Space venture firm predicts industry shakeup

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Space Capital predicts that Boeing (BA) and Airbus (AIR.PA) will divest their space divisions in 2025, according to its investment trends report released on January 23. These divestitures are expected to reshape the competitive landscape, creating new opportunities and risks within the space economy. The report highlights 2025 as a transformative year for the space industry, bolstered by the Trump administration’s pro-growth policies and Elon Musk’s influential role. Increasing global defense spending, driven by concerns over China’s expanding space capabilities, is identified as a major factor shaping the industry’s future. Space Capital emphasizes that these changes will redefine industry dynamics and innovation opportunities.

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