The first, and most transformational in my opinion is a propellant depot (probably water) because it so broadly enables so many different things:
1) Nodal LEO logistics architecture
2) Regular, predictable launch rates & number of times we access space
-- Lowering costs by economies of scale, stable production lines
-- Lowering costs by demonstrating reliability on low-cost cargo (for insurance
3) Allowing users to "Dry Launch" and bring greater payloads to destination (GEO, Moon, Mars)
4) Allowing customers to do on-orbit refueling
If the US wanted to make a strategic decision to develop space commercially, a propellant depot should be a centerpiece, and subsidization of regular launch of propellant to space ought to be at the front end of consideration.
Here are some resources to shape your thinking:
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