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EU Carbon Border Tax Goes Live: CBAM Reshapes Global Trade in 2026
The EU's Carbon Border Adjustment Mechanism entered its definitive phase on Jan 1, 2026, imposing carbon costs on €50B in imports. CBAM certificates priced at €75.36/tonne are reshaping global steel, aluminium, and cement...
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The Great Reshuffle: US Tariffs Redraw SE Asia Supply Chains
US tariffs on China hit 40%+ in 2026, redrawing Southeast Asia supply chains. Vietnam, Malaysia, Thailand, Indonesia win FDI but face transshipment penalties, semiconductor tariffs, and oversupply risks. Analysis of winners,...
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America's $30 Billion Bet: Inside the 2026 Critical Minerals Alliance Challenging China's Stranglehold
The U.S. launched FORGE in February 2026, a 54-nation critical minerals alliance backed by $30 billion, including a $10 billion domestic reserve, to counter China's 60-80% processing dominance. Can this strategy succeed...
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Critical Minerals Tug-of-War: Lithium & Rare Earths Reshape Global Power in 2026
Global investment in critical minerals hit $128B in 2025, but China still controls 85% of rare earth processing. This analysis explores how the US-China trade war, EU Critical Raw Materials Act, and new bilateral frameworks...
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New Silk Roads: Critical Mineral Supply Chains Rewire Global Trade in 2026
In 2026, the MSP evolved into FORGE with $30B in commitments, while China's export controls on gallium and germanium triggered sixfold price spikes. New processing hubs in Canada and Chile aim to break Chinese dominance of...
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Critical Minerals: US-EU Alliances Reshape Supply Chains in 2026
China controls 85% of rare earth processing. In 2026, the US and EU launch FORGE, Project Vault, and 60 Strategic Projects to build alternative critical mineral supply chains. Can Western alliances reduce dependence?