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Critical Minerals Race 2026: FORGE, China's Plan, New Entrants
The 2026 critical minerals race intensifies as U.S. launches FORGE with $30B, China finalizes 15th Five-Year Plan, and Saudi Arabia enters. Learn how this three-way competition reshapes global supply chains and energy transition.
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Putin in Beijing: Russia-China Power Play Amid US Diplomacy
Putin visits Beijing for summit with Xi Jinping days after Trump, as energy deals, Ukraine war regret, and the US-China-Russia power play reshape global diplomacy.
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FORGE & Project Vault: Reshaping Critical Mineral Supply Chains
In February 2026, the U.S. launched FORGE and Project Vault, a $12 billion critical minerals reserve, at a 54-nation summit to counter China's 90% rare earth processing dominance. Analysis of whether these initiatives can...
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BRICS Bridge: The Quiet Remaking of Global Payments in 2026
Under India's 2026 BRICS chairship, mBridge — a blockchain-based CBDC platform — launches operationally, bypassing SWIFT and reducing dollar dependency as the greenback's reserve share hits a 30-year low of 56%.
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China Weaponizes Rare Earths: The 2026 Critical Mineral Shock
China's 2026 export controls on rare earths trigger sixfold price spikes, European licensing approval rates below 25%, and a 12-18 month window for Western nations to build independent supply chains or face prolonged vulnerability.
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AI's Nuclear Hunger: How Data Centers Reshape Global Energy
AI data centers will consume 1,100 TWh by 2026, triggering record nuclear deals from Microsoft, Google, Amazon, and Oracle. The NRC approved the first commercial SMR permit in March 2026, while 70% of uranium demand remains...