Jupiter Intelligence

𝐇𝐨𝐰 𝐜𝐥𝐢𝐦𝐚𝐭𝐞 𝐜𝐡𝐚𝐧𝐠𝐞 𝐡𝐢𝐭𝐬 𝐂𝐚𝐩𝐞𝐱, 𝐎𝐩𝐞𝐱 𝐚𝐧𝐝 𝐑𝐞𝐯𝐞𝐧𝐮𝐞𝐬 This summer the conversation became concrete: across Europe we saw nuclear reactors running at reduced output, gas plants derating, wind below average,energy crops wiped out, solar damaged by hail and wildfires, logistics at a standstill. Different technologies, different countries. None of it outside what climate models have described for years. So what is changing? Climate risk has stopped being part of a scenario and has become a cost line in quarterly results. And the issue is shifting from acute to chronic: once extreme events stop being exceptional, they become the baseline. Not a one-off loss, but higher Opex, Capex pulled forward, less predictable revenues. The hard question isn't whether climate risk is real. It's: what does it mean for a specific site, a specific asset, a specific investment decision? and what is worth doing about it, at what cost, on what timeline? Adaptation is capital allocation, not just disclosure. Underinvesting is a risk. Overinvesting, or investing too early, is a risk too. And that's where the opportunity sits. Companies that know their exposure before an event can plan it, price it, finance it and explain it to investors. Those that don't will describe it afterwards, in a results statement. At AFRY Management Consulting we quantify it with Jupiter Intelligence as our data layer (hazard scores across multiple scenarios, tailored indicators, damage estimates using insurance damage functions), and we add the analysis the data alone can't give: with our Engineers we identify which assets are vulnerable, what it means for EBITDA, which adaptation measures pay back and how fast.

Climate risk is starting to decide what gets financed and what gets insured. In this episode of In Conversation, Roni Deitz, PE of Arcadis and Jupiter's Sébastien Burgess dig into return on resilience, comparing options economically so leaders see not just the risk, but the return. Watch now: https://lnkd.in/gzK3SYWz #ClimateRisk #Adaptation #CapitalPlanning #Insurance

El Niño was declared in June, and the first impacts are already measurable. India's June rainfall came in 40% below average, the fifth-driest June since 1901, and the government estimates a 25% reduction in rice planting. Off South America, warm water has left Peru's fisheries facing an expected $5 billion shortfall. Jupiter's science team has laid out 10 things to watch as this El Niño unfolds, including: 🔹 3% potential decline in grain production across the tropics, with drought and food insecurity risk concentrated in Central America's Dry Corridor and southern Africa 🔹 10,000 additional deaths estimated in past El Niño years from wildfire smoke exposure across Indonesia and southeast Asia 🔹 3 million acres already burned in the U.S. ahead of peak fire season, raising landslide risk where El Niño's winter rains meet fresh burn scars Then there is the global temperature signal. With ocean temperatures on track to exceed 2°C above normal by year end, forecasters expect 2027 could run as much as 1.7°C hotter than normal. El Niño raises the probability of these outcomes. It does not guarantee them, and no two events unfold the same way. That distinction matters for anyone translating a seasonal signal into a planning decision. Read the full analysis: https://lnkd.in/g8PYCsgf #ClimateRisk #ElNino #PhysicalRisk #ClimateAdaptation #ClimateScience

A data center in Louisiana needs a decade to build and decades more to operate. Its climate exposure doesn't wait that long to matter. In a new piece with Cushman & Wakefield, we looked at the Hyperion Data Center, a Meta/Blue Owl joint venture in Richland Parish, to show what climate risk analysis looks like in practice. The findings: 🔹 Flood, drought, heat and extreme precipitation all screen as medium to high exposure at the site, with average flood levels projected to rise 16% by 2050 🔹Under a high-emission scenario, flood impacts alone could push combined capital and operating costs up more than 120% by 2050 🔹With the 2026 GRESB cycle complete, the piece argues the real work is shifting from disclosure to decisions, on acquisitions, design, and operations across a portfolio. Read the full piece now: https://lnkd.in/gz-u-dGH #ClimateRisk #RealEstate #Resilience

One site. Up to $60M lost in a single flood. A modeled flood-wall intervention showed a projected 245% ROI. This is what adaptation looks like when it's priced like an investment. https://lnkd.in/gxGgaTdT #ClimateRisk #Adaptation #Infrastructure #CapitalPlanning

We're back, with an updated name for the Forum! Get your abstract in to the #AMS2027 Fifth Forum on Extreme Weather and Climate Linked Economics. We're told the AMS is breaking with tradition and will not be extending the abstract deadline past Aug 11. I expect the Forum will continue its growth trajectory, with several sessions to choose from, including: - AI-Driven Transformation of Weather and Climate Risk Management: From Hazards to Financial Decisions (Joint between the Fifth Forum on Extreme Weather and Climate Linked Economics and the 26th Conference on Artificial Intelligence for Environmental Science) - Closing the Flood Insurance Gap: Challenges and Opportunities for Scientists, Insurers, and Policymakers - Extreme Weather, Water, and Climate Intelligence for Commodities Markets and Supply Chains - From Black Box to Building Blocks: Catastrophe Modeling in a Climate-Linked Economy - Heat, Drought, and Water Risk: Climate Intelligence for Economic and Financial Decision-Making (Joint between the Fifth Forum on Extreme Weather and Climate Linked Economics and the 15th Symposium on the Weather, Water, and Climate Enterprise) - Managing Insurance and Reinsurance Finance Risk in an Era of Unprecedented Weather and Climate Extremes - Severe Convective Storm Risk for Insurance, Reinsurance, and Financial Decision-Making - Wildfire Risk, Litigation, Urban Conflagration, and Economic Impacts in a Climate-Linked Economy - Other topics that fall under the Forum's purpose A full description of the Forum, and a link to submit an abstract, is linked below. Come share your research in Denver! https://lnkd.in/dgC2v9qY

The 2026 GRESB reporting cycle is complete. That closes the disclosure chapter and opens a sharper question for real estate leaders: how do you turn climate risk into better investment decisions and stronger returns? Climate risk has moved out of the sustainability team and into the boardroom. Rising insurance premiums, operational disruption, asset devaluation, and higher capital costs make it a material financial risk. The organizations pulling ahead treat it that way, embedding climate risk into enterprise risk management and capital allocation right alongside interest rates, FX, and construction costs. In practice, it shapes three real decisions. Acquisitions, where the data informs pricing and site selection. Design, building for future climate scenarios rather than historical patterns. Operations, prioritizing risk across the portfolios you already own. The best organizations don't try to eliminate risk. They understand it, manage it, and use it to make smarter decisions. Our new piece with Cushman & Wakefield breaks it down, including the Hyperion Data Center in Louisiana, where a high-emission scenario could push capex and opex up more than 120% by 2050. Read the full piece: https://lnkd.in/gz-u-dGH #ClimateRisk #RealEstate #GRESB #Sustainability

ClimateScore Global has been named a finalist in the Product of the Year category 2026 edie Energy & Tech Awards 2026 🏆 We are proud to see our work recognized, turning peer-reviewed climate science into decision-grade intelligence that helps organizations manage physical risk and invest in resilience with confidence. Thank you to the edie judges, and congratulations to every finalist advancing the conversation on energy, technology, and climate action. Winners are announced October 16. #ClimateRisk #Sustainability #ClimateTech #Resilience

Introducing Pitches in Peril: Frontlines, the first in-depth short film exploring the relationship between World Cup host nations, football communities, and climate risk. Uncovering how climate change is already affecting football across World Cup host nations, from grassroots communities to the game's biggest stage. 85% of fans have experienced extreme weather disrupting football. Fewer than half connect it to climate change. This film aims to close that gap. Full documentary premieres at New York Climate Week this September. Watch the trailer now (link in comments) 🎬 #ClimateAdaptation #ClimateAction #WorldCup2026 #Football #Documentary Shel Winkley Climate Central, Inc. Elisa Seith Jupiter Intelligence Street Soccer USA Jürgen Griesbeck Chelsey Oeffler Los Angeles Football Club (LAFC)