Air Warfare

Commercial Satellite Boom Poses NatSec Risks: IDA

"Given China’s willingness to allow for commercial dealings with countries hostile to the United States, these systems could pose a significant threat to U.S. interests," the IDA authors say.

SpaceX’s Starlink satellites

WASHINGTON: The rapid proliferation of commercial satellites for communications and imagery pose a number of risks to US national security — along with the benefits of providing low-cost alternatives to expensive DoD birds, says a new study published today in National Defense University’s Joint Forces Quarterly.

These commercial market trends will “create new challenges as adversaries ranging from Great Power competitors to hostile nonstate actors gain cheap access to space capabilities and the emergence of space-based Internet reshapes the cyber battlespace,” the article states.

And while much of the commercial industry build-up is in the United States, the article warns that both Russia and China also have commercial efforts that could post threats. “The development of foreign proliferated constellations will allow not only their owners to access these capabilities, but potentially access also to a wider range of actors.”

The increase in the availability of satellite imagery and communications bandwidth will bring benefits to US forces operating across the ground, maritime, and air domains, according to the article, authored by two researchers from the Institute of Defense Analyses (IDA). Commercial firms now can offer “new capabilities that can address hard problems facing the U.S. military, such as tracking mobile targets, operating in the Arctic, or providing resilient space support in the face of growing counterspace threats,” it says.

The article, “Proliferated Commercial Satellite Constellations: Implications for National Security,” was penned by Matthew Hallex, an IDA research staffer, and Travis Cottom, an IDA associate researcher. IDA is a non-profit corporation that administers three federally funded research and development centers (FFRDCs): the Systems and Analyses Center (SAC), the Science and Technology Policy Institute (STPI), and the Center for Communications and Computing (C&C).

The authors note that, as Breaking D readers know, some industry experts are convinced the boom is really a bubble similar to earlier satellite market bubbles that eventually burst — suggesting that both long-term fears and the current DoD exuberance about potential benefits may be overblown.

presented by

“In addition to potential limits on demand, some industry experts have raised concerns about shortages in investment capital necessary to complete various competing efforts, and other critics have compared the current era to the failures of the large, disaggregated Teledesic constellation and the struggles of Iridium in the 1990s,” the JFQ article states.

On the other hand, Hallex and Cottom point out: “Even if only a handful of proliferated constellation efforts succeed, it will produce both a paradigm shift in how space services are provided and a substantial growth in the number of satellites on orbit.”

According to the study, communications mega-constellations in Low Earth Orbit (LEO) “aim to provide high bandwidth, low latency communications competitive with terrestrial broadband communications.” This, the authors assert, “will not only allow satellite communications to compete for long-distance backhaul and mobile users but also address underserved populations.”

Indeed, many LEO communications providers — particularly those seeking to provide Internet services, such as SpaceX with its massive Starlink constellation — have stated in their business plans the goal of bridging the digital divide.

Mega-constellations could allow developing countries to avoid laying expensive, and sometimes difficult to install, fiber-optic cable, the article says, “in the same way the proliferation of cellular phone technology provided communications without the need to build phone lines in the developing world.” The authors further note that populations in high-latitude areas, such as Alaska, northern Canada, Scandinavia, and Russia, could also benefit because they are outside the coverage ares of typical communications satellites in the higher Geosynchronous Orbit (GEO, some 36,000 kilometers in altitude.)

Joint Forces Quarterly 97, April 2020

As for commercial Earth imaging ventures, the study notes that in the United States the market for imagery and services remains small, and is dominated by clients such as the military, the Intelligence Community and the National Oceanic and Atmospheric Administration (NOAA).

“The U.S. Government has been the largest and most stable customer for commercial satellite imagery, including resources from new imagery proliferated constellations. For instance, a significant share of Planet’s growth has been through multiple contracts with the National Geospatial-Intelligence Agency,” the report finds.

At the same time, Hallex and Cottom say, operators have been aggressively seeking to broaden the customer base to nontraditional arenas such as “industrial monitoring, agriculture, utilities, marine transportation analytics, insurance, resource management, business intelligence, and other data-driven, decision-making practices.”

Finally, the study notes that the upward trend in commercial satellite capabilities is not limited to the US. In particular, the authors detail efforts by Chinese firms — which are nominally private but are controlled by the government — to sell communications and Earth observation services in Africa, Latin America and Central Asia.

“Given China’s willingness to allow for commercial dealings with countries hostile to the United States, these systems could pose a significant threat to U.S. interests,” the article says.

While Russia too is looking to move into the proliferated LEO constellation market via its national space agency, Roskosmos, Hallex and Cottom say that Moscow presents less of a concern due to the shaky state  of its civil and commercial space sector.

PHOTOS: AFA 2025

PHOTOS: AFA 2025

Space Force Chief of Space Operations Gen. B. Chance Saltzman delivers his keynote address, Sept. 23, 2025. (Jud McCrehin/Air & Space Forces Association)
Jay Raymond (left), former Space Force chief of space operations, and David Thompson, former vice chief of space operations, speak on a panel moderated by Nina Armagno, former Space Force staff director, Sept. 23, 2025. (Jud McCrehin/Air & Space Forces Association)
Griffon Aerospace displays its Valiant vertical takeoff-and-landing drone, designed for field reconnaissance on the go, Sept. 23, 2025. (Aaron Mehta/Breaking Defense)
Trac9 shows its Advanced Deployable Aircraft Mobile System, a portable hangar, Sept. 23, 2025. (Aaron Mehta/Breaking Defense)
A model of Saab-Boeing's T-7 Red Hawk jet trainer, Sept. 23, 2025. (Daniel Woolfolk/Breaking Defense)
A 1/6th-size model of the Hermeus supersonic jet sits below a live feed of the company's production line in Atlanta, Ga., Sept. 23, 2025. (Aaron Mehta/Breaking Defense)
Shield AI's V-BAT vertical takeoff-and-landing drone, sits on display, Sept. 23, 2025. (Daniel Woolfolk/Breaking Defense)
The Air Force Research Laboratory displays a missile designed under its "Angry Tortoise" program, a partnership with Ursa Major, that looks to develop hypersonic missiles that can be deployed en masse for millions of dollars less than more traditional munitions, Sept. 22, 2025. (Rachel Cohen/Breaking Defense)
Anduril’s YFQ-44A Fury drone, an entrant in the Collaborative Combat Aircraft drone wingman program, sits on display, Sept. 22, 2025. (Daniel Woolfolk/Breaking Defense)
General Atomics’ YFQ-42A, another CCA entrant, sits on display, Sept. 22, 2025. (Rachel Cohen/Breaking Defense)
JetCat shows several small jet engines designed to power munitions or kamikaze drones at a fraction of the cost of larger engines, Sept. 22, 2025. (Rachel Cohen/Breaking Defense)
Sierra Nevada Corp.’s Battery Revolving Adaptive Weapons Launcher (BRAWLR), a reconfigurable counter-drone system in use by at least one classified foreign customer, makes its defense trade show debut, Sept. 22, 2025. (Rachel Cohen/Breaking Defense)
Air Force Undersecretary Matt Lohmeier visits the Northrop Grumman booth, where the Stand-In Attack Weapon and Hypersonic Cruise Missile are on display, Sept. 22, 2025. (Rachel Cohen/Breaking Defense)
The Tactical Combat Training System Increment II connects live aircraft to a simulator in training, allowing remote troops to practice in real-world conditions. (Rachel Cohen/Breaking Defense)

Could you fly Embraer’s C-390? (Daniel Woolfolk/Breaking Defense)

Embraer aims to convince the Air Force that its C-390, shown in miniature on Sept. 24, 2025, could be a boon to the service’s airlift fleet. (Daniel Woolfolk/Breaking Defense)
J.P. Nauseef, president and chief executive officer of JobsOhio speaks during ASC, Sept. 24, 2025. (Jud McCrehin/Air & Space Forces Association)
Attendees traverse the show floor on the final day of the conference, Sept. 24, 2025. (Daniel Woolfolk/Breaking Defense)
Attendees mill about near the main show floor doors at the Gaylord National Resort & Convention Center, Oxon Hill, Md., Sept. 24, 2025. (Daniel Woolfolk/Breaking Defense)
RTX shows off munitions at its booth on the show floor, Sept. 22, 2025. (Rachel Cohen/Breaking Defense)