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Pathway 2 Insights

Expert commentary, policy analysis, and research at the intersection of space, geospatial, and AI governance.

Analysis
Examining NASA's Exploration Program Overhaul: The Elusive Demand Signal
Laura Delgado López  ·  April 9, 2026

NASA's latest shift in its Commercial LEO Destinations program reveals a central dynamic of how government-driven markets form — and what happens when the largest buyer adjusts strategy midstream. When the signal shifts, the entire market recalibrates.

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