Clarke Blog

Thinking on space infrastructure.

Market Intelligence·June 4, 2026·7 min read

Europe's TV Anchors Are Flying on an Aging Fleet

Two orbital positions carry most of Europe's satellite television: 19.2°E for the continent, 28.2°E for the UK. Both are flying on an aging fleet. Every operational SES satellite at 19.2°E is past its fifteen-year design life, and the UK workhorse trio crosses that line between 2027 and 2029. This is a quantified, public signal about a refleet decision approaching at two of the most valuable positions in geostationary orbit, and it does not appear in any company-level report.

Infrastructure·May 27, 2026·12 min read

Orbital Data Centers: The Engineering Case

Terrestrial data centers face hard physical limits: power constraints, cooling water depletion, grid instability. Orbital data centers offer continuous solar at 95%+ capacity factor and radiative cooling with a PUE near 1.01. This report examines the technical, economic, and strategic case for when the math works.

Engineering·May 25, 2026·9 min read

Designing for Mars

A Mars habitat must hold 101 kPa against 0.6 kPa outside, limit radiation to 50 mSv/yr in a 300 mSv environment, survive 100°C daily temperature swings, and keep a small group psychologically functional for years with no exit. This is not harsh-climate architecture. The constraints are different in kind.

Deep Analysis·May 22, 2026·18 min read

The Stack: Every Layer Needed to Become Multiplanetary

Earth is one planet orbiting one star. Every extinction risk has a single point of failure. A species on two planets has a backup. Getting there is thirteen problems stacked in sequence, each requiring the previous to be substantially solved. This is the chain, from launch to governance.

Market Intelligence·May 19, 2026·7 min read

What the Intelsat Bankruptcy Revealed About Orbital Real Estate

On May 13, 2020, Intelsat filed for Chapter 11 with $14.8 billion in debt. Through two years of restructuring, its orbital slot portfolio emerged intact. SES acquired it for $3.1 billion in 2025. The sequence reveals something fundamental about what makes these positions valuable, and what Clarke is built to price.