AI, EUDR, and the rise of nature intelligence
Unsplash
Unsplash· 7 min read
In 2023, AI systems detected more than 47,000 deforestation events before they became irreversible. Five years ago, most of them would have gone unnoticed until annual or quarterly satellite reviews. This is the nature intelligence revolution. And the EU Deforestation Regulation (EUDR) did not just accelerate it. It made it inevitable.
Environmental regulation is not usually the spark for technological revolutions. Yet EUDR has done exactly that. What began as dense legal text has catalyzed one of the most dynamic waves of climate and nature innovation we have seen in years. A completely new industry is forming at the intersection of AI, geospatial analytics, and supply chain traceability.
I call it nature intelligence. It is the ability to see, understand, and act on what happens in the world’s forests in near real time. Working across corporate strategy, venture building, and ESG, I see the implications every day. EUDR is not just changing compliance requirements. It is rewriting the relationship between business and nature itself.
For decades, forest loss happened out of sight. Companies relied on certification schemes, static reports, and occasional field visits to know what was happening deep in their supply chains. That world is gone.
Satellites now image Earth daily. AI models differentiate between forest types and detect disturbances within hours. Supply chain platforms link commodities to specific coordinates. Agentic systems can generate due diligence files in minutes. The nature intelligence sector has quickly become a multi-billion-dollar market, with forecasts placing it between four and six billion dollars by 2033.
None of these capabilities is revolutionary on its own. Together, they have created a live analytical layer wrapped around the planet. Companies can interact with landscapes the way they engage with financial data. Instantly. Continuously. With far fewer blind spots.
This is why I resist the idea that EUDR is merely a bureaucratic burden. It has propelled the development of capabilities we have needed for decades. It has given us the ability to manage nature risk with real precision instead of hope.
If you view these tools only through a compliance lens, you miss their real impact.
Farmers, especially smallholders, are beginning to benefit from digital field mapping, predictive agronomy, and early warning systems. These tools can increase yields without expanding into forested areas. When the system works well, producers gain access to markets rather than losing them. The same data collected for compliance becomes an engine of resilience and better livelihoods.
Traders and processors, long burdened by fragmented data and slow verification cycles, are experiencing a structural shift. Nature intelligence turns traceability from a manual, error-prone burden into a continuous workflow. Suppliers who can deliver verified, low-risk flows are gaining commercial leverage. I have watched procurement negotiations shift in favor of those with stronger nature intelligence capabilities, even when their prices were higher.
Manufacturers and brands now have access to parcel-level visibility that unlocks a new form of product intelligence. Decisions around materials, suppliers, and product design no longer rely on assumptions or generic averages. They reflect real conditions on the ground. Sustainability becomes a design input, not a constraint.
Retailers benefit from transparency that was simply impossible a few years ago. With greenwashing fatigue at a peak, being able to provide verifiable, granular information builds trust. Whether consumers will want to inspect the coordinates of their coffee’s origin remains to be seen. But companies can now offer that visibility.
And nature itself finally has a seat at the table. Forest loss can be detected within days instead of years. High-value ecosystems can be identified, protected, and restored with accuracy unimaginable a decade ago. Nature-based solutions can be verified rather than assumed.
Forests and biodiversity are no longer invisible externalities. They are becoming measurable and manageable components of economic decision-making.
Europe has emerged as the center of this transformation. The combination of ambitious regulation, world-class satellite infrastructure, and growing corporate demand has created powerful innovation clusters in Amsterdam, Utrecht, Berlin, Munich, and Stockholm. The pace of company formation in this space is unlike anything I have seen in sustainability.
A deeper question is emerging. Who will own and govern the global nature intelligence infrastructure?
The answer will determine which farmers gain access to markets, which countries control their environmental data, and which companies shape the next generation of sustainability tools.
Concerns around data sovereignty are rising. Some producing countries worry that environmental data generated in the Global South primarily fuels compliance needs in the Global North. Others are exploring national geospatial programs to retain ownership of their nature data.
We have seen similar dynamics play out in cloud computing, semiconductors, and AI. But this time the stakes include ecosystems that stabilize our climate and support local communities. The governance of nature intelligence will be one of the defining geopolitical questions of the next decade.
I am enthusiastic about this transformation, but I am not blind to its limitations.
AI cannot fix land conflict, poverty, or commodity incentives. It cannot create land titles where none exist. It cannot replace Indigenous knowledge that has managed forests for centuries. And even the most advanced systems depend on data that is uneven and biased toward Global North perspectives.
Many farmers lack the connectivity, literacy, or documentation required to participate. If we are not careful, tools designed to protect forests could end up excluding the very producers we claim to support.
These challenges matter. They shape whether this transformation will be fair or extractive. Technology is not the solution. It is an enabler. What we build around it is what truly matters.
Despite these imperfections, I remain optimistic. For the first time, we have tools that operate at the speed of the problem.
We can detect forest loss fast enough to intervene.
We can trace products with real accuracy.
We can give companies, regulators, and communities a shared view of reality.
We can bring transparency to markets that have been opaque for decades.
EUDR forced companies to take nature risk seriously. AI made that operationally possible. The opportunity now is to use these capabilities not only to comply but to innovate. To design better products. To strengthen farmer livelihoods. To invest in landscapes that sustain supply chains. To build business models that reward protection, not depletion.
We are still early. Many systems are imperfect. But the direction is clear. The next decade of sustainability will be built on data and AI.
For sustainability leaders, the question is no longer whether to invest in nature intelligence. It is whether to lead or follow.
We now have the tools to understand nature with unprecedented clarity. The only real question is who will use them to build the nature-positive economy we urgently need.
There is one more point too many overlook. Every company that invests in compliance with deforestation regulations is directly fueling this wave of innovation. Each supplier mapped, each dataset integrated, each verification workflow improved, strengthens a global infrastructure that protects forests. It is one of the rare cases where regulatory compliance does more than reduce risk. It accelerates technological progress and expands our collective capacity to safeguard ecosystems.
EUDR is not just a rulebook. It is a catalyst that turns corporate action into planetary intelligence. Few regulations in history have delivered such a direct, immediate contribution to protecting nature. The companies that recognize this and act on it now will define the future of sustainability.
illuminem Voices is a democratic space presenting the thoughts and opinions of leading Sustainability & Energy writers, their opinions do not necessarily represent those of illuminem.
Interested in the companies shaping our sustainable future? See on illuminem’s Data Hub™ the transparent sustainability performance, emissions, and climate targets of thousands of businesses worldwide.
illuminem briefings

AI · Ethical Governance
illuminem briefings

AI · Corporate Governance
Vincent Ruinet

Power Grid · Power & Utilities
CNBC

Battery Tech · AI
Wired

AI · Green Tech
The Economist

AI · Ethical Governance