I’m glad to see that Blue Origin is making some breakthroughs in some areas. This implies (among other things) that solar power satellites could be partially constructed from lunar materials. The question is whether it makes economic sense compared to low-cost launch from Earth.
[Afternoon update]
After reading several papers, I have a lot of questions. Molten regolith electrolysis has several problems. Electrodes tend to not last very long. And you see fancy metals being used for anodes, like iridium, there are alternatives but nothing common on the moon.