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Ai

AI Productivity Paradox: $500B Investment, No GDP Lift

Despite over $500B in global AI investment, productivity remains below 1.5%. The IMF and UN flag AI disappointment as a key risk in 2026. Explore structural bottlenecks, the J-curve theory, and whether a boom is coming by 2027-2028.

China's Critical Minerals Stranglehold: 2026 Window to Act
Trade War

China's Critical Minerals Stranglehold: 2026 Window to Act

China's 2026 export controls on rare earths, tungsten, and antimony have triggered sixfold price spikes and slashed European licensing approvals below 25%. With Beijing controlling 90% of global processing, the West faces a 12-18 month window to build alternatives via the FORGE alliance and Project Vault or accept prolonged vulnerability.

EU-China EV Price Floor: Redrawing Global Trade Lines in 2026
Automotive

EU-China EV Price Floor: Redrawing Global Trade Lines in 2026

In January 2026, the EU replaced 35.5% tariffs on Chinese EVs with a minimum price floor, allowing BYD, SAIC, and Geely to sell in Europe at managed prices. This 'managed competition' framework prevents a race-to-the-bottom while keeping EVs accessible, forcing European automakers to innovate. The US remains isolated with 100% tariffs. Learn how this historic trade experiment reshapes automotive geopolitics.

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