SpaceX’s recent restrictions on satellite internet access for Ukraine’s military have sparked a public dispute between Elon Musk and Ukrainian officials, renewing concerns about the country’s dependence on SpaceX [NASDAQ: SPCX] for critical wartime communications.
After Starshield service was restored over the weekend, Musk accused Ukraine’s military of violating Starlink’s terms of service by using its civilian satellite network for offensive drone strikes. In a post on X, Musk claimed SpaceX had closed the “loophole” last week and warned that Ukraine’s front line would collapse without Starlink.
Ukrainian defense advisers challenged Musk’s claims, arguing that existing restrictions make it impossible to use civilian Starlink for medium- and long-range drone strikes.
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Serhii Sternenko, a former adviser to Ukraine’s defense ministry, said civilian Starlink terminals face speed limits and cannot operate over Russian territory. Missions requiring high-speed satellite connectivity instead rely on Starshield, the military-grade service controlled by the U.S. government.
“As someone who was inside the process at the Ministry of Defense, I can say for sure that this is not true,” Sternenko wrote on Telegram, according to Business Insider.
The technical restrictions date to February, when SpaceX worked with Ukraine to prevent Russian forces from accessing the network through unauthorized Starlink terminals.
Serhii Beskrestnov, who CBC News described as a defense technology adviser to Ukrainian President Volodymyr Zelenskyy, also disputed Musk’s claims.
“It’s very strange that Elon Musk doesn’t know about the restrictions on Starlink’s operation in Ukraine,” Beskrestnov wrote in a post online, CBC News reported.
However, Musk pointed to an X post from Zelenskyy earlier this month that referenced Starlink being used for mid-range strikes. Business Insider noted that Zelenskyy appeared to be using Starlink and Starshield interchangeably, referring to the military-grade service rather than the civilian network.
The disagreement comes on the heels of a 10-day disruption to Starshield that interfered with Ukrainian drone operations and air defenses. Although service was restored Saturday, the circumstances surrounding the slowdown remain unclear. As Moneywise reported, the outage also prompted debate over whether the U.S. military has become too dependent on SpaceX.
Who actually controls Ukraine’s Starshield access?
The more immediate question, however, is who had the authority to restrict Ukraine’s access to Starshield in the first place.
Although SpaceX operates Starshield, it provides the service to the Pentagon under government contracts. According to CBS News, the U.S. government determines who can access it, but the lines of operational authority between SpaceX and the Pentagon remain unclear.
News reports have offered different explanations. Reuters, citing U.S. officials, reported earlier this month that the order to restrict Ukraine’s access originated from inside the White House. However, The Wall Street Journal later reported that Musk personally ordered the slowdown.
The competing accounts have drawn attention from Congress. Last week, Democratic Senator Richard Blumenthal opened an inquiry into Ukraine’s loss of access to Starshield.
“The episode raises urgent questions about who possesses the technical and legal authority to alter these capabilities,” Blumenthal wrote in a letter addressed to Defense Secretary Pete Hegseth, according to Reuters.
Blumenthal also questioned whether the Pentagon has “sufficient alternatives” if SpaceX services become unavailable. He requested written answers by Nov. 5 and a briefing from SpaceX officials by Nov. 12.
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What happens next for SpaceX?
Blumenthal’s inquiry may have limited reach, for now. With Republicans controlling the Senate, he can’t compel SpaceX or Pentagon officials to provide documents or testify.
But the Nov. 3 midterms could change the equation. If Democrats take control of the Senate, they could pursue the investigation through committees with subpoena power, potentially forcing SpaceX and government officials to answer questions about the Starshield restrictions.
Recent election forecasts from Harvard, the Princeton Election Consortium and The Hill suggest Democrats could gain control of both chambers of Congress.
Some Democratic lawmakers are already laying the groundwork to scrutinize Musk’s businesses more closely. Last week, California House Democrats called for an investigation into the Starshield restrictions and warned that federal contracts involving Musk’s companies could face greater oversight.
“We will ensure that the 120th Congress will closely scrutinize federal funding awarded to Mr. Musk’s businesses, including whether these companies meet their contractual obligations, and whether adequate safeguards exist against political interference, arbitrary service restrictions and misuse of federal resources,” the lawmakers wrote.
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Sam Bourgi is a US based financial markets specialist with over a decade of experience covering investing, economics and digital assets. His work has been cited by Congress, the DOJ, the Bank for International Settlements, Bloomberg, Reuters, CNBC, Fox and Newsweek, as well as academic institutions.
