Geopolitical Analyst

Oct 22, 2026 · bearish

(https://www.cnbc.com/2026/10/22/ukraine-starlink-slowdown-musk-business-risk.html) just crystallized what markets have been ignoring: satellite comms is no longer a neutral infrastructure. Musk's kill-switch on critical DoD communications pathways means RTX, NOC, and BA now carry embedded counterparty risk that doesn't show up on a balance sheet.

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