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The $30B Critical Minerals Race: FORGE vs China in 2026
In February 2026, the US launched FORGE with 54 nations, mobilizing $30B+ to counter China's 90% rare earth processing grip. Includes price floors, 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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Critical Minerals Trap: China's Processing Dominance in 2026
China controls 90% of rare earth processing, using reversible export controls to extract concessions. The 2026 Critical Minerals Ministerial launched FORGE with $30B in...
China Weaponizes Rare Earths: The 2026 Critical Mineral Shock
China's 2026 export controls on rare earths trigger sixfold price spikes, European licensing approval rates below 25%, and a 12-18 month window for Western nations to build...
Critical Mineral Arms Race: 2026 Alliances Reshape Supply Chains
China controls 90% of rare earth processing. In 2026, the US launched FORGE and Project Vault ($10B reserve) while the EU selected 60 Strategic Projects. Can these alliances...
Critical Minerals Arms Race: How Lithium, Copper, Rare Earths Redraw Global Power in 2026
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 Critical Mineral Stranglehold: 2026 Export Controls Reshape Supply Chains
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...