Our Scans · United States Of America (USA) · Weekly Summary

• [New] The series of unprecedented investment-for-access agreements with the three Northeast Asian technological powers commits them on paper to $1.4 trillion of investment by 2030 to onshore semiconductor production and related infrastructure in the United States. Institut Montaigne
• [New] The United States and other countries seeking to win the AI race will have to, at least in part, match China's broad-spectrum capabilities and industrial edge in AI, and that might also involve investing in applied AI specializations, as China is doing. Luiza's Newsletter
• [New] Over the next two to three years, 50% to 55% of jobs in the United States will be reshaped by AI. Luiza's Newsletter
• [New] The United States would be investing $1.5 trillion in its own defence in 2027, sending a message to the world that America is building an arsenal of freedom. New York Post
• [New] We expect modest gains through the remainder of 2026, followed by a period of consolidation in early 2027 as brownfield expansion in existing operations lifts supply in response to recent high prices. / USA Westpac IQ
• [New] The use of cloud computing is anticipated to increase demand for IoT sensors in the United States. Persistence Market Research
• [New] Improved forest management has the potential to sequester an additional 267 million tonnes CO2e in forests of the United States, second only to reforestation among natural climate solutions. ACR
• [New] To get there, we need to be installing virtually 100% heat pumps by the early 2030s. / USA Latitude Media
• [New] Several proactive pre-disaster mitigation initiatives have been cut, including the Building Resilient Infrastructure and Communities (BRIC) program and standard Flood Mitigation Assistance grants, leaving many communities at greater baseline risk. / USA Magazine
• [New] The demand for electrical power in the United States will increase by 40% over the next 20 years, and a substantial amount of the increased demand will be met by the burning of fossil fuels. The National Academies Press
• [New] Gross exports of gas in the liquid form are expected to average 17.2 Bcf/d in 2026, an 18% increase over year-ago levels. / USA Industrial Info Resources
• [New] OECD demand growth is expected to remain modest, with the United States doing most of the heavy lifting. investing.com
• [New] Quantum USA 2026 will be co-located with the USA Artificial Intelligence Summit, highlighting the growing convergence between AI and quantum technologies as dual pillars of future innovation and national competitiveness. Forum Europe
• [New] The Iran war will have a major impact on relations among Israel, the United States, and Israel's neighbours in the Middle East. Brookings
• [New] More specific legalization proposals targeted at farm workers, DACA recipients, and essential workers would each increase GDP per capita by 0.1% in 2050. / USA Penn Wharton Budget Model
• [New] The new cease-fire between the United States and Iran calls for an end to fighting in Lebanon, but U.S. intelligence officials do not expect Israel to halt its strikes on Hezbollah. The New York Times
• [New] Substantial expansion in the United States by Global-Wafers, MediaTek, and other Taiwanese companies - combined with Taiwan government plans to help fund and organize tech-oriented industrial parks in Arizona and Texas - will additionally cement the bilateral connection. AmCham Taiwan
• The Joint Office of Energy and Transportation is funding projects across the United States that will improve and expand alternative fueling infrastructure for all Americans. Joint Office of Energy and Transportation
• Electricity demand is forecasted to require more than 150 gigawatts in additional capacity within five years, by 2030. / USA Novogradac
• By 2030, 5G connections are expected to make up 95% of all mobile connections in South Korea, Canada, and the United States. IMARC Group
• By 2030, Kia aims to reach revenue of KRW 170 trillion and an operating profit margin of 10%, backed by a five-year investment plan of KRW 49 trillion. / USA Hyundai Motor Group
• The largest banks in the United States are working on a tokenized deposit network that is intended to launch in the first half of 2027 through their co-owned payment network company Clearing House. Gizmodo
• Ford is set to launch its own compact electric pickup truck in 2027 on a new platform that's less expensive to produce and is set to underpin a future line of EVs. / USA Gizmodo

Last updated: 25 June 2026