SpaceX
Ukraine seeks Starlink alternatives from the EU
Ukraine is exploring EU satellite alternatives to Starlink, driven by concerns over Elon Musk’s unpredictability. Starlink remains vital for Ukraine’s battlefield connectivity and cannot be easily replaced. While the European Union has started developing Starlink alternatives, they have not quite reached SpaceX’s capacity to provide internet connection.
Starlink’s Critical Role and Vulnerabilities
Starlink’s 7,000+ satellite network provides essential connectivity for Ukraine’s military. However, SpaceX CEO Elon Musk’s influence has raised strategic concerns.
“Elon Musk is, in fact, the guardian of Ukraine’s connectivity on the battlefield. And that’s a strategic vulnerability,” warns Arthur De Liedekerke, Senior Director of European Affairs for Rasmussen Global.
Opinions of Musk have started to influence dealings with any of his companies, including SpaceX and Tesla. Starlink has not escaped criticism due to its relationship with Musk, resulting in a few governments seeking alternatives to SpaceX’s internet services.
For instance, the German military has announced plans to develop a Starlink alternative. Kyiv and the EU are also seeking options to reduce reliance on Starlink.
EU’s Govsatcom as a Near-Term Option
Member of the EU Parliament (MEP) Christophe Grudler pitched the European Union’s Govsatcom system as a viable alternative to Starlink for Ukraine.
“It is clear that if Starlink decides to cut the signal today, we have options, in particular with Govsatcom, which is the European network that we have brought into service and which, from June, will make it possible to supplement Starlink’s missing signal in Ukraine, if necessary,” he said.
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Grudler affirmed: “The European Union is very committed to helping Ukraine, so there would certainly be agreement from all the Member States to come to Ukraine’s aid if it no longer had a Starlink signal in the future.”
However, De Liedekerke pointed out that GovSatcom was made for government use. He noted that “GoveSatcom is a governmental secure satellite communications and it’s essentially to provide reliable, secure, strategically autonomous networks for communication services between governments in the EU. It couldn’t replace the kind of battlefield connectivity that we’re discussing for Ukraine. So it’s not a silver bullet at the moment.”
Eutelsat’s Competitive Edge
Eutelsat, a Franco-British operator, offers a low-Earth orbit network with 630 satellites and 35 geostationary ones, though it trails Starlink’s scale. It has 2,000 terminals deployed in Ukraine and 14,000 more planned to deploy. Starlink has 40,000 terminals in Ukraine, used by the military and civilians.
Price is another factor to consider when seeking a Starlink alternative. Eutelsat’s €9,000 terminals are pricier than Starlink’s €500 units.
“Eutelsat is our European champion, one that has convincing functioning solutions. And one that we need to be able to support through funding and political will,” De Liedekerke said, noting its political independence from the U.S.
Iris2 as a Future Solution
The EU’s Iris2 project is another Starlink alternative Ukraine might consider. The Iris2 project is a 290-satellite constellation, promising secure, low-latency connectivity by 2030, with partial operations by 2028.
“From 2028, we will have an operational Iris2 constellation that will be able to provide telecommunications services to all the Member States that so wish. I would add that this will be the first time we have had a constellation secured with post-quantum cryptography, so cyber-attacks will not be possible on this constellation. It will be a world first with an ultra-secure signal, which is not the case with the Starlink signal either,” Grudler said. ‘
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Led by the SpaceRISE consortium, Iris2 offers a long-term alternative, though its timeline limits immediate impact.
Strategic Diversification
De Liedekerke has stressed the need for options aside from Starlink.
“It’s about having options. It’s about not having a single point of failure. It’s being able to say no to one and still be online. And today, we’re not in a situation where we can do that. We’ve let Ukraine’s war zone connectivity be in the hands of one man…that’s a strategic vulnerability.
By having options, by having alternatives, by diversifying our partnerships, we avoid that single point of failure.”
Ukraine’s pursuit of EU solutions aims to ensure battlefield resilience. However, the EU has some way to go before it can match Starlink’s reach.
SpaceX (NASDAQ: SPCX) got an absolutely crazy price target rating from Raymond James after the company experienced a tough first few weeks following its Initial Public Offering (IPO).
Despite the tumultuous start, SpaceX has plenty of believers, and the company’s massively successful Starship launch last Friday, its 13th test flight of the massive rocket, went so smoothly that Raymond James analysts pushed its price target on the company to roughly 7 times its current trading level.
SpaceX Starship just nailed something it’s never done before
The firm officially put a “Strong Buy” rating and an $800 price target on the stock. It currently trades at around $113. Its all-time high is $225.64, reaching this trading level shortly after shares first went public.
Raymond James’ price target is tied to the firm’s confidence after Starship’s 13th test flight. Analysts at the firm said it was an incremental step that reduces engineering risks, citing the widely successful heat shield test that CEO Elon Musk recently detailed, the smooth deployment of Starlink V3 satellites, and a successful in-space engine relight.
SpaceX also managed to see Starship splash down safely in the Indian Ocean, while the Super Heavy Booster fell down to the Gulf of America with no incidents.
It is interesting to see these launches have such a tremendous impact on the stock and what investors think of it. After SpaceX initially delayed the Starship launch last week, shares fell tremendously. Most probably did not realize that the stand-down is a standard practice, especially if everything is not perfect.
The mission was initially aborted due to an issue with Raptor engines. This was resolved, and Starship launched last Friday after another delay on Thursday, which was caused by weather.
Now that analysts have seen what SpaceX launches are capable of and how impressive the feat is, firms are adjusting their price targets accordingly, making it known that they have high expectations for the space exploration company.
Elon Musk’s massive Terafab project, which will be the first true conglomeration between each of his major entities, is set to get its final location soon, the CEO said on Tesla’s recent earnings call.
“The Terafab, we expect to announce a location soon, and provide more details about our plans in that regard. We’ll leave that to the product, the launch announcement rather than try to squeeze it into an earnings call,” Musk said last Wednesday.
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Terafab was announced by Musk back in March and was essentially a massive, vertically integrated semiconductor manufacturing project that would provide all the chips the three companies needed for their AI initiatives without needing third-party companies.
The plant will produce over 1 terawatt of AI compute each year, and will help back up projects like Optimus, Full Self-Driving, and other AI-based projects that Musk’s companies are working on.
In April, less than a month after the project was launched, Intel announced it would join the project, contributing manufacturing expertise and consulting to Terafab as a whole. Intel is one of three chip manufacturers that produce sub-5 nanometer chips at scale. TSMC and Samsung are the other two.
However, there was no true indication of where Terafab would end up, but most believe it will likely be somewhere in Texas. Business Insider has reported that SpaceX plans to build out Terafab in Grimes County, Texas, but this is unconfirmed.
Musk confirmed recently that it would not be on Giga Texas property, as it is simply too large.
The sheer scale of TERAFAB is going to be insane.
Elon said it wouldn’t be suitable for anywhere on Giga Texas property because it’s too big:
“We couldn’t possibly fit the Terafab on the GigaTexas campus. It will be far bigger than everything else combined there.
Several… pic.twitter.com/79GbhNNuf4
— TESLARATI (@Teslarati) March 23, 2026
Terafab holds much of Musk’s grand ambitions for the future within its construct. It holds so much responsibility for the future and the biggest projects that Musk’s companies can imagine.
“I think this is a very big announcement and it deserves to have its own day in the spotlight and not be squeezed into an earnings call,” he said. “I do think Terafab is going to be an amazing initiative and a necessary one, and one without which we will be constrained in our ability to scale Optimus production, because we simply won’t have enough AI chips.”
He continued by stating that Terafab is necessary for scaling Optimus, which Musk said could be the biggest product of any kind of all time. “It’s crucial to solve that, and we’ll have to solve memory, logic, and packaging in order to scale Optimus.”
SpaceX performed a secret test on a specific portion of Starship with its recent 13th test flight last week, CEO Elon Musk revealed.
Starship’s 13th test flight took place last Friday, and in many aspects, it was one of the most overwhelmingly successful launches in the project’s history.
All of the mission objectives were met without incident, both the Super Heavy Booster and Ship managed to perform safe splashdowns in the Gulf of America and the Indian Ocean, respectively, and the deployment of Starlink satellites came and went without any complications.
— Elon Musk (@elonmusk) July 25, 2026
However, there was more on the agenda for SpaceX with Flight 13. Musk revealed an internal test of the ship’s heat shield tiles, as the space exploration company wanted to push them to the limits after previous issues.
Many noticed that Starship’s initial launch seemed to be more accelerated than normal, and that was not a mistake. Musk revealed that SpaceX decided to give Flight 13 an intentionally aggressive acceleration rate in an effort to test how well the tiles would remain attached to the ship:
This flight intentionally had much higher acceleration to test how well the heat shield tiles would remain attached at high dynamic pressure.
Test was successful.
— Elon Musk (@elonmusk) July 25, 2026
SpaceX had issues with some of the heat shield tiles remaining attached early on in the Starship program. The first six test flights presented some kind of anomaly with them, so the company’s big focus with them was to figure out a way to keep them intact through the duration of the flight.
Things truly improved as Flight 10 showed that ceramic tiles generally stayed attached to the ship far better due to refined attachment, as SpaceX utilized pins instead of adhesives. Flights 10 through 13 truly showed some clear progress with the heat shield tiles, and this latest test seems to be where some real progress was noticed, especially by Musk.
The 13th Starship launch last Friday was the second with Starship V3, SpaceX’s latest and greatest iteration of the spacecraft. Goals and ambitions are getting even grander as the project continues to progress. Musk has already hinted that SpaceX will likely try to catch Starship with Flight 14.
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