No one will supplant American and Chinese dominance in the space launch arena anytime soon, but several longtime US allies now see sovereign access to space as a national security imperative.
Taking advantage of private launch initiatives already underway within their own borders, several middle and regional powers have approved substantial government funding for commercial startups to help them reach the launch pad. Australia, Canada, Germany, and Spain are among the nations that currently lack the ability to independently put their own satellites into orbit but which are now spending money to establish a domestic launch industry. Others talk a big game but haven't committed the cash to back up their ambitions.
The moves are part of a wider trend among US allies to increase defense spending amid strained relations with the Trump administration. Tariffs, trade wars, and threats to invade the territory of a NATO ally have changed the tune of many foreign leaders. In Europe, there's even talk of fielding a nuclear deterrent independent of the nuclear umbrella provided by the US military.