Weak signal · 25 June 2026, 22:17 UTC
IRIS2 end-of-June deadline: no formal SES announcement as of 22:17Z June 25.
Not filed to a thread
As the brief logged it
The T0630Z brief flagged the Space Intel Report's "securing SES approval" headline as the lead signal; "end of June" was the stated window for negotiations to close. That window ends tonight. No indexed SES press release, Euronext filing, or 6-K as of this sweep. Three outcomes: (a) announcement comes tomorrow or early next week — go, still within tolerance; (b) SES seeks further extension — negative signal, markets will re-price; (c) quiet exit — existential. Monitor SES IR overnight.
Provenance
Logged in the brief of 25 June 2026.
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