地球观测：释放7000亿美元机遇

I N S I G H TR E P O R T Images:Getty Images, Midjourney Contents Executive summary Introduction 1The EO value opportunity 1.1What underpins the EO value opportunity?1.2Where the EO value opportunity persists 2How to realize EO’s $263 billion opportunity 2.1Accelerated EO acquisition16 2.2Enhanced EO processing20 2.3Integrated EO deployment23 Conclusion26 Appendices 27 Disclaimer This document is published by the World Economic Forum as a contribution to a project,insight area or interaction. The findings, interpretations and conclusions expressed hereinare a result of a collaborative process facilitated and endorsed by the World Economic The document was created in collaboration with Deloitte Consulting LLP, an entity within theDeloitte organization. The findings, interpretations and conclusions expressed herein do notnecessarily represent the views of any Deloitte entity or its employees and no Deloitte entity Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited (DTTL), its globalnetwork of member firms, and their related entities (collectively, the “Deloitte organization”).DTTL (also referred to as “Deloitte Global”) and each of its member firms and related entitiesare legally separate and independent entities, which cannot obligate or bind each other inrespect of third parties. DTTL and each DTTL member firm and related entity is liable only ©2026 World Economic Forum. All rights reserved. No part of this publication maybe reproduced or transmitted in any form or by any means, including photocopying Foreword Stephan MergenthalerManaging Director, Jennifer SteinmannGlobal Sustainability Two years ago, the World Economic Forum andDeloitte examined the economic and environmentalvalue of Earth observation (EO) data and found thatit could contribute up to $703 billion to the globaleconomy annually while helping reduce greenhousegas emissions by more than 2 gigatonnes eachyear. Since then, the ability to observe Earth’s Importantly, that remaining opportunity is notconcentrated in a single technology or marketsegment. It sits across three reinforcing domains:acquisition, processing and deployment. Together,they define the path from observation to action,from collecting timely and relevant data, totransforming it into trusted, decision-ready products, The importance of this opportunity extendsbeyond economics alone. EO can helporganizations strengthen performance, managerisk more dynamically and allocate capital moreeffectively. It can also support resilience, sustainabledevelopment and more informed stewardshipof natural and built systems. Capturing that value At the same time, the need for timely, decision-ready intelligence about the physical world isbecoming more urgent. Geopolitical factors,environmental concerns, infrastructure stress,supply chain disruption and growing disclosure Yet this report makes clear that technical progressalone will not determine whether EO can reachits full impact. A substantial share of EO’s valueremains unrealized, not because the underlyinguse cases are speculative, but because insightsare still too rarely embedded in the systems wheredecisions are made. New analysis from this report This report is intended to help advance that effort.Its message is straightforward: we can alreadysee much of what matters on Earth through EOtechnologies. The challenge now is to help ensurethose insights are usable, trusted and acted uponat the speed and scale that today’s realities maydemand. If that happens, EO can move beyond Executive summaryEach year, Earth observation could increase its current $440 billion contribution to global Earth observation (EO) increasingly defines howeconomies grow, how institutions manage riskand how societies build resilience. Today, theopportunities EO can unlock are within reach.Realizing them depends not on new scienceor unproven technology, but on closing the Acquisition ($84 billion annually): 1expanding the availability of timely, high-frequency observations through denserconstellations, faster tasking and broaderaccess models, enabling EO to become Processing ($117 billion annually): transforming raw EO data into scalable,trusted, decision-ready products throughanalysis-ready data standards, automatedanalytics, multi-source fusion and cloud- In 2024, theAmplifying the Global Value ofEarth Observationreport estimated that EOcould contribute up to $703 billion to the globaleconomy annually.1At the same time, EO caninform interventions that could reduce annualgreenhouse gas (GHG) emissions by more than2 gigatonnes (GT) – measured in carbon dioxideequivalent (CO2e). That analysis established thescale of EO’s potential across sectors ranging fromagriculture and insurance to energy, government Deployment ($62 billion annually): embedding EO outputs directly into enterpriseworkflows, sectorplatforms and decisionenvironments to create insightsthat reach These domains are interdependent. A satelliteconstellatio