This Week in Thematics

Research evidence excerpt

This Week in Thematics

Equity Research

Thematic Investing

5 June 2026

*NEW RESEARCH* World Cup 2026: Viewership drives value,

Water funds shrink but impact remains; *NEWSFLOW*

Carbios China delay, UK DRS fees set, US REE funding, Thematic Investing

Quantum IPO/funding & more... *EVENTS* DC Cooling & AI Hiral+44 (0)20Patel3134 1618

hiral.patel@barclays.comPositioning (09.06), AI in Drug development (10.06), Recycling

site visit (09.07) Barclays, UK

Katherine Ogundiya

+44 (0)20 3134 1391

katherine.a.ogundiya@barclays.com

Barclays, UK

Laia Marin i Sola, CFA

THE 2026 EXTEL SURVEY IS NOW OPEN

+ 44 (0)20 3134 2531

laia.marin@barclays.com

Support our industry-leading analysts with 5-Star Barclays, UK

Amy Lian votes in this year’s Extel All-America Research

+44 (0)20 3134 0179

Survey amy.lian@barclays.com

William Thompson

Vote Now View Analysts +1 212 526 8641

william.s.thompson@barclays.com

BCI, US

We appreciate your 5 Star Vote in the Thematic Research category Hannah Greenberg

+1 212 526 2457

1.Latest thematic research: hannah.greenberg@barclays.com

Thematic Investing: World Cup 2026: Viewership drives value (05.06.26) BCI, US

North America Environmental Services: Water funds shrink, but market impact remains limited

Siddharth Gupta(02.06.26)

+91 22 6175 2540

2. Thematic newsflow: siddharth.gupta1@barclays.com

- Carbios Asia push hits scaling reality, China project delayed Barclays, UK

- UK sets retailer fees for deposit return scheme

- USA Rare Earth secures $1.6bn for “mine-to-magnet”

- Hong Kong localises EV battery recycling as volumes surge

- Quantinuum debuts on the Nasdaq

- OQC raises £260m largest private QC funding round in EU

- Fertility regulation tightens after IVF failures expose gaps

- Microsoft, Mayo push toward clinically grounded AI models