If the market grows large enough, a dedicated lunar-to-LEO tanker industry could evolve – which might never happen if the infrastructure for supplying space facilities with lunar water had to be paid for up front and from scratch, before any water was delivered.
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From the Magazine
The United States is on the verge of making a profound strategic mistake. The nation is preparing to spend $85 billion replacing working nuclear-armed Minuteman intercontinental ballistic missiles with a new “Ground Based Strategic Deterrent.” Like the old missiles, the new arsenal will consist of silo-based rockets with nuclear warheads.