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US-EU Critical Minerals Plan: Can It Break China's Grip?
The US-EU Critical Minerals Action Plan mobilizes $30B to counter China's 90% rare earth processing dominance. Can border-adjusted price floors and Project Vault break the monopoly? Analysis of the 2026 initiative.
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AI's Power Hunger Fuels Critical Minerals Scramble
AI data centers will consume 1,000 TWh by 2026, driving a surge in demand for copper, rare earths, and lithium. The US-China rivalry over critical minerals intensifies as Beijing tightens processing control and Washington...
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LNG Trap: How Gas Dash Undermines 2026 Climate Pledges
As the EU, Japan, India, and Vietnam rush to build LNG terminals after Russia-Ukraine pipeline cuts, $394 billion in infrastructure risks becoming stranded assets by 2035, undermining 2026 Paris Agreement climate pledges....
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China's Rare Earth Stranglehold: Reshaping Global Supply Chains in 2026
China's 2026 rare earth export controls triggered sixfold price spikes and left 80% of European firms dependent on Chinese supply chains. With FORGE launched and $30B mobilized, the West faces a 12-18 month window to break the...
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Dollar Reserve Share Hits Record Low: 2026 Fracture
USD reserve share hits record low near 54% in 2026 as sanctions, debt, and alternatives like CIPS and mBridge drive a structural shift toward a multipolar system. Eight consecutive quarters of decline confirmed by IMF.
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Resource Nationalism: How Critical Minerals Reshape Global Power in 2026
Governments race to stockpile critical minerals in 2026 as US launches $12B Project Vault, FORGE alliance of 54 nations, and China tightens export controls on rare earths, reshaping global power.