3 Ways to Trade the New “Lunar Economy” – 8/31

With growing interest in creating a lunar economy, NASA is exploring the moon for scientific discovery, technological advancements, and learning how to live and work on another world. 

In fact, according to The Global Economics, “The race to return humans to the Moon is still progressing with Europe, the US, and China spending billions already. But this time humans are not in for a short visit, but they are going to stay, with the purpose of doing long-term explorations.”

Even more impressive, “Experts at PwC estimate that the Lunar economy could be a $170 billion market in the next 20 years. But to reach there a proper infrastructure facility must be set up,” they added. “Most of the companies that join the plan are to offer the services of power and transportation. Other areas that came up after a close analysis were a proper market study, utilizing the lunar resources, and construction and robotics.”

Company: Intuitive Machines (SYM: LUNR)

SEOPS, a leading provider of responsive space mission services and Intuitive Machines, Inc., a leading space exploration, infrastructure, and services company, announced that they have entered into a launch services agreement. Under the agreement, Intuitive Machines will provide rideshare delivery services to SEOPS as it expands its offering beyond LEO to now include multiple destinations, from geostationary transfer orbit, to the Moon’s surface and various Lagrange points between the Earth and Moon starting after 2025. 

Intuitive Machines’ cadence of pioneering lunar exploration and scientific discovery missions, including its upcoming IM-2 and IM-3 missions, along with its capability to deliver commercial assets to orbit, enables commercial companies like SEOPS to provide deployment services. This establishes a new industry offering and expands SEOPS’ ability to provide integration, and deployment services to a wide range of orbital destinations.

Companies: Lockheed Martin (SYM: LMT) and General Dynamics (SYM: GD)

The two just announced the signing of a strategic teaming agreement for the production of solid rocket motors that will bring security and resiliency to a vital domestic supply chain. “Maintaining a robust and diverse supply chain for solid rocket motors is critical to advancing our 21st Century Security® vision for a stronger, more resilient defense industrial base that keeps our customers around the globe ahead of emerging threats. This agreement enables Lockheed Martin and General Dynamics to ramp production of in-demand solutions more quickly going forward,” said Tim Cahill, president of Lockheed Martin Missiles and Fire Control.