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] Emissions We forecast U.S. energy-related carbon dioxide (CO2) emissions to decrease by 1.4% in 2026 relative to 2025 and to decrease by an additional 0.5% in 2027 relative to 2026. EIA - Energy Information Administration
• [New] The United States will average around 2,117 HDDs in the first quarter of 2026, 5% more HDDs than the 10-year average. EIA - Energy Information Administration
• [New] CEVA forecasts a double-digit percentage increase in Non-GAAP net income and fully diluted Non-GAAP EPS for FY2025, fueled by strong licensing momentum and expected royalty growth in 5G, Wi-Fi, and cellular IoT sectors. / USA Public
• [New] The arrival of highly skilled foreign workers into the United States generates a range of positive gains for trade, entrepreneurship, and innovation-benefits that other nations will snap up an increasing share of if the United States continues to tighten its immigration rules. Hoover Institution
• [New] Today, the United States faces a similar risk as entitlement-driven debt growth crowds out defence spending. Hoover Institution
• [New] Infrastructure Expenses: U.S. data center electricity consumption reached 183 terawatt-hours in 2024 (4% + of total U.S. consumption) and is projected to surge to 426 TWh by 2030 to support AI operations. Articsledge
• [New] America will spend $6 trillion on healthcare in 2026, while preserving its ranking as one of the worst places in the world to get sick. Morningstar, Inc.
• [New] Major U.S. technology companies are projected to spend $600 billion on AI-related infrastructure in 2026 alone. LogaTech
• [New] In terms of costs, $37 billion has been saved after implementation of the BPCIA compared to what spending would be without biosimilars, and it is estimated that biosimilars will provide $54 billion in savings in direct spending on biologic medicines from 2017 to 2026. / USA PubMed Central (PMC)
• [New] Although additional biosimilar insulins will soon be available in the United States, potential barriers to uptake remain, such as negative perceptions toward biosimilars and generics, safety/immunogenicity concerns, and interchangeability with existing insulins. PubMed Central (PMC)
• [New] The United States continues to support Ukraine's resistance to Russia while also threatening war against Iran and Venezuela, enjoying a global reach without really breaking a sweat. 19FortyFive
• [New] JPMorgan Chase & Co. in November forecast $400 billion of high-grade US bond sales from the technology, media and telecom sector in 2026. financialpost
• [New] US President Donald Trump has signed an executive order threatening to impose additional tariffs on countries that continue to trade with Iran. BBC News
• [New] The US has the largest capital markets in the world, which will transition to digital, bringing inherent risks. Crypto Briefing
• [New] The US capital markets will transition to digital, bringing inherent risks. TradingView
• The more the U.S. gives up its leadership role in the climate space, the more other countries will fill that vacuum. Rolling Stone
• Already, US President Trump has called for annual US defence spending to increase by 50% by 2027 to $1.5 trillion. Defense Industry: What 2025 Might Signal for 2026 | Van
• The United States announced its Golden Dome layered and space-based shield, guarding against hypersonic and ballistic threats. Defense Industry: What 2025 Might Signal for 2026 | Van
• The US Navy plans to spend US$ 7 billion on unmanned systems, including $3.7 billion earmarked for surface forces, as it seeks to exploit drones' range, endurance and lower costs for missions such as intelligence, surveillance, logistics and targeting. Asia Times
• The US Navy's inventory of small USVs has surged from just four units in early 2025 to nearly 400 by the end of the year, with numbers expected to approach 500 by FY2026, alongside about 11 medium USVs. Asia Times
• Given that US data center power demand is projected to grow by 50 gigawatts by 2028, companies are already signing 20-year power purchase agreements with small modular reactor (SMR) developers. FinancialContent

Last updated: 11 February 2026