Critical Minerals Arms Race: FORGE Reshapes Global Power in 2026
The February 2026 Critical Minerals Ministerial launched FORGE with 54 countries, $30B in U.S. commitments, and 11 new bilateral deals, reshaping global power as China controls...
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The February 2026 Critical Minerals Ministerial launched FORGE with 54 countries, $30B in U.S. commitments, and 11 new bilateral deals, reshaping global power as China controls...
Global military spending hit a record $2.89 trillion in 2025, with Europe's 14% surge driving the boom. The IMF warns of complex macroeconomic spillovers from crowding out...
China controls 90% of rare earth processing and tightened export controls on gallium, germanium, and antimony in 2025-2026, triggering sixfold price spikes. Western nations...
NATO's combined defense spending exceeds $1.5 trillion in 2026 as all 32 members meet the 2% GDP target. This historic rearmament strains European sovereign debt, crowds out...
In January 2026, the RBI proposed linking BRICS CBDCs — digital rupee, yuan, ruble — into a SWIFT-bypassing system. With dollar reserves at a 30-year low of 56.32% and Project...
Big Tech's nuclear deals with Microsoft, Amazon, and Google are reshaping grid economics in 2026. As AI data center demand surges, residential ratepayers face $31B in rate...
In February 2026, the US launched Project Vault ($12B reserve) and FORGE (54-nation alliance) to counter China's 90% rare earth refining monopoly. With $30B+ mobilized and...
The GENIUS Act, signed July 2025, creates a federal stablecoin framework requiring 100% Treasury-backed reserves, creating captive demand for U.S. debt and reinforcing dollar...
AI's exponential growth hits a hard physical constraint: aging electrical grids. In 2026, over half of planned U.S. data center builds are delayed due to transformer shortages...
NATO's 2025 Hague Summit set a 3.5% GDP defense floor, pushing European budgets toward €800B. An IMF working paper warns of lower multipliers and higher debt. This analysis...
The Strait of Hormuz closure in 2026 has removed 20% of global oil supply, with IMF projecting 3.1% growth and oil prices up to $132/bbl. Learn how the energy shock, supply...
China's interest-bearing digital yuan launched January 1, 2026, transforms e-CNY into a deposit-like store of value, challenging WeChat Pay and Alipay while expanding...