Steel In The Air, Inc

10/16/2026

Tuesday, October 20, 3pm ET: Ken Schmidt and Nick Del Deo of MoffettNathanson Research return for round two on Starlink Mobile.

What attendees will take away:
→ A clear read on whether the carrier and tower stock moves are justified
→ What Starlink Mobile’s 800MHz purchase signals about its plans
→ A middle-ground view between “full carrier” and “nothing”
→ Answers to their own questions in a short live Q&A

It’s free. Registration link in the first comment.

10/15/2026

Join us for “How Starlink’s acquisition of 800 MHz spectrum impacts towers and leases” a free webinar with Ken Schmidt and Nick Del Deo of MoffettNathanson Research on Tuesday, October 20 at 3pm ET.

In August, they asked whether Starlink’s wireless plan is a real threat to cell towers. Since then, Starlink Mobile has bought 800MHz spectrum, carrier stocks have fallen, and tower stocks have risen.

On the agenda:
→ What the 800MHz purchase says about Starlink Mobile’s intentions
→ Whether the carrier sell-off and the tower rally are justified
→ Phone service, broadband, or a global platform for AI and IoT?
→ Starlink as a second plan on your phone, and what that would mean for carriers

A short live Q&A follows.

Registration link in the first comment.

10/14/2026

Looks like the landowner who contacted us isn't alone in requesting that Crown Castle clean up it sites and feeling that he was being ignored.

Local TV news report in Portsmouth, VA alleging that Crown Castle has failed to clean up a tower site where Crown Castle owns the entire parcel: https://bit.ly/4dpw38a

👉 https://bit.ly/473wphe

A landowner contacted Crown Castle over 6 months ago- seeking to get them to come out and do maintenance at their tower site- alleging that their is substantial overgrown brush that constitutes a fire hazard. He represents that Crown Castle has told him that they are unable to get anyone out there b...

10/08/2026

What do you think?

Subscribe to our newsletter to listen to the full webinar: https://bit.ly/4hvdnWU

10/07/2026

A landowner contacted Crown Castle over 6 months ago - seeking to get them to come out and do maintenance at their tower site - alleging that their is substantial overgrown brush that constitutes a fire hazard. He represents that Crown Castle has told him that they are unable to get anyone out there because they laid off all their site managers. Is this true? Does CCI no longer have site managers that can visit sites? Even if they don't, what prevents them from sending a hired crew out to do the work?

Whatever the case, we advised him to send a formal notice of breach so that he can start the clock ticking on the repairs.

(Not real tower or brush - AI generated)

10/05/2026

Looks like the FCC has proposed rulemaking to revise what infrastructure or actions require NEPA (National Environmental Policy Act) review. Essentially, they are removing one of the time consuming and expensive components to getting approval for new towers.

Two immediate takeaways:

1) this will seemingly discourage tower owners from filing Antenna Structure Registrations for towers under 200’ and that aren’t near airports

2) satellite ground facilities and space operation facilities would avoid NEPA review

FCC draft order would limit NEPA review for many wireless and satellite projects, with ASR, RF, ESA, and Section 106 duties remaining.

09/30/2026

Thank you for posting a nuanced and human written analysis of LEO. There is so much AI slop that adds nothing to the conversation.

👉

From Niche to Mass Market Starlink's success to date is built on a simple premise: serve customers terrestrial networks cannot reach. Rural homes, remote businesses, maritime and aviation customers who had no alternative and were willing to pay a premium for connectivity.

09/28/2026

Over the last 20 years, we have tracked virtually every lease that we could find that has lease rate information attached to it. As a result, we have over 10,000 leases in the United States tracked. These leases include ground leases, rooftop leases, water tower or utility structure leases, and tower collocation leases.

This is how the information we've compiled can be useful to you: https://bit.ly/4x8w0Fv

09/24/2026

True IoT — The Underappreciated Demand Driver 💡

Connected IoT devices are expected to approach 40 billion globally by 2030, up from roughly 21 billion in 2025. Most of that growth is in Wi-Fi and Bluetooth — indoor, static, low-mobility applications that don’t require macro wireless infrastructure. But a meaningful and growing subset requires terrestrial cellular connectivity: autonomous vehicles, mobile robotics, connected agricultural equipment, nomadic industrial sensors, emergency response systems, and any application where latency is critical and the device moves.

Satellite cannot serve these applications at scale. The latency constraints on autonomous vehicles are measured in milliseconds. Satellite, even LEO, cannot (yet) reliably deliver that, especially at the scale necessary. For latency-critical, mobile use cases, terrestrial macro wireless is not one option among several — it is the only option.

The connectivity stack that will emerge is layered: Wi-Fi and fiber for indoor static applications; terrestrial cellular for mobile and latency-critical uses; satellite for mid-latency, non-urgent applications in remote areas; and private 5G for large venues and enterprises. Macro towers are the backbone of the cellular layer. That layer is not going away.

09/23/2026

Subscribe to our newsletter to get the full webinar: https://bit.ly/4joZf2G 🗼