TerraWatch Space

Meet the participating organisations for EO Summit 2026 - spread across insurance, finance, energy, utilities, agriculture, environment, government and defence sectors, who will present real-world case studies Earth observation through presentations and panels. We conceived @EOSummitConf as a user-focused, application-driven conference - one that was missing in the EO and space event calendar. For the third straight year, we continue to deliver on our promise. Come meet the users of satellite data and geospatial on June 22!

Go check out the detailed program with all the incredible speakers from various organisations that will be participating in EO Summit 2026. You can hear from those building EO capabilities, using EO applications, funding EO solutions and more. Book your tickets and join us on June 22 in London!

Read on: newsletter.terrawatchspace.com/three-years-on…

Three years after Advent acquired Maxar for $6.4B, @fikocian and I took a deep dive into its transformation into @vantortech, one of the most prominent Earth observation companies. We take a deeper look at what happened after the deal, whether the divestments helped, how the company has transformed beyond satellite imagery and what the future looks like. Filip reached out to me first and put in a lot of work to get this in motion and is the finance brain behind this piece, and as always, I am the strategy guy. It's a pretty long, in-depth analysis of a very interesting company - so a perfect weekend read for anyone interested in space tech, geospatial or private equity!

We are excited to welcome some leading players in the Energy & Infrastructure sector who will be participating in the EO Summit 2026 in London on June 22. 🏭 UN Environment Programme, TotalEnergies, OGCI (Oil and Gas Climate Initiative), Spark Climate Solutions and Absolut Sensing in the EO for GHG Emissions session 🏗️ Network Rail, Shell, Waternet, Orbital Eye and Esri  in the EO for Asset Monitoring session Register for @EOSummitConf and hear about the applications of satellite data for energy, utilities and infrastructure sectors!

We are excited to welcome some leading players in the Agriculture & Environment sectors who will be participating in the EO Summit 2026 in London on June 22. 🌱 Bayer, Ceres, World Resources Institute, Environment Agency and Kuva Space will be speaking in the EO for Crop Intelligence session 🌳 Land & Carbon Lab, HSBC, BeZero Carbon, Chloris Geospatial and Pixxel will be speaking in the EO for Nature Monitoring session Register for @EOSummitConf and hear about the use of satellite data for agricultural and environmental monitoring applications!

At the EO Summit 2026, we will cover applications of satellite data across various sectors. The Enterprise Track at the Main Stage includes sessions on how EO is used for several use cases. ➡️ Insurance & Risk → ☂️ Parametric Insurance | 🌡️ Physical Climate Risk ➡️ Energy & Infrastructure → 🏭 GHG Emissions | 🏗️ Asset Monitoring ➡️ Agriculture & Environment → 🌱 Crop Intelligence | 🌍 Physical Climate Risk Reserve your tickets for @EOSummitConf to learn about EO applications from actual end-users!

We are excited to announce the sponsors for the Defence & Security track at the EO Summit 2026 - SATLANTIS, EUSI and ARGOTEC. All three organisations will be delivering short presentations about their capabilities and their work in the defence sector within the Innovation Track of the conference. Register at eosummit.com to meet representatives from these companies!

I wrote the original piece - "Orbital Data Centres Are Really an EO Business (For Now)" so some quick thoughts: This article just restates the "for now" position I had written about with a somewhat different framing. The competitive landscape and AI infrastructure points are real, but they describe the long-term trajectory - not where the early commercial opportunity is. Several alternative markets are named in the article (and I agree there is real potential there) but overall, it basically agrees that the real near-term contract pipeline is with the EO market. So, I am sticking to my position for now, until I see a non-EO commercial pipeline of comparable contract maturity. PS. Yes, the Anthropic-SpaceX deal is real - but the contracted part is purely terrestrial infrastructure, with the orbital as an expression of interest for the future.

Pretty stoked that EOSummit 2026 is taking place at one of London's most historic venues - The Brewery - a 250-year-old building that was producing millions of pints of the city's most beloved beer until not too long ago. So, while you will be networking and listening to the applications of satellite data across insurance, agriculture, energy, environment and defense, you'll be standing exactly where King George III and Queen Charlotte once stood, and where all that beer was once made. Book your tickets for @EOSummitConf at eosummit.com

In the report, we cover how parametric insurance works, the role of satellite data in expanding what can be insured, the various players and use cases, and the limits of EO for parametric. Available for $149: store.terrawatchspace.com/checkout/buy/4… You can also become a Premium subscriber to receive all our deep-dives. newsletter.terrawatchspace.com/earth-observat…

Parametric insurance is one of the clearest commercial use cases of Earth observation. It already uses EO-based data such as soil moisture, flood extent, burn severity, sea surface temperature, wind, irradiance - and that list just keeps getting longer with every new sensor/satellite launched. Very EO use cases map this directly from sensing capability to product line. If you are interested in the intersection of EO and parametric insurance, then the latest @terrawatchspace deep-dive is for you.

We are excited to welcome some leading players in the Insurance & Risk sector who will be participating in the EO Summit 2026 in London on June 22. ☂️ Liberty Mutual Insurance, Swiss Re, dClimate Labs and EarthDaily will be speaking in the EO for Parametric Insurance session 🛡️ Guy Carpenter, Oxford Sustainable Finance Group, Inigo and ICEYE will be speaking in the EO for Physical Climate Risk session Register for @EOSummitConf and hear about the applications of satellite data for insurance and finance!

📢 Call for Lighting Talks at EO Summit We are looking to showcase new innovations in Earth observation during this session - not a startup competition or sales pitches, but genuinely new ideas with a clear answer to "what is new, for what, and what does it change?" We will have 8 x 6-minute talks - we are looking for both originality and variety (not all about foundation models or edge computing). If you have an exciting new EO or EO-related innovation to present, please fill in this form: form.typeform.com/to/V9j7y0Di Deadline: Sunday, May 17 | 11:59 pm CEST

At the @EOSummitConf in London on June 22, Angelika Gremska and Stefan Józefowicz from @Bayer will be presenting case studies of Earth observation in agriculture, along with the value of remote sensing in crop intelligence and the challenges in geospatial adoption. Register for EO Summit and hear directly from the people using satellite data for agriculture applications.

Excited to announce that @Esri is supporting us once again as Gold Sponsor for the @EOSummitConf in London. Representatives from Esri will be on stage across panels and presentations, and at the expo area on the day. Register for EO Summit and meet them at the conference!

If you want to register for @EOSummitConf, now is the time, as prices will go up after May 22! If you are in the Earth observation sector, come hear how satellite data is being used in applications across insurance, finance, energy, emissions, agriculture, nature, defence and disaster management. If you are an enterprise or government user of EO, come hear directly from peers who are using satellite data to solve the same problems as you are and meet the EO sector in one place. Looking forward to seeing everyone in London!

My most counter intuitive thesis on Earth observation is that when it becomes mainstream, it becomes invisible. Most EO companies never get to that point. The adoption of Earth observation for many use cases is not a linear process - on average, it takes between 3 and 5 years for commercial end-users to operationalise the use of EO within their workflows. Most EO solutions never get past the pilot stage, and those that do end up in the project trap - not reaching scalability and recurring revenues. I mapped this journey in what I call the EO Invisibility Curve, based on analysis of 50+ engagements with Fortune 500 companies and large enterprises that use EO today, spending anywhere from $100k to $3M per year on EO-related solutions. The common factor in every single one of them? EO is invisible in their workflows, whether it is satellite imagery, AI models or geospatial analytics. That is the paradox of this industry: the more successful you are, the less anyone knows you exist.

We are excited to announce our Plenary Session at the @EOSummitConf on June 22 in London, which will include presentations and panel discussions with: - Inbal Becker-Reshef from @Microsoft AI for Good Lab - Luke Barrington from @Google - Andre Piza from @Syngenta - Fani Kallianou de Jong from @EBRD - Awais Ahmed from @PixxelSpace Book your tickets for the EO Summit and join this insightful session!