Space Capital forecasts more than $100 billion in space investment this year

Space Capital forecasts that investment in the space sector will exceed $100 billion for the first time in 2026. The firm published its assessment with its third-quarter review on October 13.

Its new Space IQ report estimates $92.5 billion invested through the first three quarters, already above its full-year 2025 figure. Passing $100 billion by year-end remains a forecast.

Bloomberg, cited by Interfax, identified SpaceX's summer share offering as a major factor. Elon Musk's company raised $75 billion at a valuation of $1.77 trillion. Space Capital links the large listing to revised valuations elsewhere in the sector.

The firm's head, Chad Anderson, also pointed to launch-capacity concerns following Musk's statements about eventually retiring Falcon 9. Those are market expectations, rather than an announcement that the rocket has stopped flying.

The source names Stoke Space, which raised $1 billion for a heavier version of Nova, and Blue Origin, which raised at least $10 billion. Anderson also sees government space and defence programmes as supporting demand.