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China's Critical Minerals Squeeze Threatens 2026 AI Boom
Ai

China's Critical Minerals Squeeze Threatens 2026 AI Boom

China's export controls on gallium, germanium, and rare earths collide with surging AI demand ahead of a November...

EU-US Critical Minerals Partnership Forges 2026 Bloc
Geopolitics

EU-US Critical Minerals Partnership Forges 2026 Bloc

EU and US signed a critical minerals partnership on April 24, 2026, targeting China's 90% rare earth dominance....

FORGE Alliance: Hormuz Crisis Redraws Global Mineral Supply
Geopolitics

FORGE Alliance: Hormuz Crisis Redraws Global Mineral Supply

FORGE Alliance grows to 54 nations after Hormuz closure severed 20% of oil and critical minerals. $30B financing...

EU-China EV Price Floor Explained: Truce Redraws Global Trade
Automotive

EU-China EV Price Floor Explained: Truce Redraws Global Trade

EU price floor on Chinese EVs replaces 35.5% tariffs in 2026, letting BYD and SAIC sell at managed prices. Analysts...

China 2026 Export Controls: Critical Minerals Showdown Guide
Geopolitics

China 2026 Export Controls: Critical Minerals Showdown Guide

China's 2026 export controls sparked sixfold rare-earth price spikes and sub-25% EU approvals. How Project Vault and...

AI Data Center Energy Demand 2026: Power Market Analysis
Energy

AI Data Center Energy Demand 2026: Power Market Analysis

Data centers hit 485 TWh in 2025, heading to 950 TWh by 2030. AI hyperscalers spend $660–725B in 2026 as power...