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Critical Mineral Alliances Reshape Global Power in 2026
China controls 90% of rare earth processing. In 2026, the US launched FORGE, Project Vault, and 11 bilateral deals to counter this. But US-EU tariff rifts threaten alliance unity. Learn how critical mineral supply chains are...
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FORGE Coalition: $30B Push to Break China's Critical Minerals Grip
The U.S. launched FORGE at a 54-nation Critical Minerals Ministerial in February 2026, mobilizing $30B+ including $10B Project Vault to counter China's rare earths dominance. Can the coalition overcome price paradoxes and...
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Critical Minerals: The New Zero-Sum Game Reshaping Global Power in 2026
China is set to control over 60% of refined lithium and cobalt by 2035, while US and EU scramble to counter with $30B+ investments. This ODI analysis reveals the zero-sum game redrawing global power lines in 2026.
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USMCA 2026 Sunset Review: North America's Trade Reckoning
The USMCA's July 1, 2026 mandatory joint review could renegotiate rules of origin, tighten Chinese content restrictions, and reshape $1.8 trillion in North American trade. Analysis of four possible outcomes and sector impacts.
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Geoeconomic Confrontation Tops Global Risks for 2026: Tariffs, Sanctions, and Strategic Competition
WEF Global Risks Report 2026 ranks geoeconomic confrontation as the top short-term risk, surpassing armed conflict. Tariffs, sanctions, and critical minerals competition between US, EU, and China reshape global trade. Learn...
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China 2026 Rare Earth Controls: Weaponizing Critical Minerals
China's 2026 rare earth export controls, controlling 90% of processing, trigger sixfold price spikes and below 25% EU licensing. Western nations face a 12-18 month window to build alternatives or accept prolonged vulnerability...