Measuring the Political and Physical limits of Oil. Physical export outages replace oil's war premium

[withheld] — Near-real-time crude oil stock/storage and flow monitoring data, fused from satellite SAR + optical imagery, AIS cargo tracking, and national statistics/customs data — tank-level stock-variation estimates for 500+ oil fields across 19 countries plus global high-value tank farms, expanded into nowcasting datasets (production, flows, refining, demand, storage) covering 160+ countries and now also gas/LNG/power.. Mid-scale specialist data vendor: multi-year operating history (since 2018), acquired by a larger energy-intell…

[withheld] — Satellite-derived maritime ship-to-ship (STS) cargo transfer detection data: optical satellite detection of vessel proximity events (with or without AIS), AIS-correlated event timing/duration/participant data, 'dark' STS detection when AIS is disabled, and transfer legitimacy/sanctions classification — part of [withheld]'s broader Theia maritime intelligence platform.. Mid-scale defense-tech intelligence vendor: ~96 employees, ~$19M raised (Angel stage), Houston-based, part of a broader multi-product Theia maritime/geospatial intelligence platform with existing federal and international …

[withheld] — Satellite (SAR/optical, 'GEOAI') derived global commercial intelligence: tank-level volumetric measurements of ~28,000 crude oil storage tanks across 130 countries (Global Oil Inventories), dark-vessel/AIS-evasion detection (Global Dark Vessel Watch), and general change-detection (environmental/human activity) datasets, sold as off-the-shelf subscriptions or custom monitoring.. Established mid-size satellite intelligence vendor: ~82 employees, ~$109.3M total funding, ~$17.4M revenue range, multi-product commercial + government customer base. Use cases: Commodity trading a…

[withheld] — Global crude oil and condensate cargo-tracking and tradeflow intelligence: tanker-movement tracking combined with vessel-level oil grade/specification data, detailed export records by crude grade/origin port/destination/customer (3+ years of history), OPEC+/FSU production and export insights, and Former Soviet Union pipeline/rail/sea forward-loading schedules.. Established, industry-leading niche data vendor: ~23 employees, Geneva-based, 45+ years of operating history, cited by all major financial media as an authoritative source on OPEC/FSU crude flows. Use cases: Oil price…

[withheld] — Satellite-imagery-derived crude oil storage tank volume measurements: daily/weekly/monthly change data on oil tank fill levels, accurate to ±5%, across US PADD regions, Canada, ARA, China, Fujairah, Iran, Singapore, Malaysia, Japan, and India, produced via GPU-accelerated deep learning and high-performance computing on high-resolution satellite imagery.. Very small, early-stage satellite-analytics startup: 2 employees, London-based, no disclosed funding, single-product-line site with expansion signals ('View our other products'). Use cases: Commodity trading and investment decisi…

[withheld] — Global AIS-derived tanker and LNG-carrier tracking data: live vessel positions, voyage history, port-call/arrival-departure logs for monitored terminals (e.g. Ras Tanura, Basrah), chokepoint transit-count analytics (Hormuz, Suez, Malacca, Bab el-Mandeb, Gibraltar, Panama), a canonical vessel/fleet database, a sanctions/compliance watchlist, and daily market OHLC bars for energy benchmarks (Brent, WTI, TTF, JKM).. Small, founder-run maritime-data project with global AIS coverage breadth but limited team/commercial scale; donation-supported rather than enterprise-funded. Use cases: …

[withheld] — Global import-export customs/shipment [withheld] records: company-level export/import history (exporter name, destination, product description, HS code, quantity, net volume, pricing) sourced from bills of lading and customs filings, aggregated into a searchable SaaS [withheld]-intelligence platform plus a buyers directory and market-insight reports.. Small-to-mid B2B [withheld]-data SaaS vendor: ~50 employees, Singapore-headquartered, founded 2018, global multi-country coverage. Use cases: Supply-chain and competitor [withheld]-flow analysis, sales-lead discovery (identifying active importers/ex…