European Space Autonomy: Progress and Challenges
In March 2024, the European Union entered into a EUR 180 million security deal with the United States for the provision of launching services for Galileo global navigation system satellites. This agreement was necessary following extended delays to the next generation of the Ariane rocket system. The latest rocket, Ariane 6, successfully completed its first flight in July 2024 from Europe’s spaceport in French Guiana. It was part of a series powered by the European Space Agency (ESA), planned ‘to ensure Europe’s guaranteed, autonomous access to space – and all of the science, Earth observation, technology development, and commercial possibilities that it entails.’ This security pact is set to expire in 2027, making it a temporary arrangement and easing concerns about it becoming a standard practice for European satellite launches. Since the 2024 deal, Europe has been actively advancing towards greater autonomy in the satellite market, aiming to reduce its reliance on external players.
However, the next Ariane 6 launch, which finally took place yesterday, was plagued by delays. Initially scheduled for launch in December 2024, it was delayed until February 2025, and then postponed again until 3 March, when it was once more cancelled due to an ‘anomaly’ on the ground. Although it finally launched on 6 March, the delays highlight that alternative launching solutions must also exist for European satellite and space missions, in addition to the necessary infrastructure.
Expanding Europe’s Space Industry
Manufacturing options are also expected to multiply and become more diverse. Aerospacelab, a fast-growing satellite manufacturer, laid the foundation for a new facility that is striving to become Europe’s largest satellite factory. Its construction was announced in 2024 and the mega-factory is expected to begin manufacturing operations in 2026. Airbus reportedly selected Goldman Sachs to support its efforts in creating a new European space and satellite company to compete in the global connectivity market. On the same note, there have been reports that French aerospace company Thales and Italy’s Leonardo SpA are in talks for a partnership, allegedly called ‘Project Bromo’, with the assistance of Bank of America. However, the services they plan to offer remain unclear.
With the launch deal set to expire in 2027, progress in securing resilience and sovereignty in space access and satellite capabilities has been slow. The renewed focus on European autonomy, recently announced at the European Space Conference, signals a growing recognition of space’s vital role in the future of humankind. A long-term launch policy could address systemic challenges and increase European competitiveness.
Furthermore, there are significant opportunities for the broader space ecosystem. Sustained investment and a commitment to open markets are crucial for building a more dynamic and resilient space sector.
Access Partnership helps clients navigate the regulatory complexities of satellite and space telecommunications through expert analysis and strategic guidance. We work with policymakers and businesses to shape policy and regulatory frameworks, helping clients understand how to adapt to them. To find out more about how our Regulatory Strategy & Market Access experts can help you, please contact Sofia Stellatou at [email protected].
