This Week in Thematics

Research evidence excerpt

This Week in Thematics

Equity Research

Thematic Investing

12 June 2026

*NEW RESEARCH* Consumer Health Outlook – 10 predictions,

Europe's urban mine, Physical AI insights from Robotics

Summit; *NEWSFLOW* NVIDIA-Abridge clinical AI, US Thematic Investing

recycling site shutdown, AirTrunk $30bn India DC push, Hiral+44 (0)20Patel3134 1618

hiral.patel@barclays.comGoogle's SAF deal & more... *EVENTS* 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

Global Consumer Health – The Future of Consumer Health: Growing Pains (10.06.26) BCI, US

Critical raw materials: Europe's urban mine (09.06.26)

Siddharth GuptaPhysical AI: Robotics Summit Highlights Humanoid Scaling Hurdles (08.06.26)

+91 22 6175 2540

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

-NVIDIA and Abridge collaborate on clinical AI model Barclays, UK

- US chemical recycling plant shuts down

- AirTrunk plans to invest $30bn Data Center in India

- GM expands into energy storage targeting AI data centers

- Google signs record SAF deal while EU scales supply

- India crosses below replacement fertility

- Cyera raises $600mn at $12bn valuation

- AI drug discovery partnerships scaling

Barclays Capital Inc.