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Project Vault & FORGE: Reshaping the Global Rare Earth Order
In February 2026, the US launched Project Vault ($12B reserve) and FORGE (54-nation alliance) to counter China's 90% rare earth refining monopoly. With $30B+ mobilized and price floors, this analysis explores whether Western...
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Project Vault and FORGE: $10B Bid to Break China's Mineral Grip
The U.S. launched Project Vault ($10B reserve) and FORGE at the Feb 2026 Critical Minerals Ministerial, mobilizing $30B to counter China's 90% rare earth processing dominance. Can these initiatives break supply chain dependencies?
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Strait of Hormuz Shock: How 2026 Oil Crisis Rewrites Supply Chains
The February 2026 Strait of Hormuz closure removed 20% of global oil supply, surging Brent past $100/bbl and dragging global GDP by 2.9%. Learn how this crisis is rewriting supply chain strategy.
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BRICS mBridge: How CBDCs Reshape Global Payments in 2026
Under India's 2026 BRICS chairship, mBridge launches as a CBDC-based payment system bypassing SWIFT. McKinsey data confirms trade fragmentation. Learn how this reshapes global finance.
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Critical Minerals Arms Race: How Lithium, Copper & Rare Earths Reshape Global Power in 2026
In 2026, the US launched FORGE with 54 nations and $30B in critical mineral projects, while China's 15th Five-Year Plan cements its dominance. Explore how lithium, rare earths, and copper are reshaping global power.
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US-EU Critical Minerals Pact Reshapes Global Supply Chains in 2026
The US-EU Critical Minerals Action Plan (April 2026) targets China's 85%+ rare earth refining monopoly through coordinated investment, border-adjusted pricing, and gold's reclassification as strategic. Learn how this reshapes...