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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.
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.
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.