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Critical Minerals: #1 Risk for AI Data Centers in 2026
Critical minerals have become the #1 strategic risk for AI data centers in 2026 as China controls 98% of gallium and 60% of germanium. Multi-billion-dollar consortia and tech giants like Microsoft are racing to de-risk supply chains.
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Sovereign AI Compute Race: Nations Building Supercomputers in 2026
In 2026, nations from India to Saudi Arabia and Poland are racing to build state-owned AI supercomputers, treating compute as critical infrastructure. Global spending surpasses $100 billion amid EU AI Act enforcement and chip...
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China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony triggered sixfold price spikes and slashed European approval rates below 25%. With Beijing controlling 90% of processing, the U.S.-led FORGE alliance commits...
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BRICS' The Unit Goes Live: Gold-Backed Token Reshapes Global Trade in 2026
BRICS+ launched The Unit, a gold-backed digital settlement token, in early 2026. Backed 40% by gold and 60% by member currencies, it bypasses SWIFT and the US dollar. With intra-bloc local-currency trade at 67% and USD reserve...
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Global Trade Fragmentation: Rival Blocs Reshape Supply Chains in 2026
WEF 2026 Global Risks Report ranks geoeconomic confrontation as top risk; 18,000 discriminatory trade measures since 2020. McKinsey confirms supply chains rewiring into US, EU, and China-led blocs with parallel semiconductor...
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Iran Halts US Talks, Threatens Strait of Hormuz Over Ceasefire
Iran halts US talks and threatens to blockade the Strait of Hormuz, demanding a full ceasefire in Gaza and Lebanon after Israeli ceasefire violations. Oil prices surge amid escalating Middle East tensions.