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Iran Proposes Temporary Deal With US to Reopen Strait of Hormuz
Iran proposes a temporary deal with the US to reopen the Strait of Hormuz and end the war, postponing nuclear talks. The offer, mediated by Pakistan, could ease the worst global oil disruption in history.
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Copper Bottleneck: AI Demand Fuels 10M Ton Deficit by 2040
S&P Global warns copper deficit could hit 10M metric tons by 2040 as AI data center demand surges 60%. With prices above $13,000/ton and Project Vault launched, copper is now a systemic risk to the global economy.
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Rare Earth Reckoning: China's 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony triggered sixfold price spikes and exposed Western defense vulnerabilities. The U.S. launched FORGE and Project Vault, but full supply chain independence...
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Trade Bloc Fragmentation Reshapes Global Supply Chains in 2026
Nearly 3,000 new trade measures in 2025 redirected $400B+ in flows as resilience trumps cost. U.S. Section 122 tariffs, EU semiconductor push, and China's Africa pivot reshape global supply chains. Mexico, Vietnam, India win;...
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Critical Minerals Chokepoint: 2026 Race for Lithium, Cobalt & Rare Earths Reshapes Global Power
The 2026 race for lithium, cobalt, and rare earths reshapes global power as the US hosts a 54-nation ministerial, the EU launches 60 Strategic Projects, and China reinforces dominance via its 15th Five-Year Plan. Bilateral...
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China's Critical Mineral Stranglehold: West's Narrowing Window
China's 2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes and cut European licensing below 25%. With NATO holding only 6-9 months of stockpiles, the West faces a strategic trilemma and a...