Our Scans · Xi'an · Weekly Summary

• Chinese companies found opportunities in infrastructure, energy, and technology. Future
• Xi will likely seek US concessions on technology export controls, Taiwan, and tariffs. Atlantic Council
• Beijing has weathered the disruption better than many anticipated, but at a rising economic cost through expensive alternative sourcing and greater reliance on domestic coal consumption. Modern Diplomacy
• China is the world's dominant producer of raw germanium, accounting for roughly 60% of global refined output, and China Germanium, as a state-linked enterprise, operates within a supply chain that the U.S. government has explicitly identified as a strategic vulnerability. The Journal of Space Commerce
• China: Demand in China is projected to grow at a CAGR of around 12.4%, supported by massive investments in industrial decarbonization, smart grid development, and digital energy infrastructure. FactMr
• Within the next two years, 97% of surveyed organizations expect to run AI application workloads across on-premises or cloud infrastructure, and few believe their tools are ready to manage networks for AI. Cision PR Newswire
• The introduction of herbicide-resistant GM mustard might not significantly reduce labour requirements, making the economic benefits questionable. / India PubMed Central (PMC)
• Recent incidents, from the severing of Taiwan's subsea cable infrastructure to Ukraine's strategic deployment of naval drones in the Black Sea, illustrate how the disruption or control of critical infrastructure can significantly impact communication, trade, military operations, and energy supplies. The Hill Times
• The increasing need for climate-resilient infrastructure to buffer against the incoming volatility of conflict and climate interlinkages is already driving 2026 green bond deployment and cargo war risk insurance. ORF Middle East
• Most Chinese smartphone brand will attempt to integrate AI at the system level and integrate industry leading agent technology paths such as open cloud. LinkedIn
• The governance challenges often associated with Chinese overseas investment, including confidentiality clauses, ESG risks, and debt vulnerabilities, are frequently cited as typically associated with Chinese lending and outward investment. International Institute for Sustainable Development
• Chinese private equity firms are playing a more prominent role in key sectors, backed by municipal government entities, which may increase options but raises certain issues (e.g., local government involvement may increase the risk of ongoing commitments). JD Supra
• With clarity of purpose, institutional courage and sustained investment, Europe can turn energy from a structural vulnerability into the foundation of renewed prosperity and strategic influence. Tony Blair Institute
• The ongoing AI investment boom, the structural rise in China's manufacturing capacity (particularly in higher value-added products like vehicles, ships and semiconductors), and the recent substantive decline in the US tariff rate are all expected to support continued strength in exports. Reserve Bank of Australia
• Global GDP growth projected at 2.9% in 2026; technology-related investment cited as a key pillar of projected global growth. Crestwood Advisors
• Inflation is projected to rise to 3.1% in Germany and around 3% in the eurozone, limiting the scope for monetary easing by the European Central Bank and potentially further constraining economic expansion. Caliber.az
• AI infrastructure stocks would account for roughly 40% of S&P 500 EPS growth in 2026 and 30% of growth in 2027, but that impulse appears larger today than it did just a few weeks ago. Edge and Odds -
• Artificial intelligence investment is projected to keep growing at a parabolic pace through 2027, with Wall Street analysts now estimating $1 trillion in total spending. AI Supremacy
• With the convergence of technology, growing demand, and strong policy support, geothermal is positioned to become a scalable contributor to U.S. power generation by 2030 and beyond. Energy.gov
• By 2040, average health spending across OECD countries, funded by public resources, will increase to between 11.2% and 11.8% of GDP, up from 8.8% in 2018, outpacing both the overall economy and government revenues. PubMed Central (PMC)
• The Life Insurance Corporation of India will remain under a separate framework with a foreign investment cap of 20% under the automatic route. / India Guidely

Last updated: 25 June 2026