Exclusive: 'Patriotic Push for Space Industry,' Expert Says Trump Era Boosts Space Stocks

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The Rise of Space Stocks in 2025

Space stocks have seen a significant boost at the end of 2025, driven by the potential for a SpaceX Initial Public Offering (IPO) in 2026 and an executive order signed by former President Donald Trump aimed at revitalizing the space sector. According to a space investing expert, this could signal a renewed "space race" and increased focus on defense initiatives, which may be beneficial for the space industry.

Trump Administration's Impact on Space Stocks

The recent executive order from Trump and the appointment of Jared Isaacman to lead NASA are seen as steps that could generate strong interest in space stocks in 2026. Andrew Chanin, CEO of Procure Holdings, mentioned that having key individuals in specific roles can help "pull different levers" that can drive progress in one direction. The Procure Space ETF UFO is an investment vehicle that could benefit from these developments.

Chanin highlighted the Artemis program, which is NASA's initiative to return humans to the Moon. This program is a crucial focus for Isaacman. The billionaire has downplayed what he refers to as a business relationship with SpaceX and its CEO, Elon Musk. However, Isaacman is also tasked with considering Musk’s perspective that Mars presents a better opportunity than the Moon for space exploration.

Focus on Defense and a New Space Race

Chanin noted that more attention could be directed toward the space sector due to a growing emphasis on defense and a potential space race against other countries. He stated, "I think space has been kind of recognized globally as the new military high ground." The United States is now placing greater importance on "defense national security," which could influence investments and incentives for the space sector.

Chanin pointed out that countries like China, Russia, and India are not slowing down in their space endeavors, and the United States may need to ensure it remains a leader in the space race. "China and Russia and India and others compete for space because they see an opportunity and no one wants to get left behind there," he said.

The conflict between Ukraine and Russia has demonstrated how critical space is to international relations. Chanin emphasized that space is a matter of national security and defense, involving secure communications and access to essential services when needed.

The Future of Space Investment

Chanin believes the United States could continue to increase its spending and focus on space based on the actions of other countries. "I know our adversaries will not slow down regardless of what we decide to do," he said. He added that the "winners of this next decade" could emerge from the space sector. "I think it's a patriotic endeavor to push our space industry forward further."

Key Players and Opportunities

With the potential for a SpaceX IPO in 2026, the space sector is expected to attract more attention from investors. The focus on defense and the global competition in space suggest that the industry is poised for growth. As the U.S. aims to maintain its leadership in space exploration, the role of private companies and government initiatives will be crucial in shaping the future of space investments.