Energy & Commodities | Kayrros | #remotesensing #marketintelligence #euets #oil #gas #power
Joined June 2021
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8 Photos and videos
Quentin Hamonou retweeted
Jan 19
Iran crude oil inventories at their highest in three and a half years.
Just saying.
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Crude stockpiles at the critical Kharg Island terminal that loads Iranian barrels fell 30% from Jan. 1 to Jan. 4, according to the founder of a company that tracks inventories with satellites bloomberg.com/news/articles/…
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Quentin Hamonou retweeted
Jan 12
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Quentin Hamonou retweeted
Jan 12
Crude stockpiles at the critical Kharg Island terminal that loads Iranian barrels fell 30% from Jan. 1 to Jan. 4, according to the founder of a company that tracks inventories with satellites bloomberg.com/news/articles/…
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Quentin Hamonou retweeted
Amid protests in Iran, its oil stockpiles at the critical Kharg Island terminal are about a fifth lower than where they started the year, Bloomberg reported.
Crude stockpiles at the terminal that loads Iranian barrels fell 30% from January 1 to January 4, Kayrros chief analyst Antoine Halff said. Though they recovered in subsequent days, they remain 22% below year-earlier levels.
According to Halff, it's a possible sign the country is moving crude out of harm's way amid a wave of protests over the past two weeks. Satellite images showed that the number of tankers at the terminal had decreased (from nine tankers at the end of December to four at the beginning of January).
bloomberg.com/news/articles/…
Today, January 13, 2026, is day 17 of the protests in Iran. The situation has escalated into total confrontation and information war. The regime is even shutting down Starlink - which means they must be using new electronic warfare (which could have been received from Russia or China).
BBC’s Iranian service reports, citing data from NetBlocks, a global internet monitoring organization, that internet access in Iran has been blocked for more than 108 hours.
This is the regime's attempt to create an information vacuum to push down the protests.
These actions have led to an almost complete halt in the operations of banks and serious issues with logistics. According to reports, Iran's authorities have resumed access to phone networks today, and access to the Internet might start resuming within 48 hours.
Islamic elites are now making their choice: someone is taking their families abroad, some decide to stay with the regime till the end. This is also a sign that there won't be a "soft scenario" of the transit of power.
Radicalization is growing on both sides. The authorities are using firearms, killing, maiming, arresting and publicly executing protesters. In response, mosques and government buildings are set on fire. Protests do not stop.
Everyone is waiting for actions by the United States.
Despite all the challenges in Ukraine, we keep up with the events in Iran. My solidarity is with the brave and courageous people fighting for their freedom in Iran.
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Quentin Hamonou retweeted
Jan 13
Iran is draining Kharg tanks and pushing barrels offshore ahead of strike risk.
Stockpiles are ~20% below where they started the year
More oil on the water, not less oil in the system.
Here's your target, Trump.
bloomberg.com/news/articles/…
#Iran #oil #WTI #Hormuz
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We’re pleased to share that Antoine Halff, chief analyst, and Rafael Guedes de Carvalho, E&P product manager, will be attending the 135th meeting of the National Petroleum Council (NPC) tomorrow in Washington, D.C.
The NPC is a federal advisory committee that provides guidance to the U.S. Secretary of Energy on issues related to oil, natural gas, and the broader energy system. It brings together leaders from industry, academia, and public policy to support informed decision-making on key energy challenges and opportunities.
📍 Location: Grand Ballroom, Willard InterContinental Washington, D.C.
📅 Date: December 3, 2025
⏰ Time: 9:00 a.m.
Antoine and Rafael look forward to participating in this important gathering and engaging with colleagues from across the sector.
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🚀 Big News from Kayrros E&P Intelligence
We are proud to introduce the E&P Production Nowcasting suite, a new add-on to our E&P Intelligence platform designed to deliver the most accurate and timely U.S. oil & gas production nowcasts, by basin and by operator.
🔍 The suite focuses on the three most critical inputs to production models:
• Turn-in-Line (TIL) Dates – highly precise, satellite-powered detection of when wells start producing. Helping traders to track delayed TILs (DTILs) on both Oil and Gas basins and operators to measure Post-Completion performance.
• Initial Production (IP) Data – proprietary, backtested well-level IP estimates for accurate production modeling forecast. Including productivity benchmarks by basin, sub-basin and operators.
• Historical Production Data – 12 years of cleaned, centralised well-level data, easier to integrate, more consistent and cost-effective than alternative sources.
Built in close collaboration with our users, this suite expands Kayrros’ capabilities beyond industry-leading Rig and frac data to include robust production data tailored for advanced modeling and agile decision-making.
👉 Book a demo or reach out to our team to get started: lnkd.in/eF6atBYH
We’re excited to see how this new capability helps our partners push the boundaries of insight, accuracy, and performance in U.S. oil & gas.
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Quentin Hamonou retweeted
27 Oct 2025
“Since early February China’s observable stocks grew by 110m barrels, to a record 1.2bn, reckons Kayrros, a data firm—triple the size of America’s reserves”
And it’s jus 58% full as of today. economist.com/finance-and-ec…
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🚀 Curious who’s leading the pack in the Bakken?
One of our E&P Intelligence users wanted answers—who’s truly outperforming in the Bakken? So we dug into the data, analyzing drilling and completions metrics all the way back to 2019.
🔍 What we found:
• Drilling performance has nearly doubled overall in the past few years.
• On the completions side, top operators are fracturing 4x more footage per day than the lowest performers.
With smarter bits, advanced rotary steerables, automation, and AI-driven optimization, the rules of the game have changed—fast. And Kayrros is helping operators stay ahead of the curve.
💡 The result?
Our client used our data to identify — and emulate — best practices, rising from the lower quartile to the top 3 in the basin since partnering with Kayrros.
That’s the power of actionable intelligence.
👉 Want to know who’s wearing the crown in your basin?
Click on our short case study below and get in touch to learn how Kayrros can help you outperform the competition: lnkd.in/edhNHJR7
#Bakken #EPIntelligence #DrillingPerformance #Completions #ShaleTech #AI
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3 Sep 2025
Investors seeking insight into China’s oil market fundamentals need look no further than futures listed in Shanghai
Looking for high frequency crude oil stock data in China ? Please reahc out
bloomberg.com/news/articles/…
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1 Sep 2025
RT @Kayrros: Crude oil inventories move the market, and Kayrros keeps you ahead with dashboards, APIs, and weekly reports built for serious…
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We’re excited to join forces with Veyt to turbocharge EUA price forecasting with real-time emissions data.
By feeding Kayrros’ high-frequency satellite-based measurements into Veyt’s models, this partnership tackles one of the biggest challenges in carbon markets: the lag in industrial emissions data.
We're proud to help bring greater transparency and agility to EUA price forecasting—read more about how this collaboration is transforming carbon market analytics.
#CarbonMarkets #EUA #SatelliteData #EmissionsMonitoring #Climatetech #Kayrros #Veyt
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9 Jul 2025
🛢️ Public vs Private
• Public operators show resilience, with frac activity down just ~20% in the Permian.
• Private operators, on the other hand, slashed activity by ~50% in the Permian.
• This divergence aligns with differences in breakeven economics
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Quentin Hamonou retweeted
4 Jul 2025
From Jan to May, China imported 11.46 million bpd of crude oil—virtually unchanged from the same period in 2023. However, its inventories continue to reach new ATHs, indicating that implied product demand is running well below both the past 2 years--both as a result of its ongoing recession & due to policy (more EV car & LNG truck sales).
Remember: oil storages shifted from West to East. If you're still fixated on Cushing, you're stuck in the past.
Source: @Kayrros (in million barrels)
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Join us for a live webinar session to explore our High-Frequency Crude Oil Inventory feature, designed to give traders and analysts a competitive edge with:
🔹Near-daily inventory data with 90% of crude oil storage capacity revisited within 3 days (a market first)
🔹Unmatched global coverage & accuracy
🔹Trusted insights used by top oil operators and analysts
You’ll discover how this product helps you act on signals days before official reports, spot hidden trends missed by low-frequency data, and make faster, more confident trading decisions.
We’ll also share real-world use cases and early user feedback to show the impact in action!
🗓️ Date: July 10, 2025
🕓 Time: 4:00 PM (CEST)
🔗us06web.zoom.us/webinar/regi…
#OilMarkets #GeospatialAnalytics #EnergyTrading #CrudeOil #Kayrros #OOTT #oil #wti #Crude #Oil #Traders #Trading
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China has accumulated record oil reserves, Bloomberg reports
The country’s refineries — the largest consumers of Iranian crude — are now unconcerned about potential supply disruptions from the Middle East.
According to Kayrros, a company specializing in oil reserve monitoring, the total volume of oil stored in China has reached a historic high of 1.18 billion barrels.
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13 Jun 2025
📰 Why is Saudi Arabia flooding the #Oil market – again?
Kayrros co-founder and Chief Analyst Antoine H. sat down with Carol Ryan of the The Wall Street Journal this week to explain how OPEC uses global shocks to drive out its rivals.
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13 Jun 2025
OPEC is now on track to unwind over 2 million barrels/day of cuts by autumn and Goldman Sachs warns of a global surplus by 2026.
Our data shows that frack crews are pulling back.
Read it here : wsj.com/business/energy-oil/…
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