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AI Power Paradox: Data Centers Strain Global Grid in 2026
AI data centers will consume nearly 1,000 TWh by 2026, driving a 165% surge in power demand. Grid delays force behind-the-meter gas plants and SMR investments, while PJM capacity prices spike tenfold. Learn how the AI boom is...
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Project Vault and FORGE: US-Led Campaign to Break China's Grip on Critical Minerals
In February 2026, the US launched FORGE, a 54-nation coalition backed by $12 billion Project Vault to counter China's 90% control of rare earth processing. With price floors and $30B mobilized, analysts warn building...
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China's Rare Earth Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2025 rare earth export controls, suspended until November 2026, threaten Western defense and green energy supply chains. With 90% processing control and licensing rates below 25%, the 54-nation Critical Minerals...
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Strait of Hormuz Crisis: Global Trade Growth Slashed to 1.5% in 2026
UNCTAD warns Strait of Hormuz disruption cuts global trade growth to 1.5% in 2026 as oil prices surge 60%. Developing economies face currency crises and food shortages. Learn how this chokepoint crisis reshapes energy security.
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Strait of Hormuz Shock: How the 2026 Crisis Redraws Global Supply Chains
The February 2026 Strait of Hormuz closure removed 20% of global oil supply, sending Brent above $120/bbl and triggering the largest IEA emergency reserve release in history. This crisis is accelerating a structural pivot from...
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Strait of Hormuz Shock: 65% Oil Surge Reshapes Global Trade in 2026
Conflict in the Strait of Hormuz triggered a 65% oil price surge in March 2026, the largest in history. Global supply fell by 10.1 million b/d. This article analyzes the cascading effects on trade, energy security, and the...