Analysts find looming launch crisis is "more severe" than anticipated
Summary
Analysts warn of a severe rocket launch shortage through the 2020s, driven by factors like geopolitical disruptions, new demand from megaconstellations, and delays in next-generation rockets. The report suggests the gap could persist into the late 2030s, with SpaceX's Starship and other players potentially altering the trajectory but facing uncertainties like payload fairing availability and military demand. The piece highlights how supply constraints and shifting customer needs could affect commercial and national security launches.