AGP Executive Report
Last update: 8 hours agoAI & Enterprise Tech: TCS says its AI run-rate hit $2.4B, arguing job fears are overblown and “physical AI” could drive new growth. Markets & Risk Mood: Nigeria’s NGX opened higher as investors returned to large- and mid-caps, while UK growth forecasts were cut and CBI warned of ~200,000 more job losses. Energy Transition & Power: Allied forecasts electrolyzers to $34.4B by 2032 on green hydrogen buildout, and retail fuel stations could near $2.35T by 2032 as EV charging and digital payments expand. Construction & Materials: Insulation materials are projected to reach $101.9B by 2030, smart glass to $15.1B by 2030, and bioplastics to $18.7B by 2031 as sustainability demand rises. Circular Economy & Industry: Waste recycling is forecast to nearly double to ~$101.2B by 2032, while plasma welding, broaching machines, and centrifugal chillers all show steady multi-year growth. Healthcare & Regulation: EU drugs agency warns of new synthetic opioids and rising complexity in illicit markets; Oculis randomized the first patient in its genotype-based dry eye trial. Capital Markets Watch: OpenAI filed confidentially for a US IPO, joining the AI stock-market race.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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