English
Nederlands
Deutsch
Français
Español
Português
Search
-
Critical Minerals Paradox: Tariff Wars Undermine West's China Strategy
China controls 90% of rare earth processing, but US-EU tariff wars fracture Western unity. G7 talks in May 2026 yielded no binding commitments. Can the June 2026 summit reverse course?
-
China's Rare Earth Stranglehold: 2026 Export Crisis Reshapes Global Power
China's 2026 rare earth export controls triggered sixfold price spikes and licensing approval rates below 25% for European firms. The U.S. launched FORGE and Project Vault ($10B reserve) while signing 21 bilateral deals....
-
Critical Minerals Deadline: 2026 Window to Break China's Grip
China controls 90% of rare earth processing. With antimony prices surging sixfold and a US-China truce expiring November 2026, the West faces a 12-18 month window to build independent supply chains before dominance becomes...
-
Petrodollar Under Pressure: BRICS Rewrites Reserve Currency Rules in 2026
In 2026, Indian refiners bypass the dollar for Russian crude, Iran charges yuan tolls at Hormuz, and BRICS scales payment rails. The dollar's reserve share hits 56.32%—a 30-year low. Learn how the petrodollar system faces its...
-
Critical Minerals Race 2026: Lithium, Copper & Rare Earths Reshape Global Power
In 2026, the global race for lithium, copper, and rare earths is reshaping geopolitics as AI, EVs, and defense drive demand. China controls 90% of processing while the US mobilizes $30B. Learn how critical minerals are...
-
Critical Minerals Divergence: Copper Scarcity vs Lithium Glut 2026
Copper prices surge past $13,000/ton as structural deficit widens, while lithium remains below $10,000/ton amid oversupply. S&P Global warns of 10M ton copper gap by 2040 driven by AI and defense. Learn how this divergence...