Shares of Rocket Lab (NASDAQ:RKLB) are climbing as tensions between President Trump and SpaceX (SPACE) CEO Elon Musk spark speculation that lucrative government space contracts could be up for grabs.

The worried reaction within space and national security agencies highlights the risks of government’s exclusive dependence on SpaceX for crucial tasks, including classified missions.

President Donald Trump threatened to cut government contracts with Elon Musk amid feud, while the SpaceX CEO suggested decommissioning a spacecraft.