Global Market Analysis
Space & Aerospace
The space economy's growth is infrastructure-constrained, not demand-constrained. Six subsectors — next-gen satellites, space defense, hypersonics, launch/propulsion, commercial/lunar, and autonomous/AI aerospace — are analyzed against $12-18B in identified infrastructure bottlenecks (ground stations, orbital debris removal, electric-propulsion supply, launch-vehicle production, rad-hard semiconductors, and orbital refueling) that have to be built ahead of a projected $2.7T+ total addressable market by 2040.
- $2.7T+
- Total Addressable Market by 2040
- 90%
- Launch Cost Cut Since 2010
- $300T+
- Lunar Water Ice Economic Value
- $12-18B
- Infrastructure Gaps Identified
Chapters
What each chapter answers
- 016 min · Free
Executive Summary
Why is the space economy now an infrastructure story, and what does the memorandum conclude?
Executive summaryKey figures - 0216 min · Free
Global Space Economy — Market Overview
How large is the space economy, how fast is it growing, and where does the revenue sit?
RankingTimeline - 0316 min · Free
Coverage Areas — Six Critical Subsectors
Which six subsectors does the analysis cover, and how do they compare?
RankingGrowthComparisonLive Atlas - 0416 min · Subscribers
Critical Infrastructure Bottlenecks & Investment Opportunities
Where exactly does infrastructure constrain growth, and how large is each gap?
Range chart2×2 matrixLive Atlas - 0512 min · Subscribers
2026–2030 Investment Roadmap
In what order does the infrastructure need to be built between 2026 and 2030?
FrameworkWaterfallKey figures - 0612 min · Subscribers
Technology Insights — Game-Changing Inflection Points
Which technology shifts change the economics of space between 2026 and 2030?
TrendFramework - 0711 min · Subscribers
Structural Competitive Moats & Barriers to Entry
How durable are the barriers to entry in space infrastructure, and what could erode them?
Range chartTable - 0812 min · Subscribers
Proprietary Analytical Methodologies
Which analytical frameworks sit behind the conclusions?
FrameworkComparison - 0918 min · Subscribers
Competitive Landscape & Key Players
Who are the main players, and how is the competitive structure changing?
RankingTableFramework - 1013 min · Subscribers
Risk Analysis & Mitigation
What could derail the thesis, and how are the main risks contained?
Key figuresTable - 1112 min · Subscribers
ESG & Sustainability Framework
How is sustainability judged in an industry that can pollute its own operating environment?
FrameworkTimeline - 1218 min · Subscribers
Regulatory & Policy Landscape
Which regulatory changes matter most for the 2026–2030 window?
TimelineComparison - 1312 min · Subscribers
Geopolitical Analysis & Strategic Considerations
How does great-power competition shape demand in space?
SplitComparisonLive Atlas - 1415 min · Subscribers
Report Contents — Full Analysis Deliverables
What does the complete analysis package contain?
Framework - 1521 min · Subscribers
Appendices
What reference material supports the analysis?
Table
The first 3 chapters of this and every report are open to everyone. Space access opens all 15, with the models and their Excel files.
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Check the live record behind the study
- Free tool
Space Claim Check
Before you rely on a stated fleet, see what the catalogues record for that operator.
Type an operator’s name and see what the public satellite catalogues record: satellites launched, in orbit, operating and re-entered. The full check adds US contracts, SBIR awards, UK and NOAA licences and list screening.
Check an operator → - Free tool
Constellation Deployment Monitor
See whether Starlink, Kuiper, Qianfan, Guowang and the SDA are deploying fast enough for their licences and targets.
8 large constellations against what they are licensed or filed for: satellites launched, re-entered and net pace over twelve months, and the date each milestone is reached at that pace.
Open the monitor → - Free tool
Space Contracts & Tender Radar
See who is buying launch, satellites, ground segment and EO data right now, and which tenders are open.
607 new US federal space awards and European tenders from the last twelve months, by part or service bought, buyer, country and stage, with the tenders still open.
Open the radar →
Setcoin Atlas · Space & aerospace
The thesis, against the live record
Research and contract activity on public registers, mapped to the bottlenecks this report names.
1,096
awards & contracts on record
1,063
organisations
$9.0bn
awarded (corrected)
171
new in the last 90 days
Awarded value after removing $16.9bn of aircraft and missile awards misfiled under space.
See the evidence behind each bottleneck
Free accounts see the evidence ladder, regional split and the most active organisations and projects, anonymised.
Ask about Deep Space Economy
Answers drawn from every Setcoin report and the live Atlas. Each statement links to the passage behind it.
Ask is included with every subscription
Cited answers across every report and the Atlas, with follow-up questions and a hand-off to the opportunity finder.