From the Satellite War to the War of Orbital Functions
The most common mistake in interpreting space competition is to continue thinking in terms of individual satellites: the satellite shot down, the satellite blinded, the satellite jammed, the satellite approached by a hostile object. This level remains important, but it is no longer sufficient. The strategic transformation of recent years concerns the shift from the satellite as a platform to the satellite as a distributed function. In other words, the geopolitical value of space no longer lies solely in the orbital constellation, but in the continuity of service that constellation provides to terrestrial systems increasingly dependent on data, connectivity, and synchronization.
This distinction is also decisive from a forensic standpoint. Space infrastructure can be targeted in at least six different ways: through a direct kinetic attack; through electromagnetic interference with the signal; through spoofing of position or time; through cyber compromise of the ground segment; through degradation of the software and hardware supply chain; or through reputational pressure on the provider, the government client, or the contractual continuity of the service. Confusing these categories produces sensational but analytically weak interpretations. Separating them, however, allows us to measure the system’s true resilience.
Even debris must be repositioned within this functional framework. In orbit, debris is not merely the material residue of a test or an impact: it is a form of lasting contamination of the operational environment, capable of increasing risk, cost, evasive maneuvers, insurance, congestion, and uncertainty for other assets. On the ground, in a context of interceptions, alarms, and aerial pressure, debris assumes a similar analytical function: even when a defense succeeds, the risk does not necessarily disappear; it can redistribute itself within the urban space in the form of fragments, restrictions, detours, local suspensions, and behavioral changes.
The strategic threshold therefore does not necessarily coincide with the destruction of a satellite. It coincides with the moment when a space function is no longer sufficiently reliable to support military, financial, logistical, urban, or political decisions. From this perspective, space enters the same logic as airports, ports, data centers, banks, and urban platforms: what matters is not only whether the infrastructure remains formally intact, but whether it continues to generate operational confidence under pressure.
Commercial Satellites: When Private Redundancy Becomes Strategic Dependency
The second transformation concerns the commercialization of space capabilities. The war in Ukraine has made it clear that satellite communications, commercial imagery, SAR data, broadband LEO, radio-frequency mapping, and geospatial services are no longer mere accessories to the battlefield. They are part of the decision-making chain. Commercial space has become a permanent fixture in crisis planning, business continuity, intelligence, logistics, and defense.
This shift creates a strategic paradox. Commercial constellations increase resilience because they multiply nodes, redundancies, and distributed capabilities. At the same time, however, they shift an increasing portion of operational sovereignty toward private providers, contractual architectures, access policies, data licensing, the availability of commercial clouds, and compliance frameworks. Dependence is no longer merely technological; it is legal, economic, and decision-making. A service can be degraded not only by a hostile actor, but also by a contractual constraint, a geofencing choice, a change in the provider’s policy, or a territorial restriction.
The original interpretation here is that the privatization of space does not merely produce new capabilities: it produces new surfaces of coercion. Whoever controls the service does not control only the signal; they control the ability to continue operating in a degraded environment. This applies to defense, but also to civil protection, banking, shipping, energy, healthcare, emergency networks, democratic infrastructure, and urban mobility. As with electronic voting systems, the risk is not merely the direct manipulation of data; it is the loss of trust in the continuity, integrity, and verifiability of the function.
GNSS degradation: the point where sky, sea, and decision-making meet
GNSS is today the point where spatial vulnerability becomes immediately terrestrial. GPS, Galileo, GLONASS, and BeiDou are perceived as invisible infrastructure, yet they support air navigation, shipping, port operations, ground logistics, power grids, telecommunications, financial markets, banking synchronization, and military systems. Signal degradation does not necessarily produce a dramatic blackout; it produces spatial and temporal uncertainty. In a highly automated system, uncertainty is already an operational effect.
In recent years, the rise in incidents of jamming and spoofing has shifted the problem from the realm of specialists to routine security management. GNSS interference is now a recurring occurrence on the fringes of conflict zones and impacts positioning, navigation, and timing. The strategic issue is not merely the loss of the signal, but the loss of certainty regarding the signal. When a system can no longer determine whether the received data is correct, manipulated, degraded, or temporarily unavailable, decision-making slows down, becomes more cumbersome, and grows more costly.
The maritime sector is even more sensitive. The protection of satellite navigation systems is now a shared concern across aviation, maritime navigation, and telecommunications. Signal degradation is no longer a technical issue confined to the vessel: it is a systemic risk for ports, shipping routes, insurance, tracking, communications, supply chains, and the continuity of cargo flows.
In the Gulf, this logic takes on a particular intensity. A disruption in position or timing in a high-energy corridor affects more than just the ship. It impacts insurance, port clearance, AIS tracking, terminal scheduling, alternative routes, risk management in the Strait of Hormuz, operator confidence, and the continuity of flows. The target is not the GNSS receiver; it is the maritime system’s ability to continue functioning without turning every anomaly into a suspension, delay, or insurance premium.
From riders to taxis: Dubai as a sensor city of spatial degradation
This dependence does not concern only aircraft, ships, energy terminals, or military platforms. In Dubai, it also becomes visible in the most ordinary routines of urban life. The emirate’s daily economy relies heavily on commercial home deliveries, taxis, e-hail platforms, digital payments, real-time customer experience, and applications that allow users to track the movement of riders and vehicles almost meter by meter. It is precisely this normality that makes the anomaly analytically interesting: when tracking becomes intermittent, when the displayed location does not match actual movement, when the estimated time changes for no apparent reason, spatial vulnerability ceases to be an abstract concept and becomes an urban experience.
The point is not to “forensically” attribute every tracking misalignment to jamming, spoofing, or hostile interference. Without technical data, platform logs, GNSS measurements, information on mobile operators, and analysis of application backends, it would be inappropriate to turn a user experience into evidence of an attack.