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Copper Bottleneck: AI Demand Fuels 10M Ton Deficit by 2040
S&P Global warns copper deficit could hit 10M metric tons by 2040 as AI data center demand surges 60%. With prices above $13,000/ton and Project Vault launched, copper is now a...
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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.
4460 results • page 35 / 372
Critical Minerals Reshape Global Power in 2026: New Resource Wars
As the energy transition accelerates, competition over lithium, cobalt, and rare earths has escalated into a defining geopolitical struggle of 2026. China controls 70% of rare...
Rare Earth Reckoning: China's 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony triggered sixfold price spikes and exposed Western defense vulnerabilities. The U.S. launched FORGE and...
Trade Bloc Fragmentation Reshapes Global Supply Chains in 2026
Nearly 3,000 new trade measures in 2025 redirected $400B+ in flows as resilience trumps cost. U.S. Section 122 tariffs, EU semiconductor push, and China's Africa pivot reshape...
Central Banks Ditch Dollar for Gold: Reserve Shift 2026
Central banks bought 1,200+ tonnes of gold in 2025 as dollar's reserve share hit a record low of 56.3%. Sanctions, BRICS de-dollarization, and US fiscal concerns drive the...
Critical Minerals Chokepoint: 2026 Race for Lithium, Cobalt & Rare Earths Reshapes Global Power
The 2026 race for lithium, cobalt, and rare earths reshapes global power as the US hosts a 54-nation ministerial, the EU launches 60 Strategic Projects, and China reinforces...
China's Critical Mineral Stranglehold: West's Narrowing Window
China's 2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes and cut European licensing below 25%. With NATO holding only 6-9 months of...
Triple-Redundancy Economy: Trade Fragmentation Reshapes Supply Chains in 2026
Geoeconomic confrontation tops WEF 2026 risks. Triple-redundancy supply chains cost 15-25% more as US-China tariffs, EU CBAM, and trade blocs fracture global trade. Vietnam,...
Geoeconomic Confrontation 2026: Trade Wars Reshape Global Order
WEF's 2026 Global Risks Report ranks geoeconomic confrontation as the top risk for the first time. US-China-EU tariffs, triple redundancy supply chains, and rising costs by...
Critical Minerals Realignment: $30B, 54 Nations Reshape Supply Chains
At the Feb 2026 Critical Minerals Ministerial, 54 nations launched FORGE with $30B to counter China's 60%+ processing dominance. Learn how bilateral deals with Argentina,...
China's Critical Mineral Stranglehold: 2026 Supply Chain Crisis
China's 2026 export controls on rare earths, tungsten, and antimony triggered sixfold price spikes and slashed European licensing to below 25%. With Beijing controlling 90% of...
Geoeconomic Confrontation: How Tariff Wars Reshape Global Trade 2026
WEF ranks geoeconomic confrontation as top 2026 risk. US tariffs up sixfold, 85% of trade bypasses US. Supply chains rewire via bilateral deals and regional corridors like...