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BRICS+ Dedollarization: How Multipolar Reserves Reshape Finance in 2026
US dollar reserve share falls to 56.32% in 2026 as BRICS+ accelerates dedollarization with 67% local-currency trade, record 1,237t gold purchases, and BRICS Pay launch. Learn how a multipolar reserve system is reshaping global finance.
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FORGE Offensive: $30B US Bid to Break China's Minerals Grip
US launches FORGE with 54 nations and $30B+ to counter China's 90% rare earth refining dominance. Project Vault and price floors aim to build independent supply chains within a critical 12-18 month window.
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Strait of Hormuz Crisis: How 2026 Oil Shock Reshaped Global Energy
The Strait of Hormuz disruption in March 2026 triggered the largest oil supply shock in history, with Brent surging 65% and global supply crashing 10.1 mb/d. World Bank projects 3.7 mb/d deficit through Q2 2026 as crisis...
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Critical Minerals Showdown: US–China Rare Earths War 2026
China's 2025-2026 rare earth export controls trigger sixfold price spikes. The US launches FORGE alliance and $10B Project Vault at 2026 Critical Minerals Ministerial. Analysis of supply chain decoupling, 20-30 year...
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Critical Minerals Arms Race: Reshaping Global Power 2026
In Feb 2026, the US convened 54 nations for the Critical Minerals Ministerial, launched Project Vault, and signed 11 bilateral frameworks as China tightened rare earth export controls. This analysis examines how the scramble...
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Geoeconomic Confrontation: Global Trade Fractures Into Rival Blocs in 2026
Geoeconomic confrontation tops WEF's 2026 risks as 18,000 trade measures fragment global trade into US, China, and EU blocs. Supply chains shift to resilience at 15-25% higher cost, with developing economies hit hardest. Trade...