Critical Minerals Geopolitics 2026: US FORGE vs China's Grip
The 2026 Critical Minerals Ministerial launched FORGE with $30B in finance to counter China's 90% rare earth refining and 65% lithium processing dominance. Analysis of 11 new...
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The 2026 Critical Minerals Ministerial launched FORGE with $30B in finance to counter China's 90% rare earth refining and 65% lithium processing dominance. Analysis of 11 new...
The Strait of Hormuz closure in 2026 has severed 25-30% of global oil and 20% of LNG flows. World Bank projects 24% energy price surge, IMF warns of 2% global growth. Crisis...
China's 2025-2026 export controls on rare earths, tungsten, and antimony have sent prices surging sixfold, exposing Western dependency. Over 80% of European firms rely on...
In February 2026, the U.S. launched FORGE with 54 nations and $30B to secure critical mineral supply chains for AI, defense, and batteries, countering China's 60%+ refining...
In February 2026, the U.S. launched FORGE (54-nation coalition) and EXIM's $10B Project Vault to counter China's 90% rare earth processing dominance and sixfold price spikes....
146 countries (98% of global GDP) are exploring CBDCs in 2026, with 77 in advanced stages. China's digital yuan leads with $2.38T in transactions. The US remains the only G20...
Resource nationalism is reshaping critical mineral supply chains in 2026 as China, Indonesia, Chile, and the DRC impose export controls and nationalize assets. The West...
BRICS+ launches BRICS Pay in 2026 as a SWIFT alternative, with mBridge and CIPS expanding. The US dollar's reserve share falls to 56.32%. Analysis of de-dollarization,...
BRICS Pay and the Unit launch in 2026 as SWIFT alternative and gold-backed digital asset, challenging dollar dominance as its reserve share hits 56%. Analysis of...
76% of trade professionals now view U.S. tariff volatility as a permanent structural shift, per the 2026 Thomson Reuters report. 65% of firms are altering sourcing, nearshoring...
The U.S. dollar's share of global FX reserves fell below 57% in Q1 2026, the lowest since 1995. Driven by sanctions weaponization, BRICS local-currency trade at 67%, and record...
Global military spending hits $2.6 trillion in 2026 as NATO, Asia-Pacific, and Middle East conflicts drive rearmament. The IMF warns of crowding out social investment and...