SPACE SERVICES DIRECTORY
Launch
Launch, orbital transport, tugs, servicing, refueling, and return providers in the Full Orbit logistics stack.
| Vendor | Sector | Core Offering | Market Posture | Constraint Thesis | Conviction |
|---|---|---|---|---|---|
Rocket Lab $RKLB | Launch | Neutron & Electron Launch Vehicles. | The 'Azure' of Orbit | Launch Scarcity. Neutron is the only credible alternative to Falcon 9 for medium-lift constellation deployment. | Overweight |
Blue Origin Private | Launch | New Glenn Launch Vehicle. | The Heavy Challenger | Duopoly Necessity. New Glenn is the mandated 'Second Lane' for heavy-lift access. | Watchlist |
SpaceX Private | Launch | Starship Super Heavy. Falcon 9 Medium. | The Railway | Mass to Orbit. Starship is not just a rocket; it is a volume-unlocking mechanism that makes 'Heavy Compute' possible. | High |
Relativity Space Private | Launch | Terran R Launch Vehicle. | 3D Printed Launch | Supply Chain Rigidity. Traditional rockets take years to build due to complex tooling. Relativity prints the 'Terran R' to drastically reduce lead time and iterate faster. | Medium |
Evolution Space Private | Launch | Solid Rocket Motors. | Responsive Solid Propulsion | Launch Responsiveness. Liquid rockets take too long to fuel and prep. Evolution provides solid propulsion solutions for 'Tactical' rapid launch needs. | Low |
Vendor Profiles
Detailed profiles of vendors in this category.
Rocket Lab
$RKLB · LaunchNeutron & Electron Launch Vehicles.
Market Posture
The 'Azure' of Orbit
Constraint Thesis
Launch Scarcity. Neutron is the only credible alternative to Falcon 9 for medium-lift constellation deployment.
Specs
Power: N/A
Mass: 13,000 kg to LEO
Bottleneck: Neutron Development
Blue Origin
Private · LaunchNew Glenn Launch Vehicle.
Market Posture
The Heavy Challenger
Constraint Thesis
Duopoly Necessity. New Glenn is the mandated 'Second Lane' for heavy-lift access.
Specs
Power: N/A
Mass: 45,000 kg to LEO
Bottleneck: Flight Heritage
SpaceX
Private · LaunchStarship Super Heavy. Falcon 9 Medium.
Market Posture
The Railway
Constraint Thesis
Mass to Orbit. Starship is not just a rocket; it is a volume-unlocking mechanism that makes 'Heavy Compute' possible.
Specs
Power: N/A
Mass: 150 Tons to LEO
Bottleneck: FAA Licensing
Relativity Space
Private · LaunchTerran R Launch Vehicle.
Market Posture
3D Printed Launch
Constraint Thesis
Supply Chain Rigidity. Traditional rockets take years to build due to complex tooling. Relativity prints the 'Terran R' to drastically reduce lead time and iterate faster.
Specs
Power: N/A
Mass: Heavy Lift
Bottleneck: Launch Cadence
Evolution Space
Private · LaunchSolid Rocket Motors.
Market Posture
Responsive Solid Propulsion
Constraint Thesis
Launch Responsiveness. Liquid rockets take too long to fuel and prep. Evolution provides solid propulsion solutions for 'Tactical' rapid launch needs.
Specs
Power: N/A
Mass: Variable
Bottleneck: Scale