THE NEW SPACE RACE: With Starshield, SpaceX readies for battle.

Now that SpaceX has established itself as a leading provider of U.S. national security launches, it is seeking a bigger share of the defense market with a new product line called Starshield. SpaceX quietly unveiled Starshield last month offering defense and intelligence agencies custom-built spacecraft, sensors, and secure communications services leveraging SpaceX’s investment in its Starlink network of broadband satellites.

Like other commercial players, SpaceX is eyeing opportunities fueled by the United States’ “great-power competition” with China and Russia. A U.S. national defense strategy document the Pentagon released in October calls China a “pacing challenge” that threatens to surpass the United States in defense and space technologies. To win this race, DoD intends to tap commercial innovation.

“We have in the United States by far the most resilient commercial space enterprise anywhere in the world. The Chinese know that, and we’re going to lean into that,” Deputy Secretary of Defense Kathleen Hicks said Dec. 8 at an Aspen Security Forum in Washington. “We’re going to make sure we’re working closely with the commercial sector and leveraging all that commercial space capability.”

Russia’s war in Ukraine cast a powerful spotlight on the space industry, notably on the value of imaging satellites and on SpaceX’s satellite broadband service Starlink. The system — with well over 3,000 satellites in orbit and thousands more to come — demonstrated resilience against jamming and showed the strength of this kind of proliferated architecture.

“This wasn’t available before,” John Plumb, assistant secretary of defense for space policy, said Dec. 14 at the Center for Strategic and International Studies. Ukraine is the first major conflict, he noted, where commercial space technology has come into play in a significant way.

But not the last.