Global Scans · Demand · Weekly Summary

• [New] Investors will focus on forward data center demand, gross margins and whether management sees AI infrastructure spending remaining durable into 2027. Kiplinger
• [New] As high fuel costs accelerate global electrification, demand for critical minerals such as copper and lithium will benefit major producers including Chile and Peru in the long term. Insurance Journal
• [New] With Chile and Peru jointly supplying 40% + of global copper, and copper demand projected to increase 50% by 2050 driven by AI, EV, and grid infrastructure, production stability is a systemic variable for the global energy transition (World Economic Forum Report, 2026). CES Intelligence
• [New] Singapore will hire 1,800 more infant care educators by 2030 to meet rising demand as infant care becomes more affordable and accessible for families. The Straits Times
• [New] Continued AI infrastructure deployments, higher memory content per AI server, and sustained demand for high-bandwidth memory will support memory revenue growth through 2027 and beyond. Network World
• [New] Continued investments in advanced battery technologies are expected to help Japan preserve its technological position while supporting demand from electric vehicles and other high-performance applications. Persistence Market Research
• The fleet owners segment is projected to register the fastest growth at a CAGR of 8.21% during 2026-2034, supported by increasing demand from rental companies, tourism operators, recreational vehicle fleets, and businesses offering flexible travel and accommodation services. Straits Research
• The kind of increasingly frequent heatwaves we have experienced and greatly reduced rainfall that we could see over successive summers with climate change, plus a projected increase in demand for water, have raised the prospect that England could at some point run out of water. BBC News
• Memory demand is outpacing supply, with HBM and DRAM prices likely to remain elevated through at least 2027 as AI infrastructure expands. Seeking Alpha
• In 2026, as US EV production ramps up, demand for IRA-compliant lithium will surge, and Argentina is positioned as a key supplier, especially given its low-cost brine extraction. 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
• With AI adoption accelerating in 2026, its tokenomics for decentralized AI services could see demand surge. BMIC
• On the other front, the demand for Car Rental services is expected to be astronomically growing in the coming years owing to the flourishing tourism sector in the UAE. MarkNtel Advisors
• The Mobility Management segment is expected to grow at a CAGR of 8.2% from 2026 to 2032, reflecting high demand for optimized urban transport solutions. 6wresearch
• Stronger numbers could support commodities and Asian markets, while continued weakness could raise concerns about demand. Trade Brains
• South Korea is expected to remain a major exporter of premium lithium-ion battery cells through the forecast period, supported by technological innovation, established automotive partnerships, and increasing demand for high-energy-density battery systems. Persistence Market Research
• Demand for critical minerals is expected to increase significantly through 2033, reinforcing the need for alternative resource development. Persistence Market Research
• While pricing expansion is accelerating growth in 2026, continued AI infrastructure deployments, higher memory content per AI server and sustained demand for high-bandwidth memory will support memory revenue growth through 2027 and beyond. I-Connect007
• The Polymeric segment is expected to register the fastest growth at a CAGR of 8.4% during 2026-2033, driven by increasing demand for flexible, lightweight, and cost-effective biomaterials. Data Bridge Market Research
• The External VNS Devices segment is expected to register the fastest growth at a CAGR of 9.2% during 2026-2033, driven by rising demand for non-invasive and wearable neuromodulation therapies. Data Bridge Market Research
• The online pharmacy segment is expected to witness the fastest CAGR of 12.4% from 2026 to 2033, fueled by increasing demand for convenient long-term refill services for transplant patients. Data Bridge Market Research
• East Asia Analysis: China in East Asia is anticipated to capture a CAGR of 10.2% by 2033 amid rapid industrialization and an expanding mining sector that drives the demand for effective fatigue monitoring systems to improve safety standards and productivity in mining operations. Persistence Market Research

Last updated: 13 September 2026