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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, with European licensing below 25%. The US-led FORGE alliance of 54 nations and $12 billion Project Vault aim to break Beijing's 90% processing...
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EU Leaders Weigh Tougher China Trade Measures Amid €1B Daily Deficit
EU leaders meet to discuss tougher trade measures against China as the bloc's trade deficit hits a record €1 billion per day, driven by subsidized Chinese exports threatening European industry.
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Fertilizer Chokepoint: Strait of Hormuz Crisis Threatens Global Food Security
The Strait of Hormuz blockade has halted 20-30% of global fertilizer trade, sending prices 31% higher. With planting season imminent, 45 million more people face food insecurity. Analysis of the crisis and policy options.
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The $100 Billion Loophole: How Chinese AI Firms Evaded US Chip Bans
On May 31, 2026, the US closed a loophole allowing Chinese AI firms to buy advanced chips via overseas subsidiaries. Hundreds of thousands of Nvidia and AMD chips worth billions evaded controls since 2025. Analysis of...
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Strait of Hormuz Shock: 2026 Oil Crisis Reshapes Global Energy Security
The February 2026 Strait of Hormuz closure removed 20% of global oil supply, spiking prices from $61 to $118/bbl. The Dallas Fed estimates a 2.9% GDP growth hit. Learn how this crisis reshapes energy security, strategic...
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Anthropic Fable 5 Ban: US Government Blocks AI Model Worldwide
Anthropic's Fable 5 AI model remains banned worldwide after a US export control order. The G7 summit in France debates AI governance as Europe pushes for sovereignty. Negotiations continue.