Jim, I agree with your analysis. But let us not overlook some critical facts.
-NASA is the governments space agency up to this point in time and if you want to do space business with the USA you do it through NASA or you don't do it. You might have a launch contract with the Pentagon, or a satellite TV company, but NASA is in the loop.
-Space-X started/competed for awards from NASA by proving it could launch to orbit successfully. I don't feel like doing the search for the articles but I remember NASA holding out the carrot to stimulate the commercial race that Space-X won. In my failing memory there were three competitors that started out.
-All launches so far have used NASA facilities with their preexisting regulatory authority to launch these things. For Space-X to create a new commercial launch facility is gonna cost big bucks and require lots of hoops-jumping. The tree huggers will wait until it is almost complete to then snatch defeat from the jaws of victory. I expect to see the EPA, DNR, and myriad other regulatory agencies demanding environmental studies up the ying yang before Elon ever gets to launch from a non US government owned chunk of ground. And as far as aiming a Mach 17 chunk of metal at a landing point within a couple of miles of population - hoo boy. Never underestimate the political power of the tree huggers. And I might speculate that if it suits the likes of the good-old-boys, Boeing, et. al. there will be aid and comfort given to the tree huggers, quietly.
- The biggest problem I foresee is that Elon is engaged in multiple legal and publicity battles with various governmental regulatory agencies - with the partisans (his competition) whispering in the governments ear. This is a time, energy, and money sucking war. The problem with going to war with bureaucrat idiots is that eventually they wear you down to their level of stupidity and then beat you through experience. And be very aware that the actual military officers and NASA people who have the authority to approve/reject this and that, expect to go to work, handsomely paid, for one of the big military-industrial corporations after they put in their 20 years of near starvation wages with the government. They know that will not happen with Elon.
Last comment - I understand that launches are done in perfect weather (up to now) and the booster should return to land in the same conditions. But any commercial trucker has to be able to deliver the cargo, day or night, fair weather or foul, or the customers will not be there. Up till now it was all government/NASA and only 'life or death ' was involved, so launches waited on the weather. In the near future launches will be predicated on something vastly more important the mere life or death - money.
I have no crystal ball. I do, after a long life, have some experience in watching the wondrous workings of government. I may be wrong is some of these off the cuff ruminations - but not by much.
I do wish Elon god speed in his quest to change the nature of the beast known as the military-industrial complex.
Roosevelt could not do it.
Eisenhower could not do it.
Truman could not do it.
Perhaps Elon can