CyberWire Daily - How sovereign is Europe's space industry? [T-Minus: Space-Cyber Briefing]

Episode Date: July 26, 2026

As space becomes an increasingly important part of global communications, national security, and critical infrastructure, European governments are confronting a difficulty: How much control do they need over their own space capabilities? In this week’s episode, host Maria Varmazis sits down with producer Ethan Cook⁠⁠⁠ to examine the growing push for European space sovereignty and the challenges standing in the way. The conversation explores how supply-chain dependencies can undermine national and regional independence, even when satellites and launch systems are built domestically. Additionally, the two also discuss the trade-offs between complete self-sufficiency and maintaining resilient, diversified international partnerships. Key sources: Cyber Without Borders: Inside NATO’s Cyber Coalition. NATO's overarching space policy. Like what you heard? Be sure to subscribe to our free Signals and Space Briefing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, our Sunday newsletter covering the intersection of cybersecurity and space. Subscribe at: https://thecyberwire.com/newsletters/signals-and-space Is there a topic or person you’d like to hear on our show? You can send your questions and feedback to [e-mail]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. You can also fill our our audience survey: https://www.surveymonkey.com/r/NJYCN2P T-Minus: Space-Cyber Briefing is a production of N2K CyberWire. N2K is your nexus for discovery and connection for people, technology, and ideas shaping the future of secure innovation. Learn how at n2k.com.

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I mean, it's just like that's a very, you know, kitchen table issue where a space feels very, very abstract. So I imagine it's a much harder sell. I don't have a solution here. If I did, I wouldn't be on a podcast. That's why I don't think we've seen any also major legislation on that front, right? Because I think it's, to the point, it's really easy to point out the problem. You know, kudos clap on the back for me. Hey, that's something we need to fix.

I'm sure no one in Europe thought of any of this, right. We're so smart. You know, I'm truly original one of one here. Welcome. I'm Maria Vermazes, and you're listening to T-minus-based cyber briefing. In this show, we examine the evolution of cybersecurity and the global and orbital infrastructure that powers, protects, and connects our lives.

Hi, everybody, and thanks for joining me today. We're picking up where we left off in last week's episode, Recapping a little bit, last week, T-minus producer Ethan Cook and I kicked off a chat about space sovereignty in Europe, what it means and why the emphasis is on it now, and its parallels to data sovereignty. Lots of geopolitics, lots of current events, definitely listen to last week's episode if you missed it.

And this week is part two. We're finishing up our European space sovereignty chat and looking at it today through two primary lenses. One is the global space supply chain and the other is the influence that NATO has on this entire discussion. Yeah, so lots to get into. So let's dive into it with producer Ethan Cook, bringing us back in as we dive right in with space sovereignty and the supply chain.

There's another wrinkle to this that, you know, probably doesn't get talked about as much, not in the sovereignty aspect of it, but more from a resiliency aspect of it, which is supply chain and where we're searching stuff from. You know, we talk about, oh, we know, we know, need to have consistent access, not just to, you know, fuel, but rare earth metals, semiconductor chips, et cetera. And these are all very important for just being able to run the

infrastructure, et cetera. But the ability to produce these things on your own is critical. And I think that's something that the U.S. has been working really hard to get that sovereignty aspect. It's why we've seen so much investment in the chip industry within the U.S. because I think they realized in the COVID era that that was something that we were not nearly as secure on as we wanted to be. No, we are not. No.

But I think Europe is having to really grapple with this, too, because unlike the U.S., they don't have the land to just prop up factories as much, as well as the, you know, mining access to some of these rare earth metals that the U.S. has. While the U.S. does have to go international to a degree, they do have some of that within the country. And I think that that is another wrinkle

to the sovereignty question, which is, are you really sovereign if 80% of your rocket or 80% of your satellite isn't even sourced from your own country, right? Like, great, you can launch it, you can build it within your own country, but if everything comes from another country, what happens if a supply chain shortage happens? Or what happens if that country experiences a global conflict or a regime change or any of these things which could have dramatic impacts on a supply chain and overnight destroy it? That, to your point, a one-year delay is, is, it can be a death sentence to some of these programs. And that is another thing, which while I'm sure the conversation is happening,

because people would be foolish to not have it. I haven't seen as much legislation as I would love to see or, you know, movement to really start addressing some of these concerns to speed up supply chains, to increase resiliency, and to minimize how much foreign dependence happens across the globe. Yeah, I mean, that is such a fascinating. point, Ethan. And I think drilling down into that a little bit, it becomes how much

European space sovereignty is actually possible without going European colonialism 2.0, which I don't want to see. Just to be clear, I do not want to see that. I don't think anyone does. I don't think, no, assuming Europe stays where it's at, you know, where

how much sovereignty is achievable, you know, bits to Adams is sort of the phrase that I use. You know, they're going to have to be dependent on some international trade. So, you know, how much is enough sovereignty? It's like 75% sovereign enough? You know, are they able to have multiple sources for rare earth metals, right?

So that even though their primary source may be from country X, if that country has a problem, they have countrywide as a backup, right? And maybe it's not as much. Maybe the cost is not as efficient, but at least there is a consistent influx. Yeah. But it's expensive as heck. Yes. So then it becomes how much is Europe willing to pay for all this?

How much is the European taxpayer willing to front for all this? How much urgency does the average European taxpayer feel about funding this kind of thing, given everything else going on? I mean, unless Russia is literally knocking on the border, which someone would say they are, depends on who you ask. And it depends on where you are physically located in Europe, I would also say. Yes. Having just been in the Baltics a few months ago, was like, Yeah, it really, really depends on who you ask. You know, do you need Russia literally in your country for this to become urgent?

Or can you prepare for this ahead of time? So how much autonomy is worth paying for? You know, there's also, there's so many other parallel problems going on. You know, energy independence is a huge problem for Europe right now. That's how people heat their homes in the winter. I mean, it's just like that's a very, you know, kitchen table issue, where a space feels very, very abstract. So I imagine it's a much harder sell.

I don't have a solution here. If I did, I wouldn't be on a podcast. That's why I don't think we've seen any also major legislation on that front, right? Because I think it's, to the point, it's really easy to point out the problem. You know, kudos clap on the back for me. Hey, that's something we need to fix. I'm sure no one in Europe thought of any of this. Right.

We're so smart. You know, I'm a truly original one of one here. but it's a lot harder to not only build that base. The cynic in me wants to say that some of this we've missed the opportunity on. I think to your point, the Ukraine invasion was a really good opportunity to galvanize, especially within Europe. And while there was some galvanization, I think you could argue that there was probably an opportunity for more. And, you know, that's the cynic in me being saying that, you know, the boat may have sailed on that opportunity.

And we may be waiting for another one because while you're, Ukraine war is still very much going on. I think the fervor for it has dramatically reduced. I also think the U.S. has been very savvy, whether you like it or not, with its negotiation of rare earth metal deals to help out with that and support that effort there. And I think that that was an opportunity for Europe to negotiate similar deals, right? And I think those are

concerns long term that are not necessarily easily resolved and will require an immense amount of political capital to get resolved. When we're talking about international collaboration, I mentioned that Russia was prior to 2022 a key player and a key partner. I have been fascinated to see the emergence of India as a partner to European space program. Now, India, in case people don't know, I would hope they do, massive player in space on its own. Massa player in the world. In everything.

Yes, in everything. And they have an extremely mature space program, extremely successful. They have been the launch provider for many countries, actually, for their own sovereign space program. So if a country wants to have their own sovereign satellite for, you know, Earth observation or whatnot, they build the satellite. In a lot of cases, they will send it to India to launch it for them if they don't have a launch capability of their own. So India has been a huge player for a long time. And I've been just seeing

over the journalist wire essentially so many press releases about Indian startups or established Indian space industry players increasingly going to events in Europe collaborating with European players. To me, this is sort of like the underreported story because people just go, well, what's China doing? And it's like, well, China's doing what China's doing. They're huge, obviously. India is also huge, and I think they are very well primed to be a key collaborator and partner to Europe if it is mutually agreeable to both parties. Yeah, I mean, I think the India conversation is something that has flown on the radar for a long time now. Yeah. I think the U.S. has been very – if you track U.S. investments and if you track U.S. international partnerships,

India has been something that has been a quiet but very, very growing force within Southeast Asia and South Asia. as a U.S. partner. It is very clearly in response to China. Yep. I think the U.S. has recognized that China can't be stopped. It can't. For years, we were banking on their economy collapsing. It didn't.

For years, we were hoping that we could maybe make out a friendly, you know, trade agreements and all that. And while that can happen, to a degree, it's not really going to stop them. You know, the advancements that they're happening and the control that they're exerting over South Asia, East Asia, Southeast Asia is immense. And the Pacific as a whole, Indian Ocean as a whole, is immense. And the U.S. doesn't have the presence there by itself to really stop that.

And so the U.S. has pivoted over the past two decades, increasingly year over year to look at India as a viable partner in this. And it's not a coincidence that Biden, Trump, and Obama have all been friends with Modi. The prime ministers. Yeah. Yep. And their previous versions, right? Like there has been a ton of courting there, a ton of investment there from U.S. businesses, U.S. military, et cetera.

And I think Europe is also realizing the same thing that if they want to, and India is recognized that the India's strength right now, at least in my opinion, is being able to not function as a competitor, but to European and U.S. nations, but as a compliment, saying, hey, we're not trying to compete with you. We're trying to give you the tools that you can't have or don't want to invest in or whatever and use them with here. We'll run your operations for you. We'll run support agreements for you, trade agreements, etc., manufacturing, whatever it may be. And in return, we'll make a ton of money off you. And in return, you don't have to invest that more money into building out your own domestic. And, you know, it's a win-win for on the geopolitical stage as well because it's a hard counter to China. having another regional superpower there that is growing very rapidly, has actively made it harder for China to kind of really, the Belt and Road initiative, for those who follow that, is still obviously going on and it will be going on.

There's nothing really stopping it, but it is not nearly as powerful as it could have been. Let's put it that way. Yeah, yeah, truly, you ignore India at your own peril. And India has an extremely educated workforce, a very mature space program that's been extremely successful. And for everybody who's always watching costs, they've had these successful space missions at way lower cost

than a lot of other space programs like in the United States. I'm always keeping an eye on deals that are happening between European and UK companies and organizations and the same in India because there's a lot going on there and it's just fascinating to watch. On that note, let's take a short break now. When we come back, we'll switch topics from the global supply chain over to NATO and its impact on the space sovereignty conversation. Back in a few.

You got me thinking about NATO just now, which I wasn't planning on talking about because it's like, how much do we want to dive into this? We can do a NATO conversation next time and expand that out. I know. I know. So when I was at the cyber headquarters in December, this is such a brag. I can't believe I get to say this. I'm just going to say when I was at NATO's cyber headquarters in a stove. I remember my ears perking up because they said, by the way, we also established a space center of excellence in the last few years. And I remember thinking, well, that's very interesting. I should remember that.

So NATO established their space center of excellence in 2023. So NATO is a factor in this conversation. It has to be. It has to be. So I'm wondering how much of the space sovereignty discussion is either, complicated or augmented by a conversation maybe being spurred by NATO, I'm wondering out loud. No, I think it's a great question to ask. I think when you think of NATO traditionally, you think of this rock-solid alliance. And I think obviously over the past 10 years, that's been a little shaky.

And this to the same thing of driving this sovereignty aspect, I think with the U.S. not only just willing to pull back in general, but also pull back on some of these core military, agreements that have been rock solid for decades. Yeah. And Europe has had our back when we went to a war in, you know, the, again, Iraq and Afghanistan, right? Yes, they did. Yep. That was, these are rock solid agreements that have been there for a long time.

And with the U.S. signaling that it is not willing to contribute as much or it's going to, its contributions will be, you know, with caveats added to them, I think you get to the... conversation, and this is, again, driving that concern where Europe is saying we need to, and NATO is saying that, you know, while the U.S., we can still use them, they'll still be there, they'll still contribute, we need to make sure that in order for NATO's long-term security, that there has to be investment on the European front to make sure that Europe has its standing so that if the U.S. were to ever leave or the U.S. decides it doesn't want to contribute as much

or whatever would happen, that that doesn't leave the rest of the country is called with their pants down. and I think which kind of what would have happened if it was five years ago yeah oh man I feel like we could have an entire NATO conversation I got such a NATO

if you haven't listened to the NATO podcast that I did about the Cyber Coalition we'll put a link in the show notes because I learned so much about what NATO's doing and that was on the cyber security side when you talk about the various

aspects of NATO obviously you have the first parts are kind of outlining what it is and then the later aspects of various articles are outlining what the expectations are of the various countries. Article 5 is to your point, the most well-known one, which is the everyone has the right for mutual defense, where if one is invaded, we all fight back. And it was a core pillar of the Cold War and why we had kind of this constant proxy war situation where no one ever really wanted to fight because no one really wanted to kick off another global world war, but everyone wanted to have any proxy war with people that weren't involved in the USSR and NATO.

So this was, I was interviewing someone who actually works at NATO, and she was saying, Article 3 is that allies may, separately and jointly by means of continuous and effective self-help and mutual aid, maintain and develop their individual and collective capacity to resist an armed attack. So, okay, so they're saying that the interpretation of that would be for information sharing. That was part of it. So the thing I'd learned about on my NATO trip that surprised me was about Article 3, that's getting a lot of, I don't know if it's renewed emphasis, but that was the emphasis of some of the conversations I had

with actual NATO staff. And it was, Article 3 is the idea around continuous and effective self-help and mutual aid. Yeah. And that that can apply to things, not just like physical infrastructure, but also virtual infrastructure and cybersecurity, but also infrastructure for information sharing.

Yeah. And I'm just thinking the context of that conversation that I was having at that time was specifically around cybersecurity. I could easily see that also applying in the context of space. I think it would be foolish for it not to. I think you have, you know, information is power, knowledge is power. And especially, you know, we see it with the five eyes for to pull another military alliance. Oh, we're going everywhere. You know, that is a whole information sharing alliance.

This whole point of it. And I think when you look at NATO, it's a similar aspect, which is the ability to respond to actual physical threats with collective firepower is what NATO is always known for. But the ability to prevent, the ability to predict these events are just as important. And I think that's also a hidden strength of NATO. And it will, if it's not already, it will be, and I would be surprised if it is, be a core part of their space strategy, both from a cybersecurity perspective

as well as just a traditional national security perspective to securing space, to securing capabilities for the long term. I think that that is an aspect, which to kind of tie it back to that sovereignty point is critical, right? Europe being able to provide and share information within itself, within its member states,

with the UK, across the EU, etc. is critical and that is something that I think getting away from relying on other countries for intelligence while that should be something to consider and intelligence sharing should be obviously always prioritized because the more the more data points you have is just better for so many reasons but I think having the ability to say we have our own strong intelligence capabilities we have our own strong training capabilities we have our own strong detection abilities that is so important for Europe. And I think it's an underlying conversational point for this is to, you know, really approach this both from a physical independence sovereignty question, from a data independence

and from a intelligence national security sovereignty question. All right, Ethan, yeah, we could probably talk about this for hours, genuinely. I think you and I probably could. It's my wheelhouse. I know. And it's, it is genuinely so fascinating to kind of get nerdy about this. Because there's, There's, it's current events, it's space, it's international relations. It's all the stuff that I think you and I both really enjoy thinking and talking about. So I have a feeling we're going to have more follow-ups, especially as the Space Act continues to work its way through in legislation. So we're going to keep an eye on that. But in the meantime, Ethan, this has been so much fun.

Yes, I love it. Thank you so much. Yeah, we'll do it again. So thank you so much. Thank you for having me on. And that's T-minus space cyber briefing brought to you by N2K Cyberwire. If you like what you heard today, you will also enjoy our newsletter, signals and space. You will get research and notes pulled together by our producer Ethan Cook and me,

along with this week's top space cyber news stories. Subscribe by visiting thecyberwire.com slash newsletters. As always, we would love to know what you think of our podcast. Your feedback ensures that we deliver the insights that keep you a step ahead in the rapidly changing cybersecurity landscape. If you like this show, please share a rating and review in your podcast app. These also fill up the survey and the show notes or send an email to space at n2K.com. We're proud that N2K Cyberwire is part of the daily routine of the most influential leaders and operators in the public and private sector,

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