Explore in-depth analysis and long-form reporting from Informed Clearly, curated for fast understanding and broad context.
AI summary: curated latest long-form article index with paginated links, categories, publication timestamps, and related keyword clusters.
4770 results • page 34 / 398
Global investment in critical minerals hit $128B in 2025, but China still controls 85% of rare earth processing. This analysis explores how the US-China trade war, EU Critical...
In 2026, the MSP evolved into FORGE with $30B in commitments, while China's export controls on gallium and germanium triggered sixfold price spikes. New processing hubs in...
In 2026, AI boosts individual worker efficiency by up to a day per week, yet total factor productivity remains flat. The San Francisco Fed's J-Curve theory suggests macro gains...
China controls 85% of rare earth processing. In 2026, the US and EU launch FORGE, Project Vault, and 60 Strategic Projects to build alternative critical mineral supply chains....
The February 2026 Strait of Hormuz closure disrupted not just oil but critical minerals like sulfur, helium, and aluminum, reshaping global supply chains and accelerating...
US Supreme Court and CIT rulings in 2026 invalidated IEEPA and Section 122 tariffs, triggering a 30% drop in US-China trade. Southeast Asia and Mediterranean nearshoring hubs...
In 2026, the US and China are building parallel, incompatible AI ecosystems. The US leads in frontier models and cloud; China excels in physical AI and open-weight models. The...
AI data centers will consume 500+ TWh by 2026, forcing Microsoft, Amazon, Google, and Meta to sign direct nuclear PPAs bypassing overloaded grids. This pivot to nuclear —...
IMF data shows dollar reserve share fell to 56.77% in Q4 2025, a 30-year low. Central banks bought 863 tonnes of gold in 2025, surpassing US Treasury holdings. BRICS Pay...
Moody's and BIS warn quantum computers could break financial encryption by 2033-2037, with $2-3 trillion in potential losses. DORA regulation now mandates crypto-agility. Learn...
Nearly half of U.S. AI data centers planned for 2026 are delayed due to a 7 GW power gap, as transformer lead times hit five years. Big Tech's $650B capex faces grid...
US dollar reserves fall below 57% for first time in 30 years as BRICS local-currency trade hits 67%. Analysis of BRICS Pay, The Unit, and yuan oil contracts shaping a...
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