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Critical Mineral Arms Race: FORGE Initiative Reshapes Supply Chains
In February 2026, the U.S. hosted 54 nations for the Critical Minerals Ministerial, launching the FORGE initiative and 11 bilateral frameworks to counter China's rare earth dominance. Over $30 billion mobilized for supply...
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Stablecoins: The New Geopolitical Battleground for Dollar Dominance
Stablecoins have surpassed $300B market cap, with the U.S. GENIUS Act creating a federal framework to extend dollar dominance. Emerging economies see this as a threat to monetary sovereignty, while China's digital yuan offers...
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The $725 Billion Power Problem: Energy Scarcity and the AI Supercycle
Hyperscalers invest $725B in AI infrastructure in 2026, but power scarcity stalls $162B in projects. With data center capacity needing to double to 200 GW by 2030 and colocation vacancy at 1.4%, energy is the new bottleneck....
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Critical Mineral Paradox: 2026 Supply Glut Reshapes Global Power
A 2026 oversupply of lithium, cobalt, and rare earths threatens to lower prices, stall Western investment, and deepen reliance on China's refining dominance. UNCTAD and ODI analyses reveal a narrow 12-18 month window for...
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Critical Minerals Race Reshapes Global Alliances in 2026
In 2026, the global race for lithium, cobalt, and rare earths is redrawing alliances as the West launches FORGE and Project Vault to counter China's processing dominance. The EU's €3B ReSourceEU plan and the Lobito Corridor in...
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Critical Minerals 2026: The New Scramble for Resource Supremacy
The U.S. launched FORGE with $30B+ in 2026 as China tightens rare earth controls and Gulf states emerge as neutral brokers. Demand for critical minerals could quadruple by 2040, risking supply fragmentation and a slowed energy...