Jul. 2 at 8:10 PM
Interesting tape developing around
$PL.
New partnership announced with Isar Aerospace to launch next-gen Pelican satellites out of Germany. Isar is a Munich-based launch provider, competing in the European space launch race alongside names like
$RKLB.
Key angle: these Pelican satellites are also manufactured in Munich, making this potentially a fully “Made in Germany” space stack - launch + hardware.
If confirmed, German government support/subsidies could be a major tailwind, as Europe continues ramping sovereign space investment.
$PL is increasingly positioned to benefit from Europe’s push into independent space infrastructure, even while SpaceX likely remains the primary launch partner for most missions.
Bottom line: Europe space spending is accelerating, and
$PL is quietly getting pulled into that ecosystem.
