JavaScript Required

Jumpseat Aerospace News requires JavaScript to function. Please enable JavaScript in your browser settings to continue.

Goldman Sachs Forecasts $1.8 Trillion Space Economy

August 14, 2026

2 min read

Key Takeaways

Goldman Sachs forecasts $1.8 trillion space economy by 2035.
Launch capability is the sector's upstream chokepoint.
M&A activity expected to intensify as space companies go public.
SpaceX, Rocket Lab, AST SpaceMobile, and Firefly Aerospace see stock gains.

Silver membership required Upgrade to Silver to access Key Takeaways.

Upgrade

Strategic Implications

The forecast may indicate a significant shift in the space industry, with companies controlling launch, manufacturing, and orbital infrastructure poised to capture disproportionate value. This could drive a rise in M&A activity, supporting the evolution of space as an institutional asset class.

Silver membership required Upgrade to Silver to access Strategic Implications.

Upgrade

What Happened

Investment Bank Predicts Mergers And Acquisitions Wave

Goldman Sachs projects the global space economy to reach $1.8 trillion by 2035, with launch capability identified as the sector’s upstream chokepoint. The investment bank predicts intensified M&A activity as space companies enter public markets, with SpaceX, Rocket Lab, AST SpaceMobile, and Firefly Aerospace seeing stock gains. The report frames access to capital as an emerging competitive moat, with companies like SpaceX and Rocket Lab pursuing vertically integrated operations. This development was first reported by an unknown source.

Source | Originally Published: August 28, 2024

Companies Mentioned