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BRICS+ Dedollarization: How Multipolar Reserves Reshape Finance in 2026
US dollar reserve share falls to 56.32% in 2026 as BRICS+ accelerates dedollarization with 67% local-currency trade, record 1,237t gold purchases, and BRICS Pay launch. Learn how a multipolar reserve system is reshaping global finance.
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FORGE Offensive: $30B US Bid to Break China's Minerals Grip
US launches FORGE with 54 nations and $30B+ to counter China's 90% rare earth refining dominance. Project Vault and price floors aim to build independent supply chains within a critical 12-18 month window.
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The $100B AI Sovereignty Race: Nations Build Own Compute
Over $100B committed to sovereign AI compute in 2026 as nations build state-owned data centers and chips to reduce US/China dependence. Deloitte forecasts doubling of non-US/China AI compute by 2030. Learn key projects and challenges.
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Critical Minerals Race: EU-China Overcapacity War Reshapes Supply Chains
EU-China trade war escalates beyond EVs to wind, solar, and critical minerals. China controls 90% of rare earth refining; EU retaliates with tariffs and new alliances in Africa and Latin America. Analysis of 2026 supply chain...
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Critical Minerals Showdown: US–China Rare Earths War 2026
China's 2025-2026 rare earth export controls trigger sixfold price spikes. The US launches FORGE alliance and $10B Project Vault at 2026 Critical Minerals Ministerial. Analysis of supply chain decoupling, 20-30 year...
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Critical Minerals Arms Race: Reshaping Global Power 2026
In Feb 2026, the US convened 54 nations for the Critical Minerals Ministerial, launched Project Vault, and signed 11 bilateral frameworks as China tightened rare earth export controls. This analysis examines how the scramble...