SATCOM Intel
Active Threads · 13 total
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Existential
4
2 GHz MSS / COM(2026)311 final
immediate
IRIS²/SpaceRISE positioning
immediate
O3b mPOWER sovereign pipeline (SG, APAC allied nations)
12-month
Chinese BRI Digital Silk Road
immediate
Positioning
6
SPCX IPO / Starlink pricing aggression
12-month
GEO consolidation wave
12-month
Non-Western sovereign constellations
12-month
AST SpaceMobile (Rakuten JV) / Lynk
12-month
EU political cohesion on strategic autonomy
12-month
Rocket Lab / Iridium (post-acquisition)
12-month
Opportunistic
3
ICEYE valuation / EO-adjacency
3-year
Space-data / multi-mission platform
3-year
Allied sovereign fund interest in SES equity
3-year