
Musk Reorients: Starship's Moon-first Strategy Recasts US Lunar Opportunity
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Private companies are rewriting the US–China race to the Moon
Commercial ambition is compressing timelines and reshaping the operational logic of lunar and deep‑space competition: private firms are not only lowering access costs to low Earth orbit but also driving on‑orbit processing, power and logistics concepts that will influence who sets practical norms off Earth. Recent government and industry moves — from NASA’s Artemis checkouts and congressional procurement changes to China’s state‑led orbital cloud plans and U.S. pushes for small lunar reactors — illustrate how public policy and private capability are converging to determine near‑term advantage.



