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Critical Mineral Alliances: The New Geopolitical Battleground of 2026
In February 2026, the US launched FORGE, a 54-nation critical minerals alliance chaired by South Korea, backed by $30B+ investments and a $10B strategic reserve. Can it break China's 90% rare-earth processing dominance within...
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China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths triggered sixfold price spikes, with European licensing below 25%. The US-led FORGE alliance of 54 nations and $12 billion Project Vault aim to break Beijing's 90% processing...
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EU Leaders Weigh Tougher China Trade Measures Amid €1B Daily Deficit
EU leaders meet to discuss tougher trade measures against China as the bloc's trade deficit hits a record €1 billion per day, driven by subsidized Chinese exports threatening European industry.
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US-EU Critical Minerals Pact: Can the West Break China's Rare Earth Monopoly by 2030?
The US-EU Critical Minerals Action Plan, signed in April 2026, mobilizes $30B+ through the 54-nation FORGE alliance to counter China's 90% rare earth processing monopoly. Can the West achieve supply chain independence before...
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The $100 Billion Loophole: How Chinese AI Firms Evaded US Chip Bans
On May 31, 2026, the US closed a loophole allowing Chinese AI firms to buy advanced chips via overseas subsidiaries. Hundreds of thousands of Nvidia and AMD chips worth billions evaded controls since 2025. Analysis of...
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EU-China EV Price Floor: Reshaping Global Trade in 2026
The EU replaced up to 35.5% tariffs on Chinese EVs with a minimum price floor on January 12, 2026. Bruegel warns the move sacrifices €2 billion in annual tariff revenue, risks consumer costs, and undermines trade credibility....