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FORGE and Project Vault: $30B U.S. Bid to Break China's Mineral Grip
In February 2026, the U.S. launched FORGE and Project Vault with $30B+ financing to counter China's 60-90% control of critical mineral...
Economy
Our economy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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$1.4 Trillion Maturity Cliff: 2026 Make-or-Break for EM Debt
23 emerging economies face $1.4 trillion in bond maturities between mid-2026 and early 2027. With pandemic-era low-rate debt rolling...
Global Rearmament Super-Cycle: Macroeconomic Fallout & Fiscal Trade-Offs
Global military spending hit a record $2.89 trillion in 2025, triggering a rearmament super-cycle. The IMF warns of inflation risks,...
Russian Economy Worse Than Official Figures Show, Discontent Grows
Russian economy may be far worse than official figures show, with inflation potentially at 15-20% and growing public discontent,...
Copper Bottleneck: AI Demand Fuels 10M Ton Deficit by 2040
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...
Central Banks Ditch Dollar for Gold: Reserve Shift 2026
Central banks bought 1,200+ tonnes of gold in 2025 as dollar's reserve share hit a record low of 56.3%. Sanctions, BRICS...