SES jumps deeper into MEO
Chris Forrester — Once upon a time – and this is a true story – when interviewing Roman Bausch (SES CEO 1995-2014) in 2012 he said SES would not invest […]
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CubeSpace Challenges Vertical Integration with Record ADCS Production Milestone
On March 23, 2026, CubeSpace (CS) announced a major production surge, positioning its specialized Attitude Determination and Control Systems (ADCS) as a viable industrial alternative to the “build-everything-yourself” model. The […]
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Rocket Lab Emerging as Potential Bus Provider for 2,800-Satellite Equatys Constellation
In the wake of Mobile World Congress 2026, industry speculation has intensified regarding a potential partnership between Rocket Lab (Nasdaq: RKLB) and Equatys, the newly detailed Direct-to-Device (D2D) joint venture […]
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NASA Realignment ‘Ignition’ Accelerates Shift Toward Commercial Lunar Economy
On Tuesday, March 24, 2026, NASA Administrator Jared Isaacman unveiled “Ignition,” a comprehensive agencywide realignment designed to implement the 2025 National Space Policy. The initiative marks a strategic pivot from […]
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SpaceX and GSO Giants Clash Over FCC Spectrum Sharing Rules and Power Limits
A high-stakes regulatory battle over the future of satellite broadband intensified this week as SpaceX and incumbent geostationary (GSO) operators, including SES and Viasat, traded sharp filings at the Federal […]
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Telesat’s Lightspeed should outperform, helped by Trump and Carney
Chris Forrester — Ottawa-based Telesat is having a tough time. Overall revenues are down (27% year-on-year) and CEO Dan Goldberg is very much betting the farm on its upcoming Lightspeed […]
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Market Analysis: The ISR Latency War and Who Wins When “Minutes” Decide Mission
On Wednesday, March 18, 2026, industry data and recent earnings reports underscore a fundamental transformation in the Intelligence, Surveillance, and Reconnaissance (ISR) sector. The traditional model of orbital data collection […]
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The Rise of the Orbital Data Center: Solving the Space Data Bottleneck
On Monday, March 16, 2026, the launch of the first commercially operational “Orbital Cloud” marked a definitive shift from simple data transport to in-situ processing. For decades, the primary constraint […]
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Orbital Data Centers: Data or Debris?
Chris Forrester — Normally, analysts at investment banks focus their research on listed businesses and issue their advice and recommendations to clients on the basis of ‘Buy’, ‘Sell’ or ‘Hold’ […]
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FAA Rescinds Proposed Orbital Debris Rule Amid Industry Pressure and Regulatory Reassessment
WASHINGTON — March 12, 2026 — The Federal Aviation Administration (FAA) has officially withdrawn a high-stakes proposal that would have required commercial launch providers to remove rocket upper stages from […]
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