Millions of people have been following the Artemis II mission since blastoff last week. There's a lot riding on it — not just scientifically, but economically.
All the more so since President Donald Trump floated the idea of cutting NASA's budget by $5.6 billion to $18.8 billion, eliminating 40 missions. The $731-million Artemis lunar-landing program is one of the programs he would save.
This indicates how much lunar exploration is worth to Trump's administration, and not just for bragging rights.
The World Economic Forum predicts (1) that by 2035, the global space economy will be worth over $1.8 trillion. In fact, SpaceX alone just filed for an IPO with a target valuation of $2 trillion.
But lunar investment opportunities span a wide range of ventures — from biomedical research to resource extraction to manufacturing microchips.
That excites Anna Brady-Estevez (2), founder of American DeepTech — an investment firm with an interest in funding lunar ventures (3) and the infrastructure needed to support them.
She was on hand in Florida to watch the Artemis II launch with her daughters Marie, 8, and Theia, 11 — who wants to be an astronaut and travel to Mars. Brady-Estevez said that's one of her motivations to invest in space.
"When a child tells their mom they're going to Mars, it's time to get cracking," Brady-Estevez told Moneywise with a laugh.
She is serious about the space economy, and spoke to Moneywise about the opportunities ahead.
A stake on the moon
These are some of the key areas of the lunar economy Brady-Estevez sees growing within a 10-year horizon. The Trump administration's focus on moon exploration opens up the possibility of a growing number of public-private partnerships.
Mining on the moon
China supplies the majority of rare earth elements (REEs) globally — essential for electronics, clean energy, car production and more. It leveraged (4) this position when President Donald Trump threatened 100% tariffs on China, warning it would cut off supply entirely. Trump backed down.
But samples of lunar rock suggest (5) that the moon could be another source of rare earth elements.
Helium-3 — used for medical imaging (MRIs) and for cooling quantum computers — is also present on the moon. It's worth $20 million per kilogram (6), which could make mining it and transporting it back to Earth economically worthwhile. In fact, the Finnish company Bluefors (7) has teamed up with the American company Interlune to do so. They are both private ventures.
"My best guess is (lunar resource extraction) will be far more valuable than terrestrial resource production," Brady-Estevez said.
"When you think about the tens of trillions in Saudi Arabia and Venezuela and then think about all the different resources off-planet in the moon, asteroids and other bodies, it's several multiples higher."
Human settlement and infrastructure
Donald Trump has made permanent human settlement of the moon part of his national space policy.
"America is committed to returning to the Moon, building the infrastructure to stay, and making the investments required for the next giant leap to Mars and beyond," NASA Administrator Jared Isaacman said.
One necessity is a long-term energy source. The U.S. Department of Energy and NASA are funding (8) work to deploy a nuclear reactor to the moon by 2030.
A human settlement would not be viable without food. There are companies (9) looking at what types of crops can be grown effectively in lunar dirt, called regolith.
Brady-Estevez notes that people on the moon would need a lunar internet and communications network. Companies like SpaceX's Starlink (10) have the kind of technology that could potentially be used to supply this need.
Developing medicines and AI chips in microgravity
Brady-Estevez notes that microgravity — present on the moon and the ISS — is a boon for medical research, especially cancer research. Aging of an experimental tumor that takes up to 10 years on Earth may take just nine days in microgravity.
"It leads to far faster scientific research and R&D," she says, noting that experiments on the ISS have already led to reformulations (11) of drugs. "The U.S. spends several trillions a year in health care so it's expected that microgravity will continue to accelerate drug development."
Microgravity is also an ideal environment for growing the kind of defect-free crystals needed for semiconductors and AI chips. She notes that a single crystal could be produced in space and brought back to Earth to seed more error-free crystals effectively.
Must Read
- Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here’s what it is and the simple steps to fix it ASAP
- Robert Kiyosaki begs investors not to miss this ‘explosion’ — says this 1 asset will surge 400% in a year
- Vanguard reveals what could be coming for U.S. stocks, and it’s raising alarm bells for retirees. Here’s why and how to protect yourself
Join 250,000+ readers and get Moneywise’s best stories and exclusive interviews first — clear insights curated and delivered weekly. Subscribe now.
How to invest in the space economy
Brady-Estevez suggests that anyone interested in investing in the space economy tie their investments to things that show promise for both Earth-based payoffs and space exploration.
Companies that are involved in the Artemis moon missions include:
- Amentum (AMTM)
- Boeing (BA)
- Intuitive Machines (LUNR)
- Lockheed Martin (LMT)
- Northrop Grumman (NOC)
- Rocket Lab (RKLB)
Budget cuts could actually serve as a tailwind for names like Intuitive Machines and Rocket Lab, which are positioned to absorb contracts that NASA can no longer fund internally.
Meanwhile, people can also invest in the space economy through ETFs. These include:
- ARK Space & Defense Innovation ETF (ARKX)
- Tema Space Innovators ETF (NASA)
- SPDR S&P Kensho Final Frontiers ETF (ROKT)
- MARS Space & Technology ETF)
You don't need to wait for a moon landing to have a stake in the space economy. But as with any frontier — do your research before you plant your flag.
Article sources
We rely only on vetted sources and credible third-party reporting. For details, see our ethics and guidelines.
World Economic Forum (1); Disclosure.org (2); Morningstar (3); The Christian Science Monitor (4); U.S. Geological Survey (5); SpaceNews (6); Bluefors (7); World Nuclear News (8); European Space Agency (9); Space.com (10); NASA (11)
You May Also Like
- Turning 50 with $0 saved for retirement? Most people don’t realize they’re actually just entering their prime earning decade. Here are 6 ways to catch up fast
- This 20-year-old lotto winner refused $1M in cash and chose $1,000/week for life. Now she’s getting slammed for it. Which option would you pick?
- Warren Buffett used these 8 repeatable money rules to turn $9,800 into a $150B fortune. Start using them today to get rich (and stay rich)
- Here are 5 easy ways to own multiple properties like Bezos and Beyoncé. You can start with $10 (and no, you don’t have to manage a single thing)
Laura Boast is an Associate Editor with Moneywise.com and a lifelong content creator who's worked for Discovery, CBC, Blue Ant Media and Bond Brand Loyalty among other organizations. She’s covered everything from consumer affairs to comets, chimps and cars. She’s obsessed with home design shows.
