English
Nederlands
Deutsch
Français
Español
Português
Search
-
China's Rare Earth Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 rare earth export controls have slashed European licensing to below 25%, triggering sixfold price spikes. The US launches Project Vault ($10B reserve) and a 54-nation ministerial to break Beijing's monopoly. Can...
-
China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths trigger sixfold price spikes and sub-25% licensing for European firms. With 90% of global processing controlled by Beijing, the West's $30 billion FORGE alliance faces a 12-18 month...
-
The $30B Critical Minerals Race: FORGE vs China in 2026
In February 2026, the US launched FORGE with 54 nations, mobilizing $30B+ to counter China's 90% rare earth processing grip. Includes price floors, 11 new bilateral deals, and a $10B strategic reserve. Learn how this reshapes...
-
Trump-Xi Summit 2026: 90-Day Truce & New Tech-Cold War
Trump and Xi's May 2026 Beijing summit produced a 90-day trade truce after tariffs hit 145%. Beneath the diplomacy, AI chip export controls, rare-earth restrictions, and China's frontier AI progress are reshaping the global...
-
Critical Minerals Trap: China's Processing Dominance in 2026
China controls 90% of rare earth processing, using reversible export controls to extract concessions. The 2026 Critical Minerals Ministerial launched FORGE with $30B in commitments, but rebuilding capacity could take 20-30...
-
BRICS CBDC Interoperability: Quiet Unwinding of Dollar Dominance in 2026
India's 2026 BRICS presidency drives CBDC interoperability linking e-Rupee, digital yuan, and digital ruble. Combined with gold-backed BRICS Unit and BRICS Pay, intra-bloc USD usage has fallen by two-thirds, reshaping global...