This shifts near-term procurement for government-backed satellite missions toward national providers, creating a more protected demand base for local launch firms even if SpaceX remains cheapest for open commercial bids. The funding decisions pull forward timelines for domestic launch infrastructure, licensing, and supply chains in these countries, increasing competition for range access, propulsion components, and specialized aerospace labor. For US and European launch buyers, it signals a tighter set of politically acceptable launch options for sensitive payloads as “sovereign access” becomes treated as a defense requirement rather than a cost decision.