Space
Commercial launch, in-orbit services, and the space economy.
Space
Attention remains focused on the absence of European rockets. The deeper constraint lies in how member states manage payloads, ranges, and multi-year manifest schedules.
Nathaniel "Nate" Whitaker · 13 September 2026 · 6 min
Space
Several European vehicles are approaching or have reached first flight. Demand analysis suggests the constraint has shifted from access to payload economics.
Nathaniel "Nate" Whitaker · 12 September 2026 · 7 min
Space
Insurers built their models on isolated rocket launches and solitary geostationary craft. Thousands of low-cost satellites in crowded orbits are breaking those calculations.
Nathaniel "Nate" Whitaker · 12 September 2026 · 7 min
Space
Private capital prefers rockets and satellite constellations to earthbound dishes. The result is an expanding fleet of orbital sensors waiting hours to unload routine data.
Nathaniel "Nate" Whitaker · 11 September 2026 · 6 min
Space
Abundant imagery and free public archives have pushed commercial value away from pixels and towards analysis, which is a harder business to run.
Emily Byrski · 10 September 2026 · 7 min
Space
Independent access to orbit has been restored. The small launcher companies that were meant to create a competitive European market are arriving slowly and expensively.
Henrik Solberg · 1 September 2026 · 7 min
Space
Forestry, shipping insurance and grid operators are buying satellite data as an operational input. Agriculture, the sector most often used in pitch decks, is buying less than forecast.
Emily Byrski · 16 August 2026 · 6 min
Space
Refuelling, inspection and life extension services in geostationary orbit have moved from demonstration to paid contract. The addressable market is narrower than the sector's fundraising implies.
Henrik Solberg · 21 June 2026 · 7 min
Space
The multi year decline in per kilogram launch cost has flattened. Downstream businesses that assumed a continued curve are quietly rebuilding their models.
Henrik Solberg · 5 June 2026 · 5 min