English
Nederlands
Deutsch
Français
Español
Português
Search
-
Critical Minerals Chessboard: Supply Chain Geopolitics in 2026
In 2026, the US, EU, China, and Gulf states race to secure lithium, cobalt, and rare earth supply chains. Analysis of bilateral deals, China's 15th Five-Year Plan, EU financing gaps, and developing nation leverage reshaping...
-
EU AI Act Full Enforcement: August 2026 Global Impact Guide
The EU AI Act becomes fully enforceable August 2, 2026, with fines up to €35M or 7% of global turnover. This risk-based framework creates a 'Brussels Effect' forcing global compliance. Compare with US and China approaches.
-
China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths triggered sixfold price spikes and cut European licensing below 25%. The U.S. FORGE alliance and EU's Critical Raw Materials Act respond, but rebuilding supply chains could take...
-
Strait of Hormuz Closure: How a Chokepoint Fractured the Global Economy in 2026
The Strait of Hormuz closure on Feb 28, 2026 removed 20% of global oil supply, three to five times larger than the 1973 embargo. Oil surged past $144/bbl, global GDP growth fell 2.9 percentage points, and the IEA released a...
-
Critical Mineral Arms Race: FORGE Initiative Reshapes Supply Chains
In February 2026, the U.S. hosted 54 nations for the Critical Minerals Ministerial, launching the FORGE initiative and 11 bilateral frameworks to counter China's rare earth dominance. Over $30 billion mobilized for supply...
-
IMF Cuts 2026 Global Growth to 3%: War & AI Reshape Economy
IMF cuts 2026 global growth forecast to 3.0%, raises inflation to 4.7% amid Middle East war and AI boom. See regional projections and key risks in the July WEO update.