Global Scans · Trade · Weekly Summary

• [New] The United States will remain a net exporter of petroleum products through 2050 in all cases as expected capacity expansions at export terminals allow refineries and natural gas processors to increase exports. EIA - Energy Information Administration
• [New] U.S. production growth of crude oil and natural gas remains relatively high through 2030 due to increasing U.S. exports of petroleum products and liquefied natural gas, as U.S. energy exports continue to be economical for international consumers. EIA - Energy Information Administration
• [New] Climate Impact of Militarization: Increasing defence spending to 3.5% of GDP by NATO could raise global GHG emissions by 200 million tonnes annually. PMF IAS
• [New] Imports: India's massive potential in SAF can reduce dependence on imports for ATF and can shield from price fluctuation. PMF IAS
• [New] The average trade estimate ahead of Friday is for 304 mb of soybean ending stocks for 2025-26, as compared to the estimate in 2024 of 435 mb. 680 KFEQ
• [New] Increasing India garment exports to Japan offers massive growth potential, especially as China's share declines. onedemat.com
• [New] India's expanding garment exports to Japan are not just good news for trade - but a potential wealth-creation opportunity for investors. onedemat.com
• [New] Advanced event processing systems capable of identifying complex patterns across multiple data streams have been proposed for proactive disruption management in global supply chains. Nature
• [New] The US projects its power directly with an explicit military presence in regions of strategic importance (i.e. South China Sea, Middle East, etc.). Cambridge Core
• [New] As deficits mount, the dollar could face gradual pressure downward, which might boost U.S. exports (good for manufacturers) but also make imports and travel more expensive for American consumers. Tax Shark
• [New] India has been making progress on an interim trade deal that could reduce its proposed tariffs to below 20%. financialpost
• [New] Singapore's Ministry of Trade and Industry uses predictive analytics to flag risks to critical supply chains. GOV.UK
• [New] China is projected to contribute nearly 30% of global GDP growth in 2025, making its economic trajectory a critical factor in shaping global markets and supply chains. Mirage News
• [New] Along with lower production, USDA increased its crush forecast by 50 mb to 2.54 mb while cutting exports by 70 mb. Hoosier Ag Today
• [New] Concerns now grow over potential retaliation from Canada and possible escalation by the European Union, raising fears of a broader trade war that could strain global growth. OREACO
• [New] With higher OPEC + targets in August, global oil supply is expected to rise by 2.1 mb/d to 105.1 mb/d this year and by another 1.3 mb/d in 2026, driven by non-OPEC + additions of 1.4 mb/d and 940 kb/d, respectively. New World Order
• [New] Geopolitical Soft Power and Global Leadership: By successfully implementing the world's largest UBI program, India could position itself as a global leader in innovative social policy. Drishti IAS
• [New] Increasing defence exports could help Japan strengthen its defence industry as outlined in Japan's Defence Buildup Plan, which the PRC will likely see as a prelude to Japan's remilitarization. Institute for the Study of War
• [New] The European Commission has launched a strategy aimed at positioning the EU as a global leader in life sciences by 2030, focusing on harnessing the potential of biotechnology, digital innovation, and sustainability. vegconomist - the vegan business magazine
• [New] Industry experts anticipate a potential reshaping of global copper supply chains, with possible acceleration of domestic U.S. copper production to reduce import dependence. Discovery Alert
• [New] The United States suggested that it plans to impose a tariff of approximately 200% on pharmaceutical imports into the United States that could potentially take effect in a year. KPMG
• Organizers want transformative solutions that optimize production, expand access to essential goods, and unlock Africa's export potential - especially in housing, food, and healthcare. iAfrica.com
• The success of ITER could pave the way for further international cooperation on other global challenges, such as climate change and sustainable development. Visegrad Post

Last updated: 14 July 2025