China-bloc state constellations and BRI/Digital-Silk-Road cooperation (Guowang, Qianfan/Spacesail, ITU mega-filings, China+partner-state deals).
EC/SpaceRISE (SES/Eutelsat/Hispasat) concluded Rendez-vous 1 and signed the implementation agreement — adds a dedicated 66-sat defence/security High-LEO layer (348 total: 330 LEO+18 MEO, up from ~290), pulls first launches to 2029.
four-way contest; SES/Lynk weakest (Farrar), only EchoStar's SIRION-1 credible on ITU priority.
SES's OWN MEO gov/sovereign sales pipeline. Rival national LEO programs (Jio, Korea, Japan) file under "Non-Western sovereign constellations"; they appear here ONLY as competitive read-across (cross-ref, not the filing thread) — assign…
promoted from an unpointed dossier (5 deep-dive cycles, no priors. md thread) after its findings went uncaptured by any brief for 11 days (see MISS in scorecard).
re-rate trigger fired — Shanghai's Xingshu Plan LAUNCHED (not merely unveiled) Jul 18, selling hourly on-orbit compute; >=2-actors/>=2-blocs bar met (US: Starcloud/"Orbital"; China: Three-Body/Xingshu).
Spain endorsed COM(2026)311 Jun 9; EESC endorsed DNA 206-1-2 Jun 17; Spain's own €2bn IRIS² commitment (Jul 29, see IRIS²/SpaceRISE) is further cohesion evidence.
Three logics: SCALE (Amazon-Globalstar $11. 6B; two open merger-closing conditions per Globalstar's Q2 10-Q — HIBLEO-4 replacement-sat launch due Aug 2026, and "certain governmental authorizations relating to the C-3 System" still not…
this thread now files ALL Rocket Lab news — the Iridium close AND Rocket Lab's launch/manufacturing/services moves (Neutron, Kodiak, laser/component wins, flat-sat contracts).
first-ever public-company Q2 2026 results confirmed the cross-subsidy mechanism at segment grade (Connectivity $4.
company-neutral home for the D2D land-grab, split out of the AST thread which had become the de-facto catch-all (brief authors flagged "no clean match for a carrier-side D2D JV" on 07-20).
non-China, non-Western sovereign LEO programs (India/Jio, Korea, Japan). This thread OWNS Jio (do not also file Jio under O3b — that thread carries it as read-across only).
2-1 Jul 22 (FCC 26-46; mechanics — 160MHz clearing, 57. 5/42.
execution only (BlueBird launches, J-LEO, AST earnings/financing, AST's own 2GHz bid).
DA 26-553 milestone LOCKED at 396/1,616 = 24. 5% (bar corrected 07-27 from the 1,618/3,236 figure trade press still repeats; full mechanics in dossier).
SatcomBW Stage 4 (comms, ~€8-10bn) is bid jointly by Airbus+OHB+Rheinmetall as ONE group ("OHB Rheinmetall Space Networks GmbH," cleared Apr 2026); three-competing-consortia framing applies only to Spock 2 (recon/radar, ~€5bn).
8 NATO allies pooling national mil-sats into a shared LEO constellation. LANDED: $4.
DA 26-552 (Jun 5): 3rd Ku-/Ka-/V-band NGSO round; applicants (Jul 8) SpaceX Gen2, Logos Space, Astra Space, CesiumAstro, LTS/Theia.
pivot toward space-data thesis, allied sovereign intel demand catalyst; $1.
formalizes the SIGNAL TYPOLOGY gap-note added 08-04 after a reader-flagged MISS (Xona Space Systems went untracked despite a real regulatory-tier event).