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FORGE Launch Reshapes Critical Mineral Supply Chains in 2026
In February 2026, the US launched FORGE, replacing the MSP with a preferential trade zone and price floors for critical minerals, mobilizing $30B+ and Project Vault's $12B reserve to counter China's 60-80% projected refining...
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China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths triggered sixfold price spikes and cut European licensing below 25%. The U.S. FORGE alliance and EU's Critical Raw Materials Act respond, but rebuilding supply chains could take...
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Strait of Hormuz Closure: How a Chokepoint Fractured the Global Economy in 2026
The Strait of Hormuz closure on Feb 28, 2026 removed 20% of global oil supply, three to five times larger than the 1973 embargo. Oil surged past $144/bbl, global GDP growth fell 2.9 percentage points, and the IEA released a...
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US-Iran Conflict: Strait of Hormuz Closure Sparks Global Crisis
US-Iran ceasefire collapses as Strait of Hormuz closure triggers global energy crisis. Oil surges above $82, markets tumble, and UK designates IRGC as terrorist group. Full analysis of military, economic, and humanitarian impacts.
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Critical Minerals 2026: How Lithium & Rare Earths Reshape Global Power
China controls 90% of rare earth and 60% of lithium processing, triggering Western countermeasures in 2026. FORGE, EU Act, and resource nationalism reshape global power. Learn how critical minerals determine energy transition...
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Strait of Hormuz Reopens: Global Oil Markets Stabilize | 2026 Update
The Strait of Hormuz has fully reopened after a four-month blockade that sent oil prices to $158/barrel. Learn how the 2026 Iran crisis reshaped global energy markets and what comes next.