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Critical Minerals Realignment: $30B, 54 Nations Reshape Supply Chains
At the Feb 2026 Critical Minerals Ministerial, 54 nations launched FORGE with $30B to counter China's 60%+ processing dominance. Learn how bilateral deals with Argentina, Morocco, Philippines and Project Vault reshape supply...
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US-Iran Peace Talks Collapse: Trump Cancels Envoys to Pakistan
Trump cancels envoys to Pakistan for Iran talks, citing insufficient offers. US-Iran war stalemate deepens as Strait of Hormuz blockade hits global oil. Pakistan mediation falters.
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Geoeconomic Confrontation: How Tariff Wars Reshape Global Trade 2026
WEF ranks geoeconomic confrontation as top 2026 risk. US tariffs up sixfold, 85% of trade bypasses US. Supply chains rewire via bilateral deals and regional corridors like IMEC. Learn how businesses navigate multipolar fragmentation.
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Rare Earth Crisis 2026: Yttrium, Scandium Expose US Defense Gaps
Yttrium prices surge 140-fold, scandium production at zero: China's rare earth export controls cripple US aerospace and 5G chip supply chains. With stockpiles measured in months, the Trump-Xi summit faces a defining geoeconomic crisis.
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US-EU Critical Minerals Plan: Can It Break China's Grip?
The US-EU Critical Minerals Action Plan mobilizes $30B to counter China's 90% rare earth processing dominance. Can border-adjusted price floors and Project Vault break the monopoly? Analysis of the 2026 initiative.
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AI's Power Hunger Fuels Critical Minerals Scramble
AI data centers will consume 1,000 TWh by 2026, driving a surge in demand for copper, rare earths, and lithium. The US-China rivalry over critical minerals intensifies as Beijing tightens processing control and Washington...