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Chapter 39 of 63Space & aerospace2 min read · 3 exhibits

The Lunar Economy in 2035: a Market Map

How large could each layer of the lunar economy be by 2035, and how much of it would be open to commercial companies?

Chapter summary

Setcoin's base case puts total lunar and cislunar spending at about $18–28 billion a year by 2035, against about $12–16 billion in 2026.

Key takeaways

  1. 1

    Governments still provide 85–95% of it.

  2. 2

    Transport (crew and cargo) remains the largest layer at about half; surface infrastructure (power, habitats, mobility, construction) grows fastest, from under $2 billion to $5–9 billion; and commercial products sold outside government (helium-3, private payloads, media) reach perhaps $0.3–0.8 billion.

  3. 3

    In a low case with refuelling delays and budget cuts, the total stays near $12–15 billion; in a high case with cheap heavy cargo and a funded base, it reaches $30–40 billion.

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Keep reading with Space access

This chapter (3 exhibits, 529 words) is part of Space & aerospace. Space access opens every chapter of all 11 Space reports, with the interactive models, Excel downloads, Ask and named Atlas records.

  • Global Market Analysis: Deep Space Economy
  • Space-Based Datacenters: Feasibility Study
  • Commercial Space Stations: Feasibility Study
  • Defence Space and Missile Defence: Golden Dome and the SDA Architecture
  • Launch After Starship: Prices, Capacity and European Sovereign Launch, 2026–2035
  • 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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