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Avio, an Italian launch provider, is crucial to Europe's space defense and has seen its shares nearly triple over the past year, despite minimal profits. In the U.S., Planet Labs operates the largest fleet of earth observation satellites.

Analysts at Panmure Liberum report a 135% rally in listed equities in the space sector since July 2024, with private market inflows of $33 billion in 2024 and $37 billion in 2025. The VanEck Space Innovators ETF (JEDI) on the London market has increased by 63% through November.