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FORGE and Project Vault: $30B U.S. Bid to Break China's Mineral Grip
In February 2026, the U.S. launched FORGE and Project Vault with $30B+ financing to counter China's 60-90% control of critical mineral processing. Can price floors and a strategic reserve shift global supply chains?
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China's Rare Earth Leverage: How Export Controls Reshape Global Security
China's rare earth export controls in 2025-2026 triggered sixfold price spikes and approval rates below 25% for Europe. With the WEF ranking geoeconomic confrontation as the top 2026 risk, the US and EU face a narrowing window...
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Critical Minerals Reshape Global Power in 2026: New Resource Wars
As the energy transition accelerates, competition over lithium, cobalt, and rare earths has escalated into a defining geopolitical struggle of 2026. China controls 70% of rare earth output while the US and EU launch FORGE,...
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Critical Minerals Chokepoint: 2026 Race for Lithium, Cobalt & Rare Earths Reshapes Global Power
The 2026 race for lithium, cobalt, and rare earths reshapes global power as the US hosts a 54-nation ministerial, the EU launches 60 Strategic Projects, and China reinforces dominance via its 15th Five-Year Plan. Bilateral...
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Triple-Redundancy Economy: Trade Fragmentation Reshapes Supply Chains in 2026
Geoeconomic confrontation tops WEF 2026 risks. Triple-redundancy supply chains cost 15-25% more as US-China tariffs, EU CBAM, and trade blocs fracture global trade. Vietnam, India, Mexico win; sustainability questioned.
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China's Critical Mineral Stranglehold: 2026 Supply Chain Crisis
China's 2026 export controls on rare earths, tungsten, and antimony triggered sixfold price spikes and slashed European licensing to below 25%. With Beijing controlling 90% of processing, the West faces a supply chain crisis....