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

• [New] Current supply arrangements, while operationally functional, concentrate risk in cross-border pipeline infrastructure and expose Mexican industrial consumers to price volatility in US natural gas forecast markets. Discovery Alert
• [New] In a world of industrial competition with China and sustained risk of major war, the U.S. cannot afford a defence industry that optimizes for financial extraction instead of physical output. Defense Tech and Acquisition
• [New] In 2026, competition over critical minerals continues reshaping geopolitical risk, industrial policy and national security. ODI: Think change
• [New] Dominance by major producers, particularly China, and policy decisions in consuming countries can amplify volatility, making silver both a financial and industrial barometer of geopolitical risk. Mexico Business
• [New] Europeans are thus exposed to a double threat: Beijing's ambitions for techno-industrial supremacy, the risk of domestic industrial destruction, and U.S. predation backed by its digital and financial power. Institut Montaigne
• [New] We see risk to companies with long supply chains, which are exposed to further disruptions as a protracted industrial divorce plays out between the U.S. and China. Europe PI Ireland
• When industrial policy and strategy move in concert, Taiwan becomes not a risk factor but a stabilizer in an uncertain world. Geopolitical Monitor
• EPA has finalized TSCA risk evaluations for five widely used phthalates - BBP, DBP, DCHP, DEHP, and DIBP - and determined that many industrial uses pose unreasonable risks to workers and, in some cases, the environment. TTI Environmental, Inc. |
• A blockade of key areas near Taiwan, which houses critical semiconductor infrastructure, may create a black swan risk event, affecting global technology and industrial supply chains. Capital Advisors Group, Inc. | Insight. Independence. F
• Dollar exposure carries rising policy and intervention risk, while euro-denominated assets benefit from strategic repricing as Europe rebuilds sovereignty across military, industrial, financial, and technological domains. Key Family Partners SA
• With a more supportive regulatory backdrop taking shape, South Africa is well-positioned to attract the kind of deepwater investment needed to de-risk its acreage and build out its domestic gas infrastructure - a critical step toward energy security and industrial growth. African Energy Week Cape Town | AEC Week - Invest in Af
• Currently, China controls an estimated 90-99% of the global value chain, presenting a supply risk for Western industrial firms. Arafura Nears Critical Investment Decision for Flagship
• Globally, industrial operations were put at high risk in recent times due to ransomware campaigns, supply chain vulnerabilities, and AI-driven attacks. Tech Achieve Media
• For U.S. equities, the current policy mix-industrial incentives, tax cuts, and AI-driven capex - has supported risk assets and driven opportunities in sectors like technology and manufacturing. Morgan Stanley
• While no investment is immune to risk, silver's combination of industrial utility and its long-standing role as a store of value increasingly positions it as a strategic asset as 2026 unfolds. LearCapital.com
• 2026 will likely be shaped by five interconnected macro trends: China's expanding industrial strength, more fragmented trade, tighter fiscal room for governments, a still-intact AI boom, and a low-probability but high-impact Taiwan shock risk. Deepak Hurakadali Dairy
• Deutsche Bank has described the current environment as a multi-year investment cycle driven as much by electricity demand as by AI itself, while Germany's 500 billion infrastructure program and ongoing European rearmament could add further momentum for selected industrial and defence suppliers. Yahoo Finance
• How the Pentagon's huge $1 tn annual budget and its influence across the US state and economy allows it to influence mineral supply chains ... shape entire markets: absorbing risk, directing investments and creating demand signals that build strategic industrial capacity for military ends. The Guardian
• Siemens' Industrial Copilot integrates AI directly on the shop floor for rapid decision-making, while collaborations with companies like JetZero showcase the use of digital twins to de-risk manufacturing and accelerate innovation. Bizclik Media Ltd
• While risks remain, primarily that a global recession could dampen industrial usage, the combination of historic undervaluation and physical scarcity creates a compelling risk-reward profile. investing.com

Last updated: 05 February 2026