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Critical Minerals Realignment: FORGE & Project Vault Reshape Supply Chains
China's 2026 rare earth export controls triggered sixfold price spikes and cut EU licensing approvals below 25%. The US launched FORGE and $10B Project Vault to counter Beijing's 90% processing dominance. Can the West build...
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Strait of Hormuz Crisis: Hidden Supply Chain Collapse Reshaping Global Trade in 2026
The February 2026 Strait of Hormuz closure has disrupted 20% of global oil, 46% of fertilizer trade, and critical helium/sulfur supplies. With UNCTAD projecting trade growth halved to 1.5-2.5%, this analysis examines the...
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Project Freedom: US to Guide Stranded Ships from Strait of Hormuz
President Trump announces Project Freedom to guide stranded ships from the Strait of Hormuz. Iran warns of ceasefire violation. Over 800 vessels trapped since February 2026 war.
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Critical Minerals Arms Race: How Lithium, Copper & Rare Earths Reshape Global Power in 2026
In 2026, the US launched FORGE with 54 nations and $30B in critical mineral projects, while China's 15th Five-Year Plan cements its dominance. Explore how lithium, rare earths, and copper are reshaping global power.
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Petrodollar Erosion: BRICS Reshapes Global Reserve Dynamics in 2026
US dollar reserve share hits 30-year low of 56.32% as BRICS accelerates de-dollarization with yuan oil contracts, CIPS expansion, and record gold buying. Analysis of whether this signals a multipolar shift or evolutionary adjustment.
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China's Digital Yuan Overhaul: CBDC 2.0 Reshapes Global Finance
China's upgraded digital yuan framework took effect Jan 1, 2026, reclassifying e-CNY as deposit money with interest. With 16.7T yuan in transactions and mBridge surpassing $55B, the CBDC overhaul pressures the ECB and Fed to...