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China's Mineral Leverage and the West's 2026 Countermove
China's 2026 export controls on rare earths triggered sixfold price spikes and cut EU licensing below 25%. The U.S. launched FORGE and Project Vault ($12B reserve) to counter dependency. Analysis of the West's 12-18 month...
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BRICS Pay Challenge: Will 2026 Be the Year the Dollar Loses Its Grip?
With India chairing BRICS in 2026, the launch of BRICS Pay — a CBDC-based system bypassing SWIFT — and the dollar's reserve share falling to 56%, this article examines whether de-dollarization has reached a tipping point.
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De-Dollarization 2026: BRICS Pay, CIPS & the Unit Reshape Global Finance
US dollar reserve share falls to 56.8% in 2026 as BRICS builds parallel financial infrastructure. CIPS, The Unit, and BRICS Pay create a multipolar system with implications for investors and policymakers.
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The Great Unwinding: Why US Allies Are Abandoning the Dollar in 2026
France repatriated 129 tons of gold from the Fed, Canada launched a $25B sovereign wealth fund, and the dollar's reserve share fell to 57%. US sanctions are driving allies to abandon the dollar in 2026—the biggest monetary...
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BRICS De-Dollarization: Reshaping Global Finance in 2026
US dollar reserve share falls below 57% as BRICS buys record gold, launches gold-backed 'Unit' and BRICS Pay in 2026. Yuan oil contracts near 24%. Analysis of the structural shift in global finance.
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FORGE and U.S.-EU Pact Reshape Critical Mineral Supply Chains
The U.S. launched FORGE and signed a U.S.-EU Critical Minerals Action Plan in 2026, backed by $30B+, to break China's 90% rare earth processing monopoly. Can the West achieve supply chain autonomy by 2030?