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China's Critical Minerals Squeeze Threatens 2026 AI Boom
China's export controls on gallium, germanium, and rare earths collide with surging AI demand ahead of a November 2026 deadline. Learn the systemic risks.
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EU-US Critical Minerals Partnership Forges 2026 Bloc
EU and US signed a critical minerals partnership on April 24, 2026, targeting China's 90% rare earth dominance. Discover how the Action Plan reshapes defense and EV supply chains.
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FORGE Alliance: Hormuz Crisis Redraws Global Mineral Supply
FORGE Alliance grows to 54 nations after Hormuz closure severed 20% of oil and critical minerals. $30B financing counters China rare earth monopoly.
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Syria Oil Route Bypasses Strait of Hormuz in 2026
Syria's Banyas port is emerging as a key bypass for the closed Strait of Hormuz, handling up to 1,000 Iraqi oil trucks daily. Here is how the 2026 route works.
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China 2026 Export Controls: Critical Minerals Showdown Guide
China's 2026 export controls sparked sixfold rare-earth price spikes and sub-25% EU approvals. How Project Vault and the US-EU plan reshape supply chains.
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CBAM 2026: EU Carbon Border Tax Explained | Analysis
EU CBAM definitive phase began Jan 1, 2026, with €75.36/tonne carbon price on steel, aluminum, cement, fertilizers, electricity, hydrogen. Learn how it rewires global trade.