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Critical Minerals Geopolitics: US-China Rivalry in 2026
China controls 68% of rare earth processing; US launches FORGE and $12B Project Vault in 2026. Neodymium prices surge 34%. Gulf states emerge as third pole. Learn how critical minerals geopolitics reshapes global power.
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Critical Minerals Race: Supply Chain Geopolitics Reshapes Energy Transition in 2026
UNCTAD's June 2026 report shows lithium demand surging 353% by 2040 as US, EU, and China battle for critical mineral supply chains. China dominates processing while the US launches FORGE and Project Vault. Learn how producer...
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Middle East Shock: Geopolitics Becomes Top Global Risk in 2026
The February 2026 Middle East escalation triggered a 72% executive risk perception shift, Strait of Hormuz closure, $126 oil, and forced central banks and corporations into a new era of resilience planning.
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AI Infrastructure Boom Reshapes Critical Minerals Geopolitics in 2026
AI infrastructure boom drives unprecedented demand for copper, rare earths, and lithium in 2026. China's 90% processing dominance creates strategic chokepoint as US and EU race to secure supply chains. Learn how resource...
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Critical Minerals Geopolitics 2026: The New Great-Power Frontline
In 2026, critical minerals geopolitics intensifies as the US launches Project Vault and FORGE, the EU selects 60 Strategic Projects, and China tightens export controls. Demand for lithium, cobalt, and rare earths is set to...
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Critical Minerals Geopolitics: Reshaping Global Power in 2026
China's 90% rare earth processing dominance has turned critical minerals into the central axis of geoeconomic confrontation in 2026. The US FORGE initiative and $10 billion Project Vault, alongside EU CRMA targets, aim to...