Morgan Stanley analysts identify 60 companies set to profit from space economy
Updated
Updated · Bloomberg · May 6
Morgan Stanley analysts identify 60 companies set to profit from space economy
7 articles · Updated · Bloomberg · May 6
The list spans miners, fuel producers and makers of industrial gases and propulsion systems as launches and orbital activity increase.
The report links the opportunity to Artemis II and says the global space industry could attract about $1tn in investment over the next decade.
It highlights how a renewed Moon race is broadening potential beneficiaries beyond traditional aerospace groups to suppliers across the industrial economy.
What are the biggest hidden risks that could cause the projected trillion-dollar space economy bubble to burst?
Is mining Helium-3 on the Moon a realistic economic goal for the next decade, or still just science fiction?
As nations race to mine the Moon, can international law truly prevent a conflict over its valuable resources?
Navigating the $1 Trillion Space Economy: SpaceX IPO, Investment Strategies, and Geopolitical Risks
Overview
SpaceX is preparing for a historic IPO with a valuation potentially exceeding $2 trillion, driven by strong investor confidence rooted in its leading role in high-growth space sectors and its critical involvement in NASA's Artemis II mission. This mission relies on SpaceX's advanced Starship system, which is central to lunar and Mars exploration goals. The global space economy, fueled by the rapid growth of satellite-enabled services and broadband deployment like Starlink, is projected to reach $1.8 trillion by 2035. Meanwhile, geopolitical tensions, especially U.S.-China competition over rare earth elements, are reshaping supply chains, with companies like MP Materials working to secure domestic sources. Together, these factors highlight a dynamic and expanding space industry poised for transformative growth.