Global Scans · USA · Weekly Summary

WHAT'S NEXT?: Donald Trump's surprise win in the Presidential election mean the world and America can expect prolonged uncertainty as new domestic policies are put in place, different international relationships formed and attitudes change towards current friends and rivals.

• [New] Data centers alone are projected to consume between 6.7% to 12% of total U.S. electricity by 2028. Energy Central
• [New] As a recent Commission Research Working Group report found, Chinese leadership aims to build AI capabilities and embed them in China's economy in ways that could offset its structural weaknesses and erode U.S. advantages. U.S.-CHINA ECONOMIC and SECURITY REVIEW COMMISSION
• [New] The U.S. population is older than ever before, with 82 million Americans projected to be age 65+ by 2050. Eventbrite
• [New] Across multiple U.S. Senate hearings, lawmakers from both parties have compared the risks of advanced AI systems to nuclear proliferation and other national-security threats. / USA Emerj Artificial Intelligence Research
• [New] The United States Coast Guard announced the finalization of two contracts for the construction and delivery of six Arctic Security Cutters, a brand-new class of polar icebreakers that will strengthen America's position in the Arctic. U.S. Department of Homeland Security
• [New] US Prime Day 2026 sales will rise between 4% and 7% year-over-year, signaling another year of growth for Amazon's summer shopping event, though in a more complex demand environment than in years past. PMG
• [New] The global data center sector is expected to attract US$ 3 trillion in investments over the next five years, driven by the expansion of cloud computing and artificial intelligence. Just Climate
• [New] Lockheed Martin designs each GPS III and IIIF satellite with a modular architecture, which allows us to easily integrate new technologies and capabilities to address emerging threats and enhance resilience. Lockheed Martin
• [New] In the United States alone, annual capital expenditures for water and wastewater treatment infrastructure are projected to grow from US$ 37.2 billion to US$ 57.3 billion over the next decade. Persistence Market Research
• [New] Although the likelihood of open conflict remains limited, any lethal escalation between Beijing and Manila could trigger the United States-Philippines Mutual Defence Treaty and draw the US into a broader regional conflict. Acled
• [New] A conflict between the US and China over Taiwan could spill over into the South China Sea, potentially expanding the Philippines' role in US defence plans for Taiwan. Acled
• [New] The United States would bring its B-61 nuclear gravity bombs and Air Force support units home by 2028. War on the Rocks
• [New] Key Opportunity - Generics represent a compelling margin opportunity, accounting for over 90% of U.S. prescriptions and saving US$ 408 billion annually per AAM data, with India's 10,000+ Jan Aushadhi Kendras and EU biosimilar policy driving further volume growth. Persistence Market Research
• [New] Even an energy curtailment of 10% of total demand, could unlock 76 GW of capacity in the U.S., or, put differently, 10% of total U.S. peak demand. Energy Central
• The FCC cited a determination from the Department of Defense that toy drones lack the organic capabilities and features in range, endurance, sensing, payload, connectivity, and data collection and storage to present an unacceptable risk to U.S. national security. Sandler, Travis & Rosenberg, P.A.
• State-owned refiner CPC Corporation plans to lift US LNG to about a third of imports by 2026, anchored by a 25-year Cheniere SPA signed in February and deliveries starting June, reducing direct Hormuz exposure. Bank of Singapore
• We expect US Treasury to stay volatile amidst shifting inflation, labour, and fiscal signals. Bank of Singapore
• The U.S. Energy Information Administration has indicated that the Strait of Hormuz is assumed to remain effectively closed in the near term, with pre-conflict traffic levels not expected to resume until early 2027, leading to significant global inventory draws. tradingkey.com
• Crude oil prices, including Brent and WTI benchmarks, climbed higher following fresh U.S. military strikes against Iran and heightened fears of broader regional conflict in the Middle East. tradingkey.com
• Most U.S. commercial satellite operators will not touch Chinese launch services under any conditions. KeepTrack

Last updated: 08 July 2026