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  1. Fugro shrinking order book is an early warning for offshore wind, while navigation signal disruption shows geopolitical risk can reduce billable ship days. The company is shifting toward oil, gas, nuclear, and data center surveying.

    Impact: Surveying firms can serve as leading indicators for infrastructure cycles. Geopolitical risk needs to be included in operational forecasts.

    — from US Trucking, AI Chips, Defense, And Mergers · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Aug 18, 2026