Global Scans · Manufacturing · Weekly Summary

• [New] TotalEnergies expects to increase electricity production to 100 TWh by 2030, of which 70% will be generated from renewable sources and 30% from flexible technologies. AKM EN
• [New] With Apple now producing some iPhone models and Mercedes-Benz announcing plans to manufacture in India, employees with greater disposable income are expected to aid in visitation to attractions (last quarter, GDP growth reached 7.8% in India). IAAPA.org
• [New] A granular focus on sub-sector performance and progress in addressing the persistent skills gap will be essential for identifying opportunities and navigating the evolving landscape of UK manufacturing stocks. The Chronicle-Journal
• [New] Tesla will have an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040, and more than 11 million FSD subscriptions by 2030. TESLARATI
• [New] Sectors focused on domestic infrastructure development, advanced manufacturing, and strategic technologies in the US could see increased investment. FinancialContent
• [New] The rare earth export controls could incentivize significant investment in mining and processing capabilities outside China, impacting companies like Lynas Rare Earths or MP Materials. FinancialContent
• [New] Non-Chinese critical minerals and rare earths companies like MP Materials could see increased demand as nations seek to diversify their supply chains away from China. FinancialContent
• [New] Electric vehicle producers such as Tesla are at risk of production cuts due to potential shortages of rare earth minerals crucial for batteries and electric motors. / China FinancialContent
• [New] Manufacturing companies and defence contractors like Boeing, which rely on Chinese raw materials for components such as F-35 avionics, anticipate higher costs and potential assembly issues. FinancialContent
• [New] Even Taiwan Semiconductor Manufacturing Company could be affected if China's controls extend to essential materials for its US-bound chip sales. FinancialContent
• [New] Optimism is returning: 36% of US CEOs plan to bring some production home within three years, up 15 points from 2024. trans.INFO
• [New] Mexico strengthened its leadership as an advanced manufacturing platform by presenting regional opportunities to institutions and companies from Germany, France, Korea, Japan, and Taiwan. Riviera Maya News
• [New] The Tesla Semi will hit high-volume production in 2025. Torque & Theory
• [New] The demand for diversified chip manufacturing, driven by geopolitical tensions, presents a substantial opportunity for Intel Foundry Services (IFS), especially with government backing through initiatives like the U.S. CHIPS Act, which has allocated substantial funding to Intel. FinancialContent
• [New] Chips like Panther Lake for PCs and Clearwater Forest for servers are slated for high-volume production and shipment in late 2025 and early 2026, respectively. FinancialContent
• [New] A robust investment in manufacturing capabilities and a strong pipeline of products in its four therapeutic categories is preparing Amgen for the next era of scientific discovery to advance medicines that will improve human health. PharmaLive
• In addition to helping make Taiwan one of the world's top five computing centers, we will invest more vigorously in R&D in three key technological fields: quantum technology, silicon photonics, and robotics. Office of the President Republic of China(Taiwan)
• Drones, unmanned submarines, and robotics are all areas that Taiwan will prioritize in the future. Office of the President Republic of China(Taiwan)
• US crude production has reached a record 13.6 million b/d, with potential for further growth despite rig count declines, impacting global supply dynamics. Oil & Gas Journal
• Funds will be used to scale production, develop next-gen processors, and expand to the US. Semiconductor Engineering

Last updated: 19 October 2025