Our Scans · (FS.3.04) Investment Theory & Pricing Models · Weekly Summary

• [New] The $9 tn figure refers to the potential capital investment between now and 2060 for energy developments within Australia, and for export developments. The Guardian
• [New] As a cornerstone of global finance, Goldman Sachs stands to benefit from a more business-friendly Republican administration, where potential deregulation and lower corporate taxation could stimulate business investment, lending, and capital-markets activity. BNN Bloomberg
• [New] While emerging markets are expected to account for 80% of energy demand growth over the next two decades, they receive less than 15% of global clean energy investment, revealing uneven capital flows. IMD business school for management and leadership cours
• [New] From Ramsey Theory Group's vantage, the runway for AI investment within enterprise is still broad: Many organizations have only scratched the surface of data maturity, ecosystem readiness, and scaled-agent deployment; thus 2026 is a significant expansion phase. GlobeNewswire
• [New] As global decarbonization requires unprecedented investment-around $1 trillion annually in developing countries by 2030-carbon credits provide a proven, scalable mechanism for verified climate action while building strategic value. ESG News
• [New] Investment portfolios can be managed to align with the global net zero transition that is already taking place and allocate capital that generates returns over decades, enables the transition and finances the companies that will drive low-carbon economic growth. GOV.UK
• [New] The creation of the Defence Investment Agency and the substantial capital allocation for defence infrastructure will create significant opportunities for construction firms and suppliers in the defence sector. McMillan LLP
• The Turkey Investment Platform, established in 2022 by the EU to channel investments in the candidate country, aims to generate investments to the value of €2.4 billion by end-2027, in cooperation with international financial institutions. Politis
• Digital systems will enable real-time optimization of global trade flows, autonomous vessels will handle routine cargo movements, environmental compliance will be seamlessly integrated into operations, and ship ownership will be as accessible as any other professional investment opportunity. Shipfinex.com
• Airports anticipate the implementation of a 50-year ground lease extension in early 2026, providing long-term investment stability and enabling shovel-ready capital projects that benefit both airports and the communities they serve. International Airport Review
• The energy sector will require massive capital flows for renewable energy projects, grid modernization, and growing energy needs, racking up $23 trillion in estimated investment by 2040. Visual Capitalist
• CARE gives an opportunity for climate finance and investment practicing professionals to deploy capital in an environmentally impactful and responsible way. Sustainable Finance Daily
• Fastest-Growing Region: North America is expected to register the highest growth rate, supported by technological advancements in land-based recirculating aquaculture systems, increasing venture capital investment, and policy support for sustainable offshore farming. Persistence Market Research
• Shares of pure-play lithium producers are better suited for long-term investment, since the global shift toward alternative energy will ultimately drive sustained growth in lithium demand. LiteFinance
• By integrating sustainability metrics into investment criteria, Mexico could unlock ESG and climate finance to scale the Water Positive model and accelerate infrastructure upgrades across industrial corridors. Mexico Business
• Participants emphasized that building transparent, diversified and value-creating mineral supply chains will require shared responsibility, investment in technology and skills, and coherent global governance. UN Trade and Development (UNCTAD)
• The evolution of supply chain resilience considerations will significantly influence investment patterns and development priorities across the lithium value chain over the next decade. Discovery Alert
• With just 2% of companies having fully embedded AI into operations, the UK faces what Cisco calls an AI black hole - warning that without urgent investment in infrastructure and skills, businesses risk falling behind. Mark Topps' Substack
• Technology stocks, particularly AI-driven firms such as Nvidia, Broadcom, and Salesforce, are expected to benefit from lower borrowing costs, which encourage business expansion and investment. FinancialContent
• IREN Limited's reported $674 million investment in 12,400 new GPUs, with expectations of generating $500 million in annual sales from AI cloud services by early 2026, underscores a significant shift in capital allocation within the broader digital asset infrastructure. FinancialContent

Last updated: 18 November 2025