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Critical Minerals: Export Controls Reshape Global Supply Chains in 2026
In 2026, export controls on rare earths, lithium, and gallium by China, the US, and the EU are reshaping global supply chains. This...
Geopolitics
The geopolitics stream tracks key shifts, competing narratives, and what the latest verified updates actually change.
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Europe's $864 Billion Rearmament: A New Defense Superpower
European NATO members spent a record $864 billion on defense in 2025, a 14% increase, with all 32 allies meeting the 2% GDP threshold....
Critical Minerals Realignment: FORGE Launch Reshapes Global Supply Chains
The February 2026 U.S. Critical Minerals Ministerial launched FORGE, mobilizing $30B+ and 11 new bilateral deals to counter China's 90%...
China's Rare Earth Stranglehold: 2026 Critical Minerals Showdown
China's 90% rare earth processing dominance and 2025 export controls triggered sixfold price spikes. With a November 2026 pause...
Europe's $2.6T Defense Buildup: Economic Fallout Analyzed
Global defense spending tops $2.6 trillion in 2026 as Europe builds up. IMF warns debt-financed surge may lower economic multipliers and...
China's Rare Earth Leverage: How Export Controls Reshape Global Supply Chains in 2026
China's 2025 rare earth export controls, effective December 1, 2025, have triggered emergency stockpiling and price surges in 2026. With...