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Strategic perspectives on emerging markets, technologies and business opportunities
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Commercial Satellites as Strategic Targets?
As commercial satellites become integrated into national security and defence systems, the boundary between civilian and strategic space infrastructure is becoming harder to maintain. The October 2026 close approach between Russia’s Kosmos 2612 and ICEYE-X36 highlights a broader question - could commercially owned satellites become targets in a contested space environment.
Space Sovereignty for Smaller Nations: Why Strategic Indispensability May Matter More Than Autonomy
For smaller nations, a strategic path to space sovereignty is to own, master or host a capability that others cannot easily replace - turning geographic, technological or infrastructure advantages into strategic leverage within the larger space ecosystem.
The Exit Strategy Test: A Framework for Sustainable Space Sovereignty
The Exit Strategy Test introduces a framework for assessing space sovereignty beyond ownership and operational control. It examines critical dependencies across operations, supply chains, software, data and IP, industrial capacity and recovery time, assesses whether a government could sustain a strategic space capability if a critical supplier disappears.
India's Orbital Infrastructure Map: 28 Companies Building the Infrastructure Layer of the Earth Economy
India’s space economy is moving beyond launch vehicles and satellites towards the infrastructure that enables spacecraft to operate, move, interact and create value in orbit. This insights maps 28 Indian space tech companies across nine layers of Earth-orbit infrastructure, from SSA and propulsion to in-orbit servicing and others.
A Guidebook for Foreign Companies Entering India's High-Opportunity Space Economy
India’s space economy is expanding rapidly, creating opportunities for global space companies. But success depends on understanding the market, regulatory environment, local partnerships and customer-access dynamics - not simply the size of the opportunity.
New space race is a five-layer economy, with satellites and “Space Race 2.0” representing only parts of it
The new space race isn't one market - it's five. From commoditising Earth orbit to pre-revenue deep space, each layer has its own capital, maturity, and risk profile. We break down where the real money is moving now, why the Moon is industrial policy rather than a market, and the fastest-growing layer - security, sovereignty and regulation - which most CXOs are missing entirely.
Sovereign Space Is Becoming a Full-Stack Question
Satellite ownership has become the default measure of space sovereignty - but it's the wrong question. This insights breaks down a three-tier framework (full-stack, space-segment, and sovereignty-as-a-service) for understanding what "sovereign space" actually requires, and why the infrastructure underneath the satellite may matter more than the satellite itself.
The New Space Race: 30 Emerging Space-Tech Companies to Watch for in 2027
Over the last 5-6 years, a new generation of venture-backed companies has emerged to build the infrastructure layer of the orbital economy. Below we discuss 30 companies in this space that are making a difference.
Beyond the Edge: Why AI-Powered Super-Resolution Is the Next Frontier in Earth Observation
As SAR constellations reshape Earth observation, super-resolution and intelligent enhancement are becoming the key to unlocking their full value. Here's why the next competitive edge in EO won't come from capturing more imagery, but from making it more useful - through AI usage in imagery