Europe Develops Plan B to Counter Reliance on Starlink Satellites
Amid geopolitical tensions, the EU is seeking alternatives to Starlink to maintain Ukraine's digital independence and bolster its technological sovereignty.
The Need for Alternatives to Starlink
Amid escalating tensions between Washington and Kyiv, there’s a growing call for alternatives to Starlink. European Union governments are engaging with four satellite companies to provide a backup service to Starlink in Ukraine, aiming to bolster regional technological sovereignty amidst transatlantic strains.
Starlink: A Controversial Cornerstone
Owned by Elon Musk, Starlink has been crucial in providing communication systems to the Ukrainian military since Russia’s invasion in 2022. However, a recent Reuters report exposed that U.S. officials might cut off Starlink in Ukraine unless the country agrees to share its mineral wealth.
European Alternatives to Starlink
In this backdrop, European alternatives to Starlink are under serious consideration. French-British firm Eutelsat, led by CEO Eva Berneke, is at the forefront, holding “very positive” talks with Italy and planning to expand its internet service to Ukraine. Despite a modest market cap of $3 billion, Eutelsat is a significant player with annual revenues of $1.4 billion and substantial cash flows. Other companies like Inmarsat (UK), SES (Luxembourg), and Hisdesat (Spain) are also poised to offer backup connectivity in Ukraine.
The Challenge of Transition
Replacing Starlink poses a formidable challenge. Currently, Starlink is the leading satellite communications provider, with over 7,000 low Earth orbit satellites and 40,000 ground terminals in Ukraine. Nevertheless, Eutelsat remains optimistic about matching Starlink’s terminal count in Ukraine within months. The future of European satellite communication might also hinge on IRIS, a multi-orbit internet constellation set for a 2030 launch, and “Project Bromo,” a joint venture between Airbus, Leonardo, and Thales Alenia Space.