The U.S. and China are engaged in a competitive race to establish a permanent lunar presence, with significant implications for investment opportunities. As both countries target the lunar south pole for water ice—crucial for life support and rocket propellant—the U.S. aims for a crewed landing by 2028 through NASA’s Artemis program, while China plans a crewed landing before 2030 and a base by 2035.
Companies involved in lunar infrastructure are set to benefit from this race. Notable players include Intuitive Machines Inc. (LUNR), awarded a $180.4 million NASA contract for payload deliveries, and Firefly Aerospace Inc. (FLY), which secured a $144 million contract for lunar missions. L3Harris Technologies Inc. (LHX) also plays a critical role, providing engines for NASA’s Artemis III mission scheduled for 2027. Collectively, these firms represent a broader strategy to support ongoing lunar operations beyond initial landings.
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