English
Nederlands
Deutsch
Français
Español
Português
Search
-
Critical Minerals 2026: The New Scramble for Lithium, Cobalt & Rare Earths
China controls 90% of rare earth processing while the US and EU launch FORGE and €3B plans in 2026. This analysis reveals who's winning the critical minerals race and what it means for global energy security.
-
Critical Minerals: Export Controls Reshape Global Supply Chains in 2026
In 2026, export controls on rare earths, lithium, and gallium by China, the US, and the EU are reshaping global supply chains. This analysis covers China's processing dominance, Western onshoring via FORGE, and impacts on...
-
China's Critical Minerals Stranglehold: Reshaping Global Supply Chains in 2026
China's 2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes and slash European licensing approvals below 25%. With Beijing controlling 90% of processing, Western defense, EV, and renewable...
-
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,...
-
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....
-
LNG Trap: How Gas Dash Undermines 2026 Climate Pledges
As the EU, Japan, India, and Vietnam rush to build LNG terminals after Russia-Ukraine pipeline cuts, $394 billion in infrastructure risks becoming stranded assets by 2035, undermining 2026 Paris Agreement climate pledges....