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Gulf Critical Minerals Pivot: $100B Saudi-UAE Strategy Reshapes Supply Chains
Saudi Arabia and the UAE deploy $100B+ via Manara Minerals and Orion Consortium to secure lithium, copper, and rare earths globally, offering Western markets alternatives to Chinese supply chain dominance in 2026.
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EU Carbon Border Tax: CBAM Reshapes Global Trade in 2026
The EU's CBAM entered its financially binding phase on Jan 1, 2026, requiring importers to buy carbon certificates at ~€75/tCO₂. With costs exceeding €12 billion in 2026—81% on steel—CBAM is reshaping global trade and...
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Europe's Defense Paradox: Record Budgets, Broken Production Lines
European NATO members commit €800B in 2026 defense budgets, but industrial output lags. Artillery shell demand outpaces production 5:1, with labor shortages and fragmented procurement threatening deterrence ahead of the Ankara Summit.
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Strait of Hormuz Crisis: How a Chokepoint Shock Reshapes Global Trade in 2026
The Strait of Hormuz crisis has slashed ship transits by 95%, sending Brent crude above $90 and disrupting fertilizers, helium, and aluminium. UNCTAD projects global trade growth will slow to 1.5%-2.5% in 2026, with developing...
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FORGE Alliance: America's Plurilateral Strategy to Break China's Rare Earth Grip
In February 2026, the U.S. launched FORGE, uniting 54 nations with $30B+ to counter China's 90% rare earth processing dominance. This analysis examines price floors, Project Vault, and whether diversification can succeed before 2040.
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Project Vault & FORGE: US-EU Rewire Critical Minerals Map in 2026
In Feb 2026, US launched Project Vault ($12B reserve) and FORGE (54-nation framework) to challenge China's 80%+ grip on critical minerals. EU followed with 60 Strategic Projects. Analysis of price floors, new dependencies, and...