€800 Billion Rearmament: NATO 5% GDP Pledge Reshapes Europe
NATO's 5% GDP defense pledge by 2035 triggers €800 billion rearmament, reshaping European economies. Analysis of fiscal trade-offs, green transition crowding out, and...
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NATO's 5% GDP defense pledge by 2035 triggers €800 billion rearmament, reshaping European economies. Analysis of fiscal trade-offs, green transition crowding out, and...
WEF's 2026 Global Risks Report ranks geoeconomic confrontation as the top risk for the first time. With US tariffs up sixfold and 18,000+ trade measures since 2020, global...
In 2026, the global race for lithium, copper, and rare earths is reshaping geopolitics as AI, EVs, and defense drive demand. China controls 90% of processing while the US...
In 2026, US, EU, and China compete for critical mineral dominance. Project Vault, FORGE, and EU's CRMA face China's 15th Five-Year Plan. Learn how supply chains shape energy...
AI data centers will consume 1,000 TWh by 2026, triggering a 49 GW US generation shortfall. Big Tech pivots to nuclear as electricity costs rise 42% since 2019. Learn how this...
Copper prices surge past $13,000/ton as structural deficit widens, while lithium remains below $10,000/ton amid oversupply. S&P Global warns of 10M ton copper gap by 2040...
China's 2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes and sub-25% licensing for European firms, exposing a Western dependency...
China controls 90% of rare earth processing and uses reversible export controls on gallium, germanium, and antimony as geoeconomic leverage. With sixfold price spikes and a...
The SCOTUS February 2026 ruling striking down IEEPA tariffs, the July 24 Section 122 expiration, and the November 2026 China tariff deadline are forcing supply chain...
Only 8 of 27 EU states have designated AI authorities ahead of the August 2, 2026 enforcement deadline. With fines up to €35M or 7% of global turnover, global firms face legal...
WEF's 2026 Global Risks Report ranks geoeconomic confrontation as top risk. Thomson Reuters finds 72% of trade pros cite U.S. tariff volatility as most impactful. Companies are...
On Feb 4, 2026, the US launched FORGE, a $30B+ plurilateral bloc with price floors and tariffs to counter China's 60-80% projected stranglehold on refined critical minerals by...