Across 4 Sites (2019–2025)
Before SEC 6-K Filing
Major Brine Operations
Every Monday 06:00 UTC
Physical supply signal. Not a model.
Operators cannot increase lithium output without expanding pond area, and cannot hide reductions once contraction begins. The satellite sees both.
Atacama: pond area shift detected ~3 months early
SQM's industrial pond area declined ~14% from peak — visible in satellite data quarters before SEC 6-K filings. A physical observable, not a statistical pattern.
Cauchari: commissioning tracked in real time
Ganfeng / Lithium Americas Phase 1 — industrial pond construction monitored week by week since 2022. Ramp-up visible before any public disclosure. 127 observations and counting.
PDF + Excel + API
Time-series data, MNDWI heatmaps, cloud-quality scores. Compliance-ready. Model-ready. Monday 06:00 UTC, every week.
Open data. Auditable pipeline.
ESA Sentinel-2 L2A. MNDWI spectral index. Validated by Xiang et al. You can replicate every step — we publish the methodology.
Sentinel-2 L2A
10m resolution. 5-day revisit. Automated cloud masking. Free ESA imagery — no proprietary lock-in, fully auditable.
MNDWI Pond Detection
(Green - SWIR1) / (Green + SWIR1). Threshold > 0.10, tuned for Atacama saline environment. Isolates active brine ponds from salt flat background.
Area-to-Production Model
Pond area in km² (UTM 19S). Rolling 12-week trend. Academic benchmark R² = 0.91 (Xiang et al., 2022). Our independent replication in progress.
Four salars. Two countries. Six years of data.
Chile + Argentina — the world's largest brine-based lithium operations. 1,027 observations. Bolivia and additional sites on roadmap.
| Site | Country | Operator | Status |
|---|---|---|---|
| Salar de Atacama | Chile | SQM / Albemarle | 299 scenes |
| Salar de Olaroz | Argentina | Rio Tinto (ex-Allkem) | 280 scenes |
| Hombre Muerto | Argentina | Rio Tinto / POSCO | 321 scenes |
| Cauchari-Olaroz | Argentina | Ganfeng / Lithium Americas | 127 scenes |
| Salar de Uyuni | Bolivia | YLB | Roadmap |
Limited distribution. By application only.
We work with a limited number of counterparties to preserve signal integrity. Access is provided through pilot evaluations and annual institutional subscriptions.
Typical engagements range from mid-five to low-six figures annually, reflecting the exclusivity, 60–90 day lead time, and direct alpha potential of the physical supply signal.
Request Pilot Access
Currently covering lithium brine operations.
Additional commodity verticals in development.
30-day evaluation with historical dataset and one live report cycle. Validate the signal against public filings before committing.
Full weekly delivery (PDF + Excel + API), all covered sites, anomaly alerts, dedicated analyst. Annual engagement.
Custom AOI, global coverage, raw data feed, model integration. Exclusivity options available. Multi-year terms.
Your supply model has a blind spot.
We'll send you last quarter's satellite data alongside SQM's published 6-K. See what the satellite showed — and when. Then decide.
Request Pilot Access