Our Scans · (FS.1.07) Industrial Bank · Weekly Summary

• [New] Commercial real estate players like Prologis, a leading industrial REIT, will find it cheaper to finance new projects and acquisitions, enhancing liquidity and property values. FinancialContent
• [New] Foreign financial institutions that conduct or facilitate significant transactions or provide any service involving Russia's military-industrial base, including any persons blocked pursuant to E.O. 14024, run the risk of being sanctioned by OFAC. U.S. Department of the Treasury
• [New] In supply chain areas where Europe cannot compete on cost or lacks major industrial players, the EU should focus on finding different partners to lower the risk of reliance on single suppliers. Batteries News
• Ransomware actors are targeting industrial systems, where automation, ironically intended to reduce risk, has removed manual recovery options. SANS Institute
• Many industrial green hydrogen projects across Europe are facing delays and challenges due to complexity, capital costs, bank financing, and technology risks. HydrogenWire
• The transformation unfolding in Dubai represents a powerful policy statement to the world, especially to developing nations that risk missing the Fourth Industrial Revolution. Myjoyonline
• Imposing broad tariff or non-tariff trade barriers on the imports of civil aviation technology would risk reversing decades of industrial progress and harm the domestic supply chain. The Manila Times
• The European Investment Bank will launch a EUR500m pilot programme to counter-guarantee corporate PPAs, ensuring long-term energy security for industrial users. CEE Legal Matters
• Industrial production and fixed asset investment were weaker than expected, while retail sales was stronger The Bank of Japan (BoJ) kept rates on hold at 0.5%. / China IG
• Industrial REITs have seen property-level cash flow growth hold up, but economic and tariff-related developments still pose the risk of a slowdown, which could impact growth in 2025 and 2026. J.P. MORGAN
• The U.S. restaurant industry is facing significant risk from tariff and immigration policy, and downgraded its industrial outlook from neutral to deteriorating. Restaurant Dive
• US retaliatory tariffs impact: $330 B in exports at risk across agriculture, autos, aerospace, and industrial machinery. Manufacturing International
• Any banks that facilitate significant transactions that channel military or dual-use goods to Russia's defence industrial base expose themselves to the risk of US sanctions. Insurance Journal
• The risk of carbon leakage as a result of the GSO would depend on several factors including, but not limited to, the costs of decarbonising that industry, how intensively it uses gas, how much an industrial sector trades internationally, and climate policies in other countries. GOV.UK
• Robots could replace people in the service sector, according to the Department for Business, Energy and Industrial Strategy 30% of UK jobs are potentially at risk from the advances in AI and 38% of US jobs have a high risk of becoming obsolete by 2030. Precedence Research
• China's experience is illuminating a problem with industrial policy - the risk of vicious price wars and deflation, due to the subsidization of too many competing companies. MIT Initiative for New Manufacturing Substack
• Industrial control systems used in ship automation may be at risk due to CVE-2024 - 2658 in Schneider Electric's EcoStruxure platform. Industrial Cyber

Last updated: 18 September 2025