I don't really see it as "giving" a commercial advantage to anyone if the new rule's purpose is to prevent something harmful and someone happens to benefit beca

I don't really see it as "giving" a commercial advantage to anyone if the new rule's purpose is to prevent something harmful and someone happens to benefit because they're already not doing that harmful thing. In my view it's really a separate issue if SpaceX has too many advantages and that levelling the playing field somehow would be useful; allowing companies to grow too powerful does cause problems, and I don't think there's a moral requirement for regulators to be "fair" when dealing with corporations. They are not humans. The need for that sort of intervention should not keep us from instating otherwise beneficial rules, though.