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


  • [New] While demand for oil and coal is expected to decrease in alignment with the International Energy Agency's (IEA) 1.5 degree scenario, demand for other bulk commodities, such as minerals and chemicals (e.g. methanol), may increase due to growing focus on renewable energy. Nordea
  • [New] China continuing to expand its trade balance with the world ex-US will be another important deflationary impulse, particularly in Asia, which should ensure monetary policy remains accommodative. Ashmore Group
  • [New] The Organisation for Economic Co-operation and Development (OECD) expects Euro Area GDP growth of 1.2% in 2025 and 1.0% in 2026. AXA IM UK
  • [New] Global public debt is at record levels and economic growth is at risk due to ageing populations. Ashmore Group
  • [New] A stronger social safety net will ultimately be the change required to structurally lower savings rates, but Chinese authorities have reiterated that funding a Western style social safety net is not sustainable without a broader, more robust tax revenue base. Ashmore Group
  • [New] The advent of 5G technology is set to revolutionize IoT with its high-speed, low-latency capabilities, allowing a projected 10 billion IoT connections by 2026, accounting for 60% of total 5G connections. Zealous System
  • [New] Amid an increasingly volatile and fast-moving technology landscape, 2026 will be a challenging year for technology leaders, many of whom will have artificial intelligence top of mind as both a leading priority and point of concern. ISACA
  • [New] Technology (+10.3%), driven by AI-led product launches and innovation in connected ecosystems, is forecast to be the fastest growing sector in 2026, followed closely by government, social, political, and organizations (+10.1%) and beverages (+10.1%). dentsu
  • [New] The rapid expansion of energy-hungry data centers is a major factor, with the Department of Energy estimating that data centers consumed 4% of total U.S. electricity in 2023 - a figure that could triple by 2028. Grand Pinnacle Tribune
  • [New] 2026 is expected to be the first year in which AI will step out of the digital world and transform physical labour and services. Amiko Consulting
  • [New] 2026 will be the year when the evolution of AI will be tested to see how it can break through energy constraints. / Japan Amiko Consulting
  • [New] TSMC Achieves 2 nm Process and Stands by N-2 Rule TSMC, the world's largest foundry, achieved its cutting-edge 2 nm process technology milestone on schedule, despite geopolitical and natural disaster risks such as military exercises by China and the M7.0 earthquake in Taiwan. Amiko Consulting
  • [New] The hope for AI proponents is that AI will make the labour force and economy more productive, leading to a boom for the U.S. and countries that have effectively integrated AI. Washington Examiner
  • [New] The business world will continue to embrace AI in the coming year, with an acceleration that could persist as the technology evolves. Washington Examiner
  • [New] In 2026, the integration of AI more into everyday use will become increasingly prominent, and that technology will likely advance to make AI even more useful for consumers. Washington Examiner
  • [New] Renewable energy companies now have until 2027 or 2030 to qualify for 10 years of tax credits, depending on when construction begins. Straight Arrow News
  • [New] While energy analysts agree that data centers will drive more energy demand, 2026 should provide more insight into the actual size and speed of data center construction. Straight Arrow News
  • [New] Nigeria's economy is expected to grow faster in 2026 with inflation slowing sharply as reforms, improved investor confidence and gradual easing of monetary policy support macroeconomic stability. Premium Times Nigeria
  • [New] The political and economic assumptions that drove globalization are looking increasingly shaky, and the coming years will be a good time to center operations close to major markets and consolidate for greater resilience. ICL
  • [New] 2026 is going to see a renewed focus on energy efficiency and investment in flexible solutions for demand management. ICL
  • [New] Inflation is expected to decelerate moderately, and the cycle of monetary policy easing is likely to continue in 2026. / USA economic-research.bnpparibas.com
  • [New] The resurgence of protectionist tendencies among the advanced economies, alongside large-scale disruptions caused by global conflicts and economic realignments, has fundamentally recast the foundations of international commerce. Diplomatist
  • The Government of Alberta has yet to issue strengthened regulations, but in its Emissions Reduction and Energy Development Plan, it committed to assess potential pathways to achieve a provincial 75 to 80% methane emissions reduction target from the conventional oil and gas sector by 2030. Pembina Institute

Last updated: 02 January 2026



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