Possible scenario
Hybrid Starlink Settlement
25% Chance
European carriers reduce strategic dependence on Starlink without fully abandoning it, keeping SpaceX capacity for coverage gaps and direct-to-cell services. This outcome is plausible because Starlink remains technically strong and already has commercial links with Deutsche Telekom.
Secondary impacts
- Telecommunications +0.3%
Tickers
- VOD+1.3%
- SPCX+0.4%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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