English
Nederlands
Deutsch
Français
Español
Português
Search
-
China's Critical Minerals Stranglehold: 18 Months to Act
China's 2025-2026 export controls on rare earths, tungsten, and antimony triggered sixfold price spikes outside China. With Beijing controlling 90% of processing, analysts warn the West has 12-18 months to coordinate a...
-
Europe's $2.9 Trillion Rearmament: Defense Boom Reshapes Global Economy
Global military spending hit a record $2.89 trillion in 2025, with Europe's 14% surge driving the boom. The IMF warns of complex macroeconomic spillovers from crowding out social spending to boosting short-term output. Learn...
-
China's Critical Minerals Stranglehold: Reshaping Global Supply Chains
China controls 90% of rare earth processing and tightened export controls on gallium, germanium, and antimony in 2025-2026, triggering sixfold price spikes. Western nations face a 12-18 month window to build independent...
-
NATO's $1.5 Trillion Defense Pivot: Economic Fallout in 2026
NATO's combined defense spending exceeds $1.5 trillion in 2026 as all 32 members meet the 2% GDP target. This historic rearmament strains European sovereign debt, crowds out climate spending, and reshapes military supply...
-
Big Tech's Nuclear Push Reshapes Grid Economics in 2026
Big Tech's nuclear deals with Microsoft, Amazon, and Google are reshaping grid economics in 2026. As AI data center demand surges, residential ratepayers face $31B in rate hikes and 49 GW supply gaps. Learn how the nuclear...
-
Project Vault & FORGE: Reshaping the Global Rare Earth Order
In February 2026, the US launched Project Vault ($12B reserve) and FORGE (54-nation alliance) to counter China's 90% rare earth refining monopoly. With $30B+ mobilized and price floors, this analysis explores whether Western...