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ARIN has just released a statement on the future of addressing policy. Specifically addressing the future of IPv4 addressing. What ARIN does is to emphasize the current policies and say they will be enforced even stronger than today if needed. I.e. there is no announcement of a change in policy. more
A story... ZZZ Telemarketing (not a real name) is locked in a heated fight with their bitter rival, YYY Telemarketing (also not a real name), to win a very large lead generation contract with Customer X. Customer X has decided to run a test pitting the two companies against each other for a week to see who can generate the most leads. The ZZZ CEO has said to his staff that it is "do or die" for the company. If they fail to win the contract, they will have to shut down -- they need to do "whatever it takes" to win over YYY. A ZZZ staffer discovers that part of why YYY has consistently underbid them is because they are using SIP trunks to reduce their PSTN connection costs. But the staffer also discovers that YYY is using very cheap voice service providers who run over the public Internet with no security... more
Recently, I wrote about the Spamhaus Policy Block List (PBL), suggesting senders encourage their network/connectivity service providers (whomever they lease or purchase IP addresses from) to list their illegitimate email-sending IPs as a step towards improving the overall email stream on the internet. The initial PBL was seeded with listings from the Dynablock NJABL ("Not Just Another Bogus List"), which at the time of the cut-over was at more than 1.9 million entries... more
Cogent (CCOI) recently announced that it was offering secured notes for $206M. The unusual part is what it’s using as security: some of its IPv4 addresses and the leases on those IPv4 addresses... Cogent has been leasing out addresses for several years. All internet service providers (ISPs) give IP addresses to their users, but Cogent was among the first to lease those addresses independently of internet access. more
In 2021, the story was price. In 2022, the story was price and large block supply. The story in 2023 is decline -- but with a notable caveat. Spurred by unprecedented unit pricing, the North American IPv4 market in 2022 experienced its second-best year in terms of overall traded volume, and in both 2022 and in 2023, large block market activity was as robust as ever, with sellers trading large blocks at over $50 per number. more
The IPv4 market has created serious interest in the protocol far beyond the natural confines of networking professionals. These assets are worth a lot. Marketplaces, IPv4.Global's especially, have grown to be large centers of asset transfer by buyers and sellers of IPv4 addresses. IPv4.Global has helped transfer over $1 billion in IPv4 blocks. more
In a rapidly evolving digital landscape, the value of IP addresses has surged to the forefront of discussions. Over a month ago, Amazon Web Services (AWS) made a pivotal announcement, reshaping the IP address pricing landscape. Citing the escalating costs of acquiring IP addresses on secondary markets, AWS declared a fundamental shift in its pricing strategy, set to take effect on February 1, 2024. more
In early 2022 the discount that had been available for large blocks of IPv4 addresses disappeared. For the first time in years, /16 blocks and larger began to sell at an increasing premium. By Q2-2023, small and medium-sized blocks sold for a 30-35% discount to larger ones. At the same time, the tighter range of prices that had persisted for nearly a decade fractured and blocks traded in wide ranges throughout 2022 and the first half of 2023. more
Amazon Web Services (AWS) will charge customers for public IPv4 addresses effective February 1, 2024. The charge will be $0.005 per IP per hour for all public IPv4 addresses, irrespective of whether they're attached to a service. more
In 2021, the story was price. In 2022, the story was price and large block supply. Spurred by unprecedented unit pricing, the IPv4 market in North America experienced its second-best year ever in market history. Nearly double the number of IPv4 addresses were traded in 2022 compared to 2021, predominantly due to the increased flow of large block supply from twelve sellers, five of whom were first-time market participants. more
A curious price inversion has occurred in IPv4 markets. The long-term trend that discounted large blocks has reversed. The graph identifies /15 and /16 (large) block pricing per IP address throughout the period in the form of dark spots. It is evident that, for most of the timeframe here (2014 to the first half of 2021), large blocks sold at a significant discount. One might guess that the administrative chores related to large-network needs were most efficiently and cheaply satisfied with large blocks. more
The IETF held its 115th meeting in London in November 2022. This was another in the set of hybrid meetings with specific support for online attendees in addition to the normal face-to-face meetings for the week. In no particular order, here are a few of my impressions from the IETF meeting. more
From time to time, a party can get out of control. Raucous celebration can become careless, even destructive. Combine a critical number of young people, a certain amount of beer and lots of music and damage often happens. Partygoers leave a mess behind them. The same thing happens to some IP addresses. Malicious actors use IP addresses properly registered to someone else. more
The last few years have shown us how the Internet shrinks distances between distributed teams, organizations and families. This poses a challenge for some organizations. Many business relationships and contractual agreements involving the Internet have geographical implications and restrictions. This matters to anyone operating a network. It is most important for networks that get new address space. more
All devices that connect to the internet need unique addresses. The number of IP addresses is limited, creating a demand for addresses worldwide, particularly from the cloud computing industry. This demand has raised the value of IPv4 to levels that the internet's original developers didn't predict, in part because the internet was considered an experiment at the time. Of course, use - and so demand -- has exceeded anyone's realistic expectations. more
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