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Rare Earth Crisis 2026: Yttrium, Scandium Expose US Defense Gaps
Yttrium prices surge 140-fold, scandium production at zero: China's rare earth export controls cripple US aerospace and 5G chip supply chains. With stockpiles measured in...
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BRICS De-Dollarization: USD Reserve Share Below 57% in 2026
USD reserve share falls below 57% in 2026 as BRICS nations accelerate de-dollarization. Central banks bought 1,100+ tons of gold in 2025, CIPS processed $24.5 trillion, and...
US-EU Critical Minerals Plan: Can It Break China's Grip?
The US-EU Critical Minerals Action Plan mobilizes $30B to counter China's 90% rare earth processing dominance. Can border-adjusted price floors and Project Vault break the...
AI's Power Hunger Fuels Critical Minerals Scramble
AI data centers will consume 1,000 TWh by 2026, driving a surge in demand for copper, rare earths, and lithium. The US-China rivalry over critical minerals intensifies as...
LNG Trap: How Gas Dash Undermines 2026 Climate Pledges
As the EU, Japan, India, and Vietnam rush to build LNG terminals after Russia-Ukraine pipeline cuts, $394 billion in infrastructure risks becoming stranded assets by 2035,...
China's Rare Earth Stranglehold: Reshaping Global Supply Chains in 2026
China's 2026 rare earth export controls triggered sixfold price spikes and left 80% of European firms dependent on Chinese supply chains. With FORGE launched and $30B...
Dollar Reserve Share Hits Record Low: 2026 Fracture
USD reserve share hits record low near 54% in 2026 as sanctions, debt, and alternatives like CIPS and mBridge drive a structural shift toward a multipolar system. Eight...
China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony have caused price spikes up to sixfold and slashed European license approvals below 25%. With Beijing...
Pentagon's $54B Autonomous Warfare Bet: Global Security Shift
The Pentagon's $54.6B DAWG request marks a 24,000% increase for autonomous warfare. This analysis explores risks, the Anthropic dispute, and implications for the July 2026 NATO summit.
China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2025-2026 export controls on rare earths, tungsten, and antimony have triggered sixfold price spikes and slashed licensing for European firms below 25%. Western nations...
Resource Nationalism: How Critical Minerals Reshape Global Power in 2026
Governments race to stockpile critical minerals in 2026 as US launches $12B Project Vault, FORGE alliance of 54 nations, and China tightens export controls on rare earths,...
Critical Minerals Race: Resource Nationalism Reshapes Supply Chains in 2026
The US, EU, and China compete for lithium, cobalt, and rare earths as resource nationalism reshapes supply chains in 2026. Learn how FORGE, the CRMA, and China's Five-Year Plan...