Hugo van de Haar

The Demand Side · Edition 001

The Best Customer on Earth

What the contract histories of America's space champions show about what Europe is actually missing.

by Hugo van de Haar · publishes August 2026 · built on public sources, with the counting rules published

The usual story about Europe's space sector is about money: too little venture capital, and too few growth funds to close the gap. This edition reads the contract histories of America's commercial space champions and arrives somewhere else. What America gives its founders, ahead of any venture capital, is an earlier customer.

The full edition traces how anchor contracts, not capital, built the order books that European firms are still waiting for, and what that means for the companies, agencies and investors trying to close the gap from this side of the Atlantic.

Publishing August 2026, with the research note on the Commercial Hiring Index alongside it.

Nothing in between, and one line back removes you. What happens to your address.