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Global Scans · Finance · Weekly Summary


  • [New] For oil alone, investments of $17.7 trillion from 2026 to 2050 - or $700 billion per annum - are needed to meet demand in the long term. Organization of the Petroleum Exporting Countries
  • [New] While some states will conform to the new federal rules, many - such as Maryland - have already chosen to decouple from provisions like R&D expensing or the EBITDA-based interest-limitation change, requiring continued amortization or stricter interest caps for state purposes. CohnReznick
  • [New] In places like Georgia or Tennessee, acting now could help shorten the typical 13-19 year payback timeline significantly, depending on local incentives and electricity rates. Enphase
  • [New] Supporters of hourly matching might point to examples such as Europe to say the true problem is not enabling new clean power generation, but rather incentivizing storage or demand response programs. Watershed
  • [New] By the year 2030, as America's baby boomers enter their seventies and eighties, health spending will top $16 trillion, or 32% of GDP. PubMed Central (PMC)
  • [New] A $579 billion infrastructure investment being considered by a bipartisan group of senators, would increase output in 2050 by 0.1% if funded by user fees or have roughly zero net effect on GDP if deficit financed. Penn Wharton Budget Model
  • [New] By 2026, prescription spending is projected to increase to $875 billion, or 15.4% of national health expenditures. PubMed Central (PMC)
  • [New] Even a partial loss of ecosystem services like marine fisheries or crop pollination could cut global GDP by $2 trillion a year. ASLA
  • [New] We find climate change could raise the cost of green-hydrogen production by up to 20% in some global locations, and about 16% of global locations could see LCOH increases or decreases exceeding 5%. PubMed Central (PMC)
  • [New] Additional AI traffic could result in uplink traffic being three times higher or more in 2031 compared to 2025. GSA
  • [New] Western Europe, North America, North East Asia and the Gulf Cooperation Council countries are forecast to have 5G mobile subscription adoption close to, or above, 90% by the end of 2031. GSA
  • [New] Upside risks: stronger-than-expected services inflation persistence, renewed energy or commodity price shocks, and tighter global financial conditions that transmit unevenly. IC Your Trading Edge | Official Blog | Blog
  • [New] If the Fed signals a less hawkish stance, gold could continue pushing higher; however, stronger dollar momentum or a hawkish surprise may create temporary pullbacks. IC Your Trading Edge | Official Blog | Blog
  • [New] For non-residential buildings, such as offices, schools or hospitals, minimum energy performance standards will trigger the renovation of the 16% worst-performing buildings by 2030 and of the 26% worst-performing buildings by 2033. Energy
  • [New] To raise the required amount, Ukraine will ask each partner country to contribute between $2 billion and $6 billion, either in the form of direct financial assistance or loans. Militarnyi
  • [New] The United Nations Children's Fund today released a report showing that nearly half, or 1.1 billion, of the world's children are now exposed to at least three overlapping climate hazards, threatening their health, their education and their survival. UN Meetings Coverage and Press Releases
  • [New] The European Central Bank, which has already increased its benchmark rate to 2.25%, is anticipated to deliver another rate rise in either July or September. IndexBox Inc.
  • [New] Energy costs are projected to stay elevated or climb further into July as strategies for reducing inventories come under scrutiny. IndexBox Inc.
  • [New] Looking ahead, financial support, infrastructure planning, stronger policies, and continued education will remain important in advancing the adoption of ZETs across the United States. CALSTART
  • [New] The global artificial intelligence rally has rewired international capital allocations, creating a unique set of political and financial risk dynamics for US sovereign debt and the USD. PRS Group
  • [New] Further spikes in commodity prices can be anticipated to produce dollar shortfalls in the global financial system. BTRM
  • [New] US financial conditions are loose, but the risks are compounding. BTRM
  • [New] On the second point: US financial sanctions on Russia following the Ukraine invasion escalated the concern that USD dollar dominance could also become USD dollar weaponization. BTRM

Last updated: 21 June 2026



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