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THE SIGNAL

The Signal is our editorial vantage point—focused and tuned to what moves the market. It delivers analysis and perspective from SatNews, focused on signal over noise.

Sovereign Checkpoints and Debt Cliffs

Sovereign Checkpoints and Debt Cliffs

Editorial / 3 days ago
The commercial satellite communications sector has reached a structural turning point. The assumption of a borderless sky, where global mesh networks and technical neutrality defined market access, no longer holds. The industry has entered a new phase in which states ...
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The Fractal Lab – Part III

The Fractal Lab – Part III

Editorial / 4 days ago
SatNews Editorial Analysis Before we dream of floating data centers, we must understand why the SmallSat is the only laboratory that matters. Welcome to The Fractal Lab: a three-part series on why orbital computing succeeds or fails first at 10 ...
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Space Is Hard But It's Always Sunny in Orbit

Space Is Hard But It’s Always Sunny in Orbit

Editorial / 3 weeks ago
That "always sunny" optimism is exactly what's fueling the most audacious pivot in the space industry right now. It's certainly true that as of early 2026, Elon Musk and Jeff Bezos have become much more than just entrepreneurs. They are ...
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The Fractal Lab – Part II

The Fractal Lab – Part II

Editorial / 4 weeks ago
In Part 2 of this series, we examine the second bottleneck facing the Orbital Data Center (ODC) : Data Gravity. We will explore why moving exabytes to and from orbit is harder than processing them, and how this specific constraint ...
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The Fractal Lab

The Fractal Lab

Editorial / 1 month ago
Before we dream of floating data centers, we must understand why the SmallSat is the only laboratory that matters. Welcome to The Fractal Lab:  a three-part series on why orbital computing succeeds or fails first at 10 kilograms, not 10,000 ...
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Clearing the Queue: FCC’s Schedule A Firewall and the End of Anonymous Capital

Clearing the Queue: FCC’s Schedule A Firewall and the End of Anonymous Capital

Editorial / 1 month ago
This is the second in a continuing series on the strategic evolution of space regulation. Part one, “The 200,000-Satellite Filing: When Commercial Loopholes Become State Weapons,” examined how speculative filings distort global coordination. Part two examines the U.S. regulatory response ...
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The 200,000-Satellite Filing: When Commercial Loopholes Become State Weapons

The 200,000-Satellite Filing: When Commercial Loopholes Become State Weapons

Editorial / 1 month ago
By Evan Grey, Legal Contributor, SatNews The primary battleground for space supremacy has shifted. While the world watches the launchpads, the decisive contest is unfolding inside the filing processes of the International Telecommunication Union (ITU). In the final week of ...
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The Architecture We Inherited: Artemis, Commercial Space, and the Long Shadow of 2010

The Architecture We Inherited: Artemis, Commercial Space, and the Long Shadow of 2010

Editorial / 1 month ago
The January 17 rollout of Artemis II represents a genuine technical achievement and a policy paradox. To understand why NASA is rolling out a roughly $4 billion-per-launch vehicle in an era of reusable rockets, we must examine what happened in ...
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Permission to Shout: The Risks Inside the New SpaceX License

Permission to Shout: The Risks Inside the New SpaceX License

Editorial / 1 month ago
The battle for Direct-to-Device supremacy will now be decided here, on the ground, where competitors will look for any evidence that SpaceX's adaptive beams are degrading local service. SatNews Editorial Analysis Executive Summary The Event: The FCC's December 16, 2025, ...
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Trump, Musk, and the Arctic: The Secret Fight for the World’s Most Strategic Ground

Trump, Musk, and the Arctic: The Secret Fight for the World’s Most Strategic Ground

Editorial / 2 months ago
By Evan Grey, Legal Contributor, SatNews Recent developments in Greenland offer a case study in how geopolitical tensions are influencing satellite service procurement decisions. While the territory's small population limits direct market impact, its choices illuminate broader trends that operators ...
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Rivada Space Networks: Time for an announcement?

Rivada Space Networks: Time for an announcement?

Editorial, Featured / 2 months ago
There are clues that something is bubbling under ...
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The Space Industry’s Retention Crisis

The Space Industry’s Retention Crisis

Editorial / 2 months ago
With industry attrition climbing to 7.1% and recruitment times stretching to 10 weeks, filling critical seats has become as complex as the missions themselves. SatNews Editorial Analysis The satellite and space industry has a problem it doesn't want to talk ...
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The Great Orbital Trench War: Sovereignty vs. The Starlink Surge

The Great Orbital Trench War: Sovereignty vs. The Starlink Surge

Editorial / 2 months ago
By Evan Grey, Legal Contributor, SatNews For decades, the satellite industry operated under a coordination framework designed to manage interference through established ITU and FCC procedures. As of today, January 8, 2026, that framework is facing a definitive stress test ...
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The Rise of a Virtual Prime: AEI’s Quiet Aerospace Revolution

The Rise of a Virtual Prime: AEI’s Quiet Aerospace Revolution

Editorial / 2 months ago
The era when being a “Space Prime” required owning the factories and controlling the org charts may be ending. The next great prime might exist not as a corporation but as a constellation of focused companies bound by capital, strategy, ...
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When AWS Grew Wings: The "Boring" Genius of Amazon Leo

When AWS Grew Wings: The “Boring” Genius of Amazon Leo

Editorial / 2 months ago
Twenty years ago, Wall Street laughed at an online bookstore trying to rent out its excess server capacity. They called it AWS. Today, Amazon isn't trying to win the space race for the headlines; they are trying to win the ...
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The Pentagon’s Real Estate Play to Break the West Coast Launch Monopoly

The Pentagon’s Real Estate Play to Break the West Coast Launch Monopoly

Editorial / 2 months ago
In a move that signals a shift in the Pentagon's long-term orbital logistics strategy, Space Launch Delta 30 (SLD 30) released a Request for Information (RFI) soliciting industry interest in Space Launch Complex 14 (SLC-14) at Vandenberg Space Force Base ...
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The Pentagon’s Faustian Bargain: Buying Speed, Building a Monopoly

The Pentagon’s Faustian Bargain: Buying Speed, Building a Monopoly

Editorial / 2 months ago
The integration of xAI serves as a proof-of-concept for the DoW’s aggressive push to modernize its regulatory framework. By treating a foundational large language model (LLM) as a modular insertion rather than a monolithic program of record, the DoW has ...
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The "Delete" Agenda Hits Space

The “Delete” Agenda Hits Space

Editorial / 2 months ago
In Washington, modernization is usually a euphemism for forming a committee to study a problem. For FCC Chairman Brendan Carr, it appears to be a euphemism for a demolition crew. In a statement released Tuesday, Carr summarized his first year ...
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Bruno’s Exit Leaves ULA at the Mercy of Math

Bruno’s Exit Leaves ULA at the Mercy of Math

Editorial / 2 months ago
The timing of Tory Bruno’s resignation, announced Monday and effective immediately, strikes a discordant note in an industry that prizes orchestrated stability ...
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The "Smart Money" Blinked. Why Infrastructure Giants Are Losing Patience with Direct-to-Device

The “Smart Money” Blinked. Why Infrastructure Giants Are Losing Patience with Direct-to-Device

Editorial / 2 months ago
Abbey White | Staff Writer, SatNews — On Monday, American Tower Corp (Tower Corp) officially signaled it was done waiting for the "cell tower in the sky" narrative to pay rent. In a regulatory filing disclosed December 15, the terrestrial ...
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