Monday, January 12, 2026

Starlink, The New Iranian Revolution and the Repricing of Space Assets

During the Arab Spring intelligence agencies and others used Twitter to instigate and expand what began as a local protest in Tunisia in December 2010. Seeing the opportunity to possibly spread revolution across the MENA. It didn't really work. Though the Muslim Brotherhood got into power in Egypt they were ousted and across the whole region Tunisia was the only place where change really took hold.

Now it appears that Starlink is playing a related role. 

From Shanaka Anslem Perera at substack, January 12: 

The Night They Tried to Kill the Sky
How Iran’s Electromagnetic Siege of Starlink Revealed the Mathematical Threshold Where Autocracy Breaks, and Why the $2 Trillion Repricing of Space Assets Has Already Begun 

The most important number in geopolitics right now is not a death toll, a missile count, or a sanctions figure.

It is 1.3 kilobits per second.

That is the bandwidth required to transmit the message that brought eighty-five million Iranians to their windows at exactly 8:00 PM on January 8, 2026. The message was simple: chant together, death to the dictator, wherever you are. It occupied less storage than a single pixel of the videos Starlink was designed to stream. And when Iran’s Revolutionary Guard Corps activated the most sophisticated electronic warfare campaign ever deployed against a commercial satellite constellation, achieving packet loss rates between thirty and eighty percent across the country, that message got through anyway.

The regime had spent three hundred million dollars acquiring Russian Krasukha-4 broadband jammers. They had deployed Murmansk-BN strategic interference systems capable of reaching targets five thousand kilometers distant. They had trained operators to wage electromagnetic war against Elon Musk’s satellites with the systematic intensity of a nation preparing for existential conflict. They succeeded beyond what any analyst predicted possible. They degraded Starlink service to levels that made video calls impossible, web browsing painful, and commercial applications useless.

And yet when the clock struck eight, neighborhoods across Tehran erupted in synchronized protest. The chanting was audible from rooftops across the capital. Crown Prince Reza Pahlavi’s coordination call, issued from exile, had achieved what no opposition figure had accomplished in forty-five years of Islamic Republic rule: nationwide simultaneous action despite active state suppression of communications.

What the Iranian regime discovered, at catastrophic cost to their playbook, is that there exists a mathematical threshold below which authoritarian information control becomes structurally impossible. They found the hard floor of the digital age. And the implications of that discovery are now propagating through defense procurement offices, sovereign wealth fund allocation committees, and the classified briefing rooms where great powers plan for Taiwan.

Inside this analysis: the exact mechanism by which partial denial fails while complete denial succeeds, the physics that make ground-based jamming structurally inadequate against proliferated low-earth orbit constellations, the $3.5 billion in defense contracts already responding to what Iran revealed, the SpaceX IPO disclosure problem that will force acknowledgment of demonstrated vulnerability, and the specific investment positioning for a world where the electromagnetic spectrum has become the decisive terrain of political competition.

The positions are already being built. What follows is the institutional playbook.


The Mathematics of Massacre: Why Darkness Was Load-Bearing....

....MUCH MORE