u/Secret-Plankton-392

The author claims that after Macron's speech at the European Space summit, it will be very difficult for any American space company to be involved in European communications requiring government approval, because Europe wants a uniquely European option. This policy-driven procurement shift would reduce ASTS's addressable European government market, pressuring revenue prospects. The catalyst is the stated European push for a domestic-only option following the summit. Main risk implied is that the policy stance may not translate into binding procurement rules.