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Critical Minerals Chessboard: US, China, EU Reshape Supply Chains 2026
WEF 2026 ranks geoeconomic confrontation top risk. China to control 60%+ of refined lithium and cobalt by 2035. US launches $10B Project Vault; EU selects 60 Strategic Projects. Learn if Western nations can diversify supply...
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Critical Minerals: The 2026 Race to Break China's Supply Chain Grip
China controls 90% of rare-earth processing, triggering sixfold price spikes via 2025-2026 export controls. The US, EU, and Gulf states race to build alternatives with $30B+ in new financing. Learn how the critical minerals...
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De-Dollarization: USD Reserve Share Falls Below 57% in 2026
USD reserve share falls to 56.77% in Q4 2025, lowest in 30 years. BRICS+ advances gold-backed digital settlement, yuan energy trade hits 24% of Brent, and 67% of intra-bloc trade uses local currencies. Learn how...
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Strait of Hormuz Crisis 2026: Reshaping Global Energy Security
The 2026 Strait of Hormuz crisis has blocked 20 million barrels of oil daily, triggering record SPR releases, $5M war-risk premiums, and Iran's $2M transit fees. Learn how this unprecedented disruption is reshaping global...
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Critical Minerals Chessboard: China's 2026 Export Controls Reshape Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes. The West launches FORGE alliance with $30B to build alternative supply chains. Analysis of strategic implications for defense,...
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Project Vault and FORGE: Race to Break China's Grip on Critical Minerals
At the 2026 Critical Minerals Ministerial, the US launched FORGE and Project Vault — a $10B reserve — to counter China's 90% rare earth processing dominance. With 54 nations and $30B in financing, can alternative supply chains...