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Critical Mineral Alliances Reshape Global Power in 2026
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...
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FORGE Coalition: $30B Push to Break China's Critical Minerals Grip
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....
Critical Minerals: The New Zero-Sum Game Reshaping Global Power in 2026
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...
USMCA 2026 Sunset Review: North America's Trade Reckoning
The USMCA's July 1, 2026 mandatory joint review could renegotiate rules of origin, tighten Chinese content restrictions, and reshape $1.8 trillion in North American trade....
Geoeconomic Confrontation Tops Global Risks for 2026: Tariffs, Sanctions, and Strategic Competition
WEF Global Risks Report 2026 ranks geoeconomic confrontation as the top short-term risk, surpassing armed conflict. Tariffs, sanctions, and critical minerals competition...
Europe's $55B Path to Military Autonomy: 10-Year Blueprint
Kiel Institute study: Europe can achieve defense autonomy from the US in 10 years with $55B annual investment. $530B total to close 10 critical capability gaps amid US troop...
China 2026 Rare Earth Controls: Weaponizing Critical Minerals
China's 2026 rare earth export controls, controlling 90% of processing, trigger sixfold price spikes and below 25% EU licensing. Western nations face a 12-18 month window to...
Defense-Debt Dilemma: Military Spending Reshapes Global Fiscal Stability
Global defense spending tops $2.6 trillion in 2026 as NATO targets 3.5% of GDP, but record debt and high interest costs strain fiscal space. IMF and WEF warn of trade-offs...
Energy Innovation's Security Pivot: IEA 2026 Report Analysis
IEA 2026 report reveals energy R&D now driven by security and competitiveness, not climate. Chinese firms account for 60% of corporate energy R&D. Energy storage is 40% of...
Geoeconomic Confrontation: Trade Bloc Fragmentation Reshapes Supply Chains in 2026
WEF 2026 report ranks geoeconomic confrontation as top global risk. 72% of trade pros cite U.S. tariff volatility as most impactful. Supply chains fracture into US, China, EU...
FORGE Alliance: $30B, 54 Nations Reshape Critical Mineral Supply Chains
The U.S. launched FORGE in February 2026 with 54 nations and $30B to break China's rare earth monopoly. South Korea chairs the alliance. Can this plurilateral bloc build a...
China's Critical Mineral Stranglehold: Rare Earth Export Controls Reshape Global Supply Chains in 2026
China's 2025-2026 rare earth export controls trigger sixfold price spikes and slash European licensing below 25%. With Beijing controlling 90% of processing, Western defense,...