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America's $30 Billion Bet: Inside the 2026 Critical Minerals Alliance Challenging China's Stranglehold
The U.S. launched FORGE in February 2026, a 54-nation critical minerals alliance backed by $30 billion, including a $10 billion domestic reserve, to counter China's 60-80% processing dominance. Can this strategy succeed...
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Critical Minerals Tug-of-War: Lithium & Rare Earths Reshape Global Power in 2026
Global investment in critical minerals hit $128B in 2025, but China still controls 85% of rare earth processing. This analysis explores how the US-China trade war, EU Critical Raw Materials Act, and new bilateral frameworks...
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AI Productivity Paradox: Why 2026's Tech Boom Isn't in the Data
In 2026, AI boosts individual worker efficiency by up to a day per week, yet total factor productivity remains flat. The San Francisco Fed's J-Curve theory suggests macro gains may be years away. Explore the paradox,...
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Critical Minerals: US-EU Alliances Reshape Supply Chains in 2026
China controls 85% of rare earth processing. In 2026, the US and EU launch FORGE, Project Vault, and 60 Strategic Projects to build alternative critical mineral supply chains. Can Western alliances reduce dependence?
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Global Trade Reconfiguration: 2026 Tariff Shock Redraws Supply Chains
US Supreme Court and CIT rulings in 2026 invalidated IEEPA and Section 122 tariffs, triggering a 30% drop in US-China trade. Southeast Asia and Mediterranean nearshoring hubs emerge as winners while AI semiconductor trade...
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US Soldiers Tracked via Phone Data in War Zones: Pentagon Confirms
Pentagon confirms US soldiers tracked via commercial phone location data in war zones. CENTCOM letter warns enemies use data for attacks. Lawmakers urge immediate action.