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FORGE: 54 Nations' $30B Race Against China's Rare Earth Control
Geopolitics

FORGE: 54 Nations' $30B Race Against China's Rare Earth Control

In February 2026, 54 nations launched the $30B FORGE initiative to counter China's 90% dominance of rare earth...

Seabed Battlefield: Cable Sabotage Reshapes Global Security
Geopolitics

Seabed Battlefield: Cable Sabotage Reshapes Global Security

A wave of undersea cable sabotage in the Baltic Sea since 2024 has triggered NATO's Baltic Sentry operation and an...

Strait of Hormuz Oil Crisis: 2026 Supply Shock & Fallout
Energy

Strait of Hormuz Oil Crisis: 2026 Supply Shock & Fallout

Strait of Hormuz closure removed 17 mb/d of oil supply—a shock 3-5x larger than 1973. Dallas Fed projects $98-$132...

2026 Chip Export Controls Redraw the Global Semiconductor Map
Geopolitics

2026 Chip Export Controls Redraw the Global Semiconductor Map

In June 2026, U.S. BIS closed the $4–6B third-country chip loophole, Taiwan proposed criminal penalties for AI chip...

AI Data Centers Reshape Global Energy Markets in 2026
Energy

AI Data Centers Reshape Global Energy Markets in 2026

Global data center electricity consumption is set to nearly double to 950 TWh by 2030, with AI driving a 9.3 GW U.S....

Sovereign AI Compute Race: Nations Build State-Owned Supercomputers in 2026
Ai

Sovereign AI Compute Race: Nations Build State-Owned Supercomputers in 2026

In 2026, nations are investing over $100 billion in state-owned AI supercomputers, treating compute as critical...