La economía lunar y el dominio espacial de EE. UU.: Oportunidades de inversión estratégicas en Artemis y los socios espaciales comerciales

The lunar economy is rapidly emerging as a cornerstone of the next frontier in space exploration and resource development. With NASA's Artemis program accelerating toward its goal of establishing a sustainable human presence on the Moon, the United States is positioning itself as a global leader in lunar infrastructure, resource extraction, and advanced propulsion technologies. For investors, this represents a unique opportunity to capitalize on a sector poised for exponential growth, driven by public-private partnerships, geopolitical competition, and breakthroughs in space technology.

Infrastructure Development: SpaceX and Blue Origin's Pivotal Roles

The foundation of the lunar economy lies in robust infrastructure, and SpaceX and Blue Origin are at the forefront of this effort. SpaceX's Starship Version 3 (V3) is being developed to support mid-flight refueling, a critical capability for long-duration lunar and interplanetary missions. The company's Human Landing System (HLS) will serve as the primary vehicle for Artemis III, the first crewed lunar landing since 1972, scheduled for no earlier than mid-2027. Meanwhile, Blue Origin's New Glenn rocket has demonstrated its reliability with a successful Mars mission in late 2025, while its Blue Moon Mk1 lander is set to debut in early 2026 as a precursor to the crewed Mk2 for Artemis V according to updates.

NASA Administrator Jared Isaacman has emphasized the importance of reusable launch systems in reducing costs and enabling frequent lunar missions. "The U.S. must act with urgency to maintain its leadership in space," he stated during his Senate confirmation hearing, highlighting the strategic value of SpaceX's Starship and Blue Origin's New Glenn in achieving this goal. These systems not only support NASA's objectives but also open pathways for commercial ventures, such as lunar logistics and resource extraction.

Helium-3 Mining: A Quantum Leap in Lunar Resource Utilization

One of the most promising resources on the Moon is helium-3, a non-radioactive isotope critical for cryogenic cooling in quantum computing and potential fusion energy applications. According to a report by , helium-3 is abundant on the Moon due to solar wind accumulation over billions of years, making it a strategic asset for terrestrial industries. Interlune, a Seattle-based company, is leading efforts to extract helium-3 through a mobile lunar excavator capable of processing 100 metric tons of regolith per hour according to reports. The company has partnered with Vermeer Corp. and Bluefors to supply helium-3 to quantum computing firms like Maybell Quantum Industries and Finland-based cryogenic systems providers.

The geopolitical implications of lunar mining are profound. While the Artemis Accords aim to establish norms for resource extraction, concerns persist about the "first to explore, first to own" principle and its potential to destabilize the Outer Space Treaty. Investors should monitor how regulatory frameworks evolve, as they will directly impact the scalability of helium-3 ventures.

Nuclear Propulsion: Powering the Future of Lunar and Deep-Space Missions

Nuclear propulsion technologies are another critical investment theme. Isaacman has advocated for the development of nuclear thermal propulsion (NTP) and nuclear electric propulsion (NEP) to reduce travel times to Mars and enhance mission flexibility. NTP could cut the journey to Mars by up to 25% compared to chemical propulsion, while NEP's high efficiency supports long-duration missions and cargo transport according to analysis.

The U.S. Department of Energy and private firms like Intuitive Machines are advancing in-space nuclear power systems, with the latter securing an $8.2 million contract from the Air Force Research Laboratory to develop fission surface power for lunar habitats. These innovations not only underpin Artemis but also position the U.S. to dominate the next phase of space exploration.

Financial Projections and Investment Vehicles

The lunar economy's financial potential is staggering. Market data indicates that the lunar exploration market was valued at $11.39 billion in 2024 and is projected to reach $12.52 billion in 2025, growing at a 10.0% compound annual rate. PwC forecasts the lunar economy could surpass €142 billion ($170 billion) by 2040. Key players include SpaceX, Blue Origin, Astrobotic, and Intuitive Machines, alongside government agencies like NASA and ESA.

For investors seeking diversified exposure, space tech ETFs such as the ARK Space & Defense Innovation ETF (ARKX) and the SPDR S&P Kensho Final Frontiers ETF (ROKT) offer access to a basket of companies driving lunar and space infrastructure. Notably, the S&P Kensho Space Index has outperformed the S&P 500 by 58.93% over the past year, underscoring the sector's momentum.

Conclusion: A Strategic Window for Investors

The convergence of U.S. policy, private-sector innovation, and global competition has created a strategic window for investors to engage with the lunar economy. From reusable launch systems and helium-3 mining to nuclear propulsion and infrastructure development, the Artemis program and its commercial partners are laying the groundwork for a multi-trillion-dollar industry. As Isaacman aptly noted, according to a statement, "The orbital economy is not just about the Moon-it's about unlocking the potential of space for humanity's future." For those willing to act decisively, the Moon's resources and technologies may well define the next era of investment.