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Critical Minerals Arms Race: How Lithium, Copper, Rare Earths Redraw Global Power in 2026
The WEF 2026 Global Risks Report ranks geoeconomic confrontation as the top threat, driven by the critical minerals arms race. China dominates lithium, cobalt, and rare earths, while the U.S. launches Project Vault and allies...
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China's Critical Mineral Stranglehold: How 2026 Export Controls Reshape Supply Chains
China's 2025-2026 export controls on rare earths triggered sixfold price spikes for dysprosium and terbium, with licensing approval rates for European firms below 25%. The U.S. Critical Minerals Ministerial and EU Critical Raw...
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Critical Minerals Stockpile Race: Resource Nationalism Reshapes Global Power in 2026
In 2026, the US, EU, Australia, and South Korea race to build critical minerals stockpiles as China controls 60%+ of refining. Project Vault ($12B), FORGE alliance, and RESourceEU aim for supply chain independence by 2030.
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Critical Mineral Alliances Reshape Global Supply Chains in 2026
In February 2026, the U.S. hosted 54 nations for the Critical Minerals Ministerial, launching FORGE and mobilizing $30 billion to challenge China's 60-80% control of critical mineral supply chains. Learn how bilateral...
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Critical Minerals 2026: Geopolitical Battle for Lithium and Rare Earths
At the 2026 Critical Minerals Ministerial, the US launched FORGE and $30B in financing to counter China's 60%+ control of lithium, cobalt, and rare earths. Analysis of supply chain risks for AI and defense.
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Critical Minerals as the New Oil: How FORGE Reshapes Supply Chains
In February 2026, the U.S. hosted a 54-country Critical Minerals Ministerial, launching FORGE and mobilizing $30B+ to challenge China's 60-80% processing dominance by 2035. This analysis examines the new geopolitical...