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Critical Minerals Inflection Point: Three Blocs Reshape Energy Security in 2026
In 2026, the U.S., EU, and China deploy competing critical minerals policies as price spikes and NATO stockpile gaps redefine energy security. Learn how FORGE, CRMA, and Gulf investments reshape global supply chains.
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Ukrainian Drones Hit Ilsky Oil Refinery for 16th Time: June 2026
Ukrainian drones struck Russia's Ilsky oil refinery for the 16th time on June 2, 2026, causing a massive fire. The attack is part of Kyiv's campaign to disrupt Russian energy infrastructure and military logistics, reducing...
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ECB Rate Hike Likely in June as Eurozone Inflation Hits 3.2%
Eurozone inflation rose to 3.2% in May 2026, reinforcing expectations for an ECB rate hike in June. Rabo Research forecasts hikes in June and September but doubts further steps in 2027.
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Gulf Critical Minerals Pivot: Saudi Arabia & UAE Reshape Global Supply in 2026
Saudi Arabia and the UAE are reshaping global critical minerals supply chains in 2026, deploying $100B+ in investments to secure lithium, copper, and rare earths. This pivot from oil to mineral leverage carries major...
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AI-Nuclear Pivot: Tech Giants Become Energy Companies in 2026
Tech giants are investing billions in nuclear power to fuel AI data centers in 2026. Microsoft restarts Three Mile Island, Amazon spends $20B on Susquehanna, and X-Energy raises $1B in IPO. Can this private-sector nuclear...
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US-China Chip War 2026: Semiconductor Decoupling Deepens
US-China chip war enters new phase in 2026 with Chip-for-Compliance policy and China's domestic compute mandate, creating parallel semiconductor ecosystems. Learn how this reshapes global supply chains and AI development.