Global Scans · Supply · Weekly Summary

• [New] Further progress will depend on continued investment in ports, transmission infrastructure, permitting frameworks and supply-chain development as the US West Coast positions itself as a future hub for floating offshore wind technology. TGS 4C | 4c Offshore
• [New] The MOEA will be responsible for setting standards for Taiwanese indigenous systems and supply chains, establishing test sites for manufacturers to evaluate drone performance, and accrediting local manufacturers who have reached the required domestic production levels. American Enterprise Institute - AEI
• [New] Continued government support for electric mobility and strategic manufacturing investments is expected to strengthen France's position within Europe's battery supply chain. Persistence Market Research
• [New] U.S. manufacturing decarbonization opportunities emerge through sectoral procurement mandates, supply chain transparency requirements, and corporate sustainability commitments, establishing minimum ESG performance expectations for supplier relationships. Persistence Market Research
• [New] The DRC accounts for the vast majority of global cobalt production, making any deterioration in its operating environment a direct threat to supply chains that underpin electric vehicle batteries, consumer electronics, and energy storage systems. MiningIR
• AI demand will outpace supply through 2027. tradingkey.com
• The trade flow will be influenced by Chinese investments, which may divert volumes to Asia, but Western offtakers will seek to secure Argentine supply to meet IRA and other sustainability criteria. Energy Solutions Intelligence
• Global lithium prices, which peaked in 2022 and corrected sharply in 2023-2024, are expected to stabilize in 2026 as demand from EV adoption (especially in Europe and North America) catches up with supply. Energy Solutions Intelligence
• The International Energy Agency expects global oil supply to remain below near-normal levels until early 2027. investing.com
• By 2030, global water demand will exceed supply by approximately 40%, underscoring the urgency of robust water management solutions. Persistence Market Research
• System-level transformation will feature prominently at WGES 2026, with supply chain resilience and circular economy models gaining importance across multiple industries. GCC BUSINESS WATCH
• While additional fabrication capacity will come online in 2027, supply-demand conditions will remain tight as AI deployments increase memory use. Network World
• Mobility Global lowered its 2027 production and registration forecasts, citing concerns about supply chain scalability. Transport Topics
• Weather risk is compounding, as El Nino, heat, drought and low water on European rivers and the Panama Canal threaten feedstock and agricultural supply and costs. Kemiex AG
• The combination of declining ore grades in Chile (Escondida's concentrator feed grades fell from 1.02% to 0.9%), Codelco's production stagnation, and Andean social conflict risk creates a supply-side constraint that will persist regardless of price signals. CES Intelligence
• The global economy is already feeling the strain from supply chain disruptions caused by the war in Ukraine, leading to higher energy prices and inflation. Mwakilishi
• EIA forecasts place Brent near $85 per barrel for Q3, with WTI trading at a modest discount, while potential supply recovery or further geopolitical shifts could influence near-term volatility. / China Polymarket
• Export restrictions on advanced AI chips have created opportunities for AMD in certain geographic markets, while supply constraints affecting Nvidia have prompted some customers to diversify their supplier base. Alphio AI
• The U.S.-Iran conflict, now in its sixth month, is not only reshaping global geopolitics but also endangering the coffee supply chain that delivers Ethiopian Yirgacheffes and Kenyan AA beans to your home. Aesthetic Coffee Store
• Companies expect the supply bottleneck to tighten further in 2027 compared with 2026, as new production capacity is coming on stream more slowly than anticipated. DJE Kapital AG
• Memory demand is outpacing supply, with HBM and DRAM prices likely to remain elevated through at least 2027 as AI infrastructure expands. Seeking Alpha
• If supply growth continues to lag consumption growth, silver prices could derive further support over the coming years. Economic Times

Last updated: 21 September 2026