Finland will donate diesel locomotives to Ukraine’s state railway, the Office of Ukraine’s President reported. Helsinki also pledged new winter aid, and the two countries signed deals on drones, housing, and satellite communications during Finnish Prime Minister Petteri Orpo’s visit to Kyiv. One of them is a first step toward a satellite link Ukraine would control itself.
With Russia replacing its missiles as fast as it fires them, Ukraine heads into winter needing equipment that works without the grid. Russian strikes have damaged or destroyed almost 600 locomotives of Ukraine’s state railway since the full-scale invasion began, more than 300 of them diesels, the infrastructure minister said. The attacks have reached engines even near the Polish border, on the railway that carries Ukraine’s evacuations, grain, and cargo.
Finland will hand 10 locomotives and their spare parts to Ukrzaliznytsia, Ukraine’s state railway, free of charge. Infrastructure Minister Mykola Kalashnyk announced the deal, signed on 22 October at a Ukrainian-Finnish business forum. The engines need no power from overhead lines, so trains can keep running during blackouts.
The engines are Dv12 diesels that VR, Finland’s state rail company, is taking out of service. A VR shareholders’ meeting moved them into state ownership, and the Finnish state is donating them, Yle reported. VR puts their value, spare parts included, at about €2.1 million. Finland’s government said the gift will not affect VR’s ability to run trains at home.
Ukrainian Prime Minister Serhii Koretskyi and Orpo signed the donation certificate, one of seven documents signed that day. Two others plan Ukrainian-Finnish drone production in Finland, one for military and dual-use systems and one for heavy drones. Another covers a precast concrete plant for industrial housing construction.
The day’s agreements are worth around €300 million in total, Zelenskyy said. Projects worth €200 million are already under way within the two countries’ Drone Deal, he added. Under an earlier plan, most drones made in Finland would go to Ukraine.
Orpo announced a new €10 million package. Of it, €5 million goes to the Ukraine Energy Support Fund and €2 million to humanitarian aid for winter. The last €3 million goes to the Ukraine Recovery Program, for energy and water supply. Finland will also deliver mobile heating containers by December.
Finland has given Ukraine five defense packages this year, worth more than €500 million combined, Militarnyi reported. A 36th package is being prepared together with Ukraine’s military. “We plan to make a decision by the end of this year,” Orpo said. In September, Finland approved a package worth about €290 million.
Ukraine’s Defense Ministry signed a letter of intent with Finnish satellite firm ICEYE and telecom company Nokia, Militarnyi reported, citing ICEYE. The parties will explore building a secure satellite communications system under Ukraine’s control. The aim is to reduce Ukraine’s dependence on foreign commercial operators.
In this model, the state customer owns the satellites, ground stations, and user terminals, RBC-Ukraine reported. The network could serve defense, border protection, emergency services, and disaster recovery. The letter sets out no timeline or funding.
“Modern warfare has proven that reliable communications are a matter of national security,” Zelenskyy said in the companies’ statement. ICEYE CEO Rafal Modrzewski said Ukraine needs “secure, sovereign and high-performance satellite communications systems that it controls.”
The deal comes after a speed cap on Starlink disrupted Ukrainian drone missions this month. The EU, meanwhile, is pushing three European firms to merge into one SpaceX rival. ICEYE has supplied Ukraine with radar satellite imagery for years.
Days before the signing, tracking firm LeoLabs said a Russian government-owned satellite, Cosmos 2612, had spent weeks shadowing an ICEYE radar satellite, coming within 500 meters. The ICEYE satellite is widely believed to provide imagery to Ukraine.
Neither fix is quick. Ukraine’s big locomotive order arrives from 2027, and the first satellites of the ICEYE-Nokia system are expected to launch only in 2028.
By Ted SNIDER
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The Ukrainian leader faces escalating crises.
Like the man in Monty Python and the Holy Grail, Ukraine’s President Volodymyr Zelensky may be crying, “I’m not dead.” It is too early to perform a postmortem on Zelensky’s political career. But it may not be premature to attempt an analysis of his deteriorating condition and struggle to survive.
Zelensky’s strength is being undermined on four fronts: overall domestic support, support from his party, financial support from Europe, and a collapsing relationship with President Donald Trump.
Polls show that Ukrainians, who wanted Zelensky to lead them through the war, no longer want him to lead them after the war. Indeed, having fed Ukrainians with fantastical promises of pushing Russia out of all Ukrainian lands and being welcomed into NATO, and having depended on a cooperative relationship with Ukrainian ultranationalists who oppose a compromise peace with Moscow, Zelensky may have put himself into a position where his presidency cannot survive the war. Polling shows a collapse of domestic support for Zelensky, suggesting that he would lose by a wide margin in the next election.
But, while the foreign media has been entirely focused on the war, domestic attention in Ukraine has also turned to corruption. Zelensky was elected on the twin platform of making peace with Russia and ending Ukraine’s self-destructive corruption. He has delivered on neither.
A key metric is Zelensky’s trust rating. Asked recently which political figures they trust, Ukrainians ranked their president a damning sixth, with only 18 percent of respondents fully trusting him. His main potential political rivals, Valeriy Zaluzhny, Kyrylo Budanov, and Mykhailo Fedorov are all more trusted. A fifth of those who say they do not trust Zelensky cite corruption as the main reason, and 72 percent of Ukrainians say he is personally responsible for corruption in his government. Amid his latest spat with Trump, one recent poll found Zelensky’s trust rating had risen, but the overall trend is still bad, and the rally-around-the-flag effect may prove fleeting. Zelensky has hurt himself with his handling of a snowballing corruption scandal that is reaching deeper and deeper into his inner circle.
And Ukraine’s president is not only losing ground with voters—he’s also losing the support of his party, which once was solidly behind him. He is being confronted by unfamiliar resistance, with dozens of MPs in his Servant of the People party boycotting or rebelling. His legislative supermajority is reportedly at risk as a result of defections.
The lack of support at home also puts in jeopardy EU funding on which the Ukrainian government relies. Ukraine is facing a massive budgetary shortfall totaling tens of billions of dollars. Kiev wants money promised by the EU for 2027 to be provided sooner. But the release of badly needed funds from the EU is contingent on the Verkhovna Rada, Ukraine’s parliament, enacting corruption reforms—and Zelensky’s party has refused to pass such measures. Even a package of tax bills that was passed last week and that could unlock $4.3 billion dealt only with less controversial items, and avoided addressing many of the more serious demands being made by the EU.
Earlier this month, the EU rejected Zelensky’s appeals and refused to accelerate payments to cover the shortfall, again tying funding to corruption reform. According to Slovakia’s Prime Minister Robert Fico, neither Slovakia nor Hungary will participate in another EU loan to Ukraine. Other, more pro-Ukraine EU nations would have trouble filling the gaps. France, for example, is convulsed by riots motivated in part by the rising cost of living, and populist critics of the establishment are quick to remind voters of the vast sums that have already been sent to Ukraine. The right-wing leader Marine Le Pen, currently the favorite to win France’s next presidential election, recently said that, if she wins, Paris will cut financial aid to Ukraine.
But Zelensky’s biggest challenge comes from Ukraine’s most crucial supporter. Shaky relations with U.S. presidents are nothing new for Zelensky. In the first year of the war, when Joe Biden authorized further military assistance for Ukraine, Zelensky complained about what he wasn’t getting. Biden reportedly “lost his temper” during a call with the Ukrainian leader. “Raising his voice,” he told Zelensky to “show a little more gratitude.” The next year, Thomas Friedman of the New York Times reported, “There is deep mistrust between the White House and President Volodymyr Zelensky of Ukraine—considerably more than has been reported.”
But Zelensky managed those challenges. Even following last year’s public debacle that saw Trump throw him out of the Oval Office, Zelensky was able to repair his relationship with Trump. That work has now exploded.
Earlier this month, Trump made three decisions that seemed to collectively amount to a breaking point for a reluctantly conciliatory Zelensky. He made a deal with Russia’s President Vladimir Putin that would allow Russia to sell diesel fuel, he announced a surprise energy ceasefire that demanded Ukrainian armed forces stop all strikes on Russian refineries, and he waived new sanctions on Russia.
This trio of announcements apparently led Zelensky to conclude that his conciliatory approach was no longer working. According to a person close to Zelensky, he let it be known that “plain speaking” was now needed, and he made the decision to publicly criticize Trump.
Zelensky said Trump’s behavior “is certainly not how partners should treat each other.” When Ukraine struck another Russian refinery, Trump said Zelensky “better damn well stop.” Zelensky said Trump was not being fair or honest. He called Trump weak, and juxtaposed his leadership to the “real leaders” in Europe. Trump fired back, declaring, “I think it’s time for Ukraine to get a new president…. I suggest they get a new leader who can make a deal.” Trump later expanded: “I think if they are going to end up with a settlement of some kind, they are not going to do it with him.” On Monday, Trump added, “To be honest, I think it’s time for somebody else to negotiate on behalf of Ukraine.”
The gloves were off, and Zelensky was in danger of losing Trump. The military-grade version of Starlink, which Ukrainians use for battlefield communications, as well as U.S. early warnings of incoming Russian missiles went silent. “He is not a good guy for us to deal with,” Trump said of Zelensky Friday, adding that he is “more difficult to deal with than Putin.” Zelensky, he said, had “destroyed that country.”
When Russia kept pounding Ukraine’s electricity grid with drones, ballistic and hypersonic missiles, and with access to U.S. intelligence was restricted, Zelensky defied Trump’s orders, letting it be known that the block on attacking Russian refineries was off.
Zelensky is a political survivor, but the latest constellation of crises is the most difficult challenge to his leadership yet.
Original article: www.theamericanconservative.com
US President Donald Trump said Elon Musk had restored Ukraine’s Starshield speeds, but the restrictions remained in place on 23 October, according to Ukrainian officials.
The cap, in place since 14 October, has disrupted interceptor drone missions against jet-powered Shaheds flying above 400 km/h for more than a week. On 16 October, Trump told reporters that, from what he understood, nothing had changed with the service. His latest claim that Musk restored it appears to acknowledge the restriction, even as he denies ordering it.
“At the moment, there is no confirmation that the restrictions have been lifted,” a Defense Ministry official told LIGA.net on the morning of 23 October. The official said connections continued to drop at above 161 km/h.
Presidential adviser Serhii Beskrestnov wrote on Telegram on 23 October that no lifting had been recorded. He said occasional operation above the limit could result from SpaceX algorithms or usage conditions.
A day earlier, President Volodymyr Zelenskyy said US Secretary of State Marco Rubio had promised to return with information in “48 plus hours,” according to his remarks to reporters in Kyiv. A Ukrainian official separately told The Kyiv Independent that reports of restored speeds were “all false.”
A senior European official told the Associated Press that the cap remained at about 160 km/h and that Ukraine had no clear explanation of who ordered it or why.
Trump said Musk had restored the speeds but declined to clarify whether he had contacted him.
“I guess the bottom line, he put it back,” Trump said.
Meanwhile, AP reported that the Wall Street Journal said Musk had agreed to lift the restrictions. The Ukrainian drone and mapping channel Kartohraf posted on the evening of 22 October that the cap had been lifted. The Economist’s Oliver Carroll said that frontline drone commanders thought it had likely been lifted but were still testing, according to his post on X.
The order came from inside the White House, according to a Reuters report on 15 October. Days later, the Wall Street Journal reported that Musk ordered the slowdown. Rubio denied White House involvement, and Defense Secretary Pete Hegseth said on 20 October that the US had not ordered the restriction. Meanwhile, Democratic Senator Richard Blumenthal announced an inquiry into how the service was slowed, AP reported.
The 3rd Army Corps’ Operation Vivaldi retook ground north of Lyman in Donetsk Oblast with drones, many of which rely on Starlink or Starshield, and those gains could erode if the cap stays.
At the same time, Radio Svoboda reported that Ukraine needs a limit of at least 450 km/h and that Germany pays for the service under a contract running until April 2027.
Eleven days after Ukraine's Starshield terminals started mysteriously malfunctioning, there is still nobody in Washington who wants to take responsibility, while Trump administration officials continue pointing fingers firmly at SpaceX CEO Elon Musk.
The Wall Street Journal reported on Oct. 23 that U.S. President Donald Trump had
The Ukrainian 3rd Army Corps' Operation Vivaldi—its secretive counteroffensive east of Sloviansk in northern Donetsk Oblast—started earlier than first reported, and by the time it ended on 14 October it had cost the Russians more than 8,000 troops, by the 3rd Army Corps' count.
It was a major Ukrainian victory in one of the most important sectors of Russia's 56-month wider war on Ukraine. But it could prove to be a temporary win, one the Russians may be able to partially reverse, if the administration of US President Donald Trump continues to throttle Starshield, the military version of Starlink that Ukraine's drones and commanders rely on.
The Ukrainians' former command and control advantage, largely attributable to once-reliable Starlink and Starshield access, was pivotal as Operation Vivaldi played out in the Donbas region in stages starting in March. That advantage shrank practically overnight on 14 October, when a new speed cap began cutting off Ukraine's Starshield terminals whenever they moved faster than about 160 km/h (100 mph).
The 3rd Army Corps attacked east of Sloviansk and north of Lyman as early as March, analyst and mapper Clément Molin concluded after scrutinizing official videos and interviews the Ukrainian defense ministry recently released. "The operation began much earlier than initially thought," Molin wrote.
We are now 5 months after the start of Ukraine's
— Clément Molin (@clement_molin) October 20, 2026
A month after the operation was revealed, we know have much more information on the biggest Ukrainian success of the year.
The timing was probably no accident.
In early February, SpaceX, working from a Ukrainian defense ministry whitelist, switched off the thousands of stolen and smuggled Starlink terminals the Russians had been using.
That had the effect of grounding many Russian drones and blinding many Russian commanders. Taking advantage of the Russians' confusion, Ukrainian troops attacked in several key sectors: in Zaporizhzhia and Dnipropetrovsk Oblasts in the southeast, and east of Sloviansk in northern Donetsk.
The Donetsk attack expanded into a full-blown counteroffensive under conditions of strict secrecy as the 3rd Army Corps probed for weaknesses along the flanks of the Russian 20th and 25th Combined Arms Armies, then overextended along the axis between the Zherebets River in the east and the outskirts of the Sloviansk-Kramatorsk urban conglomeration in the west.
The Russians had been threatening to lay siege to Sloviansk and Kramatorsk, the last two big free cities in Donetsk Oblast, from two directions: the north and the south. Operation Vivaldi eliminated the northern threat—and at great cost to the Russian 20th and 25th CAAs.
Aerial drones and unmanned ground vehicles led the attack, taking the Russians by surprise. "For an offensive operation, the Ukrainians sustained relatively few casualties compared to previous engagements," Molin explained. "Conversely, the defending Russian forces suffered significantly higher losses, largely due to the rapid encirclement of at least three regiments, not all of which managed to escape the area."
It's unclear how many casualties the Russians suffered, but they might number in the thousands. The 20th and 25th CAAs were particularly fragile because the 3rd Army Corps and supporting drone units had been bombarding their supply line with so-called "middle strike" drones.
But many middle strike drones rely on civilian-style Starlink satellite terminals or the more rugged, better-performing Starshield. Now that the 3rd Army Corps has wrecked Russia's 144th Motor Rifle Division, which the Institute for the Study of War assessed on 20 October has effectively ceased to exist as an organized fighting force, and pushed the Russian survivors back to the far bank of the Zherebets River, the Ukrainians are probably "consolidating their gains and adopting a defensive posture," according to Molin.
But that defensive posture, protecting Sloviansk from a northern attack, depends on reliable communications and responsive drones. On 14 October, a new speed cap hit Ukraine's Starshield terminals, cutting the link on any drone flying faster than about 160 km/h. Who ordered it is disputed. Sources told Reuters the order came from inside the White House, and that Pentagon leaders were told the service needed to be slowed.
The Wall Street Journal reported that Musk himself ordered the slowdown, and that he and Trump discussed it soon after it became public. While Trump has denied ordering the speed limit, it's worth noting that the American president has become more overtly friendly toward Russia as his Republican Party looks likely to lose control of the US Congress in the November mid-term elections.
The speed limit renders many of the faster middle-strike drones unflyable. As a result, "Ukrainian drone strikes have diminished significantly following yesterday's crippling of Ukraine's Starlink/Starshield connections, Russian sources report," the military history account ChrisO_wiki wrote on X on 15 October, the day after the speed limit took Ukrainian operators by surprise.
A reduction in middle strikes on Russian supply lines could help Russian field armies recover from recent setbacks, including their retreat back across the Zherebets River. And if the communications confusion resulting from the partial loss of Starlink/Starshield connectivity persists, it could give the Russians the same kind of opportunity the Ukrainians had back in the spring.
An opportunity to go back on the attack—and an Azov communications engineer warned Euromaidan Press in February that the shoe might be on the other foot.
That's the worst-case scenario for the Ukrainians now that Operation Vivaldi has ended. The best case is that they get full Starlink and Starshield access back—or find command and control alternatives—and duplicate, in other sectors, the same success they enjoyed in northern Donetsk.
"Now that the northern flank of Donbas is secured, at least for some time, the focus will concentrate on the southern flank," Molin predicted.
As Washington leans on Ukraine to make a deal with Russia amid its diesel agreement ahead of the US elections, its European partners are meeting to keep it armed against deadly weapons.
President Volodymyr Zelenskyy said he met Kongsberg CEO Eirik Lie and Norwegian Defense Minister Tore Sandvik in Oslo on 21 October to discuss more NASAMS air defenses, a day after meeting US presidential envoy Steve Witkoff in the same city.
Washington has spent the past two weeks easing pressure on Russia and leaning on Kyiv, with a diesel deal, throttled Starlink, and talk of cutting intelligence, while Ukraine’s European partners move in the other direction. Russia pounds Ukrainian cities almost nightly, and the Norwegian-made NASAMS is one of the systems holding that barrage off critical infrastructure.
Kongsberg opened an office in Ukraine in 2025. Its NASAMS uses the AIM-120 AMRAAM missile built by the US defense giant RTX, the same firm behind the Patriot launchers that are Ukraine’s only means of downing Russian ballistic and hypersonic missiles. The same missile is also used in F-16s.
“They effectively protect our people and critical infrastructure from Russian missile and drone attacks virtually every day,” Zelenskyy said.
He added that Ukraine is counting on additional defense support packages next month.
The visit also advanced a joint missile-defense project. Norway is actively involved in FREYJA, a European anti-ballistic missile program that Ukraine is helping to build.
“There are already first results in creating individual elements of the system. Today we determined where we can and must speed up to reach testing by the end of this year,” Zelenskyy said.
FREYJA now draws in 10 countries and is built around an interceptor missile designed to stop ballistic threats, a capability Europe largely lacks against Russia’s fastest weapons.
Zelenskyy also raised satellite communications amid the scandal over speed limitations on Elon Musk’s military Starlink service that disrupted a series of front-line missions.
“We discussed in detail the start of work on new satellite-communication capabilities for our soldiers,” the president said, adding that Kyiv would bring in partners able to support them.
The push comes after SpaceX throttled the StarShield military package Ukrainian drones use. Ukraine’s 7th Air Assault Corps said the connection began dropping as drones moved at speed, negatively affecting their missions.
Elon Musk has contributed more than $276 million since July to Republican political causes ahead of the United States midterm elections on 3 November. Meanwhile, US Secretary of State Marco Rubio has said decisions over Ukraine’s access to SpaceX satellite communications rest with the company rather than the White House. Both developments demonstrate how private technological and financial resources can influence decisions traditionally associated with government.
For journalist Gil Durán, author of The Nerd Reich: Silicon Valley Fascism and the War on Democracy, published by Avid Reader Press in August 2026, the issue extends beyond campaign donations. In a recent interview, he argued that a group of Silicon Valley investors is using its financial influence and control of technology to challenge the authority of elected governments.
“We’re at a decisive stage of that race,” Durán said when asked about the contest between technology and democracy described by venture capitalist Peter Thiel. His argument is that wealth alone no longer satisfies some of the industry’s most influential figures; they also want a direct role in determining how societies are governed.
Durán places Thiel at the centre of this movement. In a 2009 essay, The Education of a Libertarian, the PayPal co-founder wrote that he no longer believed freedom and democracy were compatible. He argued that technological innovation could allow individuals to escape the constraints of conventional politics.
Thiel subsequently clarified that he was not advocating disenfranchisement. His stated position was that majority rule often frustrated individual liberty. Durán, however, interprets the essay and Thiel’s subsequent political investments as evidence of a sustained interest in diminishing democratic constraints on private power.
The book also examines The Sovereign Individual, a 1997 work by James Dale Davidson and William Rees-Mogg that anticipated how digital currencies and technological change might weaken the power of nation states. Durán sees its influence in later arguments for privately organised alternatives to traditional government.
One example is The Network State, developed by entrepreneur Balaji Srinivasan. It proposes that online communities could acquire territory and eventually obtain diplomatic recognition. Advocates describe a voluntary model of political organisation; Durán regards the prospect of corporate-financed jurisdictions as a challenge to public accountability.
The relationship between Thiel and Vice-President JD Vance illustrates how venture capital can translate into political influence. Thiel supported Vance’s early investment career and contributed $15 million to a super PAC backing his successful 2022 Senate bid. Durán attributes much of Vance’s political ascent to that support, although voters, party endorsements and Vance’s own campaigning also shaped the result.
Musk’s latest contributions offer a more immediate example. His donations since July include $158 million to the Senate Leadership Fund and more than $76 million to America PAC. Such spending is lawful under the rules governing independent political committees, which cannot coordinate their expenditure with candidates.
Durán contends that similar pressures affect Democrats, arguing that wealthy donors can exercise influence across party lines. His criticism therefore concerns the political system’s dependence on private funding as much as any particular administration.
The consequences extend beyond elections. Ukraine’s dependence on satellite communications has exposed how a privately owned service can become essential to military operations. Restrictions affecting Starlink-related services have prompted competing accounts from US officials and SpaceX over responsibility for the decision. Rubio’s latest remarks point towards commercial control, while earlier reporting attributed the decision to Washington.
Artificial intelligence raises comparable questions of ownership and oversight. Durán argues that investors promoting transformative AI may also seek regulatory conditions that protect their substantial financial commitments. His prediction of a possible investment bubble remains a judgement, not an established outcome.
In Europe, the debate has immediate regulatory consequences. The EU’s Digital Services Act requires major online platforms to assess risks to elections and civic debate, while enforcement of important provisions of the AI Act began in August 2026. These measures address the influence of companies whose platforms and systems operate across borders.
Durán’s interpretation of Silicon Valley as a coherent anti-democratic movement remains contested. The entrepreneurs he discusses have differing interests, and their political influence does not itself establish a common plan to dismantle democratic government.
Their influence is nevertheless measurable in campaign finances, government contracts and control over infrastructure essential to national security. None of these forms of power requires holding elected office.
Ukrainian drone maker Wild Hornets is rethinking projects it is currently working on, including launching interceptors from aerial platforms, because of limits on SpaceX’s Starlink satellite internet. Spokesman Mike Orliuk told The War Zone (TWZ) this on 20 October. The company builds Sting interceptors, which it says destroyed over 15,000 Shaheds and Gerberas, a cheaper Shahed lookalike, in a year. Orliuk said Sting’s current operations are unaffected.
The stakes rise as Russia shifts to faster drones. Ukrainian defense technology adviser Serhii Beskrestnov counted more than 2,500 jet-powered Gerans, Russia’s version of the Shahed, in August. President of Ukraine Volodymyr Zelenskyy said on 16 October that these drones fly faster than 400 km/h. He added that some Ukrainian interceptors chasing them work through Starlink. When the link was slowed, Ukraine could not intercept some of them, he said.
“Our own communications system provides the basic connection to our interceptors,” Orliuk said. The company’s remote-control technology can draw on various internet sources, he added, though the military often uses Starlink. Even then, the terminal does not need to move at high speed. It only links the command center to a ground station, which Orliuk compared to a cell tower.
“For these needs, everything is operating normally with Starlink at the moment,” he said.
“Some drones carry a terminal on board and need to fly at high speed with it,” Orliuk said. “In such cases, Starlink’s limitations make their operation impossible.”
That is why the company is rethinking the air-launch project. Wild Hornets has made no clear decision yet but will test alternatives, Orliuk said. He declined to describe them.
“I believe, in any case, depending on a single solution is very risky,” he said.
Orliuk said he has spoken with other companies that rely far more on Starlink and have expressed concerns. He pointed to growing interest in Europe’s Eutelsat network, though “creating something like Starlink won’t be easy.”
Who ordered the slowdown remains unclear. The order to slow Ukraine’s Starshield service came from inside the White House, two US officials and a Western official said. A US official told TWZ the president never made such a request. US Secretary of State Marco Rubio said on 17 October that the slowdown had “nothing to do with the White House” and called “a report on that” “categorically false,” without saying which report he meant.
Elon Musk ordered the speed cap on Starshield, the military version of SpaceX’s Starlink network that Ukraine’s drones rely on, The Wall Street Journal reported on 20 October. Earlier, Musk said that such limits are decided by the US military and “ultimately POTUS.” Speaking to reporters in Eau Claire, Wisconsin, on 20 October, according to WSJ, US Defense Secretary Pete Hegseth said, “We haven’t made any directives or anything like that,” CBS News reported.
For a week, no one with a hand on the system said the decision was theirs. Musk pointed to the US military and the president, and Trump said he did not know who it was. Meanwhile, Ukrainian officials said the cap has hampered the drones they use to intercept Russian Shaheds and to strike Russian forces in occupied territory. Kyiv says the cap remains in place, and at about 160 km/h it makes intercepting jet-powered drones and missiles that fly about twice as fast virtually impossible.
Musk capped the speeds at which Ukrainian hardware could stay connected to the network, people familiar with the matter told WSJ. The slowdown, which began on 14 October, left some of Ukraine’s strike and interceptor drones virtually useless, WSJ said.
WSJ’s sources differ on Trump’s role. Some US officials said Musk acted on his own and that Trump did not specifically order any retribution against Ukraine. One person said Musk spoke with several senior administration officials, Trump among them, before imposing the cap. Two people said Musk and Trump discussed the decision by phone soon after the slowdown became public.
During the uproar, SpaceX representatives called White House counterparts. They asked for a shared message that the company and the administration had coordinated before Musk’s directive, the people said. The White House ran an informal inquiry into who ordered the slowdown, WSJ said.
Musk held several conversations with administration officials before the order to understand the president’s thinking, CBS reported, citing sources. He dislikes his company being seen as profiting from the war, and it is unclear how his order was carried out, CBS said.
Hegseth said the US had not pulled anything back. He said Starlink “has the option” to make decisions under its terms of service, and that from the Pentagon’s view nothing had changed, CBS reported.
Speaking to reporters as he left the White House on 16 October, Trump said he did not think either he or Musk was responsible, The Telegraph reported. On 19 October, he said, “I don’t know who it was, but I’d like to find out.”
Last week, a bipartisan group of senators asked the Pentagon’s inspector general to investigate whether officials “directed” or “authorized” changes to Starlink and Starshield services and intelligence sharing affecting Ukraine.
On 15 October, Reuters reported that the order came from inside the White House. The officials said Pentagon leaders received a message that the Starshield service for Ukraine’s military needed to be slowed, but did not say who made the decision or who carried it out. A senior US official said “No such request was ever made by the president.”
On 16 October, The Telegraph reported, citing four sources, that Musk approached Trump with the idea of the speed limits. One of the sources said Trump agreed.
Michael Kofman, a war analyst at the Carnegie Endowment, said, according to WSJ, that Ukrainian strike and interceptor drones remain limited to 160 km/h. He said actual connections run below 130 km/h, which still hampers strikes and air defense.
On 20 October, Ukraine’s top diplomat in Washington, Denys Sienik, said Kyiv was still waiting for answers from the Pentagon and SpaceX, WSJ reported.
SpaceX plans to turn on its direct-to-device (D2D) service in early 2028 after launching the second generation Starlink Mobile constellation during 2027 and integrating spectrum it is acquiring.
On its Q3 earnings call, president Gwynne Shotwell said the low-band spectrum SpaceX agreed to buy earlier this month and the Federal Communications Commission’s approval to launch 15,000 next generation V2 birds “pave the way for Starlink Mobile to become a major mobile carrier in the US”.
On 8 October, SpaceX struck a deal to buy up to 14MHz of paired spectrum in the 800MHz band to support its plans. The agreement with Grain Management is expected to close in the first half of 2027, subject to regulatory approval.
Shotwell indicated comments on the previous quarter’s call covered smaller radios for the D2D service, which she described as not quite tower capable, that SpaceX could place on homes and businesses where Starlink is already installed.
“So, it’s not just the spectrum that we’ve talked about with the S-band,” she said on yesterday’s (20 October) earnings call. “We will basically leverage the real estate from Starlink installs and other towers.”
SpaceX plans to pair its satellites with ground-based radios to provide 5G mobile coverage, a plan many executives in the industry consider far-fetched.
When asked about the roles the satellite and terrestrial networks will play for the D2D service, CEO Elon Musk said a more detailed presentation may be needed to explain Starlink’s connectivity strategy and why the company believes it could eventually generate several hundred billion dollars in annual revenue.
“You are missing some of the pieces that we know about internally,” he said. “I can say we do see a clear path to several hundred billion dollars a year in connectivity revenue, but I think we should probably describe that in more detail in a forum that’s not limited to a few minutes at an earnings call.”
Q3 numbers
SpaceX reported net income of $4.4 billion for Q3 (ending 30 September), compared with a $1.1 billion loss a year earlier, as revenue more than doubled to $14.6 billion, driven largely by its AI business.
It was the company’s second earnings report since its June stock market listing. Revenue was up 161% year-on-year.
The Super Intelligence segment, previously reported as AI, accounted for around $6.7 billion of the roughly $9 billion increase, with revenue rising to $7.6 billion from $813 million. SpaceX attributed the segment’s growth to new cloud services agreements, the Cursor acquisition and growing use of Grok.
Income from operations was $2.8 billion, compared with a $273 million loss a year ago, and adjusted EBITDA was $8.8 billion, up 306%.
Connectivity revenue rose 69% to $5.2 billion and operating income climbed 99% to $2.4 billion.
Starlink had 13.6 million consumer broadband subscribers, up 1.6 million in the quarter and from 7.2 million in Q3 2025.
For its direct-to-device service, Shotwell said Starlink Mobile surpassed 22 million monthly users at the end of the quarter, up 37% from the previous quarter.
SpaceX remains loss-making for the year to date, with a nine-month net loss of $413 million.
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Ukrainian President Volodymyr Zelenskyy said on 20 October that he had spoken with US Secretary of State Marco Rubio about ballistic missile interceptors, early warning of Russian launches, and “the situation with Starlink/Starshield, which needs to be restored,” he wrote on X. He thanked Rubio for “his readiness to help and his clear position” and said they would speak again soon. A day earlier, he had told US senators how each of those supplies had stalled.
This comes as the US presses Kyiv to stop its strikes on Russian oil refineries, which Trump has blamed for high fuel prices at home, and Zelenskyy counts the Starlink slowdown among the steps he says look like an effort to push Ukraine to capitulate. Ukraine’s interceptor drones depend on the service to hunt Russia’s jet-powered Shaheds, and Kyiv says they now lose the link at speeds too low to catch them. The call appears not to have settled whether that cap is gone. If it stays, Ukrainian cities could face Russia’s drone waves this winter with one fewer means to stop them, as Russia keeps striking the grid.
On 17 October, Rubio told reporters that nobody in the US ordered Starlink slowed, that the slowdown “wasn’t deliberate,” and that “my understanding is it’s been restored.” He drew a line between the two services. Ukraine’s drones, he said, ran on commercial Starlink, while Starshield, the military version, is not available to Ukraine. Kyiv has asked for it to carry out strikes deep inside Russia, and that request is under discussion, he said.
The next day, Zelenskyy told Bloomberg that Starlink in Ukraine cuts out above 161 km/h, and Kyiv says its Starshield terminals are capped as well. His post after the call still says the service needs to be restored.
The order to slow Starshield came from inside the White House, Reuters reported, citing two US officials and a Western official. They described it as the Starshield service for the Ukrainian military, the version Rubio says Ukraine does not have. A senior Ukrainian official told Reuters that Kyiv had been told it was a White House decision. A senior US official told the agency the president never made such a request, and the White House did not answer whether other officials had. Rubio called a report that the White House ordered Starlink slowed “categorically false.”
Overnight on 18–19 October, Ukraine got no partner warning before the first of two Russian ballistic waves, Air Force spokesman Yurii Ihnat said on the national telethon. That came hours after Zelenskyy said US warnings had resumed. On 19 October, Rubio pushed back against suggestions of a pause in US intelligence sharing, AFP reported.
Zelenskyy also told Bloomberg the US sends only 12 Patriot interceptors a month and has authorized only part of those “we have paid for” under PURL. Ukrainian officials told the Kyiv Independent that Defense Secretary Pete Hegseth has not signed the contracts. A US government official called those claims “not true.”
Ukraine got no early warning from its partners of the first wave of Russian ballistic missiles on the night of 18–19 October, President Volodymyr Zelenskyy told US senators on 19 October. He also said Starlink and Starshield terminals still stop working above certain speeds on parts of the front, and that Washington has explained neither problem. In the same video call, according to a transcript obtained by Axios, he said US Defense Secretary Pete Hegseth is not signing off on deliveries of Patriot interceptors and AIM-9X missiles for NASAMS that NATO countries have already paid for.
This comes as the US presses Kyiv to stop its strikes on Russian oil refineries, which Trump has blamed for high fuel prices at home. Washington supplies both the early launch warnings and the Patriot interceptors Ukraine needs against Russian ballistic missiles, and Zelenskyy says both are now failing at once, as Russia keeps firing ballistic missiles at Ukraine’s grid ahead of winter. If neither the warnings nor the interceptors come through, Ukrainian cities would face winter strikes with less notice and fewer means to stop them.
On the morning of 20 October, Zelenskyy wrote that he had spoken with US Secretary of State Marco Rubio about interceptors against ballistic missiles, early warning of Russian ballistic attacks, and restoring Starlink and Starshield. He thanked Rubio for his readiness to help and his clear position, and said they had agreed to speak again soon. He did not say whether anything had been resolved.
“We have almost no Patriot interceptors left from the US partners,” Zelenskyy told the senators.
Hegseth “has the contracts for Patriot missiles on his desk,” a Ukrainian official told the Kyiv Independent, adding that allies had already paid for them. Another senior official called the batch “significant.” One of the main channels for Ukraine’s Patriot supply is NATO’s PURL mechanism, under which allies fund purchases of US weapons for Ukraine, a senior Ukrainian military official told the outlet.
On 19 October, Zelenskyy wrote that some types of vital supplies were being delayed at the US Department of War, as the Trump administration also calls the Pentagon. He added that some political agreements had not been carried out at the working level.
A NATO official told the Kyiv Independent that PURL deliveries, including air defense, were continuing. Another said some shipments could face delays, but that political reasons were unlikely to explain them. A US government official called Ukraine’s claims “not true.” The Pentagon did not respond to the outlet.
On 18 October, Zelenskyy said on NBC that US warnings of ballistic launches had resumed after three days without them. That night, Russia launched two ballistic waves at Ukraine, and information from partners did not arrive before the first, Air Force spokesperson Yurii Ihnat said. Zelenskyy told the senators Ukraine had not received US warnings on three occasions in the past week. “We have received no clear explanation from Washington,” he said.
“All of this suggests that some political decision has been made to slow down support for us,” Zelenskyy said.
Zelenskyy told the senators he had offered US envoys Steve Witkoff and Jared Kushner a 30-day halt on strikes against Russian refineries. In return, the US would supply Patriot interceptors to cover that period. He said the envoys had shown no openness to the idea.
On 20 October, Norway announced talks in Oslo that day between Zelenskyy, Norwegian Prime Minister Jonas Gahr Støre, and Finnish President Alexander Stubb, with Witkoff attending in person and Kushner by video.
Senator Thom Tillis said he and his colleagues remain committed to standing with Ukraine and its European allies, while Senator Richard Blumenthal wrote that bipartisan support was “clear and unequivocal” and would be expressed “in upcoming action.”
US President Donald Trump told reporters on 19 October that Washington is still sharing intelligence with Ukraine and that he did not know who ordered the throttling of Starlink, Axios reported.
“Zelensky doesn’t know what he is talking about,” Trump said.
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