6-minute read | 825 words
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Space supply chain pressures.
Host Maria Varmazis sits down with Doug Anderson, Partner at PwC and Steve Jordan-Tomaszewski, Vice President of AIA’s Space Systems Division, to discuss the current limitations of the space supply chain. Looking at a recent study published by PwC, they discuss current bottlenecks and risks, and what can be done to alleviate some of these concerns.
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Space’s fragile supply chain.
This week on T-Minus: Space-Cyber Briefing: we look at recent research that examines the US’s current space supply chain. Despite increased investment and growing demand for space capabilities, the industry’s supply chain remains vulnerable to bottlenecks, shortages, and external disruptions, all of which threaten future growth.
Does this newsletter spark questions for you? Write to us at space@n2k.com to guide how we’ll continue to explore the space supply chain and its limitations in future podcast episodes and newsletter issues.
An outdated foundation.
As governments and private industries alike have poured more funding and resources into evolving the space industry, the industry has continued to struggle with resiliency. The industry relies on an outdated supply chain.
In a recent white paper, PwC and AIA researchers assessed the US’s weak space supply chain and what strategies could be implemented to potentially address these structural issues. Some of the discovered constraints included:
- Competition with other industries, such as automotive, energy, and data centers, for semiconductors, rare earth materials, advanced manufacturing equipment, and skilled labor.
- Global disruptions impact already fragile supply chains, such as conflicts in the Ukraine slowing titanium mining efforts.
- Legacy regulations and processes slow modernization efforts, such as designating new suppliers or designing testing requirements.
- A lack of government spending, as the current budget reflects less than 0.4% of the federal budget as opposed to 4% allocation peaks during the space race in the mid-1960s.
Each of these challenges contribute to the inherent weaknesses and inconsistencies found within the space cyber supply chain and many of these problems are not easily solvable. Reallocating nearly 3.5% of the federal budget would be a tall order, especially with a polarized Congress. While funding remains important, many supply chain constraints also stem from structural challenges. Expanding production capacity, qualifying new supplies, and modernizing procurement can take years even with adequate funding.
The challenge is not simply identifying these vulnerabilities, but determining which can be realistically addressed. While geopolitical conflicts and market competition may remain outside of a policymakers’ control, others represent key areas where meaningful processes can be made: procurement practices, supplier diversification, and information sharing.
Adding resilience to the supply chain.
The consequences of supply chain fragility extend far beyond delayed launches. Satellite communications, GPS constellations, missile warning systems, weather forecasting, and national security capabilities all depend on a healthy and sustainable supply chain. As governments and private companies become increasingly reliant on space-based infrastructure, disruptions in the supply chain could create cascading impacts across both the economy and national security ecosystem.
To address these challenges, PwC and AIA researchers identified several recommendations aimed at improving the industry’s resiliency. These recommendations include:
- Improving government-industry coordination through integrated data-sharing platforms
- Expanding and diversifying the supplier base
- Accelerating supplier qualification and testing processes
- Reducing administrative barriers, which often hinders small businesses from participating and innovating within the space industrial base.
The challenge facing the space sector is not a lack of innovation. Rather, it is ensuring that the foundation supporting that innovation is scalable and flexible enough to meet growing demands. Without a more resilient supply chain, ambitious plans for the next generation of space capabilities may not be limited by creating the technology, but the ability to build the equipment.
This week’s space-cyber headlines.
The news stories we’re reading and thinking about this week.
Sedaro Selected to Build First-of-its-Kind Digital Engineering Platform for U.S. Space Force.
- Sedaro is partnering with the Air Force Research Laboratory (AFRL) and Space Systems Command (SSC) to develop a new engineering platform.
- With this prototype, Sedaro is looking to demonstrate seamless model integration across the Space Force’s federated toolchain, including mission design, spacecraft dynamics, communications, and ground systems.
June 24, 2026 | Source: Sedaro
We must ensure the next war is won, not lost, in space. That starts with acquisition.
- Currently, the Pentagon relies on a high-cost satellite program that is both slow and expensive. Transitioning to a more agile, maneuverable, and replaceable system can ensure future space superiority.
- Defense acquisition reform is essential for creating a stronger and more innovative space network.
June 24, 2026 | Source: Breaking Defense
Ushering in the next frontier of quantum innovation.
- President Trump signed a new Executive Order focused on advancing the US’s Quantum capabilities promoting research, security resiliency, and economic support.
- In the order, NASA has been directed to develop a 5-year plan to develop and extend civilian quantum sensing and networking for space applications.
- Listen to Ethan’s coverage of this story on the CyberWire Daily.
June 22, 2026 | Source: The White House