€800 Billion Rearmament: NATO 5% GDP Pledge Reshapes Europe
NATO's 5% GDP defense pledge by 2035 triggers €800 billion rearmament, reshaping European economies. Analysis of fiscal trade-offs, green transition crowding out, and...
The geopolitics stream tracks key shifts, competing narratives, and what the latest verified updates actually change.
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NATO's 5% GDP defense pledge by 2035 triggers €800 billion rearmament, reshaping European economies. Analysis of fiscal trade-offs, green transition crowding out, and...
In 2026, the global race for lithium, copper, and rare earths is reshaping geopolitics as AI, EVs, and defense drive demand. China controls 90% of processing while the US...
China controls 90% of rare earth processing and uses reversible export controls on gallium, germanium, and antimony as geoeconomic leverage. With sixfold price spikes and a...
Panama seized CK Hutchison's canal ports in February 2026 after a Supreme Court annulment, triggering $2B arbitration and Chinese retaliation. The dispute marks a new front in...
China's 2025 rare earth licensing regime and 60%+ refining dominance force Western nations into supply chain scramble. U.S. secures 21 bilateral deals, EU launches 60 Strategic...
China controls 90% of rare earth processing. In 2026, the U.S., EU, and G7 race to build alternative supply chains amid export controls, price spikes, and $30B in Western...