The Commodity Picture https://podcast.ausha.co/the-commodity-picture Unique view from the sky Hosted on Ausha. See ausha.co/privacy-policy for more information. en Victor Cronier Tue, 21 Jul 2026 09:29:22 +0000 Tue, 21 Jul 2026 09:29:22 +0000 feeds@ausha.co (Ausha) Ausha (https://www.ausha.co) us Kayrros Victor Cronier marketing@kayrros.com Unique view from the sky Hosted on Ausha. See ausha.co/privacy-policy for more information. false no no yes episodic Kayrros marketing@kayrros.com Unique view from the sky Hosted on Ausha. See ausha.co/privacy-policy for more information. false Support us! Business https://image.ausha.co/bSkpyMwrV05nNkulkidTggr1q4fP0u1hbDts01J0_1400x1400.jpeg?t=1753094009 The Commodity Picture https://podcast.ausha.co/the-commodity-picture The Commodity Picture: Turning Point for U.S. Tight Oil – Output at Risk Despite Efficiency Gains 4ecf13edc6c25d8469da94b62ea711570c6f7ec1 The U.S. tight oil market is at a turning point.

After years of robust growth and a strong recovery from COVID, satellite-based data from Kayrros shows that production—particularly in the Permian Basin—is again at risk of decline.

The signs are clear: drilling and completions continue to fall, but this time efficiency gains aren’t enough to compensate.

Permian oil output is on track to decline starting as early as the fourth quarter of 2025. That’s a significant departure from the U.S. EIA’s current forecast, which expects production to remain broadly flat through 2026.

So, what’s changed?


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]]> The U.S. tight oil market is at a turning point.

After years of robust growth and a strong recovery from COVID, satellite-based data from Kayrros shows that production—particularly in the Permian Basin—is again at risk of decline.

The signs are clear: drilling and completions continue to fall, but this time efficiency gains aren’t enough to compensate.

Permian oil output is on track to decline starting as early as the fourth quarter of 2025. That’s a significant departure from the U.S. EIA’s current forecast, which expects production to remain broadly flat through 2026.

So, what’s changed?


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]]> Mon, 03 Nov 2025 16:03:27 +0000 https://podcast.ausha.co/the-commodity-picture/the-commodity-picture-turning-point-for-u-s-tight-oil-output-at-risk-despite-efficiency-gains Kayrros false 06:16 full The U.S. tight oil market is at a turning point. After years of robust growth and a strong recovery from COVID, satellite-based data from Kayrros shows that production—particularly in the Permian Basin—is again at risk of decline. The signs are clea... Kayrros false The Commodity Picture: Turning point for U.S. solar 6ae1f6cfa6559c2204f5d6faf5d59e84ba5beec4 📢 The new Commodity Picture is here — spotlighting a critical turning point for U.S. solar.

Kayrros satellite data shows a steep drop in solar panel installations starting late 2024, with January 2025 levels nearly 50% lower than the previous year.

• Solar is highly policy-dependant and solar developers stepped on the breaks as soon as Donald Trump got elected. They didn’t wait for him to actually take office to slow down, let alone for the “One Big Beautiful Bill” to get enacted. The bill phases out solar tax credits, putting dozens of projects at risk. Developers don’t seem to have had a any doubts about what President Trump intended to do, not about his ability to deliver.

• Grid reliability under pressure. In 2024, solar made up 61% of new U.S. capacity. With demand from AI and data centers surging, any slowdown could lead to electricity shortfalls — especially in ERCOT — as long as it isn’t offset by other sources. And the chances of other sources ramping up fast enough look pretty slim.

• It’s not just the phasing out of tax credits that’s slowing solar. Supply chain constraints and new trade limits are also driving up costs and delaying projects.

Kayrros is tracking it all in near real time.

Case in point: One 500 MW project set for 2026 shows zero visible construction — and it’s not alone.


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]]> 📢 The new Commodity Picture is here — spotlighting a critical turning point for U.S. solar.

Kayrros satellite data shows a steep drop in solar panel installations starting late 2024, with January 2025 levels nearly 50% lower than the previous year.

• Solar is highly policy-dependant and solar developers stepped on the breaks as soon as Donald Trump got elected. They didn’t wait for him to actually take office to slow down, let alone for the “One Big Beautiful Bill” to get enacted. The bill phases out solar tax credits, putting dozens of projects at risk. Developers don’t seem to have had a any doubts about what President Trump intended to do, not about his ability to deliver.

• Grid reliability under pressure. In 2024, solar made up 61% of new U.S. capacity. With demand from AI and data centers surging, any slowdown could lead to electricity shortfalls — especially in ERCOT — as long as it isn’t offset by other sources. And the chances of other sources ramping up fast enough look pretty slim.

• It’s not just the phasing out of tax credits that’s slowing solar. Supply chain constraints and new trade limits are also driving up costs and delaying projects.

Kayrros is tracking it all in near real time.

Case in point: One 500 MW project set for 2026 shows zero visible construction — and it’s not alone.


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> Mon, 21 Jul 2025 10:25:05 +0000 https://podcast.ausha.co/the-commodity-picture/the-commodity-picture-turning-point-for-u-s-solar Kayrros false energytransition,cleanenergy,solarenergy,satellitedata,climatepolicy 05:11 full 📢 The new Commodity Picture is here — spotlighting a critical turning point for U.S. solar. Kayrros satellite data shows a steep drop in solar panel installations starting late 2024, with January 2025 levels nearly 50% lower than the previous year.... Kayrros false