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> The reason why Eutelsat stock is increasing is because investors think that Europe is going to go nuts with "buy European" in the military space which would a

by patall 2y ago

> The reason why Eutelsat stock is increasing is because investors think that Europe is going to go nuts with "buy European" in the military space which would allow them to sell their services at inflated pricing as it's no longer a fair market between OneWeb and Starlink. I cannot follow. Where did this happen? Isn't it the US that is not offering Starlink anymore? And did Eutelsat increase prices or did their competition change TOS? This is a form of victim blaming.

mlindner 2y ago
The US has not stopped providing Starlink in any way. This is entirely based around fear that the US government may suddenly stop supplying Ukraine with Starlink connectivity. Also Eutelsat is not a victim. My point is that they're capitalizing on Europe's fears. (And there is no historic precedent for Starlink to stop serving anyone either as they have never done so in the past.) There hasn't been any threats to stop providing Ukraine with Starlink either. (There was a single news media source claiming this, but it was denied by SpaceX, Musk, Zelensky and Ukrainian officials.)
- piva00 2y ago
  > (And there is no historic precedent for Starlink to stop serving anyone either as they have never done so in the past.) Hmm... https://www.bbc.com/news/world-europe-64579267 https://www.bbc.com/news/world-europe-64579267
- reinhardt1053 2y ago
  https://www.reuters.com/business/us-could-cut-ukraines-access-starlink-internet-services-over-minerals-say-2025-02-22/ https://www.reuters.com/business/us-could-cut-ukraines-acces...
- MrCzar 2y ago
  > This is entirely based around fear that the US government may suddenly stop supplying Ukraine with Starlink connectivity And is that not a valid fear? Why is Elon/Starlink's denial of threats to cut off Ukraine more trustworthy than Reuter's reporting? Isn't the US government capitalising on fear as we speak in the recent Tariff wars and such? Starlink needs competition and I hope that will come.
- koonsolo 2y ago
  Is that fear irrational? Let me state some facts: 1. Elon Musk is in full control of Starlink 2. Elon is politically aligned with Trump 3. Trump is pressuring Ukraine by taking away any US support. He paused military equipment delivery that was already approved, and now cut intelligence sharing. It doesn't seem that far fetched that they would use cutting Starlink in these negotiations. A counter argument could be that Elon still wants to get revenue for this (I think Poland is paying for it). In my opinion, Starlink is a threat to European security, in an ever growing hostile US. Remember that Trump explicitly didn't exclude taking EU territory by force. Even if Starlink isn't cut, they would most likely use it in their negotiations for Ukraine to "peacefully" surrender (partly) to Russia.

by patall 2y ago

mlindner 2y ago

The US has not stopped providing Starlink in any way. This is entirely based around fear that the US government may suddenly stop supplying Ukraine with Starlink connectivity. Also Eutelsat is not a victim. My point is that they're capitalizing on Europe's fears. (And there is no historic precedent for Starlink to stop serving anyone either as they have never done so in the past.) There hasn't been any threats to stop providing Ukraine with Starlink either. (There was a single news media source claiming this, but it was denied by SpaceX, Musk, Zelensky and Ukrainian officials.)

piva00 2y ago
> (And there is no historic precedent for Starlink to stop serving anyone either as they have never done so in the past.) Hmm... https://www.bbc.com/news/world-europe-64579267 https://www.bbc.com/news/world-europe-64579267
reinhardt1053 2y ago
https://www.reuters.com/business/us-could-cut-ukraines-access-starlink-internet-services-over-minerals-say-2025-02-22/ https://www.reuters.com/business/us-could-cut-ukraines-acces...
MrCzar 2y ago
> This is entirely based around fear that the US government may suddenly stop supplying Ukraine with Starlink connectivity And is that not a valid fear? Why is Elon/Starlink's denial of threats to cut off Ukraine more trustworthy than Reuter's reporting? Isn't the US government capitalising on fear as we speak in the recent Tariff wars and such? Starlink needs competition and I hope that will come.
koonsolo 2y ago
Is that fear irrational? Let me state some facts: 1. Elon Musk is in full control of Starlink 2. Elon is politically aligned with Trump 3. Trump is pressuring Ukraine by taking away any US support. He paused military equipment delivery that was already approved, and now cut intelligence sharing. It doesn't seem that far fetched that they would use cutting Starlink in these negotiations. A counter argument could be that Elon still wants to get revenue for this (I think Poland is paying for it). In my opinion, Starlink is a threat to European security, in an ever growing hostile US. Remember that Trump explicitly didn't exclude taking EU territory by force. Even if Starlink isn't cut, they would most likely use it in their negotiations for Ukraine to "peacefully" surrender (partly) to Russia.