Amazon launches 3,326 satellites into low Earth orbit

Amazon It reached an agreement with Arianespace, United Launch Alliance (ULA) and Jeff Bezos Blue Origin to launch a constellation of 3,236 satellites into low Earth orbit. This is believed to be the largest purchase of this type in space industry Date.

It will form the backbone of the Kuiper project, Amazon’s high-speed broadband network. This can be seen as direct competition to Elon Musk’s Starlink, which has launched more than 2,000 satellites.

Micah Walter Ring, S-Network Space Index contributor, used by Procure Space UCITS ETF (YODA)Comments on its effects on the space economy:

• It is not surprising to see that the three companies selected are all American or European. Russia may have been a defiant in the past, but the invasion of Ukraine and later Russia’s “hostage-taking” of British company OneWeb’s satellites meant that Russia It is no longer a sustainable alternative for the foreseeable future.

It is also not surprising that SpaceX was not selected, given the rivalry between Elon Musk and Jeff Bezos. In addition, SpaceX has a lot to do with the launch of its Starlink constellation and is now helping OneWeb with the rest of its planet after OneWeb’s remaining launches with Russia are halted.

The broader impact on the space industry remains unclear. This is a massive launch order, slightly exceeding any single demand record set by national governments, and likely to consume the launch energy that other satellite operators expect to use in the coming years. It is not easy for launch companies to increase (or reduce) missile production quickly, so they usually try to achieve incremental growth as they are easier to manage for facilities and people.

• Last year, a record number of more than 140 orbital launches were seen globally. Provided that the launch speed remains constant over the next five years, Amazon will account for more than 10% of launches worldwide. Because the global figure includes many smaller vehicle launches that cannot receive larger satellites, Amazon’s impact on most of the market has been noticeable.

• For small satellite operators who typically ride on a larger satellite launch vehicle, we don’t know what the consequences are yet. I didn’t see a comment on whether Amazon would allow/encourage the use of cars or if they wanted to be the sole passenger. If the latter is true, it could benefit small launcher operators such as Astra, Rocket Lab or Virgin Orbit (which the first two have Yoda Foundation ETF).

• Also within YODA are companies that will benefit from Boeing and Lockheed Martin, which co-owner the United Launch Alliance (which will expand production of the Vulcan launch vehicle to meet its commitment of 38 launches). Aerojet Rocketdyne and Northrop Grumman aircraft are also on the rise as they provide engines and boosters for the United Launch Alliance. L3Harris provides avionics to Vulcan – we’re not yet seeing how far they can receive this demand within their current production capacity.

On the European side, the 18 launches that Arianespace will make with the Ariane 6 launch vehicle will benefit the owners, many of which are YODA holdings: Airbus, Avio, Thales and Leonardo. The Avios (smaller) Vega launch vehicle could also benefit from increased demand from small satellites for the same reason as Rocket Lab or Astra.

Trade YODA ETF

HANetf Procure Space UCITS ETF Acc (YODA ETF) It is a fund that is traded on the European Stock Exchange and is traded on the London Stock Exchange and Germany’s Xetra, among others.

This means that it is possible to trade units in this ETF through most Swedish banks and online brokers, for example DejeroAnd nordnet And keep it up.

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