Germany’s recent funding of Eutelsat’s internet services in Ukraine underscores a significant shift in the geopolitical landscape, a shift largely fueled by growing concerns over Elon Musk’s reliability and the perceived instability of US foreign policy. This move represents a proactive step towards diversifying crucial infrastructure and reducing reliance on potentially unreliable actors, particularly in a conflict zone where consistent communication is paramount.
The decision reflects a broader unease regarding the current state of US leadership on the world stage. The perception of diminished trustworthiness, stemming from a perceived lack of consistency and reliability in foreign policy decisions, has created a vacuum that other nations are actively seeking to fill.… Continue reading
Eutelsat, a European competitor to Starlink, has commenced providing in-flight Wi-Fi to commercial and corporate aircraft, including Air Canada. The company boasts a substantial backlog of over 1,000 aircraft installations. This service offers an alternative to Starlink, particularly amidst concerns regarding Musk’s political influence and the potential for service disruptions. While Eutelsat utilizes SpaceX for some satellite launches, its service is gaining traction as a more politically stable option.
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Eutelsat, a French satellite operator, experienced a dramatic 387% share price surge last week, fueled by speculation surrounding its potential role in providing satellite internet to Ukraine. This follows reports of strained U.S.-Ukraine relations and the possibility of Starlink’s services being curtailed. Eutelsat is currently in talks with the European Union to expand its services in Ukraine, potentially replacing Starlink. While the situation remains unclear, Eutelsat’s substantial satellite fleet positions it as a viable alternative.
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Eutelsat Communications is in advanced negotiations with the EU to potentially replace Starlink’s service in Ukraine, driven by concerns over potential Starlink service restrictions. The company, already operating in Ukraine, aims to provide 40,000 terminals within months, combining its geostationary and OneWeb’s low Earth orbit satellites for comprehensive coverage. This dual-constellation approach would ensure continued crucial connectivity for Ukraine’s military and civilian operations. Securing this alternative requires collaboration with European governments and approval of procurement plans.
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Facing potential Starlink withdrawal from Ukraine, the EU Commission is exploring alternative satellite communication solutions. Eutelsat, a Franco-British operator already active in Ukraine, is in discussions with the Commission to significantly increase its capacity, aiming to provide approximately 40,000 terminals within months. This expansion requires substantial financial and logistical support, with the EU considering leveraging existing and planned programs like Govsatcom and IRIS2. The situation highlights the strategic importance of secure and sovereign European satellite communication capabilities.
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Matt Underwood 
John Q. Hosedrinker