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Iran Proposes Temporary Deal With US to Reopen Strait of Hormuz
Iran proposes a temporary deal with the US to reopen the Strait of Hormuz and end the war, postponing nuclear talks. The offer, mediated by Pakistan, could ease the worst global oil disruption in history.
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Kevin Warsh Fed Chair Nomination: Key Senator Reverses Stance
Senator Thom Tillis reverses stance, supports Kevin Warsh as next Fed chair after DOJ closes probe. Warsh nomination now appears certain, with Senate vote expected in May 2026.
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White House in Campaign Mode: Trump Secret Strategy Frustrates Republicans
White House shifts to campaign mode for 2026 midterms as Trump's secret strategy, requiring NDAs, frustrates Republicans. Internal divisions over Iran war and $350M war chest shape the race.
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Copper Bottleneck: AI Demand Fuels 10M Ton Deficit by 2040
S&P Global warns copper deficit could hit 10M metric tons by 2040 as AI data center demand surges 60%. With prices above $13,000/ton and Project Vault launched, copper is now a systemic risk to the global economy.
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Rare Earth Reckoning: China's 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony triggered sixfold price spikes and exposed Western defense vulnerabilities. The U.S. launched FORGE and Project Vault, but full supply chain independence...
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Trade Bloc Fragmentation Reshapes Global Supply Chains in 2026
Nearly 3,000 new trade measures in 2025 redirected $400B+ in flows as resilience trumps cost. U.S. Section 122 tariffs, EU semiconductor push, and China's Africa pivot reshape global supply chains. Mexico, Vietnam, India win;...