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China's Mineral Stranglehold: 2026 Supply Chain Crisis
Geopolitics

China's Mineral Stranglehold: 2026 Supply Chain Crisis

China's 2025-2026 export controls on rare earths, tungsten, and antimony have triggered sixfold price spikes and reduced European licensing below 25%. With Beijing controlling 90% of rare earth processing, Western defense and green industries face a 20-30 year rebuild. The FORGE alliance and $30B U.S. response signal a new mineral-driven geopolitics.

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Strait of Hormuz Shock: How a Single Chokepoint Is Reshaping Global Energy Security and Trade in 2026
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Strait of Hormuz Shock: How a Single Chokepoint Is Reshaping Global Energy Security and Trade in 2026

The Strait of Hormuz closure in February 2026 removed 20% of global oil supply, triggering the largest oil price...

AI Nuclear Deals: How Tech Giants Are Building a Parallel Energy Economy
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AI Nuclear Deals: How Tech Giants Are Building a Parallel Energy Economy

AI data centers could consume 500+ TWh by 2026, driving Microsoft, Amazon, Google, and Meta to sign multi-decade...