Rare Earth Geopolitics: How Critical Minerals Reshape Supply Chains in 2026
China's 2025 rare earth export controls exposed critical US defense vulnerabilities. In response, the 2026 Critical Minerals Ministerial launched FORGE, 11 bilateral...
The geopolitics stream tracks key shifts, competing narratives, and what the latest verified updates actually change.
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China's 2025 rare earth export controls exposed critical US defense vulnerabilities. In response, the 2026 Critical Minerals Ministerial launched FORGE, 11 bilateral...
Trump threatens to reduce US troops in Germany after Merz criticizes Iran war strategy. 36,000 American soldiers stationed at Ramstein face potential drawdown amid transatlantic crisis.
The Strait of Hormuz blockade has blocked 20-30% of global fertilizer trade, sending urea prices up 60% and threatening crop yields. With USAID dismantled, the 2026 crisis...
US dollar reserve share falls below 57% in 2026 as BRICS local-currency trade hits 67%. Simultaneously, US launches FORGE with 54 nations and $30B to counter China's 60%+...
China's 2026 export controls on rare earths, tungsten, and antimony have triggered sixfold price spikes and cut European licensing below 25%. With Beijing controlling 90% of...
China's 2026 export controls on rare earths push European licensing below 25%, trigger sixfold price spikes. U.S.-EU Critical Minerals Action Plan announced April 2026 explores...