Global Scans · Manufacturing · Weekly Summary

• [New] Russia will likely leverage North Korean workers to drastically increase its drone production numbers, and North Korean workers will have the opportunity to learn and export valuable drone development, manufacture, and operation lessons. Institute for the Study of War
• [New] Russia's ongoing efforts to expand drone production are having a more immediate impact on the frontline in Ukraine, although Russia will continue to benefit from enhanced drone production capabilities during any future conflict. Institute for the Study of War
• [New] The fiscal breakeven oil price is expected to fall in 2025-2026 as oil production rises, but it will remain higher than the price of Brent crude. economic-research.bnpparibas.com
• [New] By 2025, brands will increasingly rely on user-generated content to promote their products, create buzz, and engage authentically with their audience. CELEBREPORTS
• [New] Peru's copper production faces growing threats from informal and illegal mining, which risks enabling criminal groups and encroaching on concessions. usfunds
• [New] The combination of production cuts and potential trade barriers could create a perfect storm for silicon markets in the second half of 2025, with impacts felt across multiple industrial sectors. Discovery Alert
• [New] Industry Alert: The sudden production cuts in Xinjiang represent one of the most significant disruptions to regional silicon metal supply in recent months, with potential implications for global supply chains if sustained through Q3 2025. Discovery Alert
• [New] Tesla has advantages over Waymo in terms of cost, production, and data, with the potential to produce 5,000 vehicles per day compared to Waymo's 1,500 fleet size and planned 2,000 additions, and a cheaper production cost that could lead to a $20,000 purpose-built robotaxi. Digital Habitats
• [New] Tesla's robotaxi has a significant advantage over Waymo in data collection, cost, and production, and is expected to launch with a limited fleet and scale rapidly. Digital Habitats
• [New] Chestnut rots pose a serious threat to the global production of edible chestnuts, significantly affecting their quality and marketability. Chestnuts
• [New] Looking ahead, the EIA forecasts Brent crude could average $65.85 in 2025 and decline to $59.24 in 2026, as global oil production is expected to outpace demand. Myjoyonline
• [New] Oil prices fall more than 1% on potential further increase to OPEC + output LONDON (Reuters) - Oil prices dropped by more than 1% on Thursday after a report that OPEC + is discussing a production increase for July, stoking concerns that global supply could exceed demand growth. Fantasy Football - Footballguys Forums
• [New] Benchmark analyst raises Tesla price target to $475, maintaining Buy rating and expecting growth from Robotaxis and robotics. Benzinga
• [New] While digitalization drives innovation, productivity and global competitiveness, persistent strategic dependencies threaten the EU's economic security and technological sovereignty. Telefonica
• [New] Price volatility and supply chain disruptions remain key challenges, impacting production consistency and pricing stability in global markets. Credence Research Inc.
• [New] A new 'connection accelerator service' will be launched before the end of 2025, aiming to speed up the connection of new factories, energy generators and homes to the national grid. PlastikMedia
• [New] The total number of active machines is forecast to rise to 170,982 by 2030, a compound annual growth rate of 1.5% from 2024 to 2030, with trucks being the largest contributor, followed by dozers, accounting for 14% of machines, and then hydraulic excavators / shovels at 11%. Mining Technology
• Even if a U.S. manufacturer buys its steel from a U.S. source rather than from China, the ripple effect of the dumping duties on the Chinese steel will cause higher prices and will reduce choices across the entire steel industry. JD Supra
• Set to extend its technical scope, VIATT 2026 will introduce a dedicated Textile Chemicals & Dyes Zone, featuring additives for chemical recycling, fiber production, finishing & coating, pre-treatment, and weaving & knitting preparation; chemical dyes and pigments; and more. WTIN
• The extension to the Roche collaboration will see Halozyme receive an initial $30 million with the potential to earn additional payments of $160 million subject to milestones, as well as tiered, mid-single digit royalties on sales of commercialised products. Pharmaphorum
• US Warns UK Over Chinese Turbine Factory - The US raised national security concerns with the UK government over plans by Chinese wind turbine manufacturer Mingyang to build a factory in Scotland to supply North Sea offshore wind projects. Geoharvey
• Leoch Battery will bring its full demand-side battery ESS product suites, developed to support global smart city & infrastructure on their sustainable & reliable energy needs, with superior fire safety compliance to all major IEC, CE and UL standards across the system components. The Manila Times
• Although current global SAF production accounts for a small fraction of total jet fuel demand, capacity is expected to expand significantly in the coming years. ChiniMandi

Last updated: 29 June 2025