Global Scans · Demand · Weekly Summary

• [New] The system twin segment is projected to register the fastest growth at a CAGR of 37.5% during 2026-2034, supported by rising demand for enterprise-wide digital transformation, smart factories, and integrated operational management. Straits Research
• [New] Surging demand for compute capacity, combined with power and grid constraints, is creating a multi-year buildout cycle supported by accelerating hyperscale capex expected to grow materially through 2030. investing.com
• [New] The combination of technology generation transition demand with regulatory digital switchover mandates across emerging markets creates a highly predictable, policy-driven equipment upgrade demand wave that equipment manufacturers can plan capacity and R&D investments around through 2033. Persistence Market Research
• [New] The annual demand for aerospace 3D printing was USD 3.4 billion in 2025 and is expected to reach USD 4.1 billion in 2026, reflecting a year-over-year growth of 20.5% compared with 2025. stratviewresearch.com
• [New] AI growth and secular demand remain robust, with memory chip prices and supply constrained into 2027, supporting a bullish long-term thesis. Seeking Alpha
• [New] Regional variation remains significant for 2026, with Latin America expected to record the strongest hotel pricing growth as demand outpaces new hotel development. Global Business Travel Association - GBTA
• [New] The ASEAN + 3 Macroeconomic Research Office now expects the regional bloc to expand by 4.1% in 2026, slightly higher than its 4.0% forecast issued in June, as technology exports and consumer demand offset the impact of higher energy costs and global uncertainty. Daily Tribune
• [New] Demand-side management could save US utility customers $110 billion to $170 billion over the next decade. Schneider Electric Blog
• [New] Electricity demand across the Middle East and North Africa has tripled since 2000 and is projected to rise another 50% by 2035, driven heavily by cooling, desalination, and the rapid expansion of data centers. Energy Connects
• [New] US peak electricity demand is projected to increase by 128 GW over the next five years. Last Week in ConTech
• [New] Gold has rallied on safe-haven demand and hopes of US interest rate cuts, although a stronger dollar and a crude oil-led inflation scare amid the Iran war have occasionally limited gains. Mining Weekly
• There is a demand-side story here too: one industry estimate suggests that if just 10% of U.S. retail investors use on-chain solutions by 2030, that alone could generate roughly $2.6 trillion of demand for tokenized public equities. Callan
• In 2026, effective workforce planning will depend less on reactive hiring and more on forward-looking demand modelling and flexible resourcing strategies. Huntress
• Leading Service Type: WAN-as-a-Service is projected to lead the service type segment in 2026, accounting for 55% revenue share, driven by enterprise demand for secure, scalable wide-area network connectivity and cloud adoption. Persistence Market Research
• The Middle East's healthcare insurance sector in 2026 will likely see sustained growth driven by increasing demand for comprehensive tech-enabled plans, rising healthcare costs, and growing chronic diseases. The Lime Street Guide
• Water demand will continue rising as the global population grows. Earth
• Fastest-growing Application: The offshore segment is forecasted to grow the fastest through 2033, owing to expanding renewable energy projects, port development, and demand for specialized marine foundation solutions. Persistence Market Research
• The global LNG demand will rise by ~60% by 2040, reaching 630-718 million tonnes / year, supported by Asia's demand, industrial growth, and the energy transition. Straits Research
• Rystad Energy's research projects 10.4 GW of cumulative fuel cell demand from data centers between 2026 and 2030, with around 40% of projected 2030 US data center capacity modeled as likely to pursue dedicated on-site power generation rather than grid connection. Rystad Energy
• The rapid digital transformation of South Korea's banking, financial services, and insurance (BFSI) sector represents a transformative demand opportunity for managed colocation and hybrid cloud services. Persistence Market Research
• Cloud service adoption among South Korean enterprises surpassed 70% in 2023, creating a compounding demand effect on national data center capacity requirements, with AI training and inference workloads projected to account for an increasingly significant share of total compute demand through 2033. Persistence Market Research

Last updated: 09 August 2026