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China's Rare Earth Leverage: How Export Controls Reshape Supply Chains in 2026
China's 2025-2026 rare earth export controls have triggered sixfold price spikes and reshaped global supply chains. With a 12-18 month window to build alternatives, the EU, US, and allies scramble to diversify amid...
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China Weaponizes Rare Earths: The 2026 Critical Mineral Shock
China's 2026 export controls on rare earths trigger sixfold price spikes, European licensing approval rates below 25%, and a 12-18 month window for Western nations to build independent supply chains or face prolonged vulnerability.
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Trump-Xi Summit 2026: Fragile Trade Truce or Tactical Pause?
The May 2026 Trump-Xi summit produced a fragile trade truce with $17B in Chinese purchases, but rare earth monopolies, semiconductor wars, and Taiwan tensions remain unresolved. Analysis of whether this is genuine...
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Drone Strike Hits UAE Nuclear Plant: Barakah Fire Contained
A drone strike sparked a fire near the Barakah nuclear power plant in the UAE on May 17, 2026. No injuries or radiation leaks occurred. The attack raises nuclear safety fears amid the ongoing US-Iran war and Strait of Hormuz crisis.
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US-China Tariff Cliff: November 2026 Scenarios Analyzed
The US-China tariff truce expires November 10, 2026, with compliance contested and the Supreme Court invalidating key tariff authorities. Analysis of re-escalation scenarios, supply chain impacts, and what the outcome signals...
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Critical Mineral Arms Race: 2026 Alliances Reshape Supply Chains
China controls 90% of rare earth processing. In 2026, the US launched FORGE and Project Vault ($10B reserve) while the EU selected 60 Strategic Projects. Can these alliances reduce dependency within a decade? Analysis inside.