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China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths triggered sixfold price spikes, with European licensing below 25%. The US-led FORGE alliance of 54 nations and $12 billion Project Vault aim to break Beijing's 90% processing...
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EU Leaders Weigh Tougher China Trade Measures Amid €1B Daily Deficit
EU leaders meet to discuss tougher trade measures against China as the bloc's trade deficit hits a record €1 billion per day, driven by subsidized Chinese exports threatening European industry.
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US-EU Critical Minerals Pact: Can the West Break China's Rare Earth Monopoly by 2030?
The US-EU Critical Minerals Action Plan, signed in April 2026, mobilizes $30B+ through the 54-nation FORGE alliance to counter China's 90% rare earth processing monopoly. Can the West achieve supply chain independence before...
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Fertilizer Chokepoint: Strait of Hormuz Crisis Threatens Global Food Security
The Strait of Hormuz blockade has halted 20-30% of global fertilizer trade, sending prices 31% higher. With planting season imminent, 45 million more people face food insecurity. Analysis of the crisis and policy options.
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US and Iran Sign Intent Declaration: Key Points of the 2026 Deal
US and Iran sign historic Islamabad Memorandum to end war, reopen Strait of Hormuz, lift sanctions, and start 60-day nuclear talks. Key points: $300B reconstruction, oil exports resume, Israel objects.
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Dollar Reserve Share Below 57%: BRICS+ Reshapes Global Finance in 2026
US dollar reserve share falls below 57% for first time in 30 years as BRICS+ launches BRICS Pay and gold-backed 'The Unit' token. Intra-bloc local currency trade hits 67%. Learn how de-dollarization reshapes global finance in 2026.