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FORGE and Project Vault: $30B U.S. Bid to Break China's Mineral Grip
In February 2026, the U.S. launched FORGE and Project Vault with $30B+ financing to counter China's 60-90% control of critical mineral processing. Can price floors and a strategic reserve shift global supply chains?
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China's Rare Earth Stranglehold: 2026 Critical Minerals Showdown
China's 90% rare earth processing dominance and 2025 export controls triggered sixfold price spikes. With a November 2026 pause expiring, the US FORGE initiative and EU Critical Raw Materials Act race to build independent...
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China's Rare Earth Leverage: How Export Controls Reshape Global Security
China's rare earth export controls in 2025-2026 triggered sixfold price spikes and approval rates below 25% for Europe. With the WEF ranking geoeconomic confrontation as the top 2026 risk, the US and EU face a narrowing window...
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China's Rare Earth Leverage: How Export Controls Reshape Global Supply Chains in 2026
China's 2025 rare earth export controls, effective December 1, 2025, have triggered emergency stockpiling and price surges in 2026. With 91% of global refining and a 0.1% content threshold, Western defense, EV, and...
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Europe's Defense Industrialization: Rearmament Boom Reshapes Economy
Global military spending hit a record $2.89 trillion in 2025 as European budgets surged 14% to $864 billion. Germany rose 24%, Spain 50%. This analysis explores how the rearmament boom is reshaping industrial policy, fiscal...
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FORGE: US Launches $30B Bloc to Break China's Mineral Grip
The U.S. launched FORGE at the 2026 Critical Minerals Ministerial, a plurilateral bloc with $30B+ financing and price floors to counter China's 60-90% control of critical mineral processing. Learn how Project Vault and...