Goldman Sachs
June 17, 2026
European Express
Daily UpdateEquitiesCommoditiesMacro Economic IndicatorsUtilitiesConsumer Staples
This report highlights a surge in European data center capacity, trends in the fragrance industry, and updates on Argenx's clinical pipeline. It also provides a roundup of global macro insights, commodity price forecasts, and upcoming corporate access events.
Key Takeaways
- 1.European data center pipeline estimates have increased to 500 GW, representing 1.5x current power demand.
- 2.Fragrance market growth is normalizing to 3.5%, with demand increasingly driven by new blockbuster launches.
- 3.Argenx revenue estimates raised by ~2% (2027-2035) ahead of the June 23 R&D day on myositis.
Table of Contents
- Powering up Europe: Booming Datacenter pipeline and AI spending boom – the pivotal role of energy
- Europe Consumer Products: Fragrance’s next growth wave: back to blockbusters
- Argenx SE (ARGX.BR): Myositis preview ahead of R&D event and ALKIVIA readout
- Other notable research
- Commodities & Industrials
- Financials
- TMT
- Podcasts
- Macro / markets
- Global
- Upcoming Webinars
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Authors
Sahar Islam
Securities
ARGX.BRINDT.ST
Themes
AI InfrastructureFragrance Market GrowthEuropean Energy Demand
Regions
EuropeAsia PacificUnited StatesJapanChina