area that extends for 400,000 kilometers between our planet and the moon), whether it is satellites or future lunar bases and private spatial stations . Companies such as Spacex, Rocket Lab and Blue Origin are committed to creating pioneering commercial opportunities in the launch of satellites and space tourism. The extraction of resources from the moon and asteroids close to the earth, production in space, solar energy, satellite maintenance and interplanetary exploration represent other interesting earning opportunities. Overall, according to estimates, the space industry will go from 630 billion in 2023 to 1,800 billion dollars by 2035, with an impact of almost a thousand billion on different non -spatial sectors, such as supply chains and transport, consumption assets , digital communication, media and defense.
As with all new frontiers, this extraordinary potential also involves a series of challenges and risks for investors. First of all, there are regulatory and sustainability obstacles: the management of spatial traffic and the reduction of debris are pressing themes, to which is added the environmental impact of rapid rockets launches. Secondly, the rivalry among the main nations active in space exploration (United States, China, Russia, India, South Korea and United Arab Emirates) could cause tensions related to resources and access to space, with possible repercussions on commercial activities. Third, the need for huge capital for the development of projects and long return times on investment involve considerable financial risks. And last but not least, dependence on public contracts remains a risk for many companies that focus on space.
Having made these premises, the value chain of spatial exploration deserves particular attention from investors, of course in a long -term perspective and only for wallets capable of supporting high risks. This value chain – or universe of investment – ranges from rocket producers and launch suppliers (e.g. the aforementioned Spacex and Rocket Lab), to producers and satellite operators (Telesat, Maxar Technologies and MDA Space, among others ), to the data analysis companies that exploit satellite data (Planet Labs, Global or Blacksky, in particular) and the Frontier applications (such as Blue Origin, Axion Space, astroscal and intuitive machines).
So, for readers who want to benefit from the strong push of a sector that seems to have reached a turning point, it could be the right time to get on board and start the countdown!
