Explore in-depth analysis and long-form reporting from Informed Clearly, curated for fast understanding and broad context.
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4776 results • page 61 / 398
China's 2025 rare earth export controls, effective December 1, 2025, have triggered emergency stockpiling and price surges in 2026. With 91% of global refining and a 0.1%...
Global military spending hit a record $2.89 trillion in 2025 as European budgets surged 14% to $864 billion. Germany rose 24%, Spain 50%. This analysis explores how the...
The U.S. launched FORGE at the 2026 Critical Minerals Ministerial, a plurilateral bloc with $30B+ financing and price floors to counter China's 60-90% control of critical...
Global military spending hit a record $2.89 trillion in 2025, triggering a rearmament super-cycle. The IMF warns of inflation risks, crowding out, and a 'guns versus butter'...
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...
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...
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...
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 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...
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 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...
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,...
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