Northern Sky Research

The Bottom Line

Author: Carolyn Belle (X)

  • Reusability in Vogue at Last?

    Jul 31st, 2017 by Carolyn Belle   More from this Analyst | Profile

    The space industry has fantasized about reusable vehicles for decades, though several expensive and failed efforts along the way left nearly all doubting their feasibility. Even following April’s successful launch of SES-10 on a reused Falcon 9 first stage, questions regarding the business case have dogged players pursuing reusability, splitting the votes as to its significance for the global launch market. Is it OK to brush reusability aside, or is discounting its impact putting too…

  • For the last three years, satellite manufacturers have struggled to win orders and generate revenue in a down market. Headwinds that emerged in 2015 – launch access, financing availability, insecurity about demand evolution, and the threat of non-GEO systems – have endured and intensified during 2016 and 2017, with few operators finalizing new orders despite high RFP activity. While satellite orders are expected to increase, the evolving shape of demand precludes a return to the ~25…

  • China: Worry or Wait-and-See?

    May 31st, 2017 by Carolyn Belle   More from this Analyst | Profile

    With 18% of the world’s population and the second largest economy, China is a major player in most global markets for consumption and production – and China’s recently formalized Belt and Road Initiative is already impacting satellite operators both global and local. China is looking to extend this growing economic influence further up the value chain, to a broader role in satellite manufacturing activities globally. Do satellite prime manufacturers need to worry about a more ambitious…