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FORGE Alliance: $30B, 54 Nations Reshape Critical Mineral Supply Chains
The U.S. launched FORGE in February 2026 with 54 nations and $30B to break China's rare earth monopoly. South Korea chairs the alliance. Can this plurilateral bloc build a resilient Western supply chain by 2030?
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NATO 5% Pledge: IMF Warns of Fiscal Squeeze and Inflation Risks
NATO's 5% GDP defense pledge by 2035 risks fiscal strain and inflation, warns IMF April 2026 WEO and ECB 2025 analysis. European spending nears €800B annually. Learn about macroeconomic trade-offs.
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SMRs: Tech Giants Bet on Nuclear Power for AI Boom
Tech giants Google, Amazon, Microsoft, and Meta are investing billions in small modular reactors (SMRs) to power AI data centers as global electricity consumption hits 1,100 TWh in 2026. The NRC is poised to issue first...
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AI Splinternet: How 2026 Chip Rules Fracture Global Tech
The January 2026 BIS rule shifts AI chip export controls to case-by-case review with a 25% tariff, while China mandates algorithm registration and compute localization. This accelerates the AI splinternet, forcing...
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Europe's Rearmament Era: NATO's 3.5% GDP Target Reshapes Global Defense
NATO's 3.5% GDP defense target drives European spending toward €800 billion annually. SIPRI 2026 data shows record $2.89 trillion global military spending. Analysis of defense stocks, fiscal trade-offs, and geopolitical impact.
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GENIUS Act: How Stablecoins Reinforce Dollar Hegemony | Analysis
The GENIUS Act (2025) requires stablecoin issuers to hold 100% dollar reserves, boosting Treasury demand even as the dollar's reserve share hits 56.32%. Richmond Fed research shows regulated stablecoins may reinforce dollar...