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Strategic perspectives on emerging markets, technologies and business opportunities
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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.
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.
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.