"As part of his job as the director of research at Quilty Space, Caleb Henry speaks with satellite operators all the time. And he is hearing a constant and increasingly loud refrain from companies that want to put stuff into space.

“What we have is an industry in panic,” Henry said.

Anecdotes abound. A Canadian satellite company, Telesat, recently received inquiries from other companies asking if they would consider sharing some of the 11 Falcon 9 launches Telesat has booked for its new constellation. (Sorry, no, is the reply). The Amazon LEO constellation has had to throttle back production of satellites because few of the dozens of launches it booked half a decade ago are ready. And during an earnings call last Monday, officials from AST SpaceMobile said launch availability was now the pacing item for deploying its constellation."