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] Capital investment in AI data centers could soar from $125 billion in 2024 to $2 trillion by 2030, with facilities requiring electricity loads comparable to mid-sized cities. / USA PRG
• [New] U.S. electricity demand could rise by as much as 105% by 2040, driven by rapid growth in artificial intelligence data centers and strategic manufacturing. PRG
• [New] The economic case is compelling: an estimated US$ 17 trillion in cumulative energy savings and US$ 26 trillion in avoided grid investments by 2050. Mirage News
• [New] The creator economy in the US has cemented its place as a driving force in media consumption habits, with advertising spend projected to reach US$37bn by the end of this year. C21media
• [New] Over 40% of U.S. work will be augmented or reinvented using automation and AI technologies. Isometrik.ai
• [New] The U.S. Department of Energy today announced $355 million for two notices of funding opportunities issued by DOE's Office of Fossil Energy to expand domestic production of critical materials essential for advancing U.S. energy production, manufacturing, transportation and national defence. Energy.gov
• [New] The U.S. SEC's approval of nine XRP spot ETFs this week could catalyze significant inflows, mirroring the surges seen when Bitcoin and Ethereum ETFs launched. MEXC
• [New] Financial markets remain sensitive to shifts in global policy direction, concerns about US fiscal sustainability, and the risk of repricing in equity markets, namely in the US technology sector. CEPR
• [New] As trade policies and other US federal actions attempt to reshape global critical mineral markets, concerns about the resilience of supply chains for strategic civilian and military technologies will continue to assume a large role in policymaking. Resources for the Future
• [New] As policies affecting trade between the United States and China continue to be unpredictable, concerns abound about the resilience of supply chains for critical minerals. Resources for the Future
• [New] SMRs will anchor a domestic nuclear revival and leave room for future collaboration with U.S. developers. oilprice.com
• [New] The U.S. Department of State is working with Papua New Guinea's Mineral Resources Authority to undertake joint geoscience survey work that will directly advance the identification of critical mineral resource potential. United States Department of State
• [New] The U.S. public sector faces the highest level of risk on account of the 2026 ADA Title II deadline, followed closely by energy, manufacturing, and retail. QualityLogic
• [New] Besides BEVs, plug-in hybrid vehicles (PHEV) are expected to decline slightly, dropping 1.4 percentage points to 1.1% of US vehicle sales. EV
• [New] J.D. Power released on Thursday a new report estimating that US electric vehicle sales will drop 37.6% year over year in November, continuing the decline triggered by the EV tax credit deadline. EV
• [New] Toyota plans to invest $912 million to increase the output of hybrid vehicles and components across five states, as part of a broader $10 billion investment over the next five years to support U.S. production. National Law Review
• [New] Foxconn plans to invest between $1 billion and $5 billion to expand its US manufacturing footprint and expects to assemble up to 2,000 AI server racks per week by 2026. Tech Startups - Tech News, Tech Trends & Startup Fundin
• U.S. Federal Reserve anticipated to ease rates more than expected in 2026. / USA TD Securities
• Capital investment in AI is up, but the lagging gains in productivity limits U.S. growth potential. TD Securities
• Consensus expects the U.S. economy to run below potential through 2026 and underperform many other major economies, with U.S. inflation still running above target. TD Securities
• U.S. energy needs will grow by as much as 20%, largely driven by data centers, artificial intelligence, and increased manufacturing. The Pew Charitable Trusts

Last updated: 26 November 2025