As solar activity intensifies, U.S. aerospace and satellite-communications firms are reassessing their resilience strategies to safeguard business-critical infrastructure. On November 7, 2025, experts highlighted the arrival of a Coronal Mass Ejection (CME) from the Sun, emphasizing the growing importance of space-weather readiness in the face of increasing space-weather risks.
The heightened solar conditions have raised concerns among private companies in the commercial space sector, especially as thousands of satellites and network systems grow increasingly vulnerable to geomagnetic storms. These storms can disrupt GPS accuracy, affect radio communications, and cause satellite drag, all of which can have significant implications for industries reliant on space-based technologies. As such, many companies, including launch providers, signal providers, and ground-station operators, are adjusting their Q4 plans to incorporate updated space-weather monitoring and mitigation protocols.
One such company, Houston-based Intuitive Machines, Inc. (ticker: LUNR), has revealed that it is accelerating its lunar-infrastructure roadmap in response to growing concerns about space weather. The company disclosed earlier this month that it has allocated additional funds for “orbit-environment resilience” to better prepare for the evolving risks associated with increased solar activity. This move comes after the National Oceanic and Atmospheric Administration (NOAA) released updated forecasts indicating a heightened frequency of CMEs, which are large bursts of solar wind and magnetic fields rising above the solar corona or being released into space. The CME event earlier this month serves as a stark reminder of the need for proactive planning in this rapidly evolving space weather landscape.
Alongside aerospace firms, major telecommunications carriers and defense contractors are also revisiting their contingency plans. Some firms are now evaluating the feasibility of conducting “space-weather event drills,” akin to the cybersecurity tabletop exercises many companies conduct to prepare for data breaches or system intrusions. These drills would simulate the impact of geomagnetic storms, such as G-3 or G-4 events, on their business continuity and operational resilience. By considering these space-weather events as serious risks to their operations, companies are acknowledging the growing importance of space-weather preparedness in the modern technological landscape.
For investors and industry watchers, the key takeaway is clear: as space-weather becomes an increasingly visible factor, companies providing satellite services, ground-station hardware, and solar-monitoring analytics are poised for growth. The rise in space-weather awareness and preparedness presents new opportunities for firms that specialize in resilience strategies and weather monitoring. On the flip side, companies with significant reliance on GPS, high-frequency communications, or orbiting assets will need to account for the risks associated with solar activity, which could lead to increased risk-adjusted costs for their operations.
As the Sun becomes more active, the space sector is bracing for the challenges posed by space weather. Whether it’s through enhancing infrastructure resilience, developing new mitigation technologies, or incorporating space-weather preparedness into their business strategies, firms are increasingly aware that space weather poses a growing risk to their operations. As these companies evolve to address these risks, they may also be positioning themselves for greater success in a rapidly changing and increasingly unpredictable environment.
