Airbus and Boeing may sell their space divisions.

According to the latest report from Space Capital, published on January 23, aerospace giants are struggling to keep up with the rapidly evolving space sector, and they are falling short. The sale of their assets will mark a turning point in the space economy, as it will change the competitive landscape.

This forecast comes amid more noticeable trends in the space industry: Space Capital predicts that 2025 will be "one of the most transformative years in the history of the space economy." This prediction is partly influenced by Elon Musk's prominent position in the Trump administration.

The report emphasizes that there will be an increase in defense spending and heightened concerns in the U.S. regarding China's space capabilities, particularly the impact of its BeiDou navigation system.