Space Logistics Markets, 2^nd edition

Description

A comprehensive analysis of the emerging space logistics markets, including last-mile logistics, in-orbit servicing, active debris removal, in-orbit manufacturing, and space situational awareness. The report maps out present solutions and those coming to the market, delves into the trends shaping these ecosystems and forecasts demand for the next decade.

Space logistics markets are very diverse, each addressing specific needs with different technologies and showing different levels of solution readiness and demand maturity. While last mile logistics aim at increasing orbital versatility (including for cost-sensitive users), the purpose of in-orbit servicing is to increase lifetime to maximize return on investments and space situational awareness aims at making operations more resilient in a densifying orbital environment. In general, space logistics strive to maximize capex efficiency while increasing operations flexibility and in-orbit transportation capacity while promoting cost-efficiency.

In the long run, an advanced comprehensive space logistic ecosystem could materialize, adding new capabilities such as maintenance, refueling, orbital towing with reusable transfer vehicles or in-space manufacturing and assembly. This would unlock new manufacturing and operations paradigms, changing the way assets are used in space.

The premium edition of the report will include a chapter dedicated to Space Situational Awareness and Space Traffic Management. It will include a detailed analysis of the player supply landscape and, map out the orbital environment and provide a demand forecast.

Key Features

• Strategic issues and market context
  • Description of space logistics activities and consolidated market brief
  • Space logistics in the satellite value chain
  • Mapping of space logistics suppliers
  • Maturity of key capabilities
  • Mapping of the space logistics ecosystem
  • Regulatory framework and context
  • Government support
  • Government grants
  • Private investments in space logistics
  • Space debris context
• Access to Space (ATS)
  • Key takeaways and market brief
  • Dynamics of the access to space services as enablers of the broader space logistics ecosystem
  • An analysis of the past performances, in number of launches and mass launched, and of the key market drivers for 5 launcher capacity categories.
  • Overview of the technical maturity of upcoming launchers
  • Insights into the potential of super heavy launchers for space logistics activities
  • Analysis of launcher Historical fill rates
  • Launch prices catalog and launch price evolution.
  • Reusability and launch price.
  • Estimation of the demand elasticity to launch price variations.
  • Analysis of the satellite aggregation business model and satellite aggregators
  • Launch rates demand forecast over 2023 to 2032 (in number of launches and mass launched per capacity category) over three scenarios taking place in diverging contextual settings and confronted to a maximum supply cap determined by launch providers’ ability to ramp up operations through the decade.
• Last Mile Delivery (LMD)
  • Key takeaways and market brief
  • Market and LMD solutions overview
  • Comparison to alternative mobility solutions
  • Past LMD providers performances
  • Overview of the technical maturity of upcoming OTVs
  • Selection of LMD providers profiles
  • Market drivers and inhibitors
  • Pricing strategy analysis
  • Three revenue scenarios for LMD services over 2023 to 2032 (with forecast methodology)
• Satellite Life Extension Services (LES)
  • Key takeaways and market brief
  • Market and LES solutions overview
  • Comparison to alternative fleet management options
  • Main LES use cases
  • Technical inhibitors and standardization efforts
  • Market drivers and inhibitors
  • Selection of LES providers profiles
  • Market trends of GEO comsats
  • Fleet typology of GEO comsats
  • Benchmark of HTS cost-base capacity
  • LES demand typology
  • Three revenue scenarios for LES services over 2023 to 2032 (with forecast methodology)
• Active Debris Removal (ADR)
  • Key takeaways and market brief
  • Market and ADR solutions overview
  • Market fit and comparison to alternative end-of-life options.
  • Regulatory framework conditioning ADR activities
  • Selection of LES providers profiles
  • Market drivers and inhibitors
  • Three revenue scenarios for ADR services over 2023 to 2032 (with forecast methodology)
• On-Orbit Manufacturing and Assembly (OOAM)
  • Key takeaways and market brief
  • Market and OOAM solutions overview
  • Main OOAM use cases.
  • Market fit and comparison to alternatives.
  • Market drivers and inhibitors
  • Selection of OOAM providers profiles
• Space Situational Awareness (SSA)
  • Key takeaways and market brief
  • Market and SSA solutions overview
  • Technology and sensors benchmark
  • Analysis of government capabilities vs commercial business models
  • Market fit and comparison to alternatives.
  • Market drivers and inhibitors
  • Selection of OOAM providers profiles
  • Description of government capabilities for a selection of countries
  • Three revenue scenarios for SSA services over 2023 to 2032 (with forecast methodology)

New in Current Edition

Markets have been forecast with greater accuracy thanks to an extended industry consultation involving both suppliers and existing and prospective customers.

Each market is forecast over three diverging scenarios taking place in different contextual settings, resulting in three different revenue trajectories (baseline, conservative, optimistic), enabling a more flexible and precise analysis.