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FORGE: $30B Critical Minerals Realignment Reshapes Supply Chains
In February 2026, the U.S. launched FORGE, a plurilateral coalition backed by $30B+ to counter China's rare earth dominance. With 54 nations, 11 new bilateral deals, and...
Geopolitics
The geopolitics stream tracks key shifts, competing narratives, and what the latest verified updates actually change.
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Europe's Rearmament Era: NATO's 3.5% GDP Target Reshapes Global Defense
NATO's 3.5% GDP defense target drives European spending toward €800 billion annually. SIPRI 2026 data shows record $2.89 trillion global military spending. Analysis of defense...
RESourceEU: Can Europe Break China's Rare Earth Grip by 2030?
The EU's RESourceEU plan commits €3 billion to break China's 90% rare earth processing grip. With export licensing below 25% and sixfold price spikes, can Europe meet its 2030...
Critical Minerals Arms Race: Project Vault & 54-Nation FORGE Reshape Supply Chains
In February 2026, the US launched Project Vault ($10B reserve) and the 54-nation FORGE alliance to counter China's critical minerals dominance. With China controlling 90% of...
Critical Minerals Race: $30B U.S. Push vs. China's Grip in 2026
The U.S. hosted 54 nations at the 2026 Critical Minerals Ministerial, launching FORGE and Project Vault with $30B+ in financing to counter China's 90% processing dominance....
FORGE & Project Vault: US Rewires Global Critical Minerals Order in 2026
In February 2026, the U.S. launched FORGE and Project Vault, a $10B strategic reserve, alongside 11 new bilateral deals to break China's rare earth dominance. Learn how this...