How markets and policy are shifting power in orbit
Private Firms Reshape the Space Economy
This cluster follows the rapid rise of commercial players across the space sector, from SpaceX's operating model and $650 million Starbase build-out to new ISS missions and commercial station work by Vast and Axiom. It spotlights a surge in space-enabled communications and infrastructure, including Amazon's planned LEO network for Vodafone's 5G backhaul, SES's latest O3b mPOWER satellites, and emerging satellite phone technologies, all underpinned by bullish forecasts for space-driven digital transformation markets. Investor guides to public space stocks sit alongside policy analysis that questions the national security and governance risks of concentrating so much space capability in a handful of private companies.