Why You Should Care About "Space as Logistics" in 2026
For a lot of people, “space” still sounds like a part of the plot from a movie.
For a lot of people, “space” still sounds like part of a movie plot.
We prefer to look where others aren’t looking yet… and no, we don’t mean browsing the sci-fi catalogue on Netflix.
If you pay attention to the numbers (and to what’s quietly changing underneath them), space is becoming one of the most important industrial upgrades of our time.
You might also like reading:
Orbit is being turned into a new layer of the global economy.
It’s no longer about flags and footprints. It’s about connectivity, national security, and logistics.
The world is turning space into mission-critical infrastructure.
And when this shift becomes obvious to everyone, the rush to own the theme will be fast, crowded, and expensive.
As usual, the best time to position is before the narrative goes mainstream.
From Rocket Science to Routine Logistics
For decades, getting anything into space was a boutique business. It was slow, expensive, and reserved for governments with massive budgets.
That world is ending.
We’re watching access to orbit transform into something far more important than “rocket science”:
A standardized, high-cadence logistics process.
By “access to orbit,” we don’t mean a spectacle, we mean repeatable lift capacity: cadence, reliability, and cost per kilogram.
SpaceX is the clear leader.
In 2025, it completed 165 orbital missions, not as a one-off achievement, but as an industrial tempo.
That tempo matters because it changes the economics of everything built on top of it.
When you can reach orbit reliably and cheaply, entire industries become viable:
Earth observation and surveillance
Space-based connectivity
On-orbit servicing and infrastructure
Defense and national security systems
Navigation, mapping, and global communications
This is where “space” stops being a dream and starts behaving like a business.
And the growth runway is not subtle.
McKinsey (and the World Economic Forum) estimate the global space economy could reach $1.8 trillion by 2035, up from roughly $630 billion in 2023.
That’s not a niche market.
That’s a platform shift.
The revenue is already real and it’s coming from places investors understand: subscription economics (connectivity) and long-duration government contracting (defense, surveillance, security).
Where the Edge Actually Is
And now we get to the part that actually matters.
Because anyone can write about “space.”
Anyone can point at a launch chart and tell you the trend is real.
That’s not edge.
The edge is access.
SpaceX is the crown jewel of this entire shift, the company turning orbit into infrastructure. And yet it’s still private… still gated… still unavailable to almost everyone reading this.
So here’s the question we asked ourselves:
What if you could get meaningful exposure to SpaceX before any IPO headline hits the tape… before Wall Street packages it, marks it up, and sells it back to the public at a valuation that already assumes the future happened?
And what if, on top of that, you didn’t just get SpaceX, but a portfolio of other world-class private disruptors; the kind of companies that usually live behind venture-capital doors, where the price is set in private rounds and the allocation goes to the “right” names?
And what if you could buy that access below the value of the underlying assets , at a discount to NAV?
That’s not just an investment theme.
That’s a structural opportunity.
That’s exactly the kind of thing we hunt at VMF Research - situations where the market is mispricing access, not just mispricing a story.
We’ve uncovered that access point.
We’ve done the work.
We’ve underwritten the structure, the holdings, the valuation mechanics, and the catalyst path.
So If you want to know what it is, and how we’re positioning for “space as logistics” before it becomes a consensus trade, we’re revealing the exact entry point for our free Substack subscribers next week.
Because once the narrative goes mainstream… you won’t be early…
You’ll be liquidity.