{"id":903455,"date":"2026-05-04T07:13:35","date_gmt":"2026-05-04T12:13:35","guid":{"rendered":"https:\/\/newsycanuse.com\/index.php\/2026\/05\/04\/geopolitical-shifts-bring-opportunities-and-headaches-for-satellite-execs\/"},"modified":"2026-05-04T07:13:35","modified_gmt":"2026-05-04T12:13:35","slug":"geopolitical-shifts-bring-opportunities-and-headaches-for-satellite-execs","status":"publish","type":"post","link":"https:\/\/newsycanuse.com\/index.php\/2026\/05\/04\/geopolitical-shifts-bring-opportunities-and-headaches-for-satellite-execs\/","title":{"rendered":"Geopolitical shifts bring opportunities and headaches for satellite execs"},"content":{"rendered":"
\n

TAMPA, Fla. \u2014 A shifting geopolitical landscape is driving huge business opportunities for satcoms but also bringing new supply chain and regulatory challenges, industry executives said March 24 at the Satellite Conference in Washington, D.C.<\/p>\n

\u201cI\u2019m very worried about the bifurcation of the U.S. from Western Europe,\u201d said Adel Al-Saleh, CEO of SES, a Luxembourg-based multi-orbit operator with significant operations across both sides of the Atlantic.<\/p>\n

The space industry is inherently global, he continued, \u201cso for us to be able to navigate regulatory environments that are different significantly between U.S., Europe, Asia, Africa, Latin America is a big challenge.\u201d<\/p>\n

As countries increasingly prioritize national security and sovereignty, satellite operators are being forced to rethink a historical push toward globalized supply chains in favor of less efficient, more regionally aligned models.<\/p>\n

\u201cWe are building supply chains that actually give us presence in North America and give us a different supply chain for European capabilities,\u201d Al-Saleh added.<\/p>\n

Earlier in the day, SES announced it had ordered an initial 28 satellite buses<\/a> from California-based startup K2 Space for its next-generation medium Earth orbit network, using payloads developed in-house in Luxembourg.<\/p>\n

Meanwhile, the pace of innovation is accelerating among legacy players as they adapt to competition from Starlink, SpaceX\u2019s low Earth orbit (LEO) broadband network, and other newcomers.<\/p>\n

\u201cWe can\u2019t have a cycle anymore of five-year, seven-year development cycles,\u201d Al-Saleh said, and \u201cwhatever you design has to be flexible in a way that you\u2019re able to upgrade it as you go forward.\u201d<\/p>\n

Geopolitical tailwinds<\/strong><\/p>\n

That pressure to adapt is matched by a surge in demand tied directly to geopolitical tensions as space becomes an increasingly strategic domain.<\/p>\n

\u201cThe geopolitical developments that we\u2019re seeing out there are creating, far and away, some of the biggest commercial opportunities for Teleset \u2014 and I would say for the rest of us,\u201d said Dan Goldberg, CEO of the Canadian operator.<\/p>\n

Goldberg pointed to increased defense spending by NATO countries and to Russia\u2019s war in Ukraine, where Starlink has shown how consequential LEO communications have become in modern conflicts.<\/p>\n

Telesat recently announced plans<\/a> to devote a quarter of its proposed Lightspeed LEO broadband constellation to military Ka-band capacity to address growing demand from allied defense customers.<\/p>\n

Dual-use dangers<\/strong><\/p>\n

However, the growing role of satellites in national security is also exposing commercial operators to new risks.<\/p>\n

Mark Dankberg, CEO of U.S.-based Viasat, said the lines between military and commercial systems are increasingly blurred as both operate in the same contested environment.<\/p>\n

A cyberattack disrupted Viasat\u2019s KA-SAT network<\/a> at the outset of Russia\u2019s invasion of Ukraine in 2022. Earlier this month, a missile strike damaged part of an SES teleport facility<\/a> in Israel.<\/p>\n

Despite these risks, Dankberg echoed the sentiment that the rapid pace of change is expanding avenues for growth in the industry.<\/p>\n

\u201cYou can look at it and say, hey, there\u2019s more change than there\u2019s ever been,\u201d he said, while \u201cit also means there\u2019s more opportunity than there\u2019s ever been.\u201d<\/p>\n

New approaches to gaining scale<\/strong><\/p>\n

The growing need for sovereignty is also complicating traditional consolidation strategies in the industry as countries seek greater control over critical communications infrastructure.<\/p>\n

\u201cSovereignty is really about control, certainty, trust,\u201d Dankberg said, and \u201cconsolidation is sort of the opposite of that. It\u2019s outsourcing. It\u2019s depending on third parties.\u201d<\/p>\n

Against this backdrop, he said partnerships and shared infrastructure may offer the best path forward for operators looking to gain scale.<\/p>\n

Viasat last year formed an infrastructure-sharing joint venture with Emirati satellite operator Space42 to pursue the emerging market for direct-to-device (D2D) services<\/a>, offering regional players a way to retain sovereignty while pooling resources to compete more effectively at scale.<\/p>\n

But while SES chose to partner with K2 for its rapid, more flexible approach to constellation development, Al-Saleh said consolidation remains an important tool for companies seeking to compete with Starlink and other well-funded players.<\/p>\n

\u201cI think there will be many different forms of consolidation,\u201d he said, pointing to both mergers and deeper industry collaboration.<\/p>\n

SpaceNews Correspondent Debra Werner contributed to this article from Washington, D.C.<\/em><\/p>\n<\/p><\/div>\n

Read More<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

TAMPA, Fla. \u2014 A shifting geopolitical landscape is driving huge business opportunities for satcoms but also bringing new supply chain and regulatory challenges, industry executives said March 24 at the Satellite Conference in Washington, D.C. \u201cI\u2019m very worried about the bifurcation of the U.S. from Western Europe,\u201d said Adel Al-Saleh, CEO of SES, a Luxembourg-based<\/p>\n","protected":false},"author":1,"featured_media":903456,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28515,26530],"tags":[136273,5072],"class_list":{"0":"post-903455","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-geopolitical","8":"category-shifts","9":"tag-geopolitical","10":"tag-shifts"},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts\/903455","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/comments?post=903455"}],"version-history":[{"count":0,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts\/903455\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/media\/903456"}],"wp:attachment":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/media?parent=903455"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/categories?post=903455"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/tags?post=903455"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}