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Critical Mineral Alliances Reshape Global Power in 2026
China controls 90% of rare earth processing. In 2026, the US launched FORGE, Project Vault, and 11 bilateral deals to counter this. But US-EU tariff rifts threaten alliance unity. Learn how critical mineral supply chains are...
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Critical Minerals: The New Zero-Sum Game Reshaping Global Power in 2026
China is set to control over 60% of refined lithium and cobalt by 2035, while US and EU scramble to counter with $30B+ investments. This ODI analysis reveals the zero-sum game redrawing global power lines in 2026.
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USMCA 2026 Sunset Review: North America's Trade Reckoning
The USMCA's July 1, 2026 mandatory joint review could renegotiate rules of origin, tighten Chinese content restrictions, and reshape $1.8 trillion in North American trade. Analysis of four possible outcomes and sector impacts.
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Defense-Debt Dilemma: Military Spending Reshapes Global Fiscal Stability
Global defense spending tops $2.6 trillion in 2026 as NATO targets 3.5% of GDP, but record debt and high interest costs strain fiscal space. IMF and WEF warn of trade-offs between rearmament and stability. Learn how economies...
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Energy Innovation's Security Pivot: IEA 2026 Report Analysis
IEA 2026 report reveals energy R&D now driven by security and competitiveness, not climate. Chinese firms account for 60% of corporate energy R&D. Energy storage is 40% of patents. Public R&D at half post-1970s levels. Learn...
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Geoeconomic Confrontation: Trade Bloc Fragmentation Reshapes Supply Chains in 2026
WEF 2026 report ranks geoeconomic confrontation as top global risk. 72% of trade pros cite U.S. tariff volatility as most impactful. Supply chains fracture into US, China, EU blocs, raising costs for multinationals. Learn how...