EU shifts mobile satellite spectrum toward European companies
The European Union has announced a new initiative to allocate the majority of mobile satellite spectrum to European companies. This policy change is expected to significantly impact non-European satellite providers operating within the EU, including Starlink and Amazon's satellite services.
Key Takeaways
- The EU plans to allocate the majority of mobile satellite spectrum to European companies.
- Starlink is named as a non-European provider that could be affected inside the EU.
- Amazon’s satellite services are also identified as potentially impacted by the spectrum policy.
- The policy was announced on May 27, 2026.
Why It Matters
The immediate effect is a regulatory tilt in Europe’s mobile satellite market: most spectrum would be reserved for European companies rather than non-European operators. That directly raises the stakes for Starlink and Amazon’s satellite services in the EU, where access to spectrum is the key constraint in serving mobile satellite customers. The clearest signal to watch next is how the EU translates this initiative into allocation rules and whether those rules explicitly limit spectrum access for non-European providers.
Read full article at gurufocus.com
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