The United States: Industrial Policy for the Space Supply Chain
What is the US government doing about space supply bottlenecks, and is it aimed at the right parts?
Chapter summary
a lot, but mostly through defence channels and mostly at munitions, motors and minerals rather than satellite parts.
Key takeaways
- 1
The Department of War has used the Defense Production Act (DPA) Title III for solid rocket motors ($191 million package in May 2026), energetic materials, gallium and germanium processing; it took a $1 billion convertible preferred stake in L3Harris's missile business in January 2026; the CHIPS programme funds compound-semiconductor capacity including space solar cells; and the Space Development Agency has paid optical terminal makers to expand.
- 2
What is missing is a coordinated plan for the satellite parts at the top of Setcoin's scorecard: merchant optical terminals, rad-hard processors, III-V cells, switchgear and connectors.
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This chapter (1 exhibits, 685 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.
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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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The Geography of Supply and Single Points of Failure
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