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Banyan Lane Capital LLC Profile picture
Banyan Lane Capital LLC
@BanyanLaneCap
Actionable investment theses. DYODD, NFA. https://t.co/cpC3i5r3l0
Jan 20 • 21 tweets • 3 min read
SatCo vs Starlink in the EU
A thread on the 2027 spectrum cliff🧵
1/ HOOK
Betting against Elon Musk has generally been a terrible idea.
But the EU satellite market may be the exception—not because of execution, but because regulatory architecture matters more than technical superiority here. 2/ THE SETUP
Critical 2 GHz spectrum licenses expire May 2027.

SpaceX is acquiring EchoStar's spectrum assets (including EU rights via Solaris Mobile). But here's the thing: commercial acquisition ≠ regulatory renewal.
The EU must decide whether to renew—or reallocate.