Avio’s CEO says SpaceX has “gone captive.”

A slipped launch date can strand an already-built, depreciating satellite for a year.

SpaceX now flies a rising share of its own Starlink satellites, competing with outside customers for its own launch slots.

Avio may need to double its Vega C rate, needing new ESA funding.

How each outlet framed it
European Spaceflight
documents how SpaceX's shift from price dumping to capacity scarcity is benefiting competitors like Avio

Sources: European Spaceflight