De-Dollarization 2026: USD Reserve Share Below 57%, BRICS Trade Surges
USD reserve share falls below 57% as BRICS+ local currency trade hits 67%. Central banks buy record gold, CIPS surpasses 1,500 institutions, Saudi-China yuan oil deals reach...
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USD reserve share falls below 57% as BRICS+ local currency trade hits 67%. Central banks buy record gold, CIPS surpasses 1,500 institutions, Saudi-China yuan oil deals reach...
The US launched FORGE in Feb 2026, a 54-country alliance with $30B+ capital and price floors to counter China's 90% grip on critical mineral refining. Learn how this shifts...
Despite $650B in hyperscaler AI spending, half of planned U.S. data center capacity for 2026 is delayed due to transformer shortages and grid bottlenecks. Learn how the power...
Nearly half of planned U.S. AI data centers for 2026 are delayed, creating a 7 GW shortfall. Transformer shortages and grid interconnection bottlenecks, not capital, are the...
The WEF ranks geoeconomic confrontation as the top 2026 risk. With US Project Vault ($12B), EU 60 Strategic Projects, and China's export controls, critical mineral supply...
All 32 NATO European allies and Canada met the 2% GDP defense spending target for the first time in 2026, with a 20% increase over 2024. New Sentry missions and a 5% target...
The EU's CBAM entered definitive phase on Jan 1, 2026, requiring importers to buy carbon certificates. Learn how this reshapes global trade, impacts developing economies, and...
The U.S. launched FORGE and mobilized $30B at the 2026 Critical Minerals Ministerial to counter China's rare earth dominance. Can Western supply chains scale before 2030, or...
The US launched FORGE with 54 nations and Project Vault ($12B reserve) to counter China's rare earth dominance. Can price floors and $30B in financing break the monopoly?
China controls 90% of rare earth processing. In 2026, the US launched FORGE, Project Vault, and 11 bilateral deals to counter this. But US-EU tariff rifts threaten alliance...
The U.S. launched FORGE at a 54-nation Critical Minerals Ministerial in February 2026, mobilizing $30B+ including $10B Project Vault to counter China's rare earths dominance....
China is set to control over 60% of refined lithium and cobalt by 2035, while US and EU scramble to counter with $30B+ investments. This ODI analysis reveals the zero-sum game...