Space is one of the fastest growing sectors in the world. Tech companies from SpaceX to Amazon are betting on direct-to-consumer satellite technology to revolutionise communications in remote areas.
Institutions are another important customer base. Earth observation technologies can provide insurance companies with assessments of damage following a natural disaster, or government agencies with the analysis needed to develop preventative measures.
On this week’s Stories of Transformation, we sit down with Felix von Schubert, CIO of space-focused investor NewSpace Capital, to discuss the opportunities in this market.
We cover the market segments that can be explored in space (0:57); why some of these segments are less capital intensive than people expect (3:28); how space technology will be complementary to terrestrial infrastructure (5:35); the prospect of data centres in space (9:01); the ESG risks associated with space, including why the space technologies can be monitored more closely than terrestrial ones (12:52); and the regulatory environment in space investments (16:08).
