English
Nederlands
Deutsch
Français
Español
Português
Search
-
FORGE & Project Vault: US Rewires Global Critical Minerals Order in 2026
In February 2026, the U.S. launched FORGE and Project Vault, a $10B strategic reserve, alongside 11 new bilateral deals to break China's rare earth dominance. Learn how this rewires global critical minerals supply chains for...
-
Critical Minerals Chessboard: China's Export Controls Reshape Supply Chains in 2026
China's 90% rare earth processing dominance and 2025-2026 export controls triggered sixfold price spikes. The US launched FORGE (54 nations) and $10B Project Vault. Can the West diversify within the 12-18 month window?
-
De-Dollarization 2026: Dollar Reserve Share Hits 30-Year Low as BRICS+ Shifts
US dollar reserve share falls below 57% for first time since 1995 as BRICS+ nations conduct 67% of intra-bloc trade in local currencies. Learn about CIPS, The Unit, and the multipolar shift.
-
Nuclear Bargain: Big Tech Bets on Atomic Power for AI Boom in 2026
AI data centers will consume 1,000 TWh by 2026, driving a 49 GW US power shortfall. Microsoft, Google, and Amazon are investing billions in nuclear energy, restarting Three Mile Island and signing SMR deals. Learn how the...
-
Critical Minerals Paradox: Tariff Wars Undermine West's China Strategy
China controls 90% of rare earth processing, but US-EU tariff wars fracture Western unity. G7 talks in May 2026 yielded no binding commitments. Can the June 2026 summit reverse course?
-
Critical Minerals Deadline: 2026 Window to Break China's Grip
China controls 90% of rare earth processing. With antimony prices surging sixfold and a US-China truce expiring November 2026, the West faces a 12-18 month window to build independent supply chains before dominance becomes...