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

• [New] 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
• China's outlook for 2026 reflects a delicate balancing act: stabilising growth amid a prolonged property sector weakness and redirecting excess industrial capacity to markets outside of the US, raising the risk of trade frictions. US Institutional
• In 2026, integrated cybersecurity approaches that converge governance, visibility, and operational risk will enable resilient industrial operations. Industrial Cyber
• AI-driven agents, advanced analytics, and autonomous operations are expanding both capability and risk in industrial environments. Industrial Cyber
• For well over a decade, South Africa has had the prime advantage in being a core member of BRICS, which presents solid opportunities from the BRICS Digital industrial development, the pandemic platforms, to accessing infrastructure finance at the New Development Bank etc. IOL
• OpenAI has warned that its next generation of AI models could create a high cybersecurity risk as their capabilities advance, including the potential to develop working zero-day exploits or assist in complex industrial intrusions. Tech Startups - Tech News, Tech Trends & Startup Fundin
• The European Investment Bank could contribute more to clean industrial transitions. European Council on Foreign Relations
• Buyers are adapting to shifting U.S. trade and industrial policy by using M&A to strengthen domestic capacity and reduce supply chain risk. PwC
• Apart from tariffs, other potential changes in US tax or industrial policy pose a downside risk to overall tax revenue, given the large contribution MNEs make to VAT and employment taxes as well as CT. Central Bank of Ireland - English
• Without a strong, forward-thinking industrial strategy, Canada is at a serious risk of losing the most high-value jobs and technological leadership in aerospace manufacturing and MRO services. Unifor
• CBAM will place a carbon price on some of the most emissions-intensive industrial goods imported to the UK from the aluminium, cement, fertiliser, hydrogen and iron and steel sectors that are at risk of carbon leakage. GOV.UK

Last updated: 22 January 2026