Zelenskyy says SpaceX is not honest about Starshield speed limits
Published November 14, 2026 · Updated November 14, 2026 · 3 sources
Ukraine's president says restrictions on Starshield are 'political', not 'technical'. Market data for SpaceX and BAE Systems as of the November 13 close.
The exposed companies and what ATLAS says about each
There is no market close after the event yet: the reaction will be visible at the close of November 16. This page will be updated then with the actual change. In the meantime, here is the data for each company.
Operator of Starlink, whose service throttling for Ukraine's frontline is publicly disputed by Ukraine's president. · Industrials
Space Exploration Technologies operates Starlink, whose throttling for Ukraine's frontline is publicly disputed by Ukraine's president. Its latest available close was $139.11 on November 13, before the event. No later close is available yet.
Latest available close
$139.11Close of November 13
Chance of a rise in 1 month
47%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $124.11 and $152.98; 9 in 10, between $103.11 and $184.14.
Defence prime contractor; the story concerns military satellite communications used on the Ukrainian frontline. · Industrials
BAE Systems is a defence prime contractor; it is included for its activity in the sector, not because the event affects it. The story concerns military satellite communications used on the Ukrainian frontline. Its latest available close was £18.86 on November 13, and its dividend yield is 2.01%.
Latest available close
£18.86Close of November 13
Fair value (ATLAS)
£30.39Fair range: £22.92 to £48.54The price (£18.86) is 37.9% below that figure.
Chance of a rise in 1 month
51%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between £18.01 and £19.85; 9 in 10, between £16.51 and £21.65.
Ukraine's president Volodymyr Zelenskyy has accused SpaceX of not telling the truth about speed limits on Ukraine's Starshield satellite system, saying they appear 'political' rather than 'technical' [1]. The market reaction will be visible at the close of November 16, the first session that can reflect the event, and this page will be updated then.
Speaking on Friday, Zelenskyy said the decision to impose speed limits appears to be 'political' rather than 'technical'. He said the restrictions affecting Ukrainian drones had been in place for five days [1].
He said the drones could no longer fly at speeds of more than 161km/h (100mph), and that connections at higher speeds were lost. As a result, incoming jet-powered Russian Shahed drones could no longer be intercepted, and Ukraine's own mid-range strikes on military targets in Russian-occupied territory were severely affected, he said [1].
Zelenskyy told the Guardian and other journalists in Kyiv that he had asked his military leadership to raise the issue with SpaceX, the Pentagon and the US state department [1].
Two other outlets have run headlines on the story. The Telegraph reported Zelensky describing Starlink as under 'systematic speed restrictions' [3]. The Wall Street Journal headline refers to Democrats ordering Musk to preserve records over Ukraine Starlink access [2].
What ATLAS data show
ATLAS model estimates a fair value of £30.39 for BAE Systems, within a range of £22.92 to £48.54. Its November 13 close of £18.86 is 37.94% below that estimate. These are model estimates, not promises, and they say nothing about how any share will behave. The sheet gives no ATLAS fair value for SpaceX.
A coincidence in time between an event and a price is not causality, and the market reaction will only be visible at the close of November 16, when this page will be updated. Figures are from closing prices and may change.
What you get with ATLAS
Fair value of each company, with its range, against today's price.
Chance of a rise in 1 month and the normal price range, from a calibrated model.
Earnings: next date, estimated EPS and surprise history.
Dividends and alerts by email when a company reports.
He said SpaceX was not being honest about the reasons for slowing Starshield, and that the limits appear 'political' rather than 'technical' [1].
When will the market reaction be visible?
At the close of November 16, the first session that can reflect the event. This page will be updated then.
What effect did Zelenskyy say the limits have?
He said Ukrainian drones can no longer fly faster than 161km/h (100mph) with a connection, which stops interception of jet-powered Shahed drones and hampers mid-range strikes [1].
Closing prices, fair value, probabilities, earnings and dividends: ATLAS own data as of November 14, 2026. How we calculate fair value.
Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer
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