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Critical Minerals Chessboard: China's Export Controls Reshape Supply Chains in 2026
China's 90% rare earth processing dominance and 2025-2026 export controls triggered sixfold price spikes. The US launched FORGE (54 nations) and $10B Project Vault. Can the West diversify within the 12-18 month window?
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7 GW Gap: US Data Center Buildout Hits Grid Wall in 2026
Nearly half of US AI data centers planned for 2026 are delayed, creating a 7 GW gap. Grid constraints, transformer shortages, and interconnection queues now bottleneck $650B in hyperscaler spending. Learn how this crisis is...
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AI Power Demand Reshapes Global Energy Strategy in 2026
AI data centers will consume 1,000+ TWh in 2026, surpassing Japan's total use. Big Tech has signed 47 GW in nuclear PPAs, with SMRs expected by 2028-2032. Power availability is now the binding constraint on AI growth.
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De-Dollarization 2026: Dollar Reserve Share Hits 30-Year Low as BRICS+ Shifts
US dollar reserve share falls below 57% for first time since 1995 as BRICS+ nations conduct 67% of intra-bloc trade in local currencies. Learn about CIPS, The Unit, and the multipolar shift.
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Instagram Removes End-to-End Encryption: What It Means for Privacy
Instagram removed end-to-end encryption for DMs on May 8, 2026. Meta cites low opt-in, but privacy advocates cry foul. Learn what this means for your privacy and how to stay secure.
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Trump Rejects Iran Peace Proposal: 'Cat-and-Mouse' Continues
President Trump rejects Iran's 'totally unacceptable' peace proposal as the 10-week conflict continues. Iran demands sanctions relief, Strait of Hormuz control, and war reparations. Cat-and-mouse diplomacy drags on ahead of...