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NSR Policy: What Did the Lutnick Hearing Tell Us About Spectrum?
At yesterday’s confirmation hearing for Secretary of Commerce, Howard Lutnick addressed numerous of questions about BEAD, which we analyzed yesterday. But he also addressed questions on spectrum, which increasingly is a concern for investors in wireless companies. The context for the questions is the desire of Republicans to use spectrum auction revenues to pay for tax cuts in the upcoming reconciliation bill (as well as a belief that the wireless companies will soon need more spectrum for 6G). But the prime spectrum target for such commercial uses is currently used by the Department of Defense (DoD).
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Blair Levin
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