Our Scans · (ZY.4.08) Economics · Weekly Summary

• [New] The world's largest oil producer is projected to produce 13.37 million barrels per day of oil in 2025, versus last month's forecast of 13.42 million bpd, the EIA said in its short-term energy outlook report. Energy News, Top Headlines, Commentaries, Features & Ev
• [New] ASEAN is set to account for more than a quarter of global energy demand growth through 2035. CSPO Watch
• [New] Iowa Soybeans - - - China's Pivotal Role in the Silent Conflict in ASEAN's Energy Future Southeast Asia faces a critical challenge in balancing rapid economic growth with climate commitments, as most of its energy demand remains dependent on fossil fuels despite vast renewable potential. CSPO Watch
• [New] Deeper commercial cooperation between Malaysia and the U.S. will benefit both nations, particularly through downstream expansion and technology integration within the palm oil industry. CSPO Watch
• [New] The deeper commercial cooperation with the US will benefit both industry players and the Malaysian economy, particularly through downstream expansion and technology integration. CSPO Watch
• [New] The average AFDC-FC caseload representing youth in out-of-home placements (including county resource family homes, FFAs and group care) continues to decline and is projected to equal 26,671 in FY 2025-26. County Welfare Directors Association of California
• [New] The resumption of negotiations could help to defuse tensions between Lebanon and regional and international partners, who have expressed frustration with the Lebanese government's cautious disarmament process. Critical Threats
• [New] The resumption of Lebanese-Israeli negotiations could help to defuse tensions between Lebanon and regional and international partners, who have expressed frustration with the Lebanese government's cautious disarmament process. Critical Threats
• [New] Considering Armenia's fragile economy, normalization with both Azerbaijan and Turkey could bring untold economic benefits in the long term. Hudson Institute
• [New] Canada has long been recognized for its potential for small modular reactors, or SMRs, to provide clean, reliable and affordable energy, particularly for northern and remote communities across the country that still depend on diesel generation. SenCanada
• [New] As you know, the Ring of Fire holds enormous potential for Canada's economic future. SenCanada
• [New] The current state of sustainable investing in late 2025 is marked by robust expansion, with projections indicating that globally managed assets under ESG strategies could surpass $40 trillion by 2030. The Chronicle-Journal
• [New] IoT development kits - a critical toolset for prototyping and deploying IoT devices-were valued at $10 billion in 2025 and are anticipated to grow to $50 billion by 2035, registering a CAGR of 17.3% over the decade. Continuum Digital Canada
• [New] The US government shutdown, which risks becoming the longest on record, has resulted in a suspension of the publication of most official economic data. Investec
• [New] Rising federal debt levels could increase inflation and treasury yields, weaken the U.S. dollar and reduce the capacity of the U.S. government to respond to an economic crisis and war. Default
• [New] Look for monetary policy to remain a primary driver of short-term interest rates over the next several months as the Federal Reserve seeks to balance risks to its dual mandate of stable prices (inflation) and full employment. Default
• The world's leading economies will return to the idea of developing and promoting clean energy solutions. LiteFinance
• 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
• SQM has a long-term agreement to supply battery-grade lithium carbonate and lithium hydroxide to LG Energy Solution that runs through 2029. / USA LiteFinance
• Reserve depletion could create supply shortfalls that threaten to undermine the world's economic growth, create price volatility, geopolitical tensions and even environmental damage in the race to access reserves. MIT OpenCourseWare
• Economy: China's expanded presence and influence in the Arctic and space will increase competition for resources, access to trade routes and new economic opportunities. Merics
• The U.S. has seen the sharpest rise in risk, which is related to growing institutional fragility and a rise in populism. Coface
• US infrastructure development will remain a focus of both public and private investment, which could create compelling opportunities for investors. Global X ETFs Australia

Last updated: 31 October 2025