Geopolitics Alpha

What Is Starshield, SpaceX’s Military-Grade Satellite Internet Service Ukraine Relies On?

Published . Updated .

What Is Starshield, SpaceX’s Military-Grade Satellite Internet Service Ukraine Relies On?

For years, Ukraine’s armed forces have relied on satellite communication services developed by Elon Musk’s SpaceX. Recent restrictions have hampered its war effort.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

  • CF CF Industries

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
WEAT———————
MOS———————
CF———————

For years, Ukraine’s armed forces have relied on satellite communication services developed by Elon Musk’s SpaceX. Recent restrictions have hampered its war effort.

Source: The New York Times

Defense

SPY
XLI

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How solid the defense case looks

12 out of 100

“What Is Starshield, SpaceX’s Military-Grade Satellite Internet Service Ukraine Relies On?” scores 12 out of 100. The score uses 1 sources.