When we discussed this before, I think it sets up quite well for the USA to host in 2026 and then for England to host in 2034.
Under the current rules (which I fully concede up front could quite easily be changed, but will assume they remain in place for the discussed Cups), Europe and Asia cannot host in 2026. As you pointed out, Uruguay is the front runner at the moment for 2030, so my guess is that South America is out as well. I also don't see Oceania getting a Cup anytime soon. That leaves Africa and North America. It's hard for me to imagine that Africa would get a Cup so soon, while making North America wait at least another 12 years, to go over a half-century without a Cup (1994-2038?). As a result, I see North America as almost a shoe-in for a Cup in 2026. Essentially, the only candidates for a North American Cup (leaving out joint bids) are Mexico, Canada, and the USA. I see FIFA leaning away from Mexico, as it would be Mexico's third Cup. I also don't see FIFA leaning away from the potential mega bucks from a Cup back in the USA.
As for 2034, it will almost certainly be Europe. It's hard to imagine Europe going more than 16 years without a Cup. I don't see Germany being a player given that they hosted recently, and for similar reasons, I don't see France being involved in this Cup. I do see any of the remaining big names being players though. I see that as being: England, Italy, and Spain. There is obviously the potential for a joint bid, but I will ignore those until they show promise. There are extremely strong reasons for England getting the Cup. They have waited the longest. It is essentially the birthplace of the game. However, given that FIFA is less than stellar when it comes to being fair, I wouldn't be surprised if it went to Italy or Spain. I would say that England would have to be considered the front runners though at this point in time.