Space

The Morgan Stanley Space 60

Exhibit 1: The Morgan Stanley Space 60 maps the public-company “picks and shovels” behind the U.S. space economy. Instead of treating space as only rockets and satellites, it shows the full value chain from raw materials → specialty alloys → fuels → semiconductors → components → spacecraft/launch → satellite operators and services. The key idea is that space growth should not only benefit launch providers like Rocket Lab or spacecraft primes like MDA/Lockheed/Boeing, but also

Jagannath Kshtriya

5 days ago2 min read

The 3x3 Space Economy

The 3×3 Space Economy Map is a simple way to understand where value is created in space. It breaks the industry into three market domains: communications, navigation, and Earth observation and three infrastructure layers: physical space assets, ground/distribution systems, and software/application businesses. The key idea is that value often expands as you move “right” and “up”: satellites and hardware are capital-intensive, while applications built on space data, like broadb

Jagannath Kshtriya

5 days ago1 min read