SpaceX Restricts Starlink Speeds in Ukraine, Disrupting Military Drone Operations

SpaceX has restricted military-grade Starlink satellite services in Ukraine, halting or throttling terminals moving at high speeds without prior notice. Ukrainian officials reported connections dropping for 10 to 20 seconds at speeds between 110 and 120 km/h, disrupting battlefield logistics and drone combat operations. The curbs prompted pushback from Poland, which funds Ukraine's subscriptions, while SpaceX shares fell 4.21%. Concurrently, European satellite operators rallied, with Eutelsat jumping 11.6% and SES gaining 2.7% as investors weighed sovereign alternatives to U.S. commercial defense infrastructure.