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China's Critical Minerals Leverage: West's Narrowing Window for Supply Chain Independence
China's 2026 export controls on rare earths and critical minerals triggered sixfold price spikes and reduced European licensing approvals below 25%. With 90% of global processing controlled by Beijing, Western supply chain...
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BRICS De-Dollarization 2026: Dollar at 30-Year Low Reserves
US dollar reserve share falls to 56.32% in Q2 2025, a 30-year low, as BRICS nations accelerate de-dollarization with yuan oil contracts, gold settlements, and BRICS Pay. Learn how 2026 marks a strategic inflection point in...
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Critical Minerals Arms Race: Reshaping Global Supply Chains in 2026
In 2026, the U.S. launched Project Vault ($12B reserve) while China tightened processing dominance. This analysis examines how resource nationalism is reshaping global supply chains for critical minerals, creating new...
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Mexico Overtakes China as Top US Trade Partner: Supply Chain Shift
Mexico has surpassed China as the top US trading partner for three consecutive years, with bilateral trade exceeding $820 billion. This structural shift driven by nearshoring, USMCA advantages, and geopolitical tensions...
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US-Iran Talks in Impasse: Tehran Can Outlast Washington
US-Iran negotiations are at an impasse as Tehran's new proposal fails to meet US demands. Experts say Iran can outlast Washington due to domestic oil use and regime resilience, while Trump faces political pressure ahead of...
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mBridge CBDC: $55B Platform Fractures Global Payments Into Two Blocs
China's mBridge CBDC platform processed $55B+ in settlements, with Phase 4 cutting costs 98% and settlement times to seconds. As BIS pivots to Western-led Project Agorá, global payments fracture into two competing digital...