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Trade War

China's Mineral Leverage and the West's 2026 Countermove

China's 2026 export controls on rare earths triggered sixfold price spikes and cut EU licensing below 25%. The U.S. launched FORGE and Project Vault ($12B reserve) to counter dependency. Analysis of the West's 12-18 month window for supply chain independence.

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strait-of-hormuz-crisis-2026
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Strait of Hormuz Shock: 2026 Conflict Reshapes Global Energy & Defense Economics

The 2026 Strait of Hormuz closure is the largest oil supply disruption in history, sending prices to $126/barrel....