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Private Strategic Group

Intelligence Analysis

Space-Based Supply-Chain Vulnerabilities Create Emerging Operational Risks

21 JAN 2026

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4 min read


Satellite in orbit in space

Key Takeaways

  • Growing dependence on satellite services is improving visibility and efficiency across global supply chains, but it is also concentrating risk in orbital systems that can be disrupted by technical failures or interference.  
  • Risks linked to satellite-enabled operations are expanding beyond accidental outages to include cyber threats and geopolitical competition that can directly affect commercial logistics and travel.  
  • Businesses that identify satellite dependencies and build redundancy into navigation, communication, and data systems will be better positioned to manage disruptions.

As commercial space systems grow and governments expand their orbital investments, the space economy could top USD 1 trillion by 2040, making satellites a key part of global operations. Increasing reliance on satellites for logistics, communication, and navigation creates new risks for international businesses and personnel. 

Benefits and Vulnerabilities of Satellites

Space-based supply chains depend on networks of satellites that support navigation, cargo tracking, communications, and forecasting. Such systems enable companies to monitor assets in real-time, plan better routes, track environmental conditions, and stay aware of global operations. As organizations rely more on satellite services, they will increasingly depend on orbital infrastructure to keep operations running across continents and shipping routes.  

However, these dependencies also bring related operational risks. Satellite signals can be disrupted by accidents or deliberate interference. Attackers can manipulate navigation data to misdirect shipments or hide asset locations. Increasing congestion in low earth orbit raises the chance of service interruptions from debris, collisions, or failing satellites. Governments have warned that some state and non-state actors are developing counterspace capabilities that could threaten commercial systems, adding operational and geopolitical pressure.  

The expansion of commercial satellite constellations raises additional challenges. Thousands of small satellites for logistics, broadband, and remote sensing increase the number of points vulnerable to cyberattacks or signal interference. Many supply chains rely on precise location data from global navigation satellite systems (GNSS). Even small disruptions can affect aviation, shipping, and cross-border trade. For travelers, satellite outages can disrupt navigation, emergency communications, and travel planning.  

Satellite data is also critical for managing supply chain risks. Imaging systems and space-based Internet of Things (IoT) sensors provide insights on critical infrastructure sites, such as ports. But if the data feed integrity is tampered with, it could lead to poor decisions or overlooked disruptions. As geopolitical competition becomes increasingly prevalent in the space domain, control over satellite data is becoming a strategic asset with implications for market access and national security.  

Risk Mitigation for Businesses and Travelers

Businesses and travelers can take proactive steps to reduce risks. Companies should diversify navigation and communication tools, use multi-constellation GNSS receivers, and add alternative positioning systems to key operations. Working with vendors that provide backup satellite and ground-based communication options can help maintain operations.  

Cybersecurity teams should review how satellite dependencies affect logistics, networks, and customer services. Incident response plans should cover satellite outages, data spoofing, and signal interference to speed recovery. Businesses can also coordinate with industry partners to track threats and better understand geopolitical issues affecting satellite systems and evolving dual-use regulations.  

Travelers can prepare by having backup navigation options, keeping critical information offline, and staying aware of regional GNSS disruptions. Companies can map supply-chain elements that depend on satellites, find single points of failure, and ensure contracts with providers include resilience and redundancy.

As reliance on satellites grows, businesses and travelers who actively plan and address such risks will be better positioned to keep operations running and protect sensitive information in the space-enabled supply chain.  


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