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Critical Minerals Showdown: China's 2026 Export Controls Reshape Supply Chains
China's 2026 export controls on rare earths trigger sixfold price spikes and licensing rejections below 25%. With 90% of global processing under Beijing's control, the West faces a 12-18 month window to build alternatives for...
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Project Vault: How America's $12B Stockpile Reshapes Supply Chains
Project Vault, a $12 billion U.S. strategic critical minerals reserve launched in February 2026, aims to break China's near-monopoly on rare earths and critical minerals essential for AI, defense, and energy. With 54 nations...
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AI-Nuclear Nexus: Data Centers Driving Nuclear Renaissance in 2026
AI data centers will consume over 500 TWh in 2026, surpassing France's total usage. Microsoft, Amazon, Google, and Meta sign multi-decade nuclear deals totaling 9.8 GW, creating a parallel energy economy with one-third of data...
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Critical Minerals 2026: The New Geopolitical Battleground for Supply Chains
The 2026 Critical Minerals Ministerial launched FORGE and $30B in financing to counter China's 90% rare earth refining dominance. New entrants Saudi Arabia and UAE reshape supply chains. Learn how this geopolitical battle...
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Europeans No Longer Rely on US for Security: ECFR Poll 2026
Only 11% of Europeans now see the US as an ally, according to a major ECFR poll of 19,481 respondents across 15 countries. Europeans back higher defense spending, EU joint borrowing, and energy independence from Russia.
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US Inflation Hits 4.2% in May, Highest in Three Years
US inflation hit 4.2% in May 2026, a three-year high, driven by surging energy costs from the Iran war. Gas prices rose 39% since February. Core CPI stands at 2.9%. The Fed faces pressure to hike rates.