The Journal of Space Commerce

The Journal of Space Commerce

In Depth

Commercial Space Policy at a Crossroads

Three Agencies, 90 Days, Billions at Stake

Mike Turner's avatar
Mike Turner
Dec 17, 2025
∙ Paid

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Photo by Andy Feliciotti on Unsplash

Between December 2025 and February 2026, three federal agencies face legally binding deadlines that will determine whether America’s space industry accelerates or stalls. Executive Order 14335, signed by President Trump in August 2025, directs the most comprehensive regulatory overhaul of commercial space operations in decades, with the goal of substantially increasing U.S. launch cadence and enabling novel space activities by 2030. The convergence of implementation deadlines in this 90-day window creates both unprecedented opportunity and execution risk for an industry that generated $613 billion in global revenue.​

The Executive Order Framework

Executive Order 14335, titled “Enabling Competition in the Commercial Space Industry,” frames commercial space as a national competitiveness priority and directs four federal agencies to streamline licensing, permitting, and environmental reviews. The policy explicitly aims to enhance “American greatness in space by enabling a competitive launch marketplace” through reduced regulatory friction. Unlike previous policy statements, this order includes specific agency deliverables with legally enforceable timelines ranging from 60 to 180 days.​

The order addresses three regulatory bottlenecks that industry stakeholders have identified as growth constraints: launch and reentry licensing delays, spaceport infrastructure approval processes, and the absence of a clear authorization pathway for novel space activities not covered by existing frameworks. To operationalize these reforms, the administration elevated the Office of Space Commerce directly into the Commerce Secretary’s office and created a new commercial space deregulation advisor position within the Transportation Department. These structural changes signal prioritization of streamlining over additional oversight layers.​

Three Critical Deadlines

December 2025: Launch Licensing Reform

The Department of Transportation, acting through the Federal Aviation Administration, faced a December 11 deadline to report on reforms to commercial launch and reentry licensing procedures. The directive specifically requires DOT to “eliminate or expedite” environmental reviews under the National Environmental Policy Act (NEPA), including identification of activities eligible for categorical exclusions that would skip full Environmental Assessments or Environmental Impact Statements. These categorical exclusions could fundamentally alter approval timelines for spaceport infrastructure development, potentially reducing multi-year review processes to months.​

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