European Union regulators propose reserving roughly two-thirds of the 2 GHz mobile satellite spectrum for European operators [1].
The move threatens the expansion plans of major U.S. satellite firms, including SpaceX and Viasat, by limiting the available frequency bands needed for high-speed connectivity. Because the EU views its satellite communications market as a strategic asset, officials are prioritizing homegrown companies to ensure regional autonomy [2].
Under the proposal, approximately 1.33 GHz of the spectrum will be set aside specifically for EU-based operators [1]. This allocation limits the capacity available for non-EU rivals, though it does not entirely block them from the market. Non-European companies, such as Amazon and SpaceX's Starlink, may still bid for the remaining spectrum during the renewal process slated for 2025 [3].
The timing of the proposal creates a critical window for U.S. operators. Current licenses held by EchoStar and Viasat are set to expire in May 2027 [2]. If these companies cannot secure sufficient spectrum under the new rules, services like Viasat's European Aviation Network or Starlink's direct-to-device capabilities could face operational hurdles within EU member states.
Some reports suggest the EU is preparing to shut American companies out of the majority of the frequency band [4]. However, other accounts indicate that while the bulk is reserved for European businesses, the bidding process remains open to international firms [3].
The decision reflects a broader trend of digital sovereignty within the EU. By controlling the spectrum, the union aims to reduce its reliance on foreign infrastructure for critical communications. This regulatory shift forces U.S. firms to either compete for a smaller slice of the market, or find alternative technical solutions to maintain their service levels across Europe.
“The EU has proposed reserving roughly two‑thirds of the 2 GHz mobile satellite spectrum for European operators.”
This proposal signals a shift toward protectionism in the space economy. By restricting spectrum access, the EU is leveraging regulatory control to foster a competitive domestic satellite industry. For U.S. companies, this means the cost of entry into the European market will likely increase, and the technical feasibility of 'direct-to-cell' services may be compromised by a lack of available bandwidth.
