The geopolitics stream tracks key shifts, competing narratives, and what the latest verified updates actually change.
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The WEF 2026 Global Risks Report ranks geoeconomic confrontation as the top threat, driven by the critical minerals arms race. China dominates lithium, cobalt, and rare earths,...
China's 2026 export controls on rare earths expose Western vulnerability. The U.S. responds with $30B financing, FORGE, and Project Vault. Can diversification reduce dependency...
China's 2025-2026 export controls on rare earths triggered sixfold price spikes for dysprosium and terbium, with licensing approval rates for European firms below 25%. The U.S....
In 2026, the US, EU, Australia, and South Korea race to build critical minerals stockpiles as China controls 60%+ of refining. Project Vault ($12B), FORGE alliance, and...
In February 2026, the U.S. hosted 54 nations for the Critical Minerals Ministerial, launching FORGE and mobilizing $30 billion to challenge China's 60-80% control of critical...
At the 2026 Critical Minerals Ministerial, the US launched FORGE and $30B in financing to counter China's 60%+ control of lithium, cobalt, and rare earths. Analysis of supply...
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