Kayrros

🛰 As reported by the BBC, Kayrros analysis revealed one of the worst methane leaks ever recorded took place last year at a remote well in Kazakhstan. This massive methane release was previously denied by the owner of the well and dismissed as ‘water vapour.’ Our analysis has now been verified by the Netherlands Institute for Space Research and the Polytechnic University of Valencia, and confirmed by BBC Verify. Based on our findings, 127,000 tonnes of the gas escaped when a blowout started a fire that raged for over six months. The environmental impact of the leak is equivalent to the emissions of 717,000 petrol cars for a year. Our thanks to BBC News, International Methane Emissions Observatory, SRON Netherlands Institute for Space Research and Universitat Politècnica de València (UPV) for working with us on this important story. Read more here: https://lnkd.in/eXQdnzSt #climate #methane #sustainability

Kayrros est heureux d’avoir participé à la “Route des Transitions", une belle promenade du Groupe Crédit Agricole à la rencontre des divers acteurs qui transforment le paysage de la France en intégrant les principes de durabilité environnementale, sociale et économique. "Comment la forêt peut-elle être un acteur clé des transitions et quelles facettes de son potentiel pourrions-nous découvrir?" Telle est la question qu’Eric Campos a soumise à Mathilde Allançon, Responsable de Projets Stratégiques, dans un échange au Crédit Agricole d'Aquitaine. Lors de cette rencontre, Mathilde a évoqué l’importance de la forêt pour la préservation de la biodiversité, la capture du carbone et l’équilibre des écosystèmes. Elle a expliqué comment Kayrros utilise l'intelligence artificielle et l'analyse d'images satellites pour protéger la forêt des risques climatiques et combattre la déforestation. Cette initiative s’inscrit dans le cadre de notre collaboration avec le Crédit Agricole d'Aquitaine, pour aider leurs clients à se prémunir contre les risques de feux de forêt, illustrant ainsi une approche proactive basée sur la prévention. #TransitionÉcologique #IA #Innovation #Durabilité #CréditAgricole #LaRouteDesTransitions

📢 We're pleased to bring you the latest edition of The Commodity Picture, the newsletter that draws on our data to provide you with insights into the factors affecting commodity supply chains and prices worldwide. In this edition … • We look at the recent trend in Chinese crude oil inventories, which just experienced one of the steepest drawdowns ever recorded over a one-month period in a single country or region. • We consider the impact on Chinese stocks of the latest U.S. sanctions on Russian oil announced by President Biden on January 10, self-sanctioning by Chinese ports announced on January 7, and the subsequent rapprochement between Russia and the US under President Trump. • We explore how China's massive oil storage infrastructure serves as a strategic asset, allowing it to manage supply shocks and influence global oil markets. • And we explain the potential implications for future geopolitical strategies, including scenarios involving Iran and Russia, and how China's storage capacity could impact global oil prices. Discover all this and more by subscribing to The Commodity Picture. 👉 Read it now: https://lnkd.in/ekjcQjQB

🛢️ At International Energy Week in London, there has been a lot of buzz about the extraordinarily high geopolitical risk and policy risk facing oil and energy markets. Many forecasters appeared stumped and seem to be sitting on the fence, falling back on scenarios instead of the usual forecasts. Rarely has the need for realtime transparency provided by AI, satellite imagery and geolocation data been more accurately felt.    Kayrros was pleased to host an expert roundtable titled "Bridging the Data Gaps in Global Oil Markets" on February 24 to debate these challenges. Thanks to Toril Bosoni of the International Energy Agency (IEA), Michelle Brouhard of Hartree Partners, Harry Tchilinguirian of Onyx Capital Group, Tatiana Mitrova of the Columbia University Center on Global Energy Policy and Sergey Vakulenko of the Carnegie Endowment for International Peace for kickstarting the discussion with your insights into physical flows, paper positioning, international sanctions on Russia and Iran, OPEC policy, and the outlook for Russian and Iranian crude oil, refined products and natural gas trade.   Given the current circumstances, it was fitting that the discussion, which was kept under the Chatham House rule, was held at the Royal United Services Institute, an institution that has been at the heart of defence and security thinking since 1831 – making it the oldest thinktank in the UK, and perhaps the world. 🤝 We thank all attendees for their valuable contributions to this stimulating discussion.

The industrial outlook for Germany – Europe’s largest economy – is one of the wildcards facing EU carbon markets. Will the deindustrialization and economic contraction of the last two years extend into 2025 – and what would that mean for EU emission allowances (EUAs), the price of which has soared to €81.50 per ton in early February - a 20% increase in two months - before falling back to €72.00 today? Kayrros Carbon Watch sheds light on this complex issue. The record so far in 2025 is nuanced. Carbon Watch shows the trend in German carbon emissions is a mixed bag, with the two most carbon-intensive industries moving in opposite directions: • On the one hand, cement emissions plunged to a record-low of 1.1 kt CO₂/day on January 15-17 as major plants, including Germany's largest Dickerhoff Deuna (2.4Mt/year capacity), shut down for maintenance and downtime amid economic challenges • On the other hand, steel production remains robust, and gas-driven industries (e.g., Ammonia, Chemicals, Paper, Glass, and Non-ferrous Metals) hit record-high emissions, reaching 108.8 kt CO₂/day on January 15. What will the trend look like if Russia oil and gas comes back in the EU market? With so many conflicting and rather unpredictable factors affecting industrial activity and emissions patterns, including high energy costs, bureaucratic hurdles, global protectionism, potential US tariffs, an uncertain Russian supply outlook, climate policy turbulence and political instability, real-time emissions data has never been more critical for optimizing supply and demand balances. There is no other source available for near-realtime carbon emissions from the industrial sector than Kayrros Carbon Watch. Looking for accurate, real-time insights on industrial emissions? Contact the Kayrros Carbon Watch team today to learn more.

KAYRROS PREDICTION CONFIRMED: This week, Permian-based oil and gas producer Diamondback Energy, Inc. (FANG) announced that it has entered into a definitive purchase agreement with Double Eagle IV to acquire core assets in the Midland sub-basin. This confirms a prediction we made in a LinkedIn post six months ago, when we looked into which Permian producers might be next in line for M&A activity. Here are some insights into why Kayrros made the prediction: After the acquisition of Endeavor and CrownRock in the Midland sub-basin in 2024, Double Eagle was the best performing private operator in terms of • Most Drilled wells • Most Completed wells • Fracturing efficiency Besides operational efficiencies, the acquisition includes 40,000 net acres in the core of the Midland with 44 assets located in high-producing zones and 68% of the acquired assets undeveloped which have an average lateral length of >11,000 feet. As Kayrros reported in its Pre-Earnings report sent to clients today, Diamondback ranked number one in terms of fracturing performance compared to other public operators in the Permian (measured in number of fractured feet per day). This strong performance is partly due to the use of simul-fracs, which Kayrros monitors with satellites. It will be very interesting for our Equity Tracker clients to see if Diamondback manages to scale its cost efficient, operational excellence across the acreage and wells it acquired. As always, our clients will be the first to know so they can long or short the stock ahead of the curve. Kayrros is the global leader in leveraging satellite imagery to provide activity and productivity metrics for US E&P companies. Our Equity Tracker tells you exactly which companies are ramping up production, innovation and efficiency to come out on top – and when. Discover Kayrros E&P Equity Tracker. Book your demo now: https://lnkd.in/eVH5avg4

Du 5 au 7 février 2025, Kayrros a participé aux 32èmes Rencontres du Risk Management de l'AMRAE - Management des Risques et des Assurances de l'Entreprise à Deauville, sur le thème "L'art du Risque, sculpteurs d'opportunités". Cet événement a réuni plus de 3 000 professionnels de l’assurance et de la finance pour échanger sur les défis et les bouleversements auxquels ils se trouvent confrontés de manière chaque jour plus pressante : montée des risques géopolitiques, accélération du changement climatique, révolution de l’IA, difficultés de la mise en conformité avec des réglementations environnementales elles-mêmes sujettes aux aléas du cycle électoral. Guillaume Mouscadet est intervenu lors de l'Atelier "Adaptation au Risque Climatique", modéré par Michel Josset de FORVIA. Cette session a permis d'aborder les stratégies d'adaptation face aux risques de catastrophe climatique, en partageant des analyses et recommandations pour les sites industriels et en expliquant le rôle des technologies satellitaires dans l'analyse des risques. Sur le stand du Centre National d'Études Spatiales, Julien Camus a présenté nos solutions en matière d'évaluation du risque incendie et du débroussaillage, aux côtés de Véronique De La Casa, responsable du CNES pour le développement des start-ups. Guillaume Mouscadet et Mathilde Allançon ont également pu échanger avec les équipes de notre partenaire AXA Digital Commercial Platform, qui ont présenté sur le stand d’AXA le modèle Wildfire que nous avons co-développé. Merci à tous, et en premier lieu aux organisateurs, pour les éclairages enrichissants partagés au cours de ces Rencontres et les retours positifs que nous avons pu recueillir sur nos solutions. Nous en sortons renforcés dans notre détermination à en approfondir encore l’impact et à transformer défis en opportunités, en collaboration avec l’ensemble des acteurs du secteur. #RiskManagement #Climat #Innovation #Durabilité

Dans le cadre de l'AI Action Summit accueilli à Paris par le Président Macron, Kayrros s’est associé avec l'Institut Louis Bachelier (ILB) et le fonds d’investissement durable Blue like an Orange Sustainable Capital pour organiser une rencontre sur l’impact de l’intelligence artificielle dans les secteurs financiers et de l’assurance et les problématiques qui en découlent. Cet événement organisé à la Maison des X, ce 11 février a rassemblé un groupe d’acteurs et d’experts du monde de la finance, de l’assurance et de l’intelligence artificielle. Parmi les intervenants, nous avons eu le plaisir d’écouter: • Vera Songwe, économiste et ancienne secrétaire générale adjointe des Nations Unies • Bertrand Badré, associé et gérant du fonds Blue like an Orange, et président de la fondation PARC  • André Lévy-Lang, président de l'Institut Louis Bachelier et membre du comité consultatif chez Kayrros • Antoine Rostand, président et co-fondateur de Kayrros • Mathilde Allançon, responsable des projets stratégiques chez Kayrros • Stéphane VOISIN, responsable grands comptes chez Esri Alors que les réglementations évoluent et que les investissements en IA s'accélèrent, les débats ont permis non seulement d’explorer l’impact d’outils d’IA tels que ceux que Kayrros a développés, mais aussi de faire affleurer les défis futurs liés à la transformation de la finance et de l'assurance face à l'explosion des risques climatiques. La discussion très riche a notamment tourné autour des enjeux de la mutualisation et de l'individualisation des risques, des conditions et de la possibilité de mise en accès libre des données climatiques, et de l’équilibre des coûts de la prévention et de la sinistralité. #FinanceDurable #IA #DonnéesSatellitaires #ChangementClimatique #Innovation