Published On: April 24th, 2026Categories: Trade Ideas
The space economy is no longer just about rockets. It is entering a phase of structural acceleration, reshaping global connectivity, data flows and industrial ecosystems. As it evolves into a ~$1.8tn market by 2035, value is shifting from infrastructure to applications – with important implications for investors and credit markets. In our latest flash, we examine the shift from “backbone” to “reach” and highlight where growth, value and risk are emerging across the sector.
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