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Critical Minerals Divergence: Copper Scarcity vs Lithium Glut 2026
Copper prices surge past $13,000/ton as structural deficit widens, while lithium remains below $10,000/ton amid oversupply. S&P Global warns of 10M ton copper gap by 2040...
Economy
Our economy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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Beyond Oil: Strait of Hormuz Crisis Reshapes Global Supply Chains
The Strait of Hormuz closure since Feb 2026 disrupts not just oil but 9 critical non-oil commodities: fertilizers, helium, aluminum, sulfur, methanol, and graphite. UN warns...
AEX Companies Cost Society More Than They Earn: Study
New research reveals AEX companies like Shell and Heineken cost society more than they earn. The futureproofing ratio shows Philips leads with 4.86x societal value.
BRICS Pay Challenge: Will 2026 Be the Year the Dollar Loses Its Grip?
With India chairing BRICS in 2026, the launch of BRICS Pay — a CBDC-based system bypassing SWIFT — and the dollar's reserve share falling to 56%, this article examines whether...
De-Dollarization 2026: BRICS Pay, CIPS & the Unit Reshape Global Finance
US dollar reserve share falls to 56.8% in 2026 as BRICS builds parallel financial infrastructure. CIPS, The Unit, and BRICS Pay create a multipolar system with implications for...
The Great Unwinding: Why US Allies Are Abandoning the Dollar in 2026
France repatriated 129 tons of gold from the Fed, Canada launched a $25B sovereign wealth fund, and the dollar's reserve share fell to 57%. US sanctions are driving allies to...