Is Spacetech Facing a Geopolitical Ice Age? A 10-Year Data-Driven Comparison Across 4 Critical Tech Domains
DILIGENCE & RISK REVIEW
David Dong
10/13/20261 min read


While global tech supply chains continue to reconfigure, how resilient is international scientific collaboration when faced with geopolitical friction?
We conducted a 10-year bibliometric cross-domain comparison (2015–2025) using open-access scholarly graph data (OpenAlex) across four critical tech sectors: Aerospace, Semiconductors, Biomedicine, and Clean Energy.
Here are 3 key data-backed insights:
1️⃣ Aerospace Collaboration Hits a Historic Dip
Comparing all four domains, international co-authorship in Aerospace consistently remains the lowest (mostly between 4%–24%) and dropped sharply toward ~4% in 2025. Due to its inherent dual-use nature and national security sensitivity, aerospace faces the highest friction and lowest tolerance for cross-border academic spillover.
2️⃣ Resilience Divergence Across Hard Tech
Unlike Aerospace and Semiconductors—which show high volatility under geopolitical friction—Biomedicine and Clean Energy maintain higher collaboration ratios (peaking above 35% in multiple years). Public good orientation and global climate consensus act as strong buffers against geopolitical fragmentation.
3️⃣ The Transatlantic Shift and European Intra-Bloc Consolidation
Looking closely at Aerospace co-authorship networks:
• 2020: The top bilateral dyads were dominated by US-UK, US-France, and US-Germany.
• 2024: US presence in top co-authorship pairs diminished significantly, replaced heavily by intra-European pairs (e.g., France-Italy, France-Netherlands, Germany-Spain).
Takeaway: As cross-transatlantic and global ties face friction, regional blocs (e.g., within the ESA framework) are turning inward to build intra-bloc resilience.
💡 Strategic Takeaway for NewSpace & Aerospace Executives:
Relying on traditional cross-border R&D alliances without assessing geopolitical compliance is becoming increasingly risky. As global space technology networks fragment into regional blocs, aerospace firms and investors must proactively map geopolitical risk, focus on export control compliance, and build localized/regionalized supply chain strategies.
How is your organization navigating international compliance and supply chain risks in todays aerospace landscape? Let’s connect and discuss in the comments. 👇


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