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Critical Minerals: The New Geopolitical Fault Line in 2026
China controls 90% of rare earth processing. In 2026, the U.S., EU, and G7 race to build alternative supply chains amid export controls, price spikes, and $30B in Western investments. Can they meet 2030 net-zero and defense targets?
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China's Mineral Leverage and the West's 2026 Countermove
China's 2026 export controls on rare earths triggered sixfold price spikes and cut EU licensing below 25%. The U.S. launched FORGE and Project Vault ($12B reserve) to counter dependency. Analysis of the West's 12-18 month...
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BRICS Pay Challenge: Will 2026 Be the Year the Dollar Loses Its Grip?
With India chairing BRICS in 2026, the launch of BRICS Pay — a CBDC-based system bypassing SWIFT — and the dollar's reserve share falling to 56%, this article examines whether de-dollarization has reached a tipping point.
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FORGE and U.S.-EU Pact Reshape Critical Mineral Supply Chains
The U.S. launched FORGE and signed a U.S.-EU Critical Minerals Action Plan in 2026, backed by $30B+, to break China's 90% rare earth processing monopoly. Can the West achieve supply chain autonomy by 2030?
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Critical Minerals Arms Race: FORGE Reshapes Global Power in 2026
The February 2026 Critical Minerals Ministerial launched FORGE with 54 countries, $30B in U.S. commitments, and 11 new bilateral deals, reshaping global power as China controls 60%+ of lithium and cobalt refining. Learn how...
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China's Critical Minerals Stranglehold: Reshaping Global Supply Chains
China controls 90% of rare earth processing and tightened export controls on gallium, germanium, and antimony in 2025-2026, triggering sixfold price spikes. Western nations face a 12-18 month window to build independent...