加拿大斥资 25.4 亿美元押注卫星公司 Telesat 与埃隆·马斯克的 Starlink：两条互联网接入路径的故事

上周末，即 9 月 15 日，科技亿万富翁埃隆·马斯克 (Elon Musk) 表示，只需“不到一半”的资金即可为每个加拿大家庭提供星链服务

Elon Musk has said that providing Starlink to every Canadian household would cost “less than half” the amount the country's government has provided to its competitor Telesat to achieve the same goal.

埃隆·马斯克表示，为每个加拿大家庭提供星链服务的成本“不到加拿大政府为实现同一目标而向其竞争对手 Telesat 提供的资金的一半”。

The response came after Michael Barrett, a Member of the House of Commons of Canada and Conservative Party Member, condemned the multi-billion dollar deal between the Canadian government and satellite operator Telesat.

加拿大下议院议员、保守党议员迈克尔·巴雷特(Michael Barrett)谴责了加拿大政府与卫星运营商Telesat之间达成的数十亿美元的交易，随后做出了回应。

“If this $2.14 BILLION plan is the panacea of expanding access, competition, and service — where is the interest from private investors and banks?”

“如果这项耗资 21.4 亿美元的计划是扩大准入、竞争和服务的灵丹妙药，那么私人投资者和银行的兴趣在哪里呢？”

– Barrett on X (previously Twitter)

– Barrett 在 X 上（以前是 Twitter）

He further asked Musk to share his remarks on the matter and, on the suggestion of lower cost, opined that Starlink sounds like a “common sense solution” for Canada.

他进一步要求马斯克分享他对此事的看法，并就降低成本的建议表示，星链听起来像是加拿大的“常识性解决方案”。

Canada's industry minister, François-Philippe Champagne, dismissed it all as “nonsense.”

加拿大工业部长弗朗索瓦·菲利普·商鹏飞 (François-Philippe Champagne) 斥责这一切是“无稽之谈”。

“They'd prefer giving money to foreign billionaires instead of supporting our industry and our workers. This loan will help build a world-class Canadian-made satellite network and support thousands of jobs in Quebec! Now that's common sense!”

“他们更愿意把钱捐给外国亿万富翁，而不是支持我们的行业和工人。这笔贷款将帮助建立世界一流的加拿大制造的卫星网络，并支持魁北克省的数千个就业机会！现在这是常识！”

– Minister of innovation, science and industry

– 创新、科学和工业部长

Back in July, Musk shared on X that Starlink has been serving “more than 400k active Canadian customers,” about 3% of households across the country. The people of Quebec City are currently paying about C$140 per month to avail of Starlink's service, while the hardware needed to use the service at home costs C$299.

早在 7 月份，马斯克就在 X 上表示，Starlink 一直在为“超过 40 万活跃的加拿大客户”提供服务，约占全国家庭的 3%。魁北克市居民目前每月支付约 140 加元即可使用 Starlink 服务，而在家使用该服务所需的硬件成本为 299 加元。

Starlink is a subsidiary of Musk's SpaceX, which is a company that designs, manufactures, and launches advanced rockets and spacecraft. Internet speeds across its satellites range from 25 to 220 MBps. SpaceX plans to have over 40,000 satellites in orbit, with more than 7,000 already orbiting space.

Starlink 是马斯克旗下 SpaceX 的子公司，SpaceX 是一家设计、制造和发射先进火箭和航天器的公司。其卫星的互联网速度范围为 25 至 220 MBps。 SpaceX 计划在轨道上安装 40,000 多颗卫星，其中 7,000 多颗已经在轨道上运行。

In response to Champagne's comment, Musk said this week that the Canadian government doesn't want to rely on Starlink but rather wants its “own system” to provide connectivity throughout the country.

针对香槟的评论，马斯克本周表示，加拿大政府不想依赖星链，而是希望自己的“自己的系统”在全国范围内提供连接。

While Musk hasn't shared just how he can achieve Telesat's goal at half the amount that it has received from the Canadian government, there are some seemingly obvious ways it can be done.

虽然马斯克没有透露如何以加拿大政府提供的一半资金实现 Telesat 的目标，但有一些看似显而易见的方法可以实现这一目标。

For starters, SpaceX has already been mass-producing satellites. Building satellites at scale has allowed Starlink to develop efficient satellite manufacturing processes that enable cost savings.

首先，SpaceX 已经开始批量生产卫星。大规模建造卫星使星链能够开发出高效的卫星制造工艺，从而节省成本。

Not to mention, SpaceX's reusable rocket technology drastically cuts launch costs by reusing the same rocket multiple times, and most of its rocket components are also manufactured in-house. These factors allow for tighter control over costs and reduce reliance on external suppliers that may have higher markups.

更不用说，SpaceX的可重复使用火箭技术通过多次重复使用同一枚火箭，大幅降低了发射成本，而且其大部分火箭部件也是内部制造的。这些因素可以更严格地控​​制成本，并减少对可能具有更高加价的外部供应商的依赖。

Musk's US-based company also has advanced launch capabilities, controlling a significant portion of its supply chain, reducing overhead, and cutting middleman costs. Not to mention, having experience with similar projects gives the company an advantage in both experience and cost optimization.

马斯克的美国公司还拥有先进的发射能力，控制着其供应链的很大一部分，减少了管理费用，并削减了中间商成本。更不用说，拥有类似项目的经验使公司在经验和成本优化方面都具有优势。

A Deeper Look at Telesat's $2.54 Billion Government Funding

深入了解 Telesat 25.4 亿美元的政府资助

Last week, the Canadian satellite communications company Telesat, with its headquarters in Ottawa, secured investment agreements worth $2.54 billion with the Government of Canada and the Government of Quebec. This funding, Prime Minister Justin Trudeau said, showcases the government's commitment to focus on Canadians in action.

上周，总部位于渥太华的加拿大卫星通信公司 Telesat 与加拿大政府和魁北克政府签订了价值 25.4 亿美元的投资协议。总理贾斯汀·特鲁多表示，这笔资金体现了政府致力于关注加拿大人的行动。

“Designed, manufactured, and operated in Canada – the Telesat Lightspeed satellite network will be the largest in Canadian history – creating thousands of jobs, growing our economy, and getting high-speed internet to Canadians. We're putting Canada at the forefront of opportunity, with a fair chance for everyone to succeed.”

“在加拿大设计、制造和运营 - Telesat Lightspeed 卫星网络将成为加拿大历史上最大的卫星网络 - 创造数千个就业机会，发展我们的经济，并为加拿大人提供高速互联网。我们将加拿大置于机遇的最前沿，为每个人提供公平的成功机会。”

– Trudeau

——特鲁多

For a clear picture, the Canadian government loaned Telesat $1.57 billion (CAD 2.14 billion), maturing it by 15 years. The government is also receiving warrants for 10% of the common shares of the company based on a $3 billion equity valuation of Telesat LEO, which is a Telesat subsidiary and the official borrower.

为了清楚地了解情况，加拿大政府向 Telesat 提供了 15.7 亿美元（21.4 亿加元）贷款，期限为 15 年。根据 Telesat LEO 的 30 亿美元股权估值，政府还将获得该公司 10% 普通股的认股权证。Telesat LEO 是 Telesat 的子公司，也是官方借款人。

Meanwhile, the loan from the Quebec Government is for $294 million (CAD 400 million) with warrants for 1.87% of the common shares. According to Dan Goldberg, the President and CEO of Telesat:

与此同时，魁北克政府提供的贷款金额为 2.94 亿美元（4 亿加元），并附有 1.87% 普通股的认股权证。 Telesat 总裁兼首席执行官 Dan Goldberg 表示：

“We are pleased to conclude these funding arrangements with the governments of Canada and Quebec as we make strong progress on the build-out of the revolutionary Telesat Lightspeed constellation, the largest space program in Canada's history.”

“我们很高兴与加拿大和魁北克政府达成这些融资安排，因为我们在建设革命性的 Telesat Lightspeed 星座方面取得了重大进展，这是加拿大历史上最大的太空计划。”

With this funding, Telesat has all its bases covered to pay for its $3.5 billion Lightspeed network, which includes satellites, launch vehicles, landing stations, and operational support systems. The launch of the company's first Lightspeed satellites, however, won't come until mid-2026, with 2027 as the go-live date.

凭借这笔资金，Telesat 覆盖了其所有基地，以支付其 35 亿美元的光速网络，其中包括卫星、运载火箭、着陆站和运营支持系统。然而，该公司的第一颗 Lightspeed 卫星要到 2026 年中期才会发射，上线日期为 2027 年。

The Lightspeed network of Telesat is made of

Telesat 的 Lightspeed 网络由