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FORGE & Project Vault: Reshaping Critical Mineral Supply Chains
In February 2026, the U.S. launched FORGE and Project Vault, a $12 billion critical minerals reserve, at a 54-nation summit to counter China's 90% rare earth processing dominance. Analysis of whether these initiatives can...
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China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths trigger sixfold price spikes and sub-25% licensing for European firms. With 90% of global processing controlled by Beijing, the West's $30 billion FORGE alliance faces a 12-18 month...
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Europe's Defense Industrial Restructuring: Budget Surge Meets Autonomous Swarm Warfare
NATO European allies boost defense spending by 20% in 2025, committing to 5% of GDP by 2035. But Europe's fragmented industrial base struggles to deliver autonomous drone swarms tested in Silent Swarm 2026 and Pentagon's...
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The $30B Critical Minerals Race: FORGE vs China in 2026
In February 2026, the US launched FORGE with 54 nations, mobilizing $30B+ to counter China's 90% rare earth processing grip. Includes price floors, 11 new bilateral deals, and a $10B strategic reserve. Learn how this reshapes...
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BRICS Bridge: The Quiet Remaking of Global Payments in 2026
Under India's 2026 BRICS chairship, mBridge — a blockchain-based CBDC platform — launches operationally, bypassing SWIFT and reducing dollar dependency as the greenback's reserve share hits a 30-year low of 56%.
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Trump-Xi Summit 2026: 90-Day Truce & New Tech-Cold War
Trump and Xi's May 2026 Beijing summit produced a 90-day trade truce after tariffs hit 145%. Beneath the diplomacy, AI chip export controls, rare-earth restrictions, and China's frontier AI progress are reshaping the global...