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Critical Minerals 2026: The New Resource War Reshaping Global Alliances
As lithium demand surges 353% by 2040 and over 100 export restrictions enacted since 2020, the US, EU, China, and Gulf states compete...
Geopolitics
The geopolitics stream tracks key shifts, competing narratives, and what the latest verified updates actually change.
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Gulf Critical Minerals Pivot: $100B Saudi-UAE Strategy Reshapes Supply Chains
Saudi Arabia and the UAE deploy $100B+ via Manara Minerals and Orion Consortium to secure lithium, copper, and rare earths globally,...
Europe's Defense Paradox: Record Budgets, Broken Production Lines
European NATO members commit €800B in 2026 defense budgets, but industrial output lags. Artillery shell demand outpaces production 5:1,...
Strait of Hormuz Crisis: How a Chokepoint Shock Reshapes Global Trade in 2026
The Strait of Hormuz crisis has slashed ship transits by 95%, sending Brent crude above $90 and disrupting fertilizers, helium, and...
FORGE Alliance: America's Plurilateral Strategy to Break China's Rare Earth Grip
In February 2026, the U.S. launched FORGE, uniting 54 nations with $30B+ to counter China's 90% rare earth processing dominance. This...
Project Vault & FORGE: US-EU Rewire Critical Minerals Map in 2026
In Feb 2026, US launched Project Vault ($12B reserve) and FORGE (54-nation framework) to challenge China's 80%+ grip on critical...