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China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Supply Chains
China's 2025-2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes and slash European licensing below 25%. With Beijing controlling 60-90% of global processing, the FORGE alliance of 54...
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AI Data Centers Hit Grid Wall: Big Tech Pivots to Nuclear in 2026
AI data center electricity demand is doubling by 2027, but grid interconnection queues of 2,600 GW and 5-year delays force Microsoft, Amazon, and Google to sign direct nuclear PPAs and restart shuttered plants in 2026. This...
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BRICS' The Unit Goes Live: Gold-Backed Token Reshapes Global Trade in 2026
BRICS+ launched The Unit, a gold-backed digital settlement token, in early 2026. Backed 40% by gold and 60% by member currencies, it bypasses SWIFT and the US dollar. With intra-bloc local-currency trade at 67% and USD reserve...
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Global Trade Fragmentation: Rival Blocs Reshape Supply Chains in 2026
WEF 2026 Global Risks Report ranks geoeconomic confrontation as top risk; 18,000 discriminatory trade measures since 2020. McKinsey confirms supply chains rewiring into US, EU, and China-led blocs with parallel semiconductor...
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EU AI Act Goes Live: August 2026 Deadline Reshapes Global Tech
The EU AI Act becomes fully enforceable on August 2, 2026, with penalties up to €35M or 7% of global revenue. This analysis examines the Brussels Effect, compliance burdens, and strategic responses from US and Chinese tech...
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BRICS+ De-Dollarization: 2026 Assessment of Multipolar Reserve Shift
BRICS+ de-dollarization accelerates in 2026 with bilateral non-dollar trade settlements and the BRICS Pay system nearing pilot stage. Assesses whether the dollar's reserve status faces a structural challenge or remains...