The DownLink Podcast
The DownLink Podcast
Space Tech: U.S. Uncertainty Creates Opportunity For Europe’s Space Sector
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Space Tech: U.S. Uncertainty Creates Opportunity For Europe’s Space Sector

Transmission 2025-09

Hey there, dear Readers and Listeners,

I am pressed for time, but want to give you an idea of why I pursued the interviews that I have in this week’s episode, which is coming to you from the SatShow’25 conference, held here in Washington, D.C.

SatShow is an important and well-attended annual event, bringing commercial space leaders from around the globe together for two-week’s worth of networking rammed into four days. It can be intense. It’s also a little like a reunion.

While many in attendance wore genuine smiles, there was also a nervousness. Some of the major U.S. space companies that would normally be interested in un-scripted thought leadership interviews, instead relied on press releases to officially communicate. Many U.S.-based folks remarked that they were being careful about what they say in what they feel is uncertain times.

The Europeans, agreed that there is uncertainty both politically and economically, but that this environment is presenting them with an opportunity likely not seen since the end of WWII. U.S. President Donald Trump’s trade wars, his not-so-secret animosity towards NATO, and his “frenemy” relationship with Ukraine’s Volodymyr Zelinskyy, have caused some of the leading European nations to consider just what it would take to defend the continent against Russian aggression without the United States.

The German Bundestag on Tuesday, March 18, voted in favor of a budget package that includes borrowing money to pay for increased defense spending.

In Brussels, the European Union is finalizing a new policy that will “launch a massive project to build up its defense industry aimed at deterring Russia and supporting Ukraine,” according to Politico. On Tuesday, March 18, Germany’s Chancellor-in-waiting Friedrich Merz won approval from the Bundestag to raise the nation’s debt level to fund defense projects and infrastructure.

Many Europeans I met at SatShow’25 believe that the European space sector will benefit greatly from this push to build-up Europe’s defenses. They are expecting trade wars and a desire for sovereign capabilities will limit defense contract winners to European-based companies.

UK Prime Minister Keir Starmer, front center, hosted an emergency meeting with NATO Allies minus the United States, to discuss military aid for Ukraine on March 2, 2025.

What’s in this episode

This episode comes to you from SatShow’25 in Washington, D.C., where European space companies say the uncertainty of the Trump Administration’s economic and security policies are creating a golden opportunity for their businesses and technology development.

Who’s in this episode

Reading

NASA astronauts Nick Hague, Suni Williams, and Butch Wilmore, and Roscosmos cosmonaut Aleksandr Gorbunov inside the SpaceX Crew Dragon before returning to Earth. Image: NASA.
NASA astronauts Nick Hague, Suni Williams, and Butch Wilmore, and Roscosmos cosmonaut Aleksandr Gorbunov splashed down at 5:57 p.m., near Tallahassee, Florida. Those are dolphins to the left. Image: NASA.

Can NASA remain nonpartisan when basic spaceflight truths are shredded?” - Eric Berger, Ars Technica, March 18, 2025.

NRO, MDA pulled out of annual DC Satellite conference due to travel restrictions” - Theresa Hitchens, Breaking Defense, March 13, 2025

Pentagon is closely monitoring Russia and China test military capabilities in space” - Zachary Cohen and Oren Liebermann, CNN, March 16, 2025

Defiance on the battlefield: Modern parallels to the Siege of Bastogne” - U.S. Space Force Col. Bree Fram, Advocate, March 10 2025

Trump’s Tariffs on Steel and Aluminum Go Into Effect, Inciting Global Retaliation” - Ana Swanson and Jeanna Smialek, New York Times, March 12, 2025

Whipsawed by Trump’s tariffs, the US public is getting a lot more nervous about the economy” - Josh Boak And Christopher Rugaber, Associated Press, March 14, 2025

Germany’s military is struggling as Trump tests NATO, report shows” - Chris Lunday, Politico, March 11, 2025

Have a great rest of you week!

Ad Astra,

Laura