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Critical Minerals Arms Race: Reshaping Global Supply Chains in 2026
In 2026, the U.S. launched Project Vault ($12B reserve) while China tightened processing dominance. This analysis examines how resource...
Geopolitics
The geopolitics stream tracks key shifts, competing narratives, and what the latest verified updates actually change.
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China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony have triggered sixfold price spikes and reduced licensing approval...
BRICS CBDC Interoperability: Quiet Unwinding of Dollar Dominance in 2026
India's RBI proposes linking BRICS CBDCs for 2026 summit, aiming to bypass SWIFT and reduce dollar dependency. Dollar's reserve share...
Critical Minerals Chessboard: Great Power Rivalry Over Rare Earths in 2026
China dominates 60% of rare earth processing in 2026 as US and EU race to build alternative supply chains. Analysis of trade...
US Pulls 5,000 Troops From Germany After Merz Clash
US to withdraw 5,000 troops from Germany after Chancellor Merz criticizes Iran war. Pentagon cites 'inappropriate' remarks. Withdrawal...
Reglobalization Paradox: Trade Reshapes Around Security
Global trade in 2026 is reglobalizing along geopolitical lines, not deglobalizing. McKinsey, UNCTAD, and WEF reports converge on a...