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China 2026 Rare Earth Controls: Weaponizing Critical Minerals
China's 2026 rare earth export controls, controlling 90% of processing, trigger sixfold price spikes and below 25% EU licensing. Western nations face a 12-18 month window to build alternatives or accept prolonged vulnerability...
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Energy Innovation's Security Pivot: IEA 2026 Report Analysis
IEA 2026 report reveals energy R&D now driven by security and competitiveness, not climate. Chinese firms account for 60% of corporate energy R&D. Energy storage is 40% of patents. Public R&D at half post-1970s levels. Learn...
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Geoeconomic Confrontation: Trade Bloc Fragmentation Reshapes Supply Chains in 2026
WEF 2026 report ranks geoeconomic confrontation as top global risk. 72% of trade pros cite U.S. tariff volatility as most impactful. Supply chains fracture into US, China, EU blocs, raising costs for multinationals. Learn how...
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FORGE Alliance: $30B, 54 Nations Reshape Critical Mineral Supply Chains
The U.S. launched FORGE in February 2026 with 54 nations and $30B to break China's rare earth monopoly. South Korea chairs the alliance. Can this plurilateral bloc build a resilient Western supply chain by 2030?
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Critical Minerals Arms Race: Project Vault & 54-Nation FORGE Reshape Supply Chains
In February 2026, the US launched Project Vault ($10B reserve) and the 54-nation FORGE alliance to counter China's critical minerals dominance. With China controlling 90% of rare earth processing and new export controls...
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Critical Minerals Race: $30B U.S. Push vs. China's Grip in 2026
The U.S. hosted 54 nations at the 2026 Critical Minerals Ministerial, launching FORGE and Project Vault with $30B+ in financing to counter China's 90% processing dominance. Analysis of the resource war reshaping global power.