Critical Minerals: US-EU Alliances Reshape Supply Chains in 2026
China controls 85% of rare earth processing. In 2026, the US and EU launch FORGE, Project Vault, and 60 Strategic Projects to build...
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China controls 85% of rare earth processing. In 2026, the US and EU launch FORGE, Project Vault, and 60 Strategic Projects to build...
The February 2026 Strait of Hormuz closure disrupted not just oil but critical minerals like sulfur, helium, and aluminum, reshaping...
US Supreme Court and CIT rulings in 2026 invalidated IEEPA and Section 122 tariffs, triggering a 30% drop in US-China trade. Southeast...
In 2026, the US and China are building parallel, incompatible AI ecosystems. The US leads in frontier models and cloud; China excels in...
AI data centers will consume 500+ TWh by 2026, forcing Microsoft, Amazon, Google, and Meta to sign direct nuclear PPAs bypassing...
IMF data shows dollar reserve share fell to 56.77% in Q4 2025, a 30-year low. Central banks bought 863 tonnes of gold in 2025,...
Moody's and BIS warn quantum computers could break financial encryption by 2033-2037, with $2-3 trillion in potential losses. DORA...
Nearly half of U.S. AI data centers planned for 2026 are delayed due to a 7 GW power gap, as transformer lead times hit five years. Big...
US dollar reserves fall below 57% for first time in 30 years as BRICS local-currency trade hits 67%. Analysis of BRICS Pay, The Unit,...
China's 2026 export controls on rare earths trigger 105% dysprosium price spike and cut European licensing to 25%. With 90% processing...
Russia's Rosatom has signed nuclear deals with 16 African nations, including a $28B loan to Egypt for El Dabaa. This analysis examines...
The Feb 2026 Strait of Hormuz closure removed 20% of global oil supply, the largest disruption since the 1970s. Dallas Fed models show...