2026–2030 Investment Roadmap
In what order does the infrastructure need to be built between 2026 and 2030?
Chapter summary
The roadmap converts the six bottlenecks into twelve build areas in three priority tiers, totalling €12.1–27.8 billion. Tier 1 comes first because other segments depend on it: ground capacity, defence satellite supply, rad-hard chips and debris removal.
Key takeaways
- 1
Tier 1, build immediately: €6.3–14.0B across ground stations, defence satellites, rad-hard capacity and debris removal.
- 2
Tier 2, near-term: €3.0–6.8B for launch diversification, electric propulsion, geospatial AI and hypersonics.
- 3
Tier 3, strategic: €2.8–7.0B for refuelling and servicing, commercial stations, lunar and nuclear propulsion.
Key figures in this chapter
- $3.5B
- PWSA Tranche 3, Dec 2025, for 72 satellites
- $807M
- debris removal market by 2032 (27.2% CAGR)
- >$3B
- annual procurement void when the ISS retires in 2030
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- Satellites to Phones: Direct-to-Device Connectivity, Spectrum and Economics, 2026–2035
- Space Supply Chain Bottlenecks: Components, Minerals and Capacity, 2026–2030
- Lunar, Cislunar and Settlement Economics: What the Moon Costs and Who Pays, 2026–2060
- Earth Observation and AI Analytics: What a Square Kilometre Is Worth and Who Captures It, 2026–2035
- In-Space Manufacturing and Microgravity Biotech: Products, Platforms and Economics, 2026–2035
- Space-Based Solar Power: Physics, Costs and the Path to Firm Power from Orbit, 2026–2050
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Critical Infrastructure Bottlenecks & Investment Opportunities
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