S&P Global

From @SPGlobalRatings: Hyperscaler expansion is boosting electricity demand in the U.S. after decades of largely flat demand. The U.S. Energy Information Administration projects that electric generating capacity will grow at a compound annual growth rate exceeding 5% through 2028. This surge presents an opportunity for the industry, as increased load growth can help mitigate regulatory lag and support financial metrics and credit quality.

Read more: okt.to/yjFzfv

The significant risk transfer market is gaining momentum. These instruments, generally known as SRTs, help banks manage capital and risks by offloading portions of lending portfolio credit risk to investors.

Read more from @SPGlobalRatings: okt.to/6rtfvA

From @EnergySPG: The USA Rice Federation is seeking tariffs of up to 65% on rice imports from all origins to protect domestic producers and help the US rice industry regain market share. President and CEO Peter Bachmann told Platts it remains uncertain whether the Trump administration will approve the proposal.

Read more: okt.to/TE6VlQ

From @SPGlobalRatings: Europe is entering a period of demographic transformation. In the EU, deaths have exceeded births every year since 2012, a trend that resulted in a natural population decline of about 1.35 million people in 2025. Nevertheless, strong net migration continues to support overall population growth. Eurostat, the EU's statistical office, projects the EU population will increase modestly to a peak of 453.3 million inhabitants in 2029. Beyond that, the EU is expected to enter a prolonged period of population decline, making migration an increasingly important driver of demographic stability.

Read more: okt.to/aIoBux

From @SPGlobalRatings: AI is poised to expand industrial robotics’ addressable market, particularly where programming complexity and process variability have constrained automation.

Explore more on AI-powered robotics: okt.to/usha0p