Outer space, explained.
Geosynchronous orbit occupies a uniquely sensitive position in the strategic geography of space (Getty Images)
A US push to use commercial satellites for space surveillance raises hard questions about who controls strategic knowledge.
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The commercialisation of space surveillanceThe commercialisation of space surveillance
A privately financed satellite detects an unexpected manoeuvre near a spacecraft supporting nuclear command communications. The sensor capturing this activity is not government owned, and the first awareness of the event exists within a commercial operations centre rather than a military command post.
What happens next remains uncertain, but scenarios of this kind are no longer theoretical. They reflect the logic underpinning a recent US Defence Innovation Unit solicitation titled “Geosynchronous Space Domain Awareness”, which seeks commercially built and initially operated satellites capable of persistently monitoring geosynchronous orbit before transitioning to government ownership within 36 months.
Geosynchronous orbit occupies a uniquely sensitive position in the strategic geography of space. Located approximately 36,000 kilometres above Earth, satellites in this orbit remain fixed relative to a particular geographic region, providing persistent coverage essential for communications, intelligence relay, and early warning missions. They also watch activity in lower orbit.
The novelty of this initiative lies not in commercial participation, but in commercial custody of strategic space awareness. As this model emerges amid intensifying space competition and uncertainty surrounding arms control frameworks, it is likely to have profound effects for global security.
The emergence of commercial custody reflects a structural transformation in the production of space power.
Companies have long provided Earth observation imagery, launch services, and communications infrastructure supporting both civilian and military users. During recent conflicts, commercially sourced satellite imagery informed battlefield awareness, illustrating how private innovation augments state capacity. Much has been made of the use of Starlink satellite services during the Russia-Ukraine war, for example. Yet the Geosynchronous Space Domain Awareness initiative represents a qualitative departure by positioning companies to operate optical surveillance satellites capable of imaging space objects in geosynchronous orbit, a region that hosts assets underpinning military communications, intelligence relay, and missile warning.
The emergence of commercial custodianship is partly driven by structural capability gaps created by rapid expansion of the global satellite population. Over the past five years, the number of active satellites has grown dramatically. This expansion has outpaced the growth of dedicated military sensing architectures, creating incentives to leverage commercial innovation ecosystems for space domain awareness. Cost dynamics reinforce this trend. Traditional government-developed surveillance satellites often require prolonged acquisition cycles and significant financial investment, frequently exceeding hundreds of millions or even billions of dollars per platform. In contrast, commercially developed satellites can be produced at lower cost and deployed on accelerated timelines, enabling governments to access sensing capabilities more rapidly while distributing development risk across public and private actors.
A Vulcan Rocket from United Launch Alliance (ULA) lifts off from Cape Canaveral Space Force Station on 12 February 2026 carrying spacecraft that will go into geosynchronous orbit for the US Space Force Space Systems Command on the USSF-87 mission (Jim Watson/AFP via Getty Images)
The broader commercial ecosystem already demonstrates capabilities relevant to this transition. Northrop Grumman’s Mission Extension Vehicle has conducted servicing operations in geosynchronous orbit, demonstrating the feasibility of close-proximity manoeuvring around high-value satellites. Meanwhile, emerging companies such as True Anomaly are developing autonomous orbital vehicles that can move closer to other satellites and patrol regions of space. These developments collectively illustrate how commercial actors are expanding toward operational roles involving proximity operations, inspection and surveillance.
The implications of this shift extend into evolving missile defence and sensing ecosystems. Contemporary strategic sensing increasingly relies on distributed networks integrating terrestrial, airborne, and orbital sensors to enhance detection and tracking capabilities. The resulting convergence between space surveillance and missile defence sensing layers may reinforce perceptions of informational asymmetry, particularly if interpreted as enabling enhanced monitoring of strategic infrastructure.
This technological evolution is unfolding within a geopolitical environment characterised by heightened concern regarding counterspace threats. The expiration of the New START Treaty removes a central mechanism of bilateral nuclear transparency, reducing formal channels for predictability. In such an environment, technologically mediated awareness derived from space-based sensing may assume greater importance as states seek alternative means of understanding strategic conditions.
The relationship between technological visibility and strategic stability remains complex. Persistent observation of satellites associated with early warning and command functions may enhance anomaly detection and resilience. Simultaneously, such observation may be interpreted as intelligence gathering that exposes vulnerabilities or enables preparatory targeting analysis. The coexistence of declining treaty-based transparency and expanding observational capability therefore highlights how technological solutions cannot fully substitute for political agreement.
Governance considerations further complicate the emerging landscape. The Outer Space Treaty establishes that states bear international responsibility for national space activities, including those conducted by private entities, creating accountability linkages between commercial operations and state behaviour. As commercial surveillance capabilities expand, governance discussions will need to address the strategic consequences of privately operated sensors observing assets integral to national security, an area where existing normative frameworks remain limited.
The emergence of commercial custody reflects a structural transformation in the production of space power. Hybrid arrangements combining government demand, private capital, and commercial operational models offer advantages in deployment speed, innovation, and resilience. At the same time, they redistribute elements of strategic knowledge production beyond traditional government boundaries, raising questions regarding trust, crisis communication pathways, and the management of dual-use sensing capabilities within contested geopolitical environments.
About the author
Nimra Javed
Nimra Javed is a Research Officer at the Center for International Strategic Studies AJK, working on Emerging Technologies.
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